The Canadian Investor

Braden Dennis & Simon Belanger
  • 5.0 (67)
  • 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. 9h ago

    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.

    7 Bold Predictions for the Rest of 2026: Canadian Banks, Gold, Oil Stocks, Berkshire and Buyouts

  2. 2d ago

    Canada’s Housing Reset, AI Circular Financing and the Fed’s Impossible Choice

    In this episode of Canadian Macro, Simon and Dan break down the disconnect between headline economic data and what households are actually experiencing. They discuss why strong jobs and GDP numbers may not tell the full story for Canadian consumers, how mortgage renewals and rising housing costs are putting pressure on household finances, and why the Bank of Canada may be stuck waiting for clearer signals before making its next move. They also dive into the growing debate around the AI boom — including Nvidia’s massive AI financing plans, the risks of circular financing, whether AI companies can eventually generate enough profits to justify current spending, and what could happen if investor expectations shift. Plus, they discuss oil markets, inflation risks, bond yields, the Fed’s difficult choices, and what a potential slowdown could mean for investors.   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.

    Canada’s Housing Reset, AI Circular Financing and the Fed’s Impossible Choice

  3. 4d ago

    Canadian Deals Heat Up, Berkshire Starts Buying, and Gold Stocks Surge

    In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news. We start with Jamieson Wellness, which received a takeover offer from Japan’s Kirin Holdings shortly after we highlighted it as one of our stocks to watch. We discuss the deal premium, why smaller Canadian companies continue to attract acquirers, and what this says about valuations in the Canadian small-cap market. We then look at Air Canada selling a 25% stake in Aeroplan to a consortium led by Blackstone and La Caisse, and why the airline is using the deal to strengthen its balance sheet while keeping control of one of its most valuable assets. From there, we discuss the H&R REIT and GO Residential transaction, Wheaton Precious Metals’ strong quarter, GoEasy’s continued challenges in subprime lending, and Canadian Natural Resources’ huge free cash flow quarter as oil prices remain elevated. We also cover Berkshire Hathaway’s latest results, including its cash pile, stock purchases, buybacks, and new Alphabet position, before wrapping up with Restaurant Brands International and what Burger King, Tim Hortons, and Popeyes are saying about the consumer. Tickers discussed: JWEL.TO, AC.TO, HR.UN.TO, GO.U.TO, WPM.TO, FNV.TO, GSY.TO, CNQ.TO, BRK.B, GOOGL, GOOG, QSR.TO, QSR   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.

    Canadian Deals Heat Up, Berkshire Starts Buying, and Gold Stocks Surge

  4. Aug 10

    Why Most Retirees Get the 4% Rule Wrong with Mark McGrath, CFP

    In this episode of The Canadian Investor Podcast, Simon is joined by Mark McGrath, a CFP and advice-only financial planner focused on helping Canadian physicians with comprehensive financial planning. Mark explains how advice-only planning works, how it differs from traditional portfolio management, and why a full financial plan often needs to cover cash flow, taxes, retirement, insurance, estate planning, debt, and investment strategy together rather than in isolation.They also discuss common investing mistakes, including chasing returns, taking advice from the wrong people, overconcentrating in single stocks, relying too heavily on AI tools, and focusing too much on investments while ignoring risk management, insurance and estate planning. In the second half of the episode, Simon and Mark dig into retirement decumulation, annuities, the 4% rule, variable withdrawals, sequence-of-returns risk, and why retirement income planning is highly personal. They also discuss why investors should avoid wasting low tax brackets and how proportional withdrawals across RRSPs, TFSAs and non-registered accounts can be a useful starting point for retirees without a detailed decumulation plan. 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.

