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:
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 pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy. We also break down Alimentation Couche-Tard…
41:21
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 management had to say about AI, software pricing, acquisition strategy, and why the company may be looking more closely at public market opportunities. We th…
48:42
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 financial update ahead of earnings. What was expected to be a gradual deterioration turned into a full-blown blow-up, with sharply higher charge-offs, a s…
48:55
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-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal”…
46:32
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 on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping ri…
48:29
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, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: co…
54:46
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 the GoEasy saga: Q4 earnings get pushed right up near the regulatory deadline, adding to a growing list of red flags around leadership turnover and loan-…
42:45
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 strengthen. They discuss why parts of the “real economy” (natural resources, waste collection, skilled trades, and critical infrastructure work) have…
38:08
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 results across insurance, commodities, transportation, and airlines, discussing what’s actually driving performance beneath the headlines, why some stocks …
34:40
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 softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and long-term turnaround …
32:47