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.…602 clip(s) in playlist
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
Constellation Software, a Hidden Canadian AI Stock, and a Nuclear Energy Play
In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes. They start by discussing the latest Canadian inflation data, where headline CPI surprisingly slowed despite a volatile energy environment. The hosts also weigh the broad…
42:36
Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy
In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stocks, and how younger investors can get started. They start by discussing where the new Canada Strong Fund could potentially invest, including critical miner…
51:59
Alberta’s New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic
In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could mean for inflation, consumer spending, and central bank policy. They discuss why Canada’s energy infrastructure is back in focus, including potential…
57:36
Franco-Nevada, TMX and Loblaws: Canada’s Quiet Compounders Deliver
In this episode of The Canadian Investor Podcast, we start with the latest U.S. inflation data and why higher energy prices could complicate the rate-cut narrative for markets. We also revisit GameStop’s rejected proposal for eBay and break down why Ryan Cohen’s compensation structure may help expl…
51:41
Berkshire’s $400B Cash Pile + How to Buy Private AI Companies
In this episode of The Canadian Investor Podcast, Simon and Dan break down Greg Abel’s first Berkshire Hathaway annual meeting as CEO and what it says about the future of the company after Warren Buffett. They discuss Berkshire’s nearly $400 billion cash pile, whether it is a sign of excessive cau…
55:06
Carney’s Big Pivot: Jobs, Energy, Housing & Major Projects
In this episode, Simon and Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment, and the growing divide between full-time and part-time work. They also discuss what Canada’s spring economic update could mean for housing, infrast…
53:02
GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter
In this episode, we break down one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered questions around how the deal would actually be financed. We also look at Shopify’s earnings, where the headline numbers looked strong but the stock sold of…
43:57
10 Costly Mistakes Canadian Investors Make
In this episode, Simon and Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconcentrating in Canadian stocks and real estate. They discuss why home-country bias can quietly increase portfolio risk, when CDRs and Canadian-listed U.…
59:57