The Canadian Investor

What Canada’s Election Result Means for Investors

01 May 2025

Contributed by Lukas

In this episode, we break down what the recent Canadian federal election results mean for investors. With Mark Carney becoming Prime Minister, we disc...

6 Reasons to Sell and One Metric That Drives Returns

28 Apr 2025

Contributed by Lukas

In this episode, Simon and Braden share his personal framework for deciding when to sell a stock—including full exits and trims. Simon walks thr...

Lumber Tariffs Hit Canadian Producers and Tesla’s Deliveries Slide

24 Apr 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we break down a whirlwind week of headlines that continue to move markets. We start with the latest ...

Why Every Investor Needs an Investment Policy

21 Apr 2025

Contributed by Lukas

In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk th...

Nvidia Caught in the Crossfire of the US-China Trade War

17 Apr 2025

Contributed by Lukas

In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We...

10 Stocks We're Watching After Big Drawdowns

14 Apr 2025

Contributed by Lukas

We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack there...

Expect More Companies to Pull Their 2025 Guidance

10 Apr 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we break down a chaotic week in the markets dominated by volatility, misinformation, and tariff unce...

Stock Market Sells Off After Tariff Liberation Day

07 Apr 2025

Contributed by Lukas

In this episode, we discuss the “reciprocal” tariffs announced by President Trump. The tariffs were far greater than expected which led to...

Two Canadian Stocks Facing Tariff Headwinds

03 Apr 2025

Contributed by Lukas

In this episode, Simon and Dan break down the high-profile IPO of CoreWeave, the AI-focused cloud provider that started life as a crypto miner and jus...

How to Buy, Store and Live on Bitcoin in Canada with BTC Sessions

02 Apr 2025

Contributed by Lukas

In this special episode, Simon is joined by fellow Canadian and Bitcoin educator Ben Perrin, better known as BTC Sessions. They dive deep into Bitcoin...

Is it Time To Invest in These 13 Under Pressure Stocks?

31 Mar 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we delve into the significant market fluctuations experienced since the beginning of the year, with ...

What Couche-Tard and Lightspeed Are Telling Us About Consumers

27 Mar 2025

Contributed by Lukas

In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of it...

The Hidden Risk Most Investors Ignore

24 Mar 2025

Contributed by Lukas

In this episode, Simon breaks down a type of risk that often flies under the radar for everyday investors—counterparty risk. Whether you're deal...

Canadian Inflation Heats Up and Google Makes a $32B Deal

20 Mar 2025

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we talk about Canada’s February CPI print that came in much hotter than expected at 2.6% year ...

12 Stocks We’re Watching as the Market Pulls Back

17 Mar 2025

Contributed by Lukas

Markets hate uncertainty, and it’s showing. We break down the recent volatility, from the steep drawdowns in the Nasdaq and S&P 500 to the t...

Investing Opportunities in Market Volatility and the US Bitcoin Reserve

13 Mar 2025

Contributed by Lukas

In this episode, we talk about recent market volatility with the NASDAQ dropping 4% in one day, marking its largest single-day decline since 2022. We ...

5 Canadian Stocks That Won’t Feel the Impact of Tariffs

10 Mar 2025

Contributed by Lukas

The trade war between Canada and the U.S. is evolving fast, and its impact on investors is undeniable. In this episode, we break down the latest devel...

Canadian Banks Face Growing Uncertainty as the Trade War Begins

06 Mar 2025

Contributed by Lukas

The tariffs are officially here. As of March 4th, U.S. tariffs on Canadian goods have gone into effect, and Canada has responded with a massive $155 b...

Key Takeaways from Warren Buffett’s Shareholder Letter

03 Mar 2025

Contributed by Lukas

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 ...

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

27 Feb 2025

Contributed by Lukas

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 ...

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

24 Feb 2025

Contributed by Lukas

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...

Mixed Results from Two Iconic Canadian Brands

20 Feb 2025

Contributed by Lukas

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 potent...

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

17 Feb 2025

Contributed by Lukas

In this episode, Braden shares his first impressions of the cruise industry, how Royal Caribbean built a dominant brand, and whether it’s worth ...

Should You Invest for Dividend Income or Maximize Total Returns?

