The Canadian Investor
The Canadian Investor is a podcast focused on investing in the Canadian market. Hosts Braden Dennis and Simon Belanger discuss individual stocks, investment strategies, and the nuances of Canadian investment vehicles. The show aims to provide well-researched information and entertainment for Canadian investors.
Episodes
Canadian Insider Trading Allegations & the IPO Mania Continues
In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer. We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matte
Are Canadian REITs Finally Cheap Enough to Buy?
In this episode of The Canadian Investor Podcast, Simon is joined by Daniel Foch to take a deep dive into Canadian REITs and the major forces reshaping the real estate market. They discuss why residential REITs are facing pressure from falling rents, rising vacancies, and slowing population growth, while retail REITs have been surprisingly resilient thanks to strong occupancy, rent increases, and
Canada’s Economy: Better Than Expected or Worse Than It Looks?
In this episode of The Canadian Investor Podcast, Simon and Daniel Foch break down the increasingly confusing macro backdrop for Canadian investors. They discuss why Canada’s latest jobs report looked stronger than expected, but may actually make life harder for the Bank of Canada. They also compare today’s economy to the early 1990s recession, including the parallels around popul
Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering
In this episode, we cover several major stories across AI, tech, Berkshire Hathaway, housing, and Canadian banks. We start with Anthropic reportedly moving closer to a potential IPO and what that could mean for the broader AI IPO race. We also break down the latest SpaceX IPO update, including its massive expected valuation and why investors appear to be valuing the company as much more than just
5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad?
In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a
Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future
In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usa
SpaceX’s $1.75T IPO & Canadian Banks Keep Rallying
In this episode, we break down a wide range of market stories, starting with SpaceX’s potential IPO and what its S-1 reveals about the business. We look at the company’s major segments, including Starlink, launch services, and xAI, while discussing the massive valuation being floated and why investors may want to be cautious around the hype. We also cover Nvidia’s latest blockbus
Are Software Stocks Broken? Plus 3 Stocks on Our Radar
In this episode, Simon and Dan break down why software stocks continue to struggle despite many companies showing little evidence of major AI disruption so far. They discuss the ongoing valuation reset across SaaS, the shift away from seat-based pricing, and why companies like Salesforce, ServiceNow, Adobe, Constellation Software, and Topicus may need more than solid earnings to regain investor co
Bond Yields, Inflation Pressures and the Consumer Squeeze
In this episode, Simon and Daniel break down the sudden surge in bond yields and what it could be signaling about inflation, interest rates, and consumer stress. They start by looking at the latest Canadian CPI data and why inflation may not be fully reflecting the impact of higher fuel prices yet. Simon highlights key takeaways from Walmart, Lowe’s, and Home Depot earnings, including rising
Constellation Software, a Hidden Canadian AI Stock, and a Nuclear Energy Play
In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes. They start by discussing the latest Canadian inflation data, where headline CPI surprisingly slowed despite a volatile energy environment. The hosts also weigh the broader macroeconomic impact of surging bond yields—highlighting the climb in both U.S. and Canadian
Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy
In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stocks, and how younger investors can get started. They start by discussing where the new Canada Strong Fund could potentially invest, including critical minerals, uranium, energy infrastructure, pipelines, and companies tied to national sovereignty. They
Alberta’s New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic
In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could mean for inflation, consumer spending, and central bank policy. They discuss why Canada’s energy infrastructure is back in focus, including potential federal support for a new Alberta-to-West Coast pipeline, the bigger debate around a West-to-E
Franco-Nevada, TMX and Loblaws: Canada’s Quiet Compounders Deliver
In this episode of The Canadian Investor Podcast, we start with the latest U.S. inflation data and why higher energy prices could complicate the rate-cut narrative for markets. We also revisit GameStop’s rejected proposal for eBay and break down why Ryan Cohen’s compensation structure may help explain the push for a bold acquisition. We then look at a strong quarter from TMX Group, inc
Berkshire’s $400B Cash Pile + How to Buy Private AI Companies
In this episode of The Canadian Investor Podcast, Simon and Dan break down Greg Abel’s first Berkshire Hathaway annual meeting as CEO and what it says about the future of the company after Warren Buffett. They discuss Berkshire’s nearly $400 billion cash pile, whether it is a sign of excessive caution or disciplined capital allocation, and why patience can look like a mistake when mark
