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.…554 clip(s) in playlist
2026 Bold Predictions: Will Canadian Stocks Beat U.S. Stocks Again?
It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion…
49:56
2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day
The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks…
47:16
Why Private Mortgages Can Trap Investors for Years
Simon Belanger is joined by Dan Foch to demystify Canada’s private mortgage landscape from MICs (Mortgage Investment Corporations), to mortgage finance companies, and why syndicated mortgages. They break down how these funds generate eye-catching yields, where the real fees live, why first vs. seco…
54:45
Gold, Interest Rates, and the Macro Outlook with Bipen Rai
In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management. We discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away…
39:10
Why Oracle Is Spooking Markets and a Red-Hot 2024 Canadian IPO
Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s…
38:10
Pay Down Your Mortgage or Invest? And a Canadian Stock Few Are Watching
In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, th…
39:48
Canadian Banks End 2025 on a High Note
In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this …
41:17
Investment Accounts Simplified and 5 Stocks on Our Radar
Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Da…
43:45
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