The Canadian Investor

Bond Yields, Inflation Pressures and the Consumer Squeeze

23 May 2026

Contributed by Lukas

In this episode, Simon and Daniel break down the sudden surge in bond yields and what it could be signaling about inflation, interest rates, and consu...

Constellation Software, a Hidden Canadian AI Stock, and a Nuclear Energy Play

21 May 2026

Contributed by Lukas

In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes. They start by discuss...

Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy

18 May 2026

Contributed by Lukas

In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stock...

Alberta’s New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic

16 May 2026

Contributed by Lukas

In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could ...

Franco-Nevada, TMX and Loblaws: Canada’s Quiet Compounders Deliver

14 May 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we start with the latest U.S. inflation data and why higher energy prices could complicate the rate-...

Berkshire’s $400B Cash Pile + How to Buy Private AI Companies

11 May 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, Simon and Dan break down Greg Abel’s first Berkshire Hathaway annual meeting as CEO and what i...

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

09 May 2026

Contributed by Lukas

In this episode, Simon and Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment,...

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

07 May 2026

Contributed by Lukas

In this episode, we break down one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered qu...

10 Costly Mistakes Canadian Investors Make

04 May 2026

Contributed by Lukas

In this episode, Simon and Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconce...

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

02 May 2026

Contributed by Lukas

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 w...

Canada Strong Fund and Intel’s Stunning AI Quarter

30 Apr 2026

Contributed by Lukas

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 infla...

7 Stocks We Sold Too Early… And Still Regret

27 Apr 2026

Contributed by Lukas

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 a...

Apple’s New CEO + The Company Challenging Home Depot

23 Apr 2026

Contributed by Lukas

In this news and earnings episode of The Canadian Investor Podcast, we break down Canada’s latest CPI report as inflation reaccelerates, with ri...

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

20 Apr 2026

Contributed by Lukas

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 div...

Why BRP Stock Just Crashed & GFL Makes a Huge Acquisition

16 Apr 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we break down hotter-than-expected U.S. inflation data and why rising energy prices are becoming a g...

What the Oil Shock Means for Stocks, Gold & Rates with Bipan Rai

15 Apr 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we welcome back Bipan Rai from BMO ETFs to break down one of the biggest macro stories of the year: ...

The Largest IPOs in History and Young Canadians Are Stressed About Money

13 Apr 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, Simon and Dan discuss some of the largest IPOs in history and whether 2026 could become a record-bre...

Canadian Investors Now Have Over 1,500 ETFs to Choose From

09 Apr 2026

Contributed by Lukas

In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With ...

3 Stocks We're Watching for 2026 (Big Opportunities Ahead)

06 Apr 2026

Contributed by Lukas

In this quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table...

Nike Crashes, Air Canada CEO Exit & GoEasy Finally Reports Earnings

02 Apr 2026

Contributed by Lukas

In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighti...

12 ETFs to Consider as Market Volatility Surges

30 Mar 2026

Contributed by Lukas

Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening ...

12 ETFs to Consider as Market Volatility Surges

26 Mar 2026

Contributed by Lukas

Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening ...

Will Canadian Bank Earnings Take a Hit as the Economy Slows?

23 Mar 2026

Contributed by Lukas

In this episode, we break down what goeasy’s collapse could signal for the broader Canadian economy and banking sector. We revisit past Canadian...

The BoC Is Stuck and These Companies Are Feeling It

19 Mar 2026

Contributed by Lukas

The Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn p...

Constellation Software’s AI Outlook and More Trouble in Private Credit

16 Mar 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we break down Constellation Software’s latest earnings and conference call, including what man...

Unpacking Why Subprime Lender Goeasy Stock Crashed 60%

12 Mar 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we break down the stunning collapse in Goeasy after the company shocked investors with a major finan...

8 Stocks That Could Benefit From Increased Global Uncertainty

09 Mar 2026

Contributed by Lukas

In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full...

Canadian Banks Deliver Big Earnings as Uncertainty Rattles Markets

05 Mar 2026

Contributed by Lukas

In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israe...

The AI Boom That Could Crash Markets and the Economy: Fact or Fiction?

02 Mar 2026

Contributed by Lukas

In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future&...

Private Credit Cracks, Canadian Tire’s Turnaround & GoEasy Delays Earnings

26 Feb 2026

Contributed by Lukas

Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET). Then it’s straigh...

