최고 Canadian Investor 팟캐스트 (2025)

1
Loblaw’s Tariff Strategy and TFI International’s Disastrous Quarter 49:26

11h ago49:26

49:26

In this episode of The Canadian Investor Podcast, Simon and Dan begin by analyzing Apple's monumental announcement to invest over $500 billion in the United States over the next four years. The discussion then shifts to TFI International's challenging quarter and the brutally honest commentary provided by their CEO during their conference call. Nex…

1
An Intriguing Canadian Small Cap Stock and The Power of Simple Investing Ideas 59:53

3d ago59:53

59:53

In this episode, Simon takes a different approach by using a stock screener to uncover a Canadian small-cap company he had never heard of—Calian Group (CGY). He breaks down the company’s diverse business lines, financials, and key questions he’s looking to answer about its long-term potential. The episode then shifts to the timeless investing lesso…

1
Mixed Results from Two Iconic Canadian Brands 44:10

7d ago44:10

44:10

In this episode, we talk about the latest Canadian CPI print that came in at 1.9%. We break down the key components and discuss where CPI could potentially head in the coming months. Meanwhile, U.S. inflation came in hotter than expected at 3%, raising big questions about the Fed’s next move. On the earnings front, Goeasy continues to post strong g…

1
3 Stocks at Risk from Trump’s New Aluminum & Steel Tariffs 57:09

10d ago57:09

57:09

In this episode, Braden shares his first impressions of the cruise industry, how Royal Caribbean built a dominant brand, and whether it’s worth a deeper investment look. We then break down the latest tariff announcements from Trump and their impact on Canadian aluminum and steel exports, including key players like Alcoa, Rio Tinto, and Algoma Steel…

1
Should You Invest for Dividend Income or Maximize Total Returns? 55:45

14d ago55:45

55:45

Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income vs. total return. They break down the pros and cons of each strategy, discussing capital retention, income predictability, sequence of return risk, and sector concentration. Is relying solely on dividends a susta…

1
Real Estate Trends for 2025 and 12 REITs to Watch 1:01:11

17d ago1:01:11

1:01:11

In this episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon. The duo takes a deep dive into how Canadian real estate and REITs performed in 2024 and what could shape the market in 2025. They explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges …

1
The Real Cost of Tariffs and What Comes Next for Canada 59:23

21d ago59:23

59:23

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 a…

1
BoC Cuts Rates Amid Tariff Uncertainty and Big Tech Reacts to DeepSeek 1:02:22

24d ago1:02:22

1:02:22

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…

1
Nvidia Loses a Record Breaking $600 Billion in Market Cap 49:13

28d ago49:13

49:13

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 mas…

1
30 Stocks For Contrarian Investors 1:00:26

1M ago1:00:26

1:00:26

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 wel…

1
Trump’s Meme Coin Frenzy, Tariff Drama, and Canada’s Inflation Breakdown 56:25

1M ago56:25

56:25

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 …

1
Has Adobe Become a Value Stock? 1:00:52

1M ago1:00:52

1:00:52

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. Brad…

1
Aritzia’s Turnaround and How to Own Bitcoin 50:00

1M ago50:00

50:00

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, …

1
5 Signs a Business Has Staying Power 50:53

2M ago50:53

50:53

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 br…

1
Portfolio Rules, Hedging Strategies, and Leveraging a Weak Loonie 1:02:38

2M ago1:02:38

1:02:38

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/ETF…

1
6 Stocks Simon Sold 54:29

2M ago54:29

54:29

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…

1
Our 2025 Bold Predictions 57:13

2M ago57:13

57:13

In this special new year episode, Simon, Dan, and Braden review their 2024 bold predictions and give some fresh bold predictions for the year ahead. From the future of Bitcoin, Canadian banks, and BCE’s dividend, to Shopify’s rise and the fate of the Canadian dollar, the trio shares their bold takes on what the new year could hold. Tickers of stock…

1
The Top Stories of 2024 for Canadian Investors 1:13:10

2M ago1:13:10

1:13:10

In this episode of The Canadian Investor Podcast, we explore the major investing stories of 2024 that reshaped financial markets. We begin with the Bank of Canada’s aggressive 175-basis-point rate cuts and their ripple effects across the economy. Next, we analyze the sharp decline of the Canadian dollar against the U.S. dollar, plunging to levels n…

1
10 ETFs on Our Watchlist For the New Year 55:15

2M ago55:15

55:15

In this episode, we dive deep into the U.S. Federal Reserve's latest rate cut announcement, bringing the fed funds rate down by 25bps for their final decision of the year. We discuss why markets reacted sharply to the news and what it means for investors. We also spotlight 10 ETFs to watch for 2025. From strategies to hedge against the "Magnificent…

