In this episode, we cover a variety of fixed income options for your portfolio. From savings accounts and GICs to T-Bills, bonds, and corporate credit—this episode is your one-stop overview of fixed income. Simon and Dan break down how each fits into a portfolio, the trade-offs between yield, liquidity, and risk, and what investors should watch for as rates move. They also touch on preferred shares, inflation-linked bonds, private credit, and structured products like principal-protected notes. A timeless explainer for anyone looking to better understand the “steady” side of investing.

Tickers of ETFs discussed: CBIL, UBIL, ZTM, ZMMK, ZJK.

Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

 

In this episode, we cover a variety of fixed income options for your portfolio. From savings accounts and GICs to T-Bills, bonds, and corporate credit&mdash;this episode is your one-stop overview of fixed income. Simon and Dan break down how each fits into a portfolio, the trade-offs between yield, liquidity, and risk, and what investors should watch for as rates move. They also touch on preferred shares, inflation-linked bonds, private credit, and structured products like principal-protected notes. A timeless explainer for anyone looking to better understand the &ldquo;steady&rdquo; side of investing.
Tickers of ETFs discussed: CBIL, UBIL, ZTM, ZMMK, ZJK.
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.
&nbsp;

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 both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

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 both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

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.

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.

 Everything You Need to Know About Fixed Income

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 execution continues to separate it from peers. We also cover Minto REIT being taken private at a 32% premium, why the deal is less compelling than it appears, and what it signals for Canada’s apartment REIT market.

Finally, we discuss if capping credit card rates at 10% would be good for consumers or if it risks backfiring for borrowers and banks, and how payment networks like Visa and Mastercard could be affected.

Tickers discussed: ATZ.TO, MI.UN.TO, V, MA, AXP

New to investing? Check out these episodes:

Investment Accounts Simplified and 5 Stocks on Our Radar

Apple Podcast

Spotify

Web player

3 Things to Do Before You Invest a Single Dollar

Apple Podcast

Spotify

Web player

8 simple ways to Save and Have More Money to Invest

Apple Podcast

Spotify

Web player

Investment Accounts Simplified and 5 Stocks on Our Radar

Apple Podcast

Spotify

Web player

Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

 

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&rsquo;s latest blowout quarter, highlighting rapid U.S. expansion, strong margins despite tariffs, and why execution continues to separate it from peers. We also cover Minto REIT being taken private at a 32% premium, why the deal is less compelling than it appears, and what it signals for Canada&rsquo;s apartment REIT market.
Finally, we discuss if capping credit card rates at 10% would be good for consumers or if it risks backfiring for borrowers and banks, and how payment networks like Visa and Mastercard could be affected.
Tickers discussed: ATZ.TO, MI.UN.TO, V, MA, AXP
New to investing? Check out these episodes:
Investment Accounts Simplified and 5 Stocks on Our Radar
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000740195960">Apple Podcast</a>
<a href="https://open.spotify.com/episode/6vk2GB6llAEd8I5Eh2LY8V?si=9f7da4ca539342e6">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/the-beginners-guide-to-investment-accounts-and-5-stocks-on-our-radar">Web player</a>
3 Things to Do Before You Invest a Single Dollar
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000739102413">Apple Podcast</a>
<a href="https://open.spotify.com/episode/0jLvTupp8jTDGWSrNjsRdL?si=564518d66d5944b6">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/3-things-to-do-before-you-invest-a-single-dollar">Web player</a>
8 simple ways to Save and Have More Money to Invest
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000737067273">Apple Podcast</a>
<a href="https://open.spotify.com/episode/4kdp2Ca5ck0oFhKmNLMhiC?si=7f66e2d72dfd471a">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/8-simple-ways-to-save-and-have-more-money-to-invest">Web player</a>
Investment Accounts Simplified and 5 Stocks on Our Radar
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000740195960">Apple Podcast</a>
<a href="https://open.spotify.com/episode/6vk2GB6llAEd8I5Eh2LY8V?si=a464dc7b0e144f69">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/the-beginners-guide-to-investment-accounts-and-5-stocks-on-our-radar">Web player</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.
&nbsp;

 Will Trump Break the Stock Market?

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, focusing on free cash flow coverage, leverage, capital intensity, growth outlook, and management execution. While TELUS’s dividend remains uncovered today, improving free cash flow and contributions from capital-light segments such as TELUS Health and TELUS Digital differentiate it from BCE’s deteriorating position prior to its cut.

We also discuss the specific scenarios that could force a dividend reduction, including stalled tech-segment growth, regulatory pressure, and prolonged share-price weakness, as well as one recent management move that raises concerns around signaling.