Carney’s Big Pivot: Jobs, Energy, Housing & Major Projects
In this episode, Simon and Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment, and the growing divide between full-time and part-time work. They also discuss what Canada’s spring economic update could mean for housing, infrastructure, critical minerals, energy, and the federal government’s push to speed up major pr
GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter
In this episode, we break down one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered questions around how the deal would actually be financed. We also look at Shopify’s earnings, where the headline numbers looked strong but the stock sold off sharply as investors focused on guidance, valuation, and whether AI will be a tailwind o
10 Costly Mistakes Canadian Investors Make
In this episode, Simon and Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconcentrating in Canadian stocks and real estate. They discuss why home-country bias can quietly increase portfolio risk, when CDRs and Canadian-listed U.S. ETFs may or may not make sense, and how withholding taxes, currency conversion, and account type c
Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble
In this episode, Simon Belanger joins Daniel Foch for a live macro discussion covering some of the biggest stories in Canada and the U.S. They start with Real Brokerage’s proposed acquisition of RE/MAX, breaking down the deal structure, why RE/MAX shares are trading below the headline offer price, and what the market may be signalling about dilution and the real estate industry. They also di
Canada's New Sovereign Wealth Fund and Intel’s Stunning AI Quarter
In this week’s news and earnings episode, Simon and Dan break down the Bank of Canada’s latest rate decision and what it signals for inflation, oil prices, and the Canadian economy. They also dive into the newly announced Canada Strong Fund, Canada’s proposed sovereign wealth fund, and discuss whether it’s smart policy or political branding. The guys also cover Shell’
7 Stocks We Sold Too Early… And Still Regret
In this episode of The Canadian Investor Podcast, we share some of our biggest investing mistakes: stocks we owned, sold too early, and watched soar afterward. From Apple Inc. to Alphabet Inc., Shopify Inc., Brookfield Corporation and more, we break down why we sold, what we learned, and how those experiences shaped our investing philosophy today. We also discuss the emotional side of investing, w
Apple’s New CEO + The Company Challenging Home Depot
In this news and earnings episode of The Canadian Investor Podcast, we break down Canada’s latest CPI report as inflation reaccelerates, with rising gasoline, food, rent, and insurance costs putting pressure on households. We also discuss what higher energy prices could mean for businesses and the broader economy. We then cover Apple’s major leadership transition as Tim Cook steps down
Do Canadians Really Need $1.7 Million to Retire? + The Gamification of Investing
In this episode of The Canadian Investor Podcast, we break down the latest data on Canadian household wealth and what it reveals about the growing divide between those benefiting from rising asset prices and those falling behind. We discuss household debt levels, savings rates, real estate stagnation, and why many Canadians may be feeling more financial pressure than headline numbers suggest. We a
Why BRP Stock Just Crashed & GFL Makes a Huge Acquisition
In this episode of The Canadian Investor Podcast, we break down hotter-than-expected U.S. inflation data and why rising energy prices are becoming a growing concern for markets. We also discuss why BRP Inc. stock is down more than 35% and whether the selloff is justified. We also cover strong earnings from BlackRock and ASML Holding, GFL Environmental’s acquisition of Secure Waste, and the s
What the Oil Shock Means for Stocks, Gold & Rates with Bipan Rai
In this episode of The Canadian Investor Podcast, we welcome back Bipan Rai from BMO ETFs to break down one of the biggest macro stories of the year: the oil shock triggered by the Iran conflict and what it could mean for inflation, central banks, and investors. We discuss why this environment may look very different from 2022, whether the Bank of Canada and Federal Reserve are likely to stay on h
The Largest IPOs in History and Young Canadians Are Stressed About Money
In this episode of The Canadian Investor Podcast, Simon and Dan discuss some of the largest IPOs in history and whether 2026 could become a record-breaking year for new listings. They break down Saudi Aramco, Alibaba, Facebook, Uber, and Rivian, before looking ahead to potential mega-IPOs from SpaceX, OpenAI, and Anthropic. They also explore whether investor demand can keep up with these massive v
Canadian Investors Now Have Over 1,500 ETFs to Choose From
In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clear portfolio strategy matters more than ever. We then shift to earnings, starting with a strong turnaround qu
3 Stocks We're Watching for 2026 (Big Opportunities Ahead)
In this quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table. Before diving into the stocks, we discuss major breaking news in AI and private markets, including reports of a potential SpaceX IPO and OpenAI’s massive new funding round at an eye-popping valuation. We then shift to our featured companies.
