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:
Paypal Impodes, Iphone Sales Soar & What the Next Fed Chair Means for Your Portfolio
In this bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and silver, and discuss why the Fed is “trapped” regardless of who replaces Jerome Powell—using the Kevin Warsh chatter as a jumping-off point for fiscal …
41:03
AI Just Crashed SaaS Stocks — Can They Recover or Is This Permanent?
Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why inv…
40:41
6 Underrated Metrics Every Stock Investor Should Use
In this episode, Simon and Dan break down key investing metrics the financial media barely talks about—including free cash flow per share, free cash flow payout ratio, net interest margin, stock-based compensation, and leverage/interest coverage—and why these can matter more than the usual headline…
36:39
Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed
In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exposure), plus earnin…
39:53
SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?
Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-solid underlying busin…
45:30
Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down
This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal abo…
32:31
8 Stocks to Consider for Your TFSA in 2026
We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA. This isn’t a deep dive, it’s a clear bull case + key risks for each idea. We hit everything from a data-and-subscription business getting punished by “AI disrupti…
41:24
Will Trump Break the Stock Market?
The US Department of Justice has opened a probe into Jerome Powell and markets are interpreting it as a direct challenge to the independence of the Fed by Trump. We then break down Aritzia’s latest blowout quarter, highlighting rapid U.S. expansion, strong margins despite tariffs, and why executio…
36:17
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