4 Industries AI Can’t Replace and Stocks on Our Radar

23 Feb 2026

Contributed by Lukas

Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may act...

What Recent Earnings Reveal About These 4 Canadian Stocks

20 Feb 2026

Contributed by Lukas

Simon and Dan are back with another earnings-driven episode — this time focused entirely on Canadian companies. They dig into a fresh batch of r...

Can TELUS’ New CEO Save Investors From a Dividend Cut?

19 Feb 2026

Contributed by Lukas

In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite...

Braden Returns to Talk CSU and Whether the Market Is Wrong on Software Stocks

16 Feb 2026

Contributed by Lukas

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncert...

AI Spending Accelerates While Office Real Estate Crumbles

12 Feb 2026

Contributed by Lukas

In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholde...

Palantir Keeps Rolling And the Case for Global Stocks

09 Feb 2026

Contributed by Lukas

In this mixed earnings and macro episode, Simon and Dan break down Palantir’s explosive growth (and wild stock reaction), Microsoft’s clou...

Paypal Impodes, Iphone Sales Soar & What the Next Fed Chair Means for Your Portfolio

06 Feb 2026

Contributed by Lukas

In this bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and s...

AI Just Crashed SaaS Stocks — Can They Recover or Is This Permanent?

05 Feb 2026

Contributed by Lukas

Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We st...

6 Underrated Metrics Every Stock Investor Should Use

02 Feb 2026

Contributed by Lukas

In this episode, Simon and Dan break down key investing metrics the financial media barely talks about—including free cash flow per share, free ...

Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed

29 Jan 2026

Contributed by Lukas

In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade p...

SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?

26 Jan 2026

Contributed by Lukas

Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan...

Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down

22 Jan 2026

Contributed by Lukas

This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Ne...

8 Stocks to Consider for Your TFSA in 2026

19 Jan 2026

Contributed by Lukas

We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA. Th...

Will Trump Break the Stock Market?

15 Jan 2026

Contributed by Lukas

The US Department of Justice has opened a probe into Jerome Powell and markets are interpreting it as a direct challenge to the independence of the Fe...

Is It Too Late to Buy Silver and Is TELUS Dividend at Risk?

12 Jan 2026

Contributed by Lukas

After BCE cut its dividend in mid-2025, investor capital rotated into TELUS as the next high-yield alternative. In this episode, we examine whether TE...

Ranking Canada’s 30 Largest Stocks (Part 2)

08 Jan 2026

Contributed by Lukas

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality. In Part 2, we tackle the...

Tier Ranking Canada’s 30 Largest Public Companies (Part 1)

05 Jan 2026

Contributed by Lukas

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality. In Part 1, we tackle the...

2026 Bold Predictions: Will Canadian Stocks Beat U.S. Stocks Again?

01 Jan 2026

Contributed by Lukas

It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle...

2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day

29 Dec 2025

Contributed by Lukas

The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare ...

Why Private Mortgages Can Trap Investors for Years

25 Dec 2025

Contributed by Lukas

Simon Belanger is joined by Dan Foch to demystify Canada’s private mortgage landscape from MICs (Mortgage Investment Corporations), to mortgage ...

Gold, Interest Rates, and the Macro Outlook with Bipen Rai

22 Dec 2025

Contributed by Lukas

In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management. We discu...

Why Oracle Is Spooking Markets and a Red-Hot 2024 Canadian IPO

18 Dec 2025

Contributed by Lukas

Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break dow...

Pay Down Your Mortgage or Invest? And a Canadian Stock Few Are Watching

15 Dec 2025

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — inve...

Canadian Banks End 2025 on a High Note

11 Dec 2025

Contributed by Lukas

In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and lo...

The Beginner’s Guide to Investment Accounts and 5 Stocks on Our Radar

08 Dec 2025

Contributed by Lukas

Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure whi...

3 Signs a Dividend Cut Is Coming and Canadian Bank Earnings Kick Off

04 Dec 2025

Contributed by Lukas

On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CE...

3 Things to Do Before You Invest a Single Dollar

01 Dec 2025

Contributed by Lukas

Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this ep...

Michael Burry Calls Out Nvidia and the AI Mania

27 Nov 2025

Contributed by Lukas

Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in f...

