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:
3 Signs a Dividend Cut Is Coming and Canadian Bank Earnings Kick Off
On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale. We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what …
46:52
3 Things to Do Before You Invest a Single Dollar
Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets. Then, Simon sits down with Dan Bro…
42:37
Michael Burry Calls Out Nvidia and the AI Mania
Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall. And the…
54:15
Jan van Eck on Gold’s Surge, AI’s Rise, Emerging Markets & the Future of ETFs
Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a…
48:37
What’s Driving the Drop in Tech Stocks and Bitcoin?
Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They a…
47:38
8 Simple Ways to Save and Have More Money to Invest
For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true inflation rate is to identifying high-impact savings in your budget, this episode is all about practical ways to improve your purchasing power and in…
39:02
Buffett’s Farewell, Constellation’s Pullback, and GoEasy Sells Off
Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and…
50:11
5 Canadian Stocks Set to Benefit from the 2025 Federal Budget
Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and what that signals for the next phase of the AI cycle and where the risks and opportunities actually are. Then Simon shifts to the Canadian federal bud…
36:09
The TSX Hits $6 Trillion While TMX Has a Monster Quarter
In this episode, Simon breaks down the latest from the Bank of Canada and the Fed and why both are cutting rates again, but sending different signals on what comes next. He then walks through earnings from TMX Group, Allied Properties, and Franco-Nevada. TMX and Franco continue to execute well, wh…
34:56
The 7 Best Investment Decisions We’ve Ever Made
In this episode of The Canadian Investor Podcast, Simon and Dan follow up on their “biggest mistakes” episode by sharing their best investment decisions. From Simon’s early conviction in Bitcoin and timely gold buys to Dan’s disciplined approach with tech giants and his winning bet on Aritzia, they…
35:27