The Canadian Investor
The Canadian Investor
Playlist by The Canadian InvestorThe 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.…657 clip(s) in playlist
Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle
In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian Utilities merger, Cenovus buying Athabasca Oil, and another major acquisition involving the Weston family. They also revisit Cobre Panama, where the…
50:59
Lessons From 4 Market Leaders That Destroyed Their Moats
What causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In this episode of The Canadian Investor Podcast, Simon and Dan look at four companies that were once leaders in their industries but made strategic decisions that helped erode their competitive adva…
59:50
The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis
The AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for capital, how that could be contributing to higher bond yields and borrowing costs,…
1:12:46
Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash
In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First Quantum and Franco-Nevada. Pasted text They also dig into the controversial acqui…
51:49
Tier Ranking 12 Discount Retail Stocks From Best to Worst
Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal. In this episode, we rank 12 major discount retailers from S to F tier based primarily on business quality. We look at margins, returns on capital, competitive advantages, pr…
57:31
Berkshire Doubles Down on Housing as Investors Pile Into Canadian Stocks
In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed income, gold and crypto, while looking at a notable shift in capital toward Canadian markets. We also dig into a U.S. homebuilder Berkshire Hathaway has been buying, a fast-growing Canadian fas…
46:40
Two Canadian Stocks Deep Dive: One Boring, One Riding the AI Boom
In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories. Simon breaks down an under-the-radar Canadian compounder with a surprisingly diverse business spanning labels, RFID technology, packaging and even polymer banknotes. Dan looks at a company that…
50:32
The Fed Raises Rates — Will the Bank of Canada Follow?
Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy costs could mean for the Bank of Canada and the Fed, why bond yields continue to rise, and how higher borrowing costs could ripple through housing and the broad…
1:12:32
Is Adobe Finally Turning a Corner? Dollarama Stays Expensive & Oracle Doubles Down on AI
In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U.S. companies. They look at whether Adobe is finally starting to turn a corner, why Dollarama continues to deliver strong results despite its premium valuation…
41:24
Why Investing Fashion Stocks Is So Hard: 3 Failures & 3 Comebacks
Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors are asking whether the company can regain its footing—or whether its best days are behind it. In this episode of The Canadian Investor Podcast, Simon and Dan …
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