In this episode, Simon Belanger joins Daniel Foch for a live macro discussion covering some of the biggest stories in Canada and the U.S. They start with Real Brokerage’s proposed acquisition of RE/MAX, breaking down the deal structure, why RE/MAX shares are trading below the headline offer price, and what the market may be signalling about dilution and the real estate industry.

They also discuss Canada’s new Canada Strong Fund, whether it really qualifies as a sovereign wealth fund, and the risks of governments trying to balance commercial returns with politically strategic investments. The conversation touches on government-backed investments in strategic industries, comparisons with U.S. policy under Trump, and the challenge of measuring success when national interest and market returns may eventually conflict.

The episode wraps up with a look at the latest Bank of Canada and Federal Reserve decisions, the risk of sticky inflation from higher energy prices, the possibility of stagflation, and why both central banks may be stuck in wait-and-see mode until the data gives them a clearer path forward.

Tickers of Stocks Discussed: RMAX, REAX, INTC, MP, LAC, TMQ, X, BAM, SPY, XIU

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.

In this episode, Simon Belanger joins Daniel Foch for a live macro discussion covering some of the biggest stories in Canada and the U.S. They start with Real Brokerage&rsquo;s proposed acquisition of RE/MAX, breaking down the deal structure, why RE/MAX shares are trading below the headline offer price, and what the market may be signalling about dilution and the real estate industry.
They also discuss Canada&rsquo;s new Canada Strong Fund, whether it really qualifies as a sovereign wealth fund, and the risks of governments trying to balance commercial returns with politically strategic investments. The conversation touches on government-backed investments in strategic industries, comparisons with U.S. policy under Trump, and the challenge of measuring success when national interest and market returns may eventually conflict.
The episode wraps up with a look at the latest Bank of Canada and Federal Reserve decisions, the risk of sticky inflation from higher energy prices, the possibility of stagflation, and why both central banks may be stuck in wait-and-see mode until the data gives them a clearer path forward.
Tickers of Stocks Discussed: RMAX, REAX, INTC, MP, LAC, TMQ, X, BAM, SPY, XIU
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.

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.