Nike Crashes, Air Canada CEO Exit & GoEasy Finally Reports Earnings
In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty. We discuss the growing divergence beneath the surface of major indices, with equal-weighted strategies outperforming as mega-cap tech names experience significant drawdown
12 ETFs to Consider as Market Volatility Surges
Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios. We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, incl
Dollarama & Lululemon Struggle as Market Volatility Continues
Markets remain highly volatile as tensions in the Middle East continue to drive sharp swings across equities, bonds, and commodities. We break down how rising oil prices and inflation expectations are impacting different sectors, why the S&P 500 and Nasdaq are down year-to-date, and how diversification is helping investors navigate the current environment. We then turn to private credit, where
Will Canadian Bank Earnings Take a Hit as the Economy Slows?
In this episode, we break down what goeasy’s collapse could signal for the broader Canadian economy and banking sector. We revisit past Canadian bank failures, connect them to today’s rising job losses and economic weakness, and explain why subprime lenders tend to crack first in a downturn. We also discuss whether Canadian banks could face headwinds after a strong run, and compare Goe
The BoC Is Stuck and These Companies Are Feeling It
The Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy. We also break down Alimentation Couche-Tard’s latest earnings and why the market was underwhelmed despite decent headline growth. Same-stor
Constellation Software’s AI Outlook and More Trouble in Private Credit
In this episode of The Canadian Investor Podcast, we break down Constellation Software’s latest earnings and conference call, including what management had to say about AI, software pricing, acquisition strategy, and why the company may be looking more closely at public market opportunities. We then shift to the growing stress in private credit. We discuss new data showing record default rat
Unpacking Why Subprime Lender Goeasy Stock Crashed 60%
In this episode of The Canadian Investor Podcast, we break down the stunning collapse in Goeasy after the company shocked investors with a major financial update ahead of earnings. What was expected to be a gradual deterioration turned into a full-blown blow-up, with sharply higher charge-offs, a suspended dividend and buyback program, withdrawn guidance, potential restatements of past financials,
8 Stocks That Could Benefit From Increased Global Uncertainty
In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal” consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the mo
Canadian Banks Deliver Big Earnings as Uncertainty Rattles Markets
In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump.
The AI Boom That Could Crash Markets and the Economy: Fact or Fiction?
In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: companies deploy AI to boost productivity and margins, layoffs rise (especially
Private Credit Cracks, Canadian Tire’s Turnaround & GoEasy Delays Earnings
Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET). Then it’s straight into the GoEasy saga: Q4 earnings get pushed right up near the regulatory deadline, adding to a growing list of red flags around leadership turnover and loan-book quality. Simon and Dan explain why, like poker, you can’t cherry-pick the infor
4 Industries AI Can’t Replace and Stocks on Our Radar
Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may actually strengthen. They discuss why parts of the “real economy” (natural resources, waste collection, skilled trades, and critical infrastructure work) have durable moats tied to physical assets, regulation, and human accountability. In St
What Recent Earnings Reveal About These 4 Canadian Stocks
Simon and Dan are back with another earnings-driven episode — this time focused entirely on Canadian companies. They dig into a fresh batch of results across insurance, commodities, transportation, and airlines, discussing what’s actually driving performance beneath the headlines, why some stocks are pulling back despite strong fundamentals, and how different business models are holdin
Can TELUS’ New CEO Save Investors From a Dividend Cut?
In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and long-term turnaround prospects. The guys also cover Shopify’s strong Q4 results and growing AI integrati
Braden Returns to Talk CSU and Whether the Market Is Wrong on Software Stocks
Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, mar
AI Spending Accelerates While Office Real Estate Crumbles
In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back s
Palantir Keeps Rolling And the Case for Global Stocks
In this mixed earnings and macro episode, Simon and Dan break down Palantir’s explosive growth (and wild stock reaction), Microsoft’s cloud slowdown fears amid massive AI capex, and Starbucks’ underwhelming turnaround outlook. They also dig into what today’s volatility says about tech valuations, why hyperscalers are under pressure to prove returns on AI spending, and wheth
Paypal Impodes, Iphone Sales Soar & What the Next Fed Chair Means for Your Portfolio
In this bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and silver, and discuss why the Fed is “trapped” regardless of who replaces Jerome Powell—using the Kevin Warsh chatter as a jumping-off point for fiscal dominance, bond demand, and what it all means for risk assets. They also run throug
AI Just Crashed SaaS Stocks — Can They Recover or Is This Permanent?
Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why investors are suddenly questioning data-driven moats, seat-based subscripti
6 Underrated Metrics Every Stock Investor Should Use
In this episode, Simon and Dan break down key investing metrics the financial media barely talks about—including free cash flow per share, free cash flow payout ratio, net interest margin, stock-based compensation, and leverage/interest coverage—and why these can matter more than the usual headline numbers. Then in Stocks on Our Radar (presented by EQ Bank), Simon covers Pure Storage&m
Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed
In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exposure), plus earnings and updates from ASML, RTX, and UnitedHealth—a perfect example of how political ri
SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?
Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-solid underlying businesses. They explain the classic “moats” that made SaaS so powerful—swit
Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down
This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets. Tickers of stocks dis
8 Stocks to Consider for Your TFSA in 2026
We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA. This isn’t a deep dive, it’s a clear bull case + key risks for each idea. We hit everything from a data-and-subscription business getting punished by “AI disruption” fears, to a global infrastructure/engineering compounder ridin
Will Trump Break the Stock Market?
The US Department of Justice has opened a probe into Jerome Powell and markets are interpreting it as a direct challenge to the independence of the Fed by Trump. We then break down Aritzia’s latest blowout quarter, highlighting rapid U.S. expansion, strong margins despite tariffs, and why execution continues to separate it from peers. We also cover Minto REIT being taken private at a 32% pre
Is It Too Late to Buy Silver and Is TELUS Dividend at Risk?
After BCE cut its dividend in mid-2025, investor capital rotated into TELUS as the next high-yield alternative. In this episode, we examine whether TELUS is now facing the same fate or whether the comparison is flawed. We break down the key differences between TELUS and BCE at the point of stress, focusing on free cash flow coverage, leverage, capital intensity, growth outlook, and management exec
Ranking Canada’s 30 Largest Stocks (Part 2)
We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality. In Part 2, we tackle the last 15 names (and 2 bonus names) covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk. Tickers of stocks discussed: SHOP.
Ranking Canada’s 30 Largest Stocks (Part 1)
We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality. In Part 1, we tackle the first 15 names—covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk. Tickers of stocks discussed: RY.TO, SHOP.TO, TD
2026 Bold Predictions: Will Canadian Stocks Beat U.S. Stocks Again?
It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt
2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day
The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks. The crew then dives into AI’s public-market ripple effects: the data center CapEx
Why Private Mortgages Can Trap Investors for Years
Simon Belanger is joined by Dan Foch to demystify Canada’s private mortgage landscape from MICs (Mortgage Investment Corporations), to mortgage finance companies, and why syndicated mortgages. They break down how these funds generate eye-catching yields, where the real fees live, why first vs. second-position lending matters, and the biggest risk most investors underestimate: liquidity. The
Gold, Interest Rates, and the Macro Outlook with Bipen Rai
In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management. We discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away from the post-GFC playbook. Bipen shares his perspective on gold and why it continues to play a
Why Oracle Is Spooking Markets and a Red-Hot 2024 Canadian IPO
Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s eye-popping results and what’s behind the momentum. Finally, we tackle the name that&rsq
Pay Down Your Mortgage or Invest? And a Canadian Stock Few Are Watching
In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, the math has quietly shifted. We break down when investing still makes sense, when paying d
Canadian Banks End 2025 on a High Note
In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this positions EQ Bank against Canada’s much larger incumbents. We also dig into earnings from
Investment Accounts Simplified and 5 Stocks on Our Radar
Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like
3 Signs a Dividend Cut Is Coming and Canadian Bank Earnings Kick Off
On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale. We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees i
3 Things to Do Before You Invest a Single Dollar
Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets. Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banki
Michael Burry Calls Out Nvidia and the AI Mania
Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall. And then there’s Nvidia another monster quarter… paired with a surprisingly cold market reaction
Jan van Eck on Gold’s Surge, AI’s Rise, Emerging Markets & the Future of ETFs
Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor
What’s Driving the Drop in Tech Stocks and Bitcoin?
Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might sign
8 Simple Ways to Save and Have More Money to Invest
For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true inflation rate is to identifying high-impact savings in your budget, this episode is all about practical ways to improve your purchasing power and invest more even if your income hasn’t kept up with rising costs. Simon shares how he cut his own
Buffett’s Farewell, Constellation’s Pullback, and GoEasy Sells Off
Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and we revisit GoEasy’s first results since the short report to assess the real risks behind
5 Canadian Stocks Set to Benefit from the 2025 Federal Budget
Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and what that signals for the next phase of the AI cycle and where the risks and opportunities actually are. Then Simon shifts to the Canadian federal budget: rising deficits, shifting priorities, and why the real investment takeaway might be in critical m
The TSX Hits $6 Trillion While TMX Has a Monster Quarter
In this episode, Simon breaks down the latest from the Bank of Canada and the Fed and why both are cutting rates again, but sending different signals on what comes next. He then walks through earnings from TMX Group, Allied Properties, and Franco-Nevada. TMX and Franco continue to execute well, while Allied’s fundamentals and payout picture keep deteriorating. Tickers of stocks discuss
The 7 Best Investment Decisions We’ve Ever Made
In this episode of The Canadian Investor Podcast, Simon and Dan follow up on their “biggest mistakes” episode by sharing their best investment decisions. From Simon’s early conviction in Bitcoin and timely gold buys to Dan’s disciplined approach with tech giants and his winning bet on Aritzia, they break down what worked, why, and what they’ve learned along the way. T
The 7 Biggest Investment Mistakes We’ve Made
In this episode, Simon and Dan candidly discuss their worst investing mistakes, emphasizing the importance of acknowledging errors in judgment and the lessons learned from them. They explore themes such as drawdowns, overvaluation, home bias, and the necessity of understanding investments before committing funds. The conversation highlights the significance of position sizing and the emotional asp
The Truth About Covered Call ETFs with Ben Felix
In this episode, Simon sits down with Ben Felix from PWL Capital to break down the hype around covered call ETFs, why high yields can be misleading, and how these products often underperform simple index funds. They discuss why “easy income” isn’t free, how marketing and influencers fuel bad investing habits, and whether passive investing is distorting markets. Ben also shares hi
Meme Stock Mania Returns and Private Debt Gets Messy
Simon and Dan break down Canada’s latest inflation data, why core CPI remains stubbornly high, and what falling rents might mean for the Bank of Canada’s next move. They also dive into the growing turmoil in private credit, including the First Brands bankruptcy and Tricolor collapse, and what these cases reveal about risk in the shadow banking system. The episode wraps up with Beyond M
Breaking Down the Quantum Stock Mania
We open on the quantum bubble—why euphoric pricing, SPAC lineage, tiny revenues, and heavy short interest make this corner of the market feel like a digital casino. Then we break down shorting in plain English (and why timing risk blows up otherwise “correct” theses). Simon pivots to gold’s surge, drawing parallels to the post-1971 fiat shift, sticky core inflation, and chr
Blowout Earnings From Aritzia Despite Tariffs & Brookfield Buys Oaktree
In this episode, we cover a busy week of earnings: BlackRock’s big inflows and a push to bring more traditional investments onto the blockchain, Aritzia’s surprisingly strong U.S. growth, and ASML’s steady demand for its chip-making machines despite China limits. Plus, Brookfield buying the rest of Oaktree, Tilray still struggling in a value-driven cannabis market, and Pepsi lear
Everything You Need to Know About Fixed Income
In this episode, we cover a variety of fixed income options for your portfolio. From savings accounts and GICs to T-Bills, bonds, and corporate credit—this episode is your one-stop overview of fixed income. Simon and Dan break down how each fits into a portfolio, the trade-offs between yield, liquidity, and risk, and what investors should watch for as rates move. They also touch on preferred
Why the TSX Is Crushing the S&P 500 This Year
In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500’s strong double-digit gains to gold’s massive rally and the surprising outperformance of the TSX. They break down what’s been driving returns in both Canada and the U.S., why certain sectors are leading, and how rare multi-year doubl
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