13 Feb 2025

Contributed by Lukas

Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income ...

Real Estate Trends for 2025 and 12 REITs to Watch

10 Feb 2025

Contributed by Lukas

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 REIT...

The Real Cost of Tariffs and What Comes Next for Canada

06 Feb 2025

Contributed by Lukas

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 Canad...

BoC Cuts Rates Amid Tariff Uncertainty and Big Tech Reacts to DeepSeek

03 Feb 2025

Contributed by Lukas

In this episode, we discuss the recent cut of 25bps by the Bank of Canada, bringing the overnight rate to 3%. We break down the key takeaways from Tif...

Nvidia Loses a Record Breaking $600 Billion in Market Cap

30 Jan 2025

Contributed by Lukas

DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and Dan br...

30 Stocks For Contrarian Investors

27 Jan 2025

Contributed by Lukas

In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in...

Trump’s Meme Coin Frenzy, Tariff Drama, and Canada’s Inflation Breakdown

23 Jan 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we discuss the latest Canadian CPI data, which reveals the impact of the GST break and implications ...

Has Adobe Become a Value Stock?

20 Jan 2025

Contributed by Lukas

In this episode, we dive into the world of leveraged ETFs, exploring how they amplify exposure to assets through debt and derivatives. From the explos...

Aritzia’s Turnaround and How to Own Bitcoin

16 Jan 2025

Contributed by Lukas

In this episode, Simon goes over the alarming findings from the latest MNP Consumer Debt Index. How Canadians are grappling with financial strain, ris...

5 Signs a Business Has Staying Power

13 Jan 2025

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we dive into the fundamentals of Porter’s Five Forces, exploring how shifts in industry dynami...

Portfolio Rules, Hedging Strategies, and Leveraging a Weak Loonie

09 Jan 2025

Contributed by Lukas

In this episode, we tackle listener questions on portfolio allocation, diversification, and investment strategies. Simon and Dan share their personal ...

6 Stocks Simon Sold

06 Jan 2025

Contributed by Lukas

In this episode, Simon starts by giving props to Braden for one of his bold predictions coming through on the last day of 2024. Simon then goes over t...

Our 2025 Bold Predictions

02 Jan 2025

Contributed by Lukas

In this special new year episode, Simon, Dan, and Braden review their 2024 bold predictions and give some fresh bold predictions for the year ahead. F...

The Top Stories of 2024 for Canadian Investors

30 Dec 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we explore the major investing stories of 2024 that reshaped financial markets. We begin with the Ba...

10 ETFs on Our Watchlist For the New Year

26 Dec 2024

Contributed by Lukas

In this episode, we dive deep into the U.S. Federal Reserve's latest rate cut announcement, bringing the fed funds rate down by 25bps for their final ...

What Canada's Fall Economic Statement Means for Investors

23 Dec 2024

Contributed by Lukas

In this episode, we dive into Canada's Fall Economic Statement, unpacking the key takeaways for investors and what it means for Canada’s fiscal ...

Two Retail Stocks Crushing It and One That’s Falling Behind

19 Dec 2024

Contributed by Lukas

In this episode, we dive into Canada's latest CPI data, with inflation now sitting below the Bank of Canada’s target, and what it means for poli...

A Simple Retirement Income Strategy and Canada’s Urgent Need for Private Sector Growth

16 Dec 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we dive into alternative strategies for retirement income, including a simple and dynamic approach t...

Signs Markets Might be Peaking and Mixed Results from Canadian Banks

12 Dec 2024

Contributed by Lukas

In this episode, we start by discussing signs that we may be nearing a market peak, using examples like the catastrophic launch of the Hawk Tuah token...

Year-End Changes We are Making to our Portfolios

09 Dec 2024

Contributed by Lukas

In this episode, Simon and Braden explore the nuanced debate between growth, value, and quality investing. Braden shares his perspective on how these ...

What Subprime Lending Growth is Telling Us About the Economy

05 Dec 2024

Contributed by Lukas

In this episode, we start by discussing the Bank of Canada’s final rate announcement of the year. Will it be another 50bps cut, or will they ease up...

Home Ownership on The Decline in Canada?