    Why Most Retirees Get the 4% Rule Wrong with Mark McGrath, CFP

  5. Aug 8

    Why the U.S. Bought Yen and What Canada’s GDP Puzzle Means

    In this live episode of The Canadian Macro Investor Podcast, Simon and Dan break down the recent intervention in the Japanese yen and why it matters for global bond markets, U.S. Treasury yields, mortgage rates and the yen carry trade. They discuss why Japan and the U.S. may have stepped in, how the intervention worked, and why the yen remains under pressure despite the move. They also look at Canada’s latest GDP data, why the numbers have been so volatile, and whether Canada is heading for a shallow grind or avoiding a deeper downturn through fiscal spending and major resource projects. From there, they discuss the growing AI capex boom, the massive spending commitments from big tech, and what it could mean for energy, infrastructure and bond markets. They also touch on oil prices, Canadian energy stocks, gold’s recent move higher, and why changes to Canada’s population data could alter key economic metrics like GDP per capita and unemployment.   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.

    Why the U.S. Bought Yen and What Canada’s GDP Puzzle Means

  6. Aug 6

    Telus Slashes Its Dividend, Couche-Tard Goes Shopping, and More Big Tech Earnings

    In this episode of The Canadian Investor Podcast, we break down a packed week of earnings and market news, starting with Goodfood filing for bankruptcy protection and what went wrong for the meal-kit business. We then look at Alimentation Couche-Tard’s proposed acquisition of Poland’s Zabka Group, a deal that would be the largest in Couche-Tard’s history and significantly expand its presence in Europe. From there, we discuss Telus cutting its dividend by 55%, why the new CEO appears to be resetting expectations, and what the guidance cut says about the pressure facing Canadian telecoms. We also cover SpaceX’s first public earnings report, Amazon’s strong quarter and rising AI capex, Imperial Oil’s cash flow surge, Canada Goose’s continued struggles, and 5N Plus after its latest earnings release. Tickers discussed: FOOD.TO, ATD.TO, T.TO, SHOP.TO, AMZN, IMO.TO, CNQ.TO, SU.TO, CVE.TO, GOOS.TO, VNP.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.

    Telus Slashes Its Dividend, Couche-Tard Goes Shopping, and More Big Tech Earnings

  7. Aug 3

    4 Stocks on Our Radar - Finding Value Outside the AI Hype

    In this episode of The Canadian Investor Podcast, we look at four stocks that are on our radar right now, including a mix of well-known names and smaller Canadian companies that may be overlooked by investors. We start with Netflix, which has fallen sharply from its highs and now looks much more reasonably valued than it did during the peak of its run. We discuss the company’s ad-tier opportunity, pricing power, content spending, and how AI could potentially lower production costs over time. We then look at 5N Plus, a Canadian small-cap involved in specialty semiconductors and performance materials used in solar power, medical imaging, defense, advanced electronics and space applications. We also discuss Jamieson Wellness, its international growth opportunity, and the potential takeover interest in the company. Finally, we break down Agnico Eagle, why it stands out among major gold miners, its low all-in sustaining costs, strong balance sheet, free cash flow generation, and why gold miners may be worth another look after their recent pullback. Tickers discussed: NFLX, VNP.TO, JWEL.TO, AEM.TO, FNV.TO, NEM, K.TO, ABX.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.

    4 Stocks on Our Radar - Finding Value Outside the AI Hype

  8. Aug 1

    Is Canada Miscounting Its Population? Plus the Fed, Rising Yields, and Big Tech Capex

    In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving differently than longer-term yields, and what that could mean for inflation, recession risk and future rate hikes. They also look at Canada’s population data problem and why undercounting temporary residents could distort unemployment, mortgage delinquency trends and the broader read on the Canadian economy. From there, they dig into big tech earnings, including Microsoft and Meta, and why investors are paying closer attention to AI capex, free cash flow, depreciation, and credit default swaps across the hyperscalers. They also discuss Anthropic, open-weight AI models, data privacy concerns, tariffs, copper demand, and what the AI infrastructure build-out could mean for energy and markets. Tickers discussed: MSFT, META, GOOG, GOOGL, AMZN, NVDA, ORCL, AAPL, SKM   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.

    Is Canada Miscounting Its Population? Plus the Fed, Rising Yields, and Big Tech Capex
See All (636)

Hosts & Guests

5
out of 5
67 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
    636
  • Rating
    Clean
  • Copyright
    © 2026 Braden Dennis & Simon Belanger
  • Show Website
    The Canadian Investor

You Might Also Like