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:
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 massive demand across the entire infrastructure stack, from electricity and grid upgrades to cooling, data centers, semiconductors, uranium, industr…
1:05:42
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 inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer. W…
52:57
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 reshaping the real estate market. They discuss why residential REITs are facing pressure from falling rents, rising vacancies, and slowing population growth…
50:49
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. They discuss why Canada’s latest jobs report looked stronger than expected, but may actually make life harder for the Bank of Canada. They also compa…
53:02
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 moving closer to a potential IPO and what that could mean for the broader AI IPO race. We also break down the latest SpaceX IPO update, including its …
33:05
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. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity ar…
56:48
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 demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear. They also discuss how AI could re…
40:17
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 look at the company’s major segments, including Starlink, launch services, and xAI, while discussing the massive valuation being floated and why invest…
41:53
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 disruption so far. They discuss the ongoing valuation reset across SaaS, the shift away from seat-based pricing, and why companies like Salesforce, ServiceNo…
48:08
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 consumer stress. They start by looking at the latest Canadian CPI data and why inflation may not be fully reflecting the impact of higher fuel prices yet…
49:54