In this release of the Canadian Investor Podcast, we cover the following topics:
Recent returns from Canadian Equities
A deep dive into Equinix, the Data REIT market leader

Tickers of stocks discussed: EQIX

Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

Check out the Yes We are Open Podcast from sponsor Moneris

In this release of the Canadian Investor Podcast, we cover the following topics:
<ul>
<li aria-level="1">Recent returns from Canadian Equities</li>
<li aria-level="1">A deep dive into Equinix, the Data REIT market leader</li>
</ul>
Tickers of stocks discussed: EQIX
<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 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>
</ul>
<a href="https://www.stratosphereinvesting.com/">Sign up</a> to Stratosphere for free 🚀 our platform for self-directed stock investing research.
<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.
Check out the<a href="https://www.moneris.com/en/insights/categories/topics/yes-we-are-open-podcast?utm_source=the+canadian+investor&amp;utm_medium=referral&amp;utm_campaign=mass+acquisition-ma+always+on-ma+podcast+show+notes&amp;utm_content=original-"> Yes We are Open Podcast</a> from sponsor Moneris

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.

The Perfect Dividend Stock

Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem. Simon and Dan break down why that matters, where the risks are building, and what could happen if some of AI’s biggest customers eventually pull back.

They also wrap up Canadian bank earnings season with a closer look at CIBC (CM.TO), including rising mortgage delinquencies, commercial credit trends and the growing importance of wealth management and capital markets across the Canadian banks.

Salesforce (CRM) delivered a strong quarter as its AI products continue gaining traction, providing another example of why not every software company is being disrupted by AI.

Dollar Tree (DLTR) continues its turnaround, expanding its multi-price strategy and improving store operations as more consumers search for value. Simon and Dan compare its progress with Dollarama (DOL.TO) and discuss why Dollar Tree could potentially offer more upside despite Dollarama remaining the stronger operator.

Finally, Best Buy (BBY) provides an interesting look at consumer spending, with a notable divergence emerging between its U.S. and Canadian businesses.

Subscribe to 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.

Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem. Simon and Dan break down why that matters, where the risks are building, and what could happen if some of AI&rsquo;s biggest customers eventually pull back.
They also wrap up Canadian bank earnings season with a closer look at CIBC (CM.TO), including rising mortgage delinquencies, commercial credit trends and the growing importance of wealth management and capital markets across the Canadian banks.
Salesforce (CRM) delivered a strong quarter as its AI products continue gaining traction, providing another example of why not every software company is being disrupted by AI.
Dollar Tree (DLTR) continues its turnaround, expanding its multi-price strategy and improving store operations as more consumers search for value. Simon and Dan compare its progress with Dollarama (DOL.TO) and discuss why Dollar Tree could potentially offer more upside despite Dollarama remaining the stronger operator.
Finally, Best Buy (BBY) provides an interesting look at consumer spending, with a notable divergence emerging between its U.S. and Canadian businesses.
Subscribe to <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.

Nvidia’s AI Boom Gets Bigger, Canadian Banks Hold Up and Dollar Tree’s Turnaround

In this episode of The Canadian Investor Podcast, we do a deep dive on two companies we haven’t covered much before: Royalty Pharma and AppLovin.

We start with Royalty Pharma, a unique business that finances pharmaceutical and biotech products in exchange for future royalty streams. We break down how the business model works, why it has similarities to precious metals royalty companies like Franco-Nevada, and how investors should think about portfolio receipts, cash flow, milestone payments, drug approval risk, concentration risk and capital allocation.

We then turn to AppLovin, one of the most talked-about stocks in the market. We look at how its AI-powered mobile advertising platform works, why the company generates extremely high margins with minimal capital expenditures, and what makes the business so profitable.

We also discuss the risks facing AppLovin, including slowing growth, competition from Meta, Apple and Alphabet, concerns raised by short sellers, and why the market is having such a hard time valuing the company after a massive run-up and sharp drawdown.

Tickers discussed: RPRX, APP, FNV.TO, WPM.TO, ISRG, META, GOOGL, GOOG, TTD

 

 

Subscribe to our Our New Youtube Channel!

Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
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 of The Canadian Investor Podcast, we do a deep dive on two companies we haven&rsquo;t covered much before: Royalty Pharma and AppLovin.
We start with Royalty Pharma, a unique business that finances pharmaceutical and biotech products in exchange for future royalty streams. We break down how the business model works, why it has similarities to precious metals royalty companies like Franco-Nevada, and how investors should think about portfolio receipts, cash flow, milestone payments, drug approval risk, concentration risk and capital allocation.
We then turn to AppLovin, one of the most talked-about stocks in the market. We look at how its AI-powered mobile advertising platform works, why the company generates extremely high margins with minimal capital expenditures, and what makes the business so profitable.
We also discuss the risks facing AppLovin, including slowing growth, competition from Meta, Apple and Alphabet, concerns raised by short sellers, and why the market is having such a hard time valuing the company after a massive run-up and sharp drawdown.
Tickers discussed: RPRX, APP, FNV.TO, WPM.TO, ISRG, META, GOOGL, GOOG, TTD
&nbsp;
&nbsp;
Subscribe to our <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"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</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.

Two Stocks That Could Surprise Investors | AppLovin & Royalty Pharma Deep Dive

In this episode of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S.-Canada trade tensions and what they could mean for the Canadian economy.

They discuss why the trade war could weigh on consumer confidence, business investment, housing activity and key sectors like autos, agriculture, energy and manufacturing. The conversation also covers how political rhetoric, counter-tariffs and uncertainty around future U.S. policy could keep buyers and businesses on the sidelines.

Ben breaks down what he is seeing in the Canadian housing market, including why parts of Ontario may be moving closer to a bottom, why housing bottoms tend to be a multi-year process, and how weak consumer confidence, affordability challenges and falling new supply are shaping the outlook.

Ron joins the discussion to explain what is happening on the mortgage front, including why more borrowers are moving toward variable rates, how household stress is showing up in refinancing and debt consolidation, and why power-of-sale activity could continue rising into 2027.

The episode also covers the K-shaped economy, weakening consumer spending, Canadian bank risks, mortgage fraud, potential U.S. pressure on Canadian financial institutions, and why the next phase of the trade war could have major implications for markets, housing and the broader economy.

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 of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S.-Canada trade tensions and what they could mean for the Canadian economy.
They discuss why the trade war could weigh on consumer confidence, business investment, housing activity and key sectors like autos, agriculture, energy and manufacturing. The conversation also covers how political rhetoric, counter-tariffs and uncertainty around future U.S. policy could keep buyers and businesses on the sidelines.
Ben breaks down what he is seeing in the Canadian housing market, including why parts of Ontario may be moving closer to a bottom, why housing bottoms tend to be a multi-year process, and how weak consumer confidence, affordability challenges and falling new supply are shaping the outlook.
Ron joins the discussion to explain what is happening on the mortgage front, including why more borrowers are moving toward variable rates, how household stress is showing up in refinancing and debt consolidation, and why power-of-sale activity could continue rising into 2027.
The episode also covers the K-shaped economy, weakening consumer spending, Canadian bank risks, mortgage fraud, potential U.S. pressure on Canadian financial institutions, and why the next phase of the trade war could have major implications for markets, housing and the broader economy.
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 Perfect Dividend Stock

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