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.…582 clip(s) in playlist
Nike Crashes, Air Canada CEO Exit & GoEasy Finally Reports Earnings
In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty. We discuss the growing divergence beneath the surface of major indice…
46:55
12 ETFs to Consider as Market Volatility Surges
Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios. We then shift …
44:47
Dollarama & Lululemon Struggle as Market Volatility Continues
Markets remain highly volatile as tensions in the Middle East continue to drive sharp swings across equities, bonds, and commodities. We break down how rising oil prices and inflation expectations are impacting different sectors, why the S&P 500 and Nasdaq are down year-to-date, and how diversifica…
35:47
Will Canadian Bank Earnings Take a Hit as the Economy Slows?
In this episode, we break down what goeasy’s collapse could signal for the broader Canadian economy and banking sector. We revisit past Canadian bank failures, connect them to today’s rising job losses and economic weakness, and explain why subprime lenders tend to crack first in a downturn. We a…
41:56
The BoC Is Stuck and These Companies Are Feeling It
The Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy. We also break down Alimentation Couche-Tard…
41:21
Constellation Software’s AI Outlook and More Trouble in Private Credit
In this episode of The Canadian Investor Podcast, we break down Constellation Software’s latest earnings and conference call, including what management had to say about AI, software pricing, acquisition strategy, and why the company may be looking more closely at public market opportunities. We th…
48:42
Unpacking Why Subprime Lender Goeasy Stock Crashed 60%
In this episode of The Canadian Investor Podcast, we break down the stunning collapse in Goeasy after the company shocked investors with a major financial update ahead of earnings. What was expected to be a gradual deterioration turned into a full-blown blow-up, with sharply higher charge-offs, a s…
48:55
8 Stocks That Could Benefit From Increased Global Uncertainty
In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal”…
46:32
Canadian Banks Deliver Big Earnings as Uncertainty Rattles Markets
In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping ri…
48:29
The AI Boom That Could Crash Markets and the Economy: Fact or Fiction?
In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: co…
54:46