The Canadian Investor

Braden Dennis & Simon Belanger
  • 0.0 (0)
  • INVESTING
  • UPDATED TWICE WEEKLY
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. 16 HR AGO

    Key Takeaways from Warren Buffett’s Shareholder Letter

    In this episode, we dive into Paul Graham’s essay on how wealth creation has evolved over the past few decades. We explore why inherited wealth is on the decline, what industries are driving the newest fortunes, and how compounding still remains a powerful path to wealth.  Then, Simon gives his key takeaways from Warren Buffett’s latest letter to shareholders. Including why Buffett prefers to invest in companies rather than to hold bonds, his concerns about the currency and how the underlying businesses that Berkshire owns have been doing. Tickets of stocks/ETFs discussed: BRK-B 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.

    58 min
  2. Loblaw’s Tariff Strategy and TFI International’s Disastrous Quarter

    4 DAYS AGO

    Loblaw’s Tariff Strategy and TFI International’s Disastrous Quarter

    In this episode of The Canadian Investor Podcast, Simon and Dan begin by analyzing Apple's monumental announcement to invest over $500 billion in the United States over the next four years. The discussion then shifts to TFI International's challenging quarter and the brutally honest commentary provided by their CEO during their conference call. Next, they examine Air Canada's financial turbulence, noting a net loss of $644 million for the quarter and a 54% decline in free cash flow to $1.3 billion for the full year.  Dan then goes over Home Depot's most recent quarter. The conversation covers consumer spending trends, transaction volumes, and the company's cautious outlook for 2025 amid high mortgage rates and a slowdown in building material revenue. Finally, Simon and Dan finish by talking about Loblaw’s most recent quarter and what potential impact tariffs could have on their business. Tickets of stocks/ETFs discussed: TFII.TO, AAPL, AC.TO, L.TO, HD 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.

    49 min

  3. 24 FEB

    An Intriguing Canadian Small Cap Stock and The Power of Simple Investing Ideas

    In this episode, Simon takes a different approach by using a stock screener to uncover a Canadian small-cap company he had never heard of—Calian Group (CGY). He breaks down the company’s diverse business lines, financials, and key questions he’s looking to answer about its long-term potential. The episode then shifts to the timeless investing lesson of simplicity vs. complexity. Braden discusses why experienced investors often come full circle—starting with simple ideas, getting lost in complexity, and eventually realizing that the best long-term winners are the ones they truly understand. He shares personal examples, including his "stop being an idiot" moment that led him to quadruple down on Constellation Software (CSU), his best investment to date. Tickets of stocks/ETFs discussed: CGY.TO, CSU.TO, ROP, OTEX.TO, ENGH.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.

    1 hr
  4. Mixed Results from Two Iconic Canadian Brands

    20 FEB

    Mixed Results from Two Iconic Canadian Brands

    In this episode, we talk about the latest Canadian CPI print that came in at 1.9%. We break down the key components and discuss where CPI could potentially head in the coming months. Meanwhile, U.S. inflation came in hotter than expected at 3%, raising big questions about the Fed’s next move. On the earnings front, Goeasy continues to post strong growth but with some increased risks as a slowing economy could be problematic for the Canadian subprime lender. We then discuss Canadian Tire’s latest result which might be an indication that things are turning around for the iconic Canadian brand. We finish the episode by talking about Telus outperforming its telecom peers despite industry-wide struggles. Tickets of stocks/ETFs discussed: GSY.TO, CTC-A.TO, T.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.

    44 min

  5. 17 FEB

    3 Stocks at Risk from Trump’s New Aluminum & Steel Tariffs

    In this episode, Braden shares his first impressions of the cruise industry, how Royal Caribbean built a dominant brand, and whether it’s worth a deeper investment look. We then break down the latest tariff announcements from Trump and their impact on Canadian aluminum and steel exports, including key players like Alcoa, Rio Tinto, and Algoma Steel. Next, we discuss Uber’s record-breaking earnings, its role in the future of autonomous vehicles, and whether it can remain the dominant ride-sharing platform. Finally, we dive into Lightspeed’s questionable capital allocation decisions and what investors should watch for going forward. Tickets of stocks/ETFs discussed: LSPD.TO, UBER, RCL 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.

    57 min
  6. Should You Invest for Dividend Income or Maximize Total Returns?

    13 FEB

    Should You Invest for Dividend Income or Maximize Total Returns?

    Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income vs. total return. They break down the pros and cons of each strategy, discussing capital retention, income predictability, sequence of return risk, and sector concentration. Is relying solely on dividends a sustainable retirement strategy, or does a diversified total return approach offer better long-term outcomes? They also share their own experiences, including how Simon structured his parents' portfolio.  Tickets of stocks/ETFs discussed: NOBL, XIC.TO, CDZ.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.

    56 min

  7. 10 FEB

    Real Estate Trends for 2025 and 12 REITs to Watch

    In this episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon. The duo takes a deep dive into how Canadian real estate and REITs performed in 2024 and what could shape the market in 2025. They explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges posed by tight cap rate spreads, and how different real estate sectors are adapting. They also discuss key trends in residential, retail, office, industrial, healthcare, and data center real estate—highlighting risks, opportunities, and what investors should watch for in the year ahead. They also provide potential REIT ideas for exposure in specific types of real estate. Tickers of Stocks/ETFs discussed: AP-UN.TO, HR-UN.TO, GRT-UN.TO, DIR-UN.TO, SRU-UN.TO, REI-UN.TO, CSH-UN.TO, SIA.TO, NHW-UN.TO, EQIX, DLR, AMT 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.

    1h 1m

  8. 6 FEB

    The Real Cost of Tariffs and What Comes Next for Canada

    In this episode, we break down what happened over the last week with the threat of Tariffs on Canada and Mexico. From the initial 25% tariffs on Canada and Mexico to the last-minute deals that temporarily paused them.  We explain how tariffs actually work, who really pays for them, and why Canada is particularly vulnerable in this trade battle. We also explore the broader implications, from potential job losses and a weakening CAD to how this could impact future trade deals, including USMCA.  Plus, we dive into Canada’s need for stronger entrepreneurship and touch on major market moves like NVDA’s $600B one-day crash and China’s growing AI dominance. Tickers of Stocks/ETFs discussed: NVDA, AMD 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.

    59 min
See All (464)

    Hosts & Guests

    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 - 2025
    • Episodes
      464
    • Rating
      Clean
    • Copyright
      © 2025 Braden Dennis & Simon Belanger
    • Show Website
      The Canadian Investor

    You Might Also Like

    Content Restricted

    This episode cannot be played on the web in your country or region.

    To listen to explicit episodes, sign in.

    Stay up to date with this show

    Sign in or sign up to follow shows, save episodes and get the latest updates.
    Select a country or region

    Africa, Middle East, and India

    Asia Pacific

    Europe

    Latin America and the Caribbean

    The United States and Canada