1
What Canada's Fall Economic Statement Means for Investors 1:02:32

2M ago1:02:32

1:02:32

In this episode, we dive into Canada's Fall Economic Statement, unpacking the key takeaways for investors and what it means for Canada’s fiscal situation for the years to come. We also look at the S&P 500 historical returns by year and how having back to back 20%+ years is very rare. Check out our portfolio by going to Jointci.com Our Website Canad…

1
Two Retail Stocks Crushing It and One That’s Falling Behind 56:26

2M ago56:26

56:26

In this episode, we dive into Canada's latest CPI data, with inflation now sitting below the Bank of Canada’s target, and what it means for policy rates heading into 2025. We analyze the Bank of Canada’s final 2024 announcement, including a 50-basis point rate cut and its implications for the economy, housing, and inflation. We also cover earnings …

1
A Simple Retirement Income Strategy and Canada’s Urgent Need for Private Sector Growth 58:18

2M ago58:18

58:18

In this episode of The Canadian Investor Podcast, we dive into alternative strategies for retirement income, including a simple and dynamic approach to replace the traditional 4% rule. Simon explores the pros, cons, and practical ways to implement this strategy while focusing on capital preservation and variable income management in retirement. We …

1
Signs Markets Might be Peaking and Mixed Results from Canadian Banks 53:18

3M ago53:18

53:18

In this episode, we start by discussing signs that we may be nearing a market peak, using examples like the catastrophic launch of the Hawk Tuah token and its striking resemblance to the speculative frenzy of 2021. Simon and Dan also break down the latest earnings reports from Canada’s Big 6 banks, highlighting the impressive performances of Nation…

1
Year-End Changes We are Making to our Portfolios 57:43

3M ago57:43

57:43

In this episode, Simon and Braden explore the nuanced debate between growth, value, and quality investing. Braden shares his perspective on how these styles overlap and differ, emphasizing the importance of understanding your own "order of operations" when analyzing investment opportunities. Whether you're starting with business quality or valuatio…

1
What Subprime Lending Growth is Telling Us About the Economy 56:50

3M ago56:50

56:50

In this episode, we start by discussing the Bank of Canada’s final rate announcement of the year. Will it be another 50bps cut, or will they ease up with just 25bps? We break down the economic data driving each case, including GDP contractions, inflation surprises, and the impact on the Canadian dollar. We also discuss Scotiabank’s fourth-quarter r…

들어볼 가치가 있는 팟캐스트

Canadian Investor 팟 캐스트

들어볼 가치가 있는 팟캐스트

1
The Canadian Investor

Braden Dennis & Simon Belanger

1
Loblaw’s Tariff Strategy and TFI International’s Disastrous Quarter 49:26

1
An Intriguing Canadian Small Cap Stock and The Power of Simple Investing Ideas 59:53

1
Mixed Results from Two Iconic Canadian Brands 44:10

1
3 Stocks at Risk from Trump’s New Aluminum & Steel Tariffs 57:09

1
Should You Invest for Dividend Income or Maximize Total Returns? 55:45

1
Real Estate Trends for 2025 and 12 REITs to Watch 1:01:11

1
The Real Cost of Tariffs and What Comes Next for Canada 59:23

1
BoC Cuts Rates Amid Tariff Uncertainty and Big Tech Reacts to DeepSeek 1:02:22

1
Nvidia Loses a Record Breaking $600 Billion in Market Cap 49:13

1
30 Stocks For Contrarian Investors 1:00:26

1
Trump’s Meme Coin Frenzy, Tariff Drama, and Canada’s Inflation Breakdown 56:25

1
Has Adobe Become a Value Stock? 1:00:52

1
Aritzia’s Turnaround and How to Own Bitcoin 50:00

1
5 Signs a Business Has Staying Power 50:53

1
Portfolio Rules, Hedging Strategies, and Leveraging a Weak Loonie 1:02:38

1
6 Stocks Simon Sold 54:29

1
Our 2025 Bold Predictions 57:13

1
The Top Stories of 2024 for Canadian Investors 1:13:10

1
10 ETFs on Our Watchlist For the New Year 55:15

1
What Canada's Fall Economic Statement Means for Investors 1:02:32

1
Two Retail Stocks Crushing It and One That’s Falling Behind 56:26

1
A Simple Retirement Income Strategy and Canada’s Urgent Need for Private Sector Growth 58:18

1
Signs Markets Might be Peaking and Mixed Results from Canadian Banks 53:18

1
Year-End Changes We are Making to our Portfolios 57:43

1
What Subprime Lending Growth is Telling Us About the Economy 56:50

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