x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

57:05

Goeasy Shares Sink After a Short Report. Should...

The Canadian Investor ·

2025/09/25

In this episode, we break down Constellation Software’s recent AI focused investor call. What management actually said and how it could shape M&A and vertical markets. We then do a deep dive into the new short report that was published on the subprime lender GoEasy with a balanced look at the key allegations, the numbers (interest receivable, charge-offs, delinquencies), and what to watch next. Tickers of stocks discussed: CSU.TO, GSY.TO Check out our portfolio by going to Jointci.com Our

en-US

48:28

50 Ways to Invest in the AI Revolution - Part 1

The Canadian Investor ·

2025/09/22

Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA,

en-US

49:39

What the BoC’s Rate Cut Says About the Canadian Economy

The Canadian Investor ·

2025/09/18

In this episode of the Canadian Investor Podcast, we break down Canada’s latest inflation read and the Bank of Canada’s rate cut, framing what “sticky core” means for investors. We then turn to earnings and look at Adobe’s AI narrative vs. a maturing growth profile, Affirm’s BNPL momentum alongside credit risk, and Dollar Tree’s value push contrasted with Dollarama’s margin machine. Tickers of stocks discussed: ADBE, AFRM, DLTR, GSY.TO Check out our

en-US

62:29

Why Chasing High Yielding Dividend Stocks Rarely Pays...

The Canadian Investor ·

2025/09/15

In this episode, we go over yield traps and why abnormally high dividends often signal business stress rather than easy income. We walk through how falling share prices inflate trailing yields, why payout ratios and free cash flow coverage matter, how special dividends can skew TTM yields, and when sector “norms” turn into red flags. To make things easier to spot, we do a sector by sector overview of what is considered a normal yield and what is considered a high and likely unsustainable

en-US

51:49

Oracle’s AI Boom, Lululemon’s Disastrous Quarter, and...

The Canadian Investor ·

2025/09/11

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and the US and what it means for investors. In the mining space, we discuss the proposed merger between Teck Resources and Anglo American. We finish the episode by talking about Lululemon’s rough quarter and weak guidance

en-US

55:02

6 Ways to Invest in Gold as It Hits Record Highs

The Canadian Investor ·

2025/09/08

Gold just hit a new all-time high, and we’re dedicating a full episode to what’s driving the move and the smartest ways to get exposure. We break down the macro tailwinds and why those forces can keep a bid under the metal. Then we get practical, walking through the different ways investors can gain exposure to gold, from holding physical bullion to ETFs, miners, and more—highlighting the pros and cons of each approach. Tickers of Stocks and ETFs discussed: GLD, ZGLD.TO, GDX, GDXJ,

en-US

42:00

Are Canadian Banks Priced to Perfection?

The Canadian Investor ·

2025/09/04

In this episode of the Canadian Investor podcast, Simon (fresh off vacation) and Dan Kent dig into a jam-packed news and earnings episode. We start with the U.S. antitrust ruling on Google. Then we break down Alimentation Couche-Tard’s quarter which was mostly positive. We finish with earnings from TD and Royal Bank as well as our takeaways from Banks earnings this season. Tickers of stocks discussed: TD.TO, RY.TO, GOOG, ATD.TO Check out our portfolio by going to Jointci.com Our Website Our

en-US

33:09

6 Ways I Use AI for Investing

The Canadian Investor ·

2025/09/01

In this solo episode, Simon dives into how he uses AI, particularly large language models like ChatGPT as a tool to become a more efficient investor. From idea generation and researching new concepts to validating metrics, spotting historical patterns, and even playing devil’s advocate on stock ideas, Simon shares practical ways AI can save time while highlighting the caveats and pitfalls investors need to watch out for. He also explores how hedge funds are adopting AI today, from market

en-US

44:58

Canada Goose Buyout Speculation and The Risks of...

The Canadian Investor ·

2025/08/28

In this episode of The Canadian Investor Podcast, we cover a packed week of market-moving news. We start with reports that Bain Capital may be taking Canada Goose private, with bids valuing the luxury parka maker well above its current market cap. Next, we break down Fed Chair Jerome Powell’s latest speech at Jackson Hole, where cooling growth, sticky inflation, and tariff-driven price shocks shaped the market’s outlook on rate cuts. We also look at Scotiabank’s surprising earnings

en-US

52:04

How We Find and Analyze New Stock Ideas

The Canadian Investor ·

2025/08/25

In this episode, Simon and Dan walk through their process for finding strong investment ideas, from using stock screeners to AI tools, and finally doing a full deep dive on company fundamentals. Simon shares the consistent criteria he applies in his screeners, how he narrows down results efficiently, and where AI fits as a research assistant. Dan breaks down the custom screeners he’s built over the years, how he balances dozens of metrics, and why focusing on quality across multiple areas is

en-US

63:49

Economic Uncertainty Continues to Reshape Canadian...