In the second half, we shift to silver and explain what is driving the recent price surge. We cover CME margin hikes, record physical delivery requests, backwardation, U.S.–Shanghai price divergence, China’s new export restrictions, and silver’s addition to the U.S. critical minerals list. The conclusion: this is primarily an industrial and geopolitical supply story, not a monetary hedge narrative.

Tickers discussed: T.TO, BCE.TO, PSLV, PAAS, AG, HL, CDE, WPM, SIL, SILJ

New to investing? Check out these episodes:

Investment Accounts Simplified and 5 Stocks on Our Radar

Apple Podcast

Spotify

Web player

3 Things to Do Before You Invest a Single Dollar

Apple Podcast

Spotify

Web player

8 simple ways to Save and Have More Money to Invest

Apple Podcast

Spotify

Web player

Investment Accounts Simplified and 5 Stocks on Our Radar

Apple Podcast

Spotify

Web player

Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

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, focusing on free cash flow coverage, leverage, capital intensity, growth outlook, and management execution. While TELUS&rsquo;s dividend remains uncovered today, improving free cash flow and contributions from capital-light segments such as TELUS Health and TELUS Digital differentiate it from BCE&rsquo;s deteriorating position prior to its cut.
We also discuss the specific scenarios that could force a dividend reduction, including stalled tech-segment growth, regulatory pressure, and prolonged share-price weakness, as well as one recent management move that raises concerns around signaling.
In the second half, we shift to silver and explain what is driving the recent price surge. We cover CME margin hikes, record physical delivery requests, backwardation, U.S.&ndash;Shanghai price divergence, China&rsquo;s new export restrictions, and silver&rsquo;s addition to the U.S. critical minerals list. The conclusion: this is primarily an industrial and geopolitical supply story, not a monetary hedge narrative.
Tickers discussed: T.TO, BCE.TO, PSLV, PAAS, AG, HL, CDE, WPM, SIL, SILJ
New to investing? Check out these episodes:
Investment Accounts Simplified and 5 Stocks on Our Radar
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000740195960">Apple Podcast</a>
<a href="https://open.spotify.com/episode/6vk2GB6llAEd8I5Eh2LY8V?si=9f7da4ca539342e6">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/the-beginners-guide-to-investment-accounts-and-5-stocks-on-our-radar">Web player</a>
3 Things to Do Before You Invest a Single Dollar
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000739102413">Apple Podcast</a>
<a href="https://open.spotify.com/episode/0jLvTupp8jTDGWSrNjsRdL?si=564518d66d5944b6">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/3-things-to-do-before-you-invest-a-single-dollar">Web player</a>
8 simple ways to Save and Have More Money to Invest
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000737067273">Apple Podcast</a>
<a href="https://open.spotify.com/episode/4kdp2Ca5ck0oFhKmNLMhiC?si=7f66e2d72dfd471a">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/8-simple-ways-to-save-and-have-more-money-to-invest">Web player</a>
Investment Accounts Simplified and 5 Stocks on Our Radar
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-investor/id1534655273?i=1000740195960">Apple Podcast</a>
<a href="https://open.spotify.com/episode/6vk2GB6llAEd8I5Eh2LY8V?si=a464dc7b0e144f69">Spotify</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-investor/episode/the-beginners-guide-to-investment-accounts-and-5-stocks-on-our-radar">Web player</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.

Is It Too Late to Buy Silver and Is TELUS Dividend at Risk?

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 the test of time and which ones carry more hidden risk.

Tickers of stocks discussed: SHOP.TO, FNV.TO, NA.TO, DOL.TO, RY.TO, BN.TO, TRI.TO, WPM.TO, GIB.A.TO, CP.TO, ATD.TO, L.TO, IFC.TO, ENB.TO, BMO.TO, AEM.TO, CNQ.TO, CNR.TO, MFC.TO, TRP.TO, GWO.TO, CLS.TO, FFH.TO, SU.TO, IMO.TO, SLF.TO, ABX.TO, CM.TO, TD.TO, K.TO

Watch the full video on Our New Youtube Channel!

Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

We&rsquo;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&mdash;sharing our perspective on which business models stand the test of time and which ones carry more hidden risk.
Tickers of stocks discussed: SHOP.TO, FNV.TO, NA.TO, DOL.TO, RY.TO, BN.TO, TRI.TO, WPM.TO, GIB.A.TO, CP.TO, ATD.TO, L.TO, IFC.TO, ENB.TO, BMO.TO, AEM.TO, CNQ.TO, CNR.TO, MFC.TO, TRP.TO, GWO.TO, CLS.TO, FFH.TO, SU.TO, IMO.TO, SLF.TO, ABX.TO, CM.TO, TD.TO, K.TO
Watch the full video on <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.

Everything You Need to Know About Fixed Income

In 1 playlist(s)

The Canadian Investor

Social links

Follow podcast

Recent clips