The Canadian Investor

By Braden Dennis & Simon Belanger

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

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6565 ratings

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How many episodes does The Canadian Investor have?

The podcast currently has 743 episodes available.

Best of The Canadian Investor

The most played episodes among Podcast App listeners.

Number 1: Trade Deal Hopes, Consumer Weakness, and Bond Market Jitters Send Gold & Bitcoin Higher
In this episode of Canadian Macro, Simon and Dan break down a busy week for inflation, trade, bonds, currencies and commodities. They start with the latest Canadian CPI report, including the renewed pressure from gasoline, food and diesel prices, and why the headline inflation number may not fully capture what households are actually feeling. They also discuss the early details of a potential U.S.-Canada trade deal, including tariffs on autos, steel and aluminum, the push to reopen Canadian markets to U.S. alcohol, and whether Keystone XL could re-enter the conversation. The main focus of the episode is the U.S. bond market. Simon and Dan explain why the U.S. Treasury is increasing buybacks of older Treasury bonds, what that could mean for long-term yields, and why recent moves involving Japan, the yen, and the FIMA repo facility suggest policymakers may be getting more nervous about Treasury market stability. They also discuss why gold and Bitcoin have rallied, what it could say about confidence in government bonds and fiat currencies, and why rising U.S. yields matter directly for Canada, mortgage rates, the loonie and the Bank of Canada. 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. See omnystudio.com/listener for privacy information.
August 22, 202652min
Number 2: 7 Bold Predictions for the Rest of 2026: Canadian Banks, Gold, Oil Stocks, Berkshire and Buyouts
In this special episode of The Canadian Investor Podcast, Simon and Dan make their boldest calls yet for the rest of 2026. With only a few months left in the year, they discuss the trends, companies, and market shifts they believe could surprise investors — from potential winners and losers to unexpected moves that could reshape portfolios. Some predictions may sound unlikely, but that’s the point. Being bold means accepting that some calls will be wrong, while others could look obvious in hindsight. Tune in and let us know which predictions you think will happen — and which ones are completely off the mark. Tickers discussed: CSU.TO, AEM.TO, BYD.TO, GOOS.TO, BRK.B, XEG.TO, XLE, ZEB.TO, HEB.TO, CNQ.TO, CNR.TO, RY.TO, NA.TO, LVMH.PA. 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. See omnystudio.com/listener for privacy information.
August 17, 202659min
Number 3: The Canada-U.S. Trade War Fallout with Ben Rabidoux and Ron Butler
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. See omnystudio.com/listener for privacy information.
August 29, 20261h 27min
Number 4: 10 Investing Mistakes That Can Wreck Your Portfolio
In this episode of The Canadian Investor Podcast, we break down 10 common mistakes that investors make and how they can hurt long-term returns. We discuss the danger of overconcentration, why chasing the hottest trade can derail a sound strategy, and how investors can get lured in by massive revenue growth while ignoring risks hiding on the balance sheet. We also cover emotional mistakes like fear of missing out, fear of losses, overconfidence, confirmation bias, anchoring to your cost basis, and the sunk cost fallacy. Along the way, we share examples from our own investing experience, including lessons learned from crypto, growth stocks, Telus, Shopify, Allied Properties REIT, and other situations where process mattered more than short-term results. Whether you invest in individual stocks, ETFs, dividend stocks, or a mix of everything, this episode is a reminder that avoiding big mistakes can be just as important as finding big winners. Tickers discussed: CRWV, SMH, XEQT.TO, ZEQT.TO, QQQ, T.TO, SHOP.TO, AP.UN.TO, BCE.TO, AQN.TO, SU.TO 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. See omnystudio.com/listener for privacy information.
August 24, 202652min
Number 5: Two Stocks That Could Surprise Investors | AppLovin & Royalty Pharma Deep Dive
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. See omnystudio.com/listener for privacy information.
August 31, 202645min