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PODCAST

The Canadian Investor

Braden Dennis & Simon Belanger

The Podcast For Canadian Investors. The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles. Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investingpodcastfor Canadians.

business investing

All Episodes

60:07

12 Stocks We’re Watching as the Market Pulls Back

The Canadian Investor ·

2025/03/17

Markets hate uncertainty, and it’s showing. We break down the recent volatility, from the steep drawdowns in the Nasdaq and S&P 500 to the tariff-fueled market jitters. We also discuss why knowing what you own and being diversified is so important when markets are volatile. We also talk about how the recent volatility is creating opportunities for investors with capital to deploy. We highlight stocks on our radar, including TFII, CP, Nvidia, American Express, Costco, and Amazon, and

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44:20

Investing Opportunities in Market Volatility and the...

The Canadian Investor ·

2025/03/13

In this episode, we talk about recent market volatility with the NASDAQ dropping 4% in one day, marking its largest single-day decline since 2022. We unpack what's driving this volatility, including uncertainty surrounding tariffs, Trump's ambiguous comments on recession risks, and the unraveling of the Yen carry trade. Big tech companies are feeling the pinch, with Tesla down 46% year-to-date. We also discuss the U.S. government announcement of a Strategic Bitcoin Reserve and what it could mean

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64:43

5 Canadian Stocks That Won’t Feel the Impact of Tariffs

The Canadian Investor ·

2025/03/10

The trade war between Canada and the U.S. is evolving fast, and its impact on investors is undeniable. In this episode, we break down the latest developments, including the U.S. granting automakers a temporary exemption and potential carve-outs for agricultural products. Simon shares his critical take on the Canadian government’s counter-tariffs and why they could hit the most vulnerable Canadians hardest. We also discuss the broader market implications—how uncertainty leads to

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56:22

Canadian Banks Face Growing Uncertainty as the Trade...

The Canadian Investor ·

2025/03/06

The tariffs are officially here. As of March 4th, U.S. tariffs on Canadian goods have gone into effect, and Canada has responded with a massive $155 billion counter-tariff package. We break down what’s getting hit, Trudeau’s potential non-tariff measures, and the broader economic implications. Then, we shift to Canadian bank earnings. TD, RBC, National Bank, and CIBC all reported, giving us a snapshot of how the financial sector is holding up amid rising provisions and economic

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58:03

Key Takeaways from Warren Buffett’s Shareholder Letter

The Canadian Investor ·

2025/03/03

In this episode, we dive into Paul Graham’s essay on how wealth creation has evolved over the past few decades. We explore why inherited wealth is on the decline, what industries are driving the newest fortunes, and how compounding still remains a powerful path to wealth. Then, Simon gives his key takeaways from Warren Buffett’s latest letter to shareholders. Including why Buffett prefers to invest in companies rather than to hold bonds, his concerns about the currency and how the

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49:26

Loblaw’s Tariff Strategy and TFI International’s...

The Canadian Investor ·

2025/02/27

In this episode of The Canadian Investor Podcast, Simon and Dan begin by analyzing Apple's monumental announcement to invest over $500 billion in the United States over the next four years. The discussion then shifts to TFI International's challenging quarter and the brutally honest commentary provided by their CEO during their conference call. Next, they examine Air Canada's financial turbulence, noting a net loss of $644 million for the quarter and a 54% decline in free cash flow to $1.3 billion

en-US

59:53

An Intriguing Canadian Small Cap Stock and The Power...

The Canadian Investor ·

2025/02/24

In this episode, Simon takes a different approach by using a stock screener to uncover a Canadian small-cap company he had never heard of—Calian Group (CGY). He breaks down the company’s diverse business lines, financials, and key questions he’s looking to answer about its long-term potential. The episode then shifts to the timeless investing lesson of simplicity vs. complexity. Braden discusses why experienced investors often come full circle—starting with simple ideas,

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44:10

Mixed Results from Two Iconic Canadian Brands

The Canadian Investor ·

2025/02/20

In this episode, we talk about the latest Canadian CPI print that came in at 1.9%. We break down the key components and discuss where CPI could potentially head in the coming months. Meanwhile, U.S. inflation came in hotter than expected at 3%, raising big questions about the Fed’s next move. On the earnings front, Goeasy continues to post strong growth but with some increased risks as a slowing economy could be problematic for the Canadian subprime lender. We then discuss Canadian

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57:09

3 Stocks at Risk from Trump’s New Aluminum & Steel...

The Canadian Investor ·

2025/02/17

In this episode, Braden shares his first impressions of the cruise industry, how Royal Caribbean built a dominant brand, and whether it’s worth a deeper investment look. We then break down the latest tariff announcements from Trump and their impact on Canadian aluminum and steel exports, including key players like Alcoa, Rio Tinto, and Algoma Steel. Next, we discuss Uber’s record-breaking earnings, its role in the future of autonomous vehicles, and whether it can remain the dominant

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55:45

Should You Invest for Dividend Income or Maximize...