The Canadian Investor ·

2025/08/21

In this episode of the Canadian Investor Podcast, we’re joined by Daniel Foch, host of the Canadian Real Estate Investor Podcast, for a deep dive into the macro forces shaping Canada’s economy and real estate market. We explore the impact of rising youth unemployment, the steep decline in construction jobs, and the looming mortgage renewal wall for homeowners facing higher rates. We also discuss how five-year Government of Canada bond yields influence fixed mortgage rates and the broader

en-US

58:49

Best Trash Stock? Waste Management or Waste Connections

The Canadian Investor ·

2025/08/18

Dan and Simon dive deep into two of North America’s waste-disposal giants — Canada’s Waste Connections and the U.S.-based Waste Management. They break down business models, market share, acquisition strategies, financial performance, and the critical role of landfill ownership. From healthcare waste growth to automation’s impact, and from regulatory risks to why “boring” garbage companies can be long-term portfolio anchors, this episode unpacks the dirty details

en-US

54:12

Shopify & Franco-Nevada Deliver Big on Earnings

The Canadian Investor ·

2025/08/14

In this episode, Simon and Dan dive into a jam-packed earnings episode covering some of Canada’s biggest names. They break down GoEasy’s record quarter and cautious shift toward secured lending, Franco-Nevada’s strong gold-fueled results and the latest on Cobre Panama, WSP Global’s steady growth despite Asia-Pacific weakness, BCE’s first full quarter post-dividend cut, and CargoJet’s new deals with Amazon and DHL. They wrap with Shopify’s standout results,

en-US

56:54

6 Poker Lessons That Made Me a Better Investor

The Canadian Investor ·

2025/08/11

In this episode of The Canadian Investor Podcast, Simon and Dan share the stocks and ETFs currently on their radar and dive into the surprising parallels between poker and investing with lessons from poker that apply to long-term investing. Ticker of stocks and ETFs discussed: WCN.TO, ZHU.TO, IXJ, VHT, PPH, IHI, IHF Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg

en-US

52:56

Two Canadian Stocks That Are Printing Money

The Canadian Investor ·

2025/08/07

In this episode, we kick things off with a quick look at the newly imposed 35% tariffs by the U.S. on Canadian goods.We then break down earnings from some key Canadian names, starting with TMX Group, which continues to benefit from strong options trading volumes and solid growth from its energy and ETF data platforms.Tourmaline posts strong results despite weak natural gas prices, and signs a lucrative long-term export deal linked to European gas benchmarks.We also dig into Celestica, arguably

en-US

55:20

10 Signs the Stock Market Might Be Peaking

The Canadian Investor ·

2025/08/04

In this episode, Simon and Dan go deep into the growing signs that point to a potential market top. From narrow market leadership and the return of meme stocks to rising margin debt, IPO activity, and elevated valuations — they cover it all. They also dive into speculative trading trends, the resurgence of paid stock promotions, and why retail investors might be piling in at the wrong time. While not a doomsday episode, this is a grounded look at the data and sentiment driving markets in

en-US

44:16

Loblaws’ Stock Split and Caution From CN Rail

The Canadian Investor ·

2025/07/31

In this episode, Simon and Dan cover a range of earnings updates, starting with Canadian National Railway's lowered guidance and what it could mean for CP Rail. We then dive into TFI International’s freight challenges, Loblaws' strong performance (and controversial stock split), and Alphabet’s booming YouTube ad growth despite search disruption risks. We wrap up with thoughts on Bitcoin, gold, and why Franco-Nevada might be set up for a strong earnings surprise. Tickers of stocks

en-US

51:35

Is Lululemon or Aritzia the Better Canadian Fashion...

The Canadian Investor ·

2025/07/28

In this episode, we compare two of Canada's most successful fashion retailers, Lululemon and Aritzia. We dive into their history, growth trajectories, and financials, highlighting why Aritzia has outpaced Lululemon in recent years and how each brand is tackling expansion, margins, and competition. We also break down the bull and bear cases for both companies going forward and which one has the best potential returns for investors. Tickers of stocks discussed: LULU, ATZ.TO Check out our portfolio by

en-US

48:42

The Best Performing Assets of 2025 and Couche-Tard...

The Canadian Investor ·

2025/07/24

In this episode, we start by breaking down the year-to-date performance of major asset classes, including equities, gold, Bitcoin, and bonds. We then dive into why Couche-Tard’s $47B bid for Seven & i ultimately fell apart after nearly a year of back-and-forth. Lastly, we cover the latest earnings from BlackRock and American Express. Tickers of stocks discussed: BLK, AXP Get your TSX Meetup tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel

en-US

53:53

4 Stocks to Buy Now and Not Touch Until 2035

The Canadian Investor ·

2025/07/21

Following up on our recent RESP segment, Simon answers a listener question about RESPs. We go deep on how to maximize government benefits like the CESG and Canada Learning Bond, and outline smart approaches for front-loading, automating, and adjusting RESP investments as your child gets older. Simon also shares how he's planning to use his daughter’s RESP as a tool for both long-term compounding and financial education. We discuss when to start involving your child in RESP management, how to

en-US

526 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Nomad Capitalist Audio Experience

Nomad Capitalist

Supply Shock

Blockworks

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita

SoldiExpert SCF