02 Dec 2024

Contributed by Lukas

The podcast covers three main topics: the benefits of opening a First Home Savings Account (FHSA), reasons for retail investor underperformance in 202...

Canadian Stocks We Like

28 Nov 2024

Contributed by Lukas

It's a TSX stock roundup as Braden and Dan discuss results from Canadian companies. Tickers of stock discussed: ATD, WSP, L, TVK, SHOP Check out our p...

Markets Are Ripping & Gen Z Trends

25 Nov 2024

Contributed by Lukas

Braden Dennis and Ryan Henderson hop on the mic to discuss some interesting trends and key earnings reports from Q3. Tickers of stock discussed: NKE, ...

Why Buffett’s Cash Pile Is Growing and Bitcoin’s Post-Election Surge

18 Nov 2024

Contributed by Lukas

In this packed episode of The Canadian Investor Podcast, we start by discussing Bitcoin's impressive rally following the U.S. presidential election. W...

Trump's Win and What It Means for Canadian Investors

14 Nov 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, Simon and Dan dive into the potential impacts of a Trump presidency on Canadian investors.  From th...

Selling Gold, Understanding Warrants, and Investing in a Rate-Cutting Environment

11 Nov 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we dive into practical strategies for selling physical gold, including how to avoid excessive fees a...

Saving For A Down Payment In An Expensive Real Estate Market - Part 2

07 Nov 2024

Contributed by Lukas

This is the Part 2 of Saving For A Down Payment In An Expensive Real Estate Market. You can listen to Part 1 with the links below: Part 1 - Apple Pod...

Why Tech Giants Are Betting Big on Nuclear Power

04 Nov 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast we explore EY’s resignation as the Super Micro’s auditor. Why explain why this raises major conce...

Bank of Canada Cuts and the Case for Gold Miners

31 Oct 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we start by discussing the 50 bps rate cut by the Bank of Canada last week. We go over our key takea...

The Biggest Financial Mistake I Ever Made

28 Oct 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, Simon takes a personal approach, reflecting on the biggest financial mistake he made over the years ...

Will Couche-Tard’s $65B Bid for 7-Eleven Succeed?

24 Oct 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we begin with ASML’s Q3 earnings, breaking down their net sales growth, concerning 50% drop in boo...

How Small Regular Investments Create Big Gains Over Time

21 Oct 2024

Contributed by Lukas

  In this episode of The Canadian Investor Podcast, Simon breaks down the importance of consistency when building wealth over time. He explores how r...

What Does TD's AML Settlement Mean for Investors?

17 Oct 2024

Contributed by Lukas

In this episode of The Canadian Investor podcast, Simon and Dan dive into the September 2024 CPI numbers and what the slowing inflation means for the ...

5 Reasons To Be Bullish on Stocks and Assets

14 Oct 2024

Contributed by Lukas

In this episode, Braden dives into the 2022 “COVID hangover" that continues to haunt high-growth software companies. Simon and Braden discuss why th...

Will Canadian ETF Inflows Hit an All-Time High in 2024?

10 Oct 2024

Contributed by Lukas

In this episode of The Canadian Investor podcast,  we examine whether 2024 is on track to break the record for Canadian ETF inflows. We discuss the t...

The Case for Only Investing in Canadian Dividend-Paying Stocks

07 Oct 2024

Contributed by Lukas

In this episode, we tackle a listener question from Bob in Ottawa about building a strategy around Canadian dividend-paying companies. We breakdown so...

Visa's Antitrust Showdown & Lightspeed Looking for Buyers

03 Oct 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we dive into the U.S. Department of Justice’s antitrust lawsuit against Visa, alleging monopolisti...

The Business of OnlyFans & the Contrarian Case for Chinese Stocks

30 Sep 2024

Contributed by Lukas

  In this episode, Braden dives into the company behind OnlyFans. Despite being a controversial name, OnlyFans is an economic powerhouse, boasting $1...

BCE Sells a Prime Asset and FedEx’s Bearish Guidance

26 Sep 2024

Contributed by Lukas

In this episode, we dive into BCE's surprising decision to sell its 37.5% stake in MLSE to Rogers, giving Rogers a dominant position in sports ownersh...

Hot Stock Tips & 2024’s Best