The Canadian Investor
Channel Details
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...
Recent Episodes
617 episodes
The Wealthy Barber on Canadians’ New Financial Reality
In this episode, Simon sits down with Dave Chilton for a broad conversation about personal finance, investing, and the habits that help Canadians buil...
The 10 Greatest Acquisitions in Canadian and U.S. Stock Market History
What separates a good acquisition from a truly company-defining one? In this episode, Simon and Dan look at some of the best acquisitions in Canadian...
Canada’s Condo Bailout and Apple’s Memory Price Problem
In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look...
Inflation Hits 3.2%, Couche-Tard Rallies & Airline Troubles
In this episode, Simon and Dan break down Canada’s latest inflation print, with CPI hitting 3.2% in May as gasoline, airfare, and food prices continue...
The Gildan Short Report and Lessons From 7 Other Canadian Short Reports
In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest short report targeting Gildan Activewear and the major allegatio...
New Fed Chair, Loonie Slides & Canada’s Population Keeps Falling
This week on Canadian Macro Investor, Simon and Dan break down a packed macro backdrop: global central banks turning more hawkish, Kevin Warsh’s push...
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop
On today’s episode, we cover a packed week across private markets, U.S. dealmaking, and Canadian earnings.
We start with SpaceX and the growing...
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners
AI investing is often focused on the obvious names: Nvidia, Microsoft, Google, Meta, and the rest of the hyperscalers. But the AI buildout is creating...
Canadian Insider Trading Allegations & the IPO Mania Continues
In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as infl...
Are Canadian REITs Finally Cheap Enough to Buy?
In this episode of The Canadian Investor Podcast, Simon is joined by Daniel Foch to take a deep dive into Canadian REITs and the major forces reshapin...
Canada’s Economy: Better Than Expected or Worse Than It Looks?
In this episode of The Canadian Investor Podcast, Simon and Daniel Foch break down the increasingly confusing macro backdrop for Canadian investors.
Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering
In this episode, we cover several major stories across AI, tech, Berkshire Hathaway, housing, and Canadian banks. We start with Anthropic reportedly m...
5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad?
In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark...
Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future
In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why deman...
SpaceX’s $1.75T IPO & Canadian Banks Keep Rallying
In this episode, we break down a wide range of market stories, starting with SpaceX’s potential IPO and what its S-1 reveals about the business. We lo...
Are Software Stocks Broken? Plus 3 Stocks on Our Radar
In this episode, Simon and Dan break down why software stocks continue to struggle despite many companies showing little evidence of major AI disrupti...
Bond Yields, Inflation Pressures and the Consumer Squeeze
In this episode, Simon and Daniel break down the sudden surge in bond yields and what it could be signaling about inflation, interest rates, and consu...
Constellation Software, a Hidden Canadian AI Stock, and a Nuclear Energy Play
In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes.
They start by d...
Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy
In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stocks, and...
Alberta’s New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic
In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could...
Franco-Nevada, TMX and Loblaws: Canada’s Quiet Compounders Deliver
In this episode of The Canadian Investor Podcast, we start with the latest U.S. inflation data and why higher energy prices could complicate the rate-...
Berkshire’s $400B Cash Pile + How to Buy Private AI Companies
In this episode of The Canadian Investor Podcast, Simon and Dan break down Greg Abel’s first Berkshire Hathaway annual meeting as CEO and what it says...
Carney’s Big Pivot: Jobs, Energy, Housing & Major Projects
In this episode, Simon and Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment,...
GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter
In this episode, we break down one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered question...
10 Costly Mistakes Canadian Investors Make
In this episode, Simon and Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconce...
Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble
In this episode, Simon Belanger joins Daniel Foch for a live macro discussion covering some of the biggest stories in Canada and the U.S. They start w...
Canada Strong Fund and Intel’s Stunning AI Quarter
In this week’s news and earnings episode, Simon and Dan break down the Bank of Canada’s latest rate decision and what it signals for inflation, oil pr...
7 Stocks We Sold Too Early… And Still Regret
In this episode of The Canadian Investor Podcast, we share some of our biggest investing mistakes: stocks we owned, sold too early, and watched soar a...
Apple’s New CEO + The Company Challenging Home Depot
In this news and earnings episode of The Canadian Investor Podcast, we break down Canada’s latest CPI report as inflation reaccelerates, with rising g...
Do Canadians Really Need $1.7 Million to Retire? + The Gamification of Investing
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 div...
Why BRP Stock Just Crashed & GFL Makes a Huge Acquisition
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 g...
What the Oil Shock Means for Stocks, Gold & Rates with Bipan Rai
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 Largest IPOs in History and Young Canadians Are Stressed About Money
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-bre...
Canadian Investors Now Have Over 1,500 ETFs to Choose From
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 pr...
3 Stocks We're Watching for 2026 (Big Opportunities Ahead)
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 in...
Nike Crashes, Air Canada CEO Exit & GoEasy Finally Reports Earnings
In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighti...
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...