Jan van Eck on Gold’s Surge, AI’s Rise, Emerging Markets & the Future of ETFs

24 Nov 2025

Contributed by Lukas

Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan ...

What’s Driving the Drop in Tech Stocks and Bitcoin?

20 Nov 2025

Contributed by Lukas

Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig...

8 Simple Ways to Save and Have More Money to Invest

17 Nov 2025

Contributed by Lukas

For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true ...

Buffett’s Farewell, Constellation’s Pullback, and GoEasy Sells Off

13 Nov 2025

Contributed by Lukas

Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying oppor...

5 Canadian Stocks Set to Benefit from the 2025 Federal Budget

10 Nov 2025

Contributed by Lukas

Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and wh...

The TSX Hits $6 Trillion While TMX Has a Monster Quarter

06 Nov 2025

Contributed by Lukas

In this episode, Simon breaks down the latest from the Bank of Canada and the Fed and why both are cutting rates again, but sending different signals ...

The 7 Best Investment Decisions We’ve Ever Made

03 Nov 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, Simon and Dan follow up on their “biggest mistakes” episode by sharing their best invest...

The 7 Biggest Investment Mistakes We’ve Made

30 Oct 2025

Contributed by Lukas

In this episode, Simon and Dan candidly discuss their worst investing mistakes, emphasizing the importance of acknowledging errors in judgment and the...

The Truth About Covered Call ETFs with Ben Felix

27 Oct 2025

Contributed by Lukas

In this episode, Simon sits down with Ben Felix from PWL Capital to break down the hype around covered call ETFs, why high yields can be misleading, a...

Meme Stock Mania Returns and Private Debt Gets Messy

23 Oct 2025

Contributed by Lukas

Simon and Dan break down Canada’s latest inflation data, why core CPI remains stubbornly high, and what falling rents might mean for the Bank of...

Breaking Down the Quantum Stock Mania

20 Oct 2025

Contributed by Lukas

We open on the quantum bubble—why euphoric pricing, SPAC lineage, tiny revenues, and heavy short interest make this corner of the market feel li...

Blowout Earnings From Aritzia Despite Tariffs & Brookfield Buys Oaktree

16 Oct 2025

Contributed by Lukas

In this episode, we cover a busy week of earnings: BlackRock’s big inflows and a push to bring more traditional investments onto the blockchain,...

Everything You Need to Know About Fixed Income

13 Oct 2025

Contributed by Lukas

In this episode, we cover a variety of fixed income options for your portfolio. From savings accounts and GICs to T-Bills, bonds, and corporate credit...

Why the TSX Is Crushing the S&P 500 This Year

09 Oct 2025

Contributed by Lukas

In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500&r...

Braden is Back to Discuss Constellation’s Wild Week

06 Oct 2025

Contributed by Lukas

Braden’s back with Simon and Dan for the quarterly mastermind discussion. In this episode we primarily talk about Constellation Software’s...

Spotify CEO Exit, Air Canada Cuts Guidance, and More Tariff Casualties

02 Oct 2025

Contributed by Lukas

In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model ta...

50 Ways to Invest in the AI Revolution - Part 2

29 Sep 2025

Contributed by Lukas

Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants&mdas...

Goeasy Shares Sink After a Short Report. Should Investors Be Worried?

25 Sep 2025

Contributed by Lukas

In this episode, we break down Constellation Software’s recent AI focused investor call. What management actually said and how it could shape M&...

50 Ways to Invest in the AI Revolution - Part 1

22 Sep 2025

Contributed by Lukas

Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not ...

What the BoC’s Rate Cut Says About the Canadian Economy

18 Sep 2025

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we break down Canada’s latest inflation read and the Bank of Canada’s rate cut, framing ...

Why Chasing High Yielding Dividend Stocks Rarely Pays Off

15 Sep 2025

Contributed by Lukas

In this episode, we go over yield traps and why abnormally high dividends often signal business stress rather than easy income. We walk through how fa...

Oracle’s AI Boom, Lululemon’s Disastrous Quarter, and a Canadian Mining Megamerger

11 Sep 2025

Contributed by Lukas

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to...

6 Ways to Invest in Gold as It Hits Record Highs

08 Sep 2025

Contributed by Lukas

Gold just hit a new all-time high, and we’re dedicating a full episode to what’s driving the move and the smartest ways to get exposure. W...

