The Canadian Investor
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 experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.Social links:
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 TELUS is now facing the same fate or whether the comparison is flawed. We break down the key differences between TELUS and BCE at the point of stress,…
49:49
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 last 15 names (and 2 bonus names) covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand …
46:19
Ranking Canada’s 30 Largest Stocks (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 first 15 names—covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time an…
36:53
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 out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion…
49:56
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 outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks…
47:16
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 finance companies, and why syndicated mortgages. They break down how these funds generate eye-catching yields, where the real fees live, why first vs. seco…
54:45
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 discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away…
39:10
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 down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s…
38:10
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 kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, th…
39:48
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 in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this …
41:17