The Canadian Investor ·

2025/02/13

Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income vs. total return. They break down the pros and cons of each strategy, discussing capital retention, income predictability, sequence of return risk, and sector concentration. Is relying solely on dividends a sustainable retirement strategy, or does a diversified total return approach offer better long-term outcomes? They also share their own

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61:11

Real Estate Trends for 2025 and 12 REITs to Watch

The Canadian Investor ·

2025/02/10

In this episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon. The duo takes a deep dive into how Canadian real estate and REITs performed in 2024 and what could shape the market in 2025. They explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges posed by tight cap rate spreads, and how different real estate sectors are adapting. They also discuss key trends in residential, retail, office,

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59:23

The Real Cost of Tariffs and What Comes Next for Canada

The Canadian Investor ·

2025/02/06

In this episode, we break down what happened over the last week with the threat of Tariffs on Canada and Mexico. From the initial 25% tariffs on Canada and Mexico to the last-minute deals that temporarily paused them. We explain how tariffs actually work, who really pays for them, and why Canada is particularly vulnerable in this trade battle. We also explore the broader implications, from potential job losses and a weakening CAD to how this could impact future trade deals, including USMCA. Plus, we

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62:22

BoC Cuts Rates Amid Tariff Uncertainty and Big Tech...

The Canadian Investor ·

2025/02/03

In this episode, we discuss the recent cut of 25bps by the Bank of Canada, bringing the overnight rate to 3%. We break down the key takeaways from Tiff Macklem’s press conference, the uncertainty surrounding tariffs, and why QE could be back on the table if government spending ramps up. We also break down big tech earnings from Meta, Microsoft, and Apple, analyzing what’s driving their growth and how their AI investment strategies are evolving now that they’ve had nearly two weeks

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49:13

Nvidia Loses a Record Breaking $600 Billion in Market...

The Canadian Investor ·

2025/01/30

DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and Dan break down what makes DeepSeek-R1 different, why its cost efficiency could challenge Nvidia’s dominance, and how this news could reshape the AI landscape. They also discuss the implications for Big Tech’s massive AI investments, the impact on power-generating companies, and whether Nvidia’s drop was an overreaction. Plus, earnings

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60:26

30 Stocks For Contrarian Investors

The Canadian Investor ·

2025/01/27

In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world. Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria

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56:25

Trump’s Meme Coin Frenzy, Tariff Drama, and Canada’s...

The Canadian Investor ·

2025/01/23

In this episode of The Canadian Investor Podcast, we discuss the latest Canadian CPI data, which reveals the impact of the GST break and implications for interest rate cuts. We discuss Donald Trump's potential 25% tariffs on Canadian goods and the launch of the Trump and Melania meme coins. We also take a look at the recent earnings from BlackRock earnings, Cogeco Communications and Richelieu Hardware. Finally, we reflect on the disbanding of Hindenburg Research and its legacy in short selling

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60:52

Has Adobe Become a Value Stock?

The Canadian Investor ·

2025/01/20

In this episode, we dive into the world of leveraged ETFs, exploring how they amplify exposure to assets through debt and derivatives. From the explosive growth in leveraged ETF inflows to the risks of daily rebalancing and long-term viability, we break down what investors need to know before jumping into these high-risk, high-reward products. Braden also takes a dive into Adobe, one of the most underappreciated giants in the tech world. Despite looming threats from generative AI and evolving

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50:00

Aritzia’s Turnaround and How to Own Bitcoin

The Canadian Investor ·

2025/01/16

In this episode, Simon goes over the alarming findings from the latest MNP Consumer Debt Index. How Canadians are grappling with financial strain, rising insolvency fears, and shrinking disposable incomes, despite declining interest rates. Simon also analyzes Terravest’s impressive Q4 and full-year results, highlighting their growth, acquisitions, and dividend increase. Aritzia’s standout Q3 performance takes the spotlight, with soaring U.S. revenues and a focus on e-commerce paying off

en-US

50:53

5 Signs a Business Has Staying Power

The Canadian Investor ·

2025/01/13

In this episode of The Canadian Investor Podcast, we dive into the fundamentals of Porter’s Five Forces, exploring how shifts in industry dynamics create opportunities for savvy investors. Using real-world examples like TSMC and Delta Airlines, we analyze how changes in competition, bargaining power, and substitutes impact profitability. We also break down the complexities of bond investing, contrasting the benefits and risks of bond ETFs versus holding individual bonds. From liquidity to

en-US

62:38

Portfolio Rules, Hedging Strategies, and Leveraging a...

The Canadian Investor ·

2025/01/09

In this episode, we tackle listener questions on portfolio allocation, diversification, and investment strategies. Simon and Dan share their personal approaches to asset, sector, and geographical weightings, emphasizing the importance of individualizing your portfolio to fit your goals, risk tolerance, and financial situation. Tickers of Stocks/ETFs discussed: XYLD, SPY, VSP.TO, ZUE.TO, VFV.TO, VOO, XAW.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast

en-US

548 results

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