The Canadian Investor

Braden Dennis & Simon Belanger
  • 4.7 (978)
  • INVESTING
  • UPDATED SEMIWEEKLY

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. Carney’s Big Pivot: Jobs, Energy, Housing & Major Projects

    1D AGO

    Carney’s Big Pivot: Jobs, Energy, Housing & Major Projects

    In this episode, Simon and Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment, and the growing divide between full-time and part-time work. They also discuss what Canada’s spring economic update could mean for housing, infrastructure, critical minerals, energy, and the federal government’s push to speed up major project approvals. Simon and Daniel look at whether Canada could be better positioned than many investors think in a world of geopolitical uncertainty, energy shocks, and shifting global supply chains. They also touch on the Bank of Canada’s latest monetary policy outlook, the impact of higher oil prices, why railways could benefit from elevated fuel costs, and what Berkshire Hathaway’s massive cash position says about patience, liquidity, and investing in uncertain markets. Tickers of stocks discussed: BRK.B, SHEL, ARX, CNR, CP, TSLA, NVDA   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.

    53 min
  2. GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter

    3D AGO

    GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter

    In this episode, we break down one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered questions around how the deal would actually be financed. We also look at Shopify’s earnings, where the headline numbers looked strong but the stock sold off sharply as investors focused on guidance, valuation, and whether AI will be a tailwind or a threat. From there, we discuss Alphabet’s monster quarter, including explosive growth in Google Cloud, soaring backlog, and why the company’s AI infrastructure spending is starting to show up in the numbers. We then turn to Canadian markets with updates on Suncor, Canadian Pacific Kansas City, and Toromont. Suncor is benefiting from higher oil prices and record production, CPKC is showing operating improvements despite a softer macro backdrop, and Toromont delivered a standout quarter helped by unexpected AI-related demand through its AVL acquisition. Tickers of stocks discussed: GME, EBAY, SHOP, GOOG, GOOGL, SU.TO, CP.TO, CNR.TO, TIH.TO   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. See omnystudio.com/listener for privacy information.

    44 min
  3. 10 Costly Mistakes Canadian Investors Make

    6D AGO

    10 Costly Mistakes Canadian Investors Make

    In this episode, Simon and Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconcentrating in Canadian stocks and real estate. They discuss why home-country bias can quietly increase portfolio risk, when CDRs and Canadian-listed U.S. ETFs may or may not make sense, and how withholding taxes, currency conversion, and account type can affect returns. They also dig into the psychology of chasing yield, the danger of focusing too much on dividends instead of total returns, and why high-fee funds should be judged on performance net of fees rather than fees alone. The episode wraps with a look at analyst price targets, investor pitch decks, and why relying too heavily on management presentations can lead investors to miss major red flags. Tickers of Stocks Discussed: V, RY, AAPL, GOOGL, AMZN, SHOP, CLS, CSU, FTS, VFV, VOO, BCE, MSTR, MSTY, ZLB, XIC, GSY, LSPD, WEED, CM. 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.

    1 hr
  4. Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble

    MAY 2

    Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble

    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. See omnystudio.com/listener for privacy information.

    55 min
  5. Canada's New Sovereign Wealth Fund and Intel’s Stunning AI Quarter

    APR 30

    Canada's New Sovereign Wealth Fund and Intel’s Stunning AI Quarter

    In this week’s news and earnings episode, Simon and Dan break down the Bank of Canada’s latest rate decision and what it signals for inflation, oil prices, and the Canadian economy. They also dive into the newly announced Canada Strong Fund, Canada’s proposed sovereign wealth fund, and discuss whether it’s smart policy or political branding. The guys also cover Shell’s blockbuster acquisition of ARC Resources, what it means for Canada’s natural gas sector, and why global capital may be starting to view Canada more favorably again. On the earnings side, they discuss Celestica’s AI-fueled growth, Intel’s surprising turnaround, and why demand for CPUs is rising again in the age of AI inference. Finally, they touch on TD’s sudden reversal on Canadian telecom ratings and what it says about sell-side analyst targets. Tickers of Stocks Discussed: CLS, INTC, SHEL, ARX, BCE, T, RCI.B, TU 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. See omnystudio.com/listener for privacy information.

    53 min
  6. 7 Stocks We Sold Too Early… And Still Regret

    APR 27

    7 Stocks We Sold Too Early… And Still Regret

    In this episode of The Canadian Investor Podcast, we share some of our biggest investing mistakes: stocks we owned, sold too early, and watched soar afterward. From Apple Inc. to Alphabet Inc., Shopify Inc., Brookfield Corporation and more, we break down why we sold, what we learned, and how those experiences shaped our investing philosophy today. We also discuss the emotional side of investing, why patience matters, and how short-term thinking can destroy long-term returns. Plus, we react to Lululemon Athletica Inc. hiring a former Nike, Inc. executive as CEO and whether the selloff could create an opportunity for investors. If you’ve ever sold a stock too soon, this episode is for you. Tickers of stocks discussed: AAPL, GOOGL, SHOP, BN, BIP, BEP, FFH, PWR, LULU, NKE, ATZ, AAPL, OVV 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.

    43 min
  7. Apple’s New CEO + The Company Challenging Home Depot

    APR 23

    Apple’s New CEO + The Company Challenging Home Depot

    In this news and earnings episode of The Canadian Investor Podcast, we break down Canada’s latest CPI report as inflation reaccelerates, with rising gasoline, food, rent, and insurance costs putting pressure on households. We also discuss what higher energy prices could mean for businesses and the broader economy. We then cover Apple’s major leadership transition as Tim Cook steps down as CEO after delivering massive shareholder returns, and discuss what’s next for Apple’s product pipeline and AI strategy under new leadership. Next, we analyze Adobe’s massive $25 billion buyback announcement. Is management signaling the stock is deeply undervalued, or trying to put a floor under shares as AI disruption fears intensify? Finally, we discuss QXO’s $17 billion acquisition of TopBuild and why traditional industrial businesses may be attractive in the AI era, plus TSMC’s incredible growth as demand for chips and AI infrastructure keeps surging. Tickers of stocks discussed: AAPL, ADBE, QXO, TSM, UNH, HD 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. See omnystudio.com/listener for privacy information.

    45 min
  8. Do Canadians Really Need $1.7 Million to Retire? + The Gamification of Investing

    APR 20

    Do Canadians Really Need $1.7 Million to Retire? + The Gamification of Investing

    In this episode of The Canadian Investor Podcast, we break down the latest data on Canadian household wealth and what it reveals about the growing divide between those benefiting from rising asset prices and those falling behind. We discuss household debt levels, savings rates, real estate stagnation, and why many Canadians may be feeling more financial pressure than headline numbers suggest. We also dive into BMO’s annual retirement survey, where Canadians now believe they need $1.7 million to retire. We unpack why these figures can be misleading, how retirement needs vary dramatically across provinces, and the key factors that actually determine how much you’ll need to stop working. Finally, we discuss Wealthsimple’s new partnership with X (formerly Twitter), allowing users to trade stocks directly through the platform. We explore what this means for retail investors, the gamification of investing, and whether making stock trading easier is ultimately helping—or hurting—long-term investors. Tickers of stocks discussed: RY, NA, TSLA 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.

    46 min
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Hosts & Guests

4.7
out of 5
978 Ratings

About

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.

Information

  • Creator
    Braden Dennis & Simon Belanger
  • Years Active
    2020 - 2026
  • Episodes
    595
  • Rating
    Clean
  • Copyright
    © 2026 Braden Dennis & Simon Belanger
  • Show Website
    The Canadian Investor

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