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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

46:23

Do Canadians Really Need $1.7 Million to Retire? +...

The Canadian Investor ·

2026/04/20

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 also dive into BMO’s annual retirement survey, where Canadians now believe they need $1.7 million

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44:25

Why BRP Stock Just Crashed & GFL Makes a Huge...

The Canadian Investor ·

2026/04/16

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 sharp drop in Chemtrade Logistics Income Fund after a major setback in Vancouver. Tickers of stocks

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31:46

What the Oil Shock Means for Stocks, Gold & Rates...

The Canadian Investor ·

2026/04/15

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 hold, and why markets may be underestimating downside risks to economic growth. We also cover why gold

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50:21

The Largest IPOs in History and Young Canadians Are...

The Canadian Investor ·

2026/04/13

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 valuations. The discussion then shifts to the Financial Planning Canada Financial Stress Index,

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40:18

Canadian Investors Now Have Over 1,500 ETFs to Choose...

The Canadian Investor ·

2026/04/09

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 quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also

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53:03

3 Stocks We're Watching for 2026 (Big Opportunities...

The Canadian Investor ·

2026/04/06

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. Braden introduces QXO, a roll-up led by serial entrepreneur Brad Jacobs targeting the fragmented

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46:56

Nike Crashes, Air Canada CEO Exit & GoEasy Finally...

The Canadian Investor ·

2026/04/02

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 drawdowns. We also revisit the AI investment debate and how rising energy costs could impact the long-term

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44:48

12 ETFs to Consider as Market Volatility Surges

The Canadian Investor ·

2026/03/30

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, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like

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35:47

Dollarama & Lululemon Struggle as Market Volatility...

The Canadian Investor ·

2026/03/26

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 issues continue to surface. A KKR fund gets downgraded to junk, more funds are limiting redemptions,

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41:56

Will Canadian Bank Earnings Take a Hit as the Economy...

The Canadian Investor ·

2026/03/23

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 Goeasy to Propel to assess risks across alternative lenders. Tickers: GSY.TO, PRL.TO, RY.TO, NA.TO, CM.TO

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41:22

The BoC Is Stuck and These Companies Are Feeling It

The Canadian Investor ·

2026/03/19

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-store sales, consumer pressure, and slowing organic momentum remain key issues. We then turn to Adobe and

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48:43

Constellation Software’s AI Outlook and More Trouble...

The Canadian Investor ·

2026/03/16

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 rates in 2025, redemption pressure hitting major private credit funds, and what recent moves by BlackRock

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48:56

Unpacking Why Subprime Lender Goeasy Stock Crashed 60%

The Canadian Investor ·

2026/03/12

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, and debt covenant issues that could become existential for the business. We walk through the key

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46:32

8 Stocks That Could Benefit From Increased Global...

The Canadian Investor ·

2026/03/09

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 most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader

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48:30

Canadian Banks Deliver Big Earnings as Uncertainty...

The Canadian Investor ·

2026/03/05

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. From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit

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54:47

The AI Boom That Could Crash Markets and the Economy:...

The Canadian Investor ·

2026/03/02

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 in white-collar roles), consumer spending weakens, and the cycle reinforces itself—creating what

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42:45

Private Credit Cracks, Canadian Tire’s Turnaround &...

The Canadian Investor ·

2026/02/26

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 information you like. Next, Canadian Tire shows momentum: improving comps, margin expansion, and buybacks

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38:09

4 Industries AI Can’t Replace and Stocks on Our Radar

The Canadian Investor ·

2026/02/23

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 Stocks on Our Radar, Dan revisits Shopify after a sharp drawdown and explains why AI could be a tailwind

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34:41

What Recent Earnings Reveal About These 4 Canadian...

The Canadian Investor ·

2026/02/20

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 holding up in a slowing economy. The conversation touches on operating leverage, cash flow trends, balance

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32:47

Can TELUS’ New CEO Save Investors From a Dividend Cut?

The Canadian Investor ·

2026/02/19

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 integration—discussing whether AI is a real threat or a long-term tailwind for the platform—before

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588 results

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