The Canadian Investor
চ্যানেল বিস্তারিত
The Canadian Investor
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 info...
সাম্প্রতিক এপিসোড
581 টি এপিসোড
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 ene...
12 ETFs to Consider as Market Volatility Surges
Markets remain highly volatile as tensions in the Middle East continue to drive sharp swings across equities, bonds, and commodities. We break down ho...
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...
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 p...
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 managemen...
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 finan...
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...
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 o...
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, 20...
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...
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...
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 r...
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 softe...
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...
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. Th...
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 f...
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 s...
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 st...
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 f...
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 polic...
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...
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’...
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...
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 Fe...
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 TE...
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...
Tier Ranking Canada’s 30 Largest Public Companies (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...
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...
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...
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 financ...
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 discu...
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 dow...
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...
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...
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 acc...
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 shak...
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,...
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 f...
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...
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 re...