Braden Dennis

speaker
7,660 appearances 23 recordings 1 series first heard Apr 2026 last heard 6d ago

Braden Dennis’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
7 · May OctJan 26AprJulnow

Recordings per month over the last 12 months — 23 in all, peaking in May 2026 with 7.

Appearances

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But uh Simone, what did you want to talk about specifically today? podcast-host
Yeah, yeah, I'm obvious. podcast-host
Like we've talked about it a lot. podcast-host
I w and I always feel too bearish when I'm like, this has gotta this has gotta impact the consumer at some point. podcast-host
You see it in housing, like that's not I mean consumers are scared, their affordability is stretched, it's tough, it's it's improving, but it not fast enough to to balance the market in favor of sellers yet. podcast-host
But you know, it was when does this trickle into the the consumer? podcast-host
And Ben, you were the one who really pointed me to that originally, like, you know, Canadian Tire when I was out with all your hedge fund guys. podcast-host
W what do we watch to see whether or not the Canadian consumer is tapped out? podcast-host
Do you think that we're seeing something similar here with cause like you know, we had a couple of good readings, uh CPI podcast-host
you know, softening a little bit. podcast-host
GDP looked looked good, uh jobs looked good. podcast-host
Although I think, you know, based on the Ontario concentration, that felt kind of like a FIFA bump to me. podcast-host
But yeah, there's podcast-host
crush double double. podcast-host
They got protein coffees now, like protein lattes. podcast-host
Absolutely insanely good. podcast-host
Anyway, so podcast-host
Do we do we want to talk a little bit about the like you know, the elephant in the room, which is and Ben, I I think you're kind of the opinion that ends with with uh the taco sort of thing, you know. podcast-host
I I but you were the one who put Yeah, yeah, exactly. podcast-host
I mean well the problem is the theatrics escalate it, right? podcast-host
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