Are Canadian Banks Priced to Perfection?

04 Sep 2025

Contributed by Lukas

In this episode of the Canadian Investor podcast, Simon (fresh off vacation) and Dan Kent dig into a jam-packed news and earnings episode. We start wi...

6 Ways I Use AI for Investing

01 Sep 2025

Contributed by Lukas

In this solo episode, Simon dives into how he uses AI, particularly large language models like ChatGPT as a tool to become a more efficient investor. ...

Canada Goose Buyout Speculation and The Risks of Government Investing in Stocks

28 Aug 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we cover a packed week of market-moving news. We start with reports that Bain Capital may be taking ...

How We Find and Analyze New Stock Ideas

25 Aug 2025

Contributed by Lukas

In this episode, Simon and Dan walk through their process for finding strong investment ideas, from using stock screeners to AI tools, and finally doi...

Economic Uncertainty Continues to Reshape Canadian Real Estate

21 Aug 2025

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we’re joined by Daniel Foch, host of the Canadian Real Estate Investor Podcast, for a deep div...

Best Trash Stock? Waste Management or Waste Connections

18 Aug 2025

Contributed by Lukas

Dan and Simon dive deep into two of North America’s waste-disposal giants — Canada’s Waste Connections and the U.S.-based Waste Mana...

Shopify & Franco-Nevada Deliver Big on Earnings

14 Aug 2025

Contributed by Lukas

In this episode, Simon and Dan dive into a jam-packed earnings episode covering some of Canada’s biggest names. They break down GoEasy’s r...

6 Poker Lessons That Made Me a Better Investor

11 Aug 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, Simon and Dan share the stocks and ETFs currently on their radar and dive into the surprising parall...

Two Canadian Stocks That Are Printing Money

07 Aug 2025

Contributed by Lukas

In this episode, we kick things off with a quick look at the newly imposed 35% tariffs by the U.S. on Canadian goods.We then break down earnings from ...

10 Signs the Stock Market Might Be Peaking

04 Aug 2025

Contributed by Lukas

In this episode, Simon and Dan go deep into the growing signs that point to a potential market top. From narrow market leadership and the return of me...

Loblaws’ Stock Split and Caution From CN Rail

31 Jul 2025

Contributed by Lukas

In this episode, Simon and Dan cover a range of earnings updates, starting with Canadian National Railway's lowered guidance and what it could mean fo...

Is Lululemon or Aritzia the Better Canadian Fashion Stock Right Now?

28 Jul 2025

Contributed by Lukas

In this episode, we compare two of Canada's most successful fashion retailers, Lululemon and Aritzia. We dive into their history, growth trajectories,...

The Best Performing Assets of 2025 and Couche-Tard Pulls the Plug on 7-Eleven

24 Jul 2025

Contributed by Lukas

In this episode, we start by breaking down the year-to-date performance of major asset classes, including equities, gold, Bitcoin, and bonds. We then ...

4 Stocks to Buy Now and Not Touch Until 2035

21 Jul 2025

Contributed by Lukas

Following up on our recent RESP segment, Simon answers a listener question about RESPs. We go deep on how to maximize government benefits like the CES...

Two Resilient Canadian Stocks in a Tough Trade Environment

17 Jul 2025

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we break down Canada’s latest CPI report, which shows inflation ticking up slightly to 1.9% an...

The Battle of the Dollar Stores: Dollarama vs. Dollar Tree

14 Jul 2025

Contributed by Lukas

In this episode, we compare two major dollar stores, Dollar Tree and Dollarama. We break them down to see which one stands out as the better business ...

Couche-Tard, Blackberry, and Nike: Who’s Most Likely to Bounce Back?

10 Jul 2025

Contributed by Lukas

In this episode, we dig into a busy week of earnings from three very different businesses navigating challenging environments. We start with Couche-Ta...

Why the GTA Condo Market is Tanking with Dan Foch

07 Jul 2025

Contributed by Lukas

In this episode, we give you a timely update on the Canadian housing market with a focus on some striking regional divergences. Dan breaks down the la...

Braden’s Back for Episode 500! Finchat Rebrand & Stocks On Our Radar

03 Jul 2025

Contributed by Lukas

For our 500th episode, Braden is back on the mic as we reflect on the last 5+ years of doing the podcast. We kick things off with the story behind the...