The Canadian Investor

Braden Dennis & Simon Belanger
  • ٠٫٠ (٠)
  • استثمار
  • مرتان في الأسبوع
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 both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

  1. قبل ٥ ساعات

    City-by-City Breakdown of Canada’s Housing Market in 2025

    In this episode, we take a macro-to-micro look at Canada’s real estate market amid rising tariffs, elevated interest rates, and a historic federal election where 85% of Canadians voted for similar housing platforms.  We break down the national economic picture, including GDP by province and the impact of U.S. tariffs on construction and affordability. Then, we go region by region—from B.C. and Alberta to Ontario, Quebec, and the Maritimes—to assess local real estate dynamics and rental trends. We also share actionable strategies for home buyers and investors navigating today’s volatility, and outline where we see opportunity over the next 2–3 years. Whether you're eyeing growth in Calgary or cash flow in Montreal, this episode will help you cut through the noise and make data-driven decisions. 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 Finchat.io 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. See omnystudio.com/listener for privacy information.

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  2. 3 TFSA Mistakes That Could Cost You Thousands

    قبل يومين

    3 TFSA Mistakes That Could Cost You Thousands

    In this episode, we take a closer look at Gildan Activewear after its latest earnings call, which was dominated by tariff discussions. Despite being in a sector typically hit hard by trade restrictions, Gildan's vertically integrated model could actually give it an edge. We also cover Visa’s latest results, where payment volumes remain strong but questions linger around possible pull-forward demand ahead of new tariffs.  Dan and Simon then three of the most common TFSA investing mistakes—ranging from overly speculative bets to portfolio structure missteps—that could cost you serious long-term returns. Lastly, we revisit Bitcoin ETFs, breaking down the pros and cons, Canadian and U.S. options, and what recent AUM trends reveal about investor demand.   Tickers of stock discussed: IBIT.TO, BITO, ARKB, BTCX-B.TO, FBTC.TO, V, GIL.TO 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 Finchat.io 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. See omnystudio.com/listener for privacy information.

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  3. What Canada’s Election Result Means for Investors

    قبل ٦ أيام

    What Canada’s Election Result Means for Investors

    In this episode, we break down what the recent Canadian federal election results mean for investors. With Mark Carney becoming Prime Minister, we discuss the implications of continued large-scale fiscal spending, including projections that federal deficits will remain above 2% of GDP. We look at how this could act as a tailwind for certain sectors and how it will likely lead to a trade deal between Canada and the US. On the earnings side, we discuss TFI International, where acquisition-driven growth masks some deeper margin pressure and macro headwinds. We also provide an update on First Quantum and the continued importance of the Cobre Panama mine for both its business and Franco-Nevada's streaming exposure. Lastly, we share thoughts on Starbucks' ongoing turnaround, recent earnings miss, and whether there's a compelling case to be made for patient investors during its transformation. Tickers of stock discussed: SBUX, TFII.TO, FM 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 Finchat.io 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. See omnystudio.com/listener for privacy information.

    ٤٧ من الدقائق

  4. ٢٨ أبريل

    6 Reasons to Sell and One Metric That Drives Returns

    In this episode, Simon and Braden share his personal framework for deciding when to sell a stock—including full exits and trims. Simon walks through 6 reasons why he would consider selling an investment.  We also discuss an important metric that is very often correlated with stock returns for a copy. Simon and Braden finish the episode by discussing 3 stocks on their watchlist. One being a well known company while the two others are lesser known to north american investors.  Tickers of stock discussed: SMNNY, BRK-B, TOI.V 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 Finchat.io 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. See omnystudio.com/listener for privacy information.

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  5. Lumber Tariffs Hit Canadian Producers and Tesla’s Deliveries Slide

    ٢٤ أبريل

    Lumber Tariffs Hit Canadian Producers and Tesla’s Deliveries Slide

    In this episode of The Canadian Investor Podcast, we break down a whirlwind week of headlines that continue to move markets. We start with the latest from the Trump administration, where the president announced plans to reduce the 145% tariffs on Chinese goods—though no specifics were given and he made it clear the rate won’t be going to zero. Markets also reacted sharply to speculation that Trump might replace Fed Chair Jerome Powell, only for him to later walk back those comments, stating Powell would remain in his role until the end of his term.  We then dive into Tesla’s earnings, where the company posted a 9% year-over-year revenue decline and a 40% drop in EPS, with falling deliveries and razor-thin margins putting pressure on the stock—despite a surprising post-earnings rally.  We also cover American Express, which delivered solid numbers driven by younger cardholders, and remains resilient thanks to its premium card base and growing fee revenue. Over at BlackRock, inflows hit $84 billion for the quarter. Finally, we take a look at West Fraser Timber’s results amid increasing trade uncertainty, highlighting the company’s strong balance sheet and the challenges ahead for Canadian wood product exporters. Tickers of stock discussed: WFG.TO, BLK, TSLA, AXP 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 Finchat.io 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. See omnystudio.com/listener for privacy information.

    ٤٩ من الدقائق

  6. ٢١ أبريل

    Why Every Investor Needs an Investment Policy

    In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you.  Braden also shares a personal story inspired by Charlie Munger’s wisdom on spending money meaningfully and learning when to say yes to experiences.  Plus, we touch on why fewer companies are going public and how cash-secured puts can be a useful strategy when markets are volatile.  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 Finchat.io 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. See omnystudio.com/listener for privacy information.

    ١ س ٣ د
  7. Nvidia Caught in the Crossfire of the US-China Trade War

    ١٧ أبريل

    Nvidia Caught in the Crossfire of the US-China Trade War

    In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession. We then turn to Nvidia, which announced a $5.5 billion charge tied to new U.S. export restrictions on its H20 chips to China—a move that could significantly dent its China business. We also dig into ASML’s latest earnings, where strong AI-driven demand continues to offset rising geopolitical risks and tariff uncertainty. Next, we unpack the drama surrounding Well Health’s delayed financials, revenue restatement due to Circle Medical billing practices, and how that’s impacting investor confidence despite a year of solid operational growth. Lastly, we discuss JPMorgan’s Q1 results and Jamie Dimon’s increasingly cautious tone. With rising provisions for credit losses and talk of earnings downgrades across the S&P 500, we explore what this might signal for markets in the months ahead. Ticker of stocks discussed: NVDA, ASML, JPM, WELL.TO 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 Finchat.io 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.   See omnystudio.com/listener for privacy information.

    ٥٦ من الدقائق

  8. ١٤ أبريل

    10 Stocks We're Watching After Big Drawdowns

    We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy. We also unpack the unintended consequences of targeting key low-cost manufacturing partners outside of China, and how this could backfire on American businesses. In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities.  Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG 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 Finchat.io 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. See omnystudio.com/listener for privacy information.

    ١ س ٨ د
مشاهدة الكل (٤٨٤)

المضيفون والضيوف

حول

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.

المعلومات

  • صناع العمل
    Braden Dennis & Simon Belanger
  • سنوات النشاط
    ٢٠٢٠ - ٢٠٢٥
  • الحلقات
    ٤٨٤
  • التقييم
    ملائم
  • حقوق النشر
    © 2025 Braden Dennis & Simon Belanger
  • موقع البرنامج على الويب
    The Canadian Investor

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