
The Canadian Investor
199 FOLLOWERS
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 investing podcast for Canadians.
The Canadian Investor
3d ago
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 dive into Canada’s need for stronger entrepreneurship and touch on major market mov ..read more
The Canadian Investor
1w ago
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 to assess DeepSeek’s newly released LLM.
Finally, we discuss the latest results from CP and CN Rail, why Dan sold ..read more
The Canadian Investor
1w ago
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 updates from American Express and Goodfood provide insight into consumer spending trends.
Tickers of Stocks/ETFs discus ..read more
The Canadian Investor
1w ago
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 of Valley Forge Capital. Discover why the intersection of growth and predictability defines grea ..read more
The Canadian Investor
2w ago
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.
Tickers of Stocks/ETFs discussed: BLK, RCH.TO, CCA
Check out our portfolio by going to Jointci.com ..read more
The Canadian Investor
2w ago
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 competition from Figma and Canva, Adobe remains a very profitable business trading at cheaper valuatio ..read more
The Canadian Investor
3w ago
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 in a big way.
Additionally, Simon finishes the podcast by covering BlackRock’s launch of a Bitcoin ETF in Ca ..read more
The Canadian Investor
3w ago
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 inflation risks and the influence of government policies, this segment will help you better understand the ..read more
The Canadian Investor
1M ago
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 Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital ..read more
The Canadian Investor
1M ago
In this episode, Simon starts by giving props to Braden for one of his bold predictions coming through on the last day of 2024. Simon then goes over the stocks he sold in 2024 and how they’ve performed since he sold each position.
We wrap up the episode with Braden going over the metric he uses the most for screening for companies. He goes over the pros and cons of the metric and why he uses it so often.
Tickers of stocks discussed: AP-UN.TO, ASML, EQIX, HD, SHOP.TO, PSCT, SFTC.TO
Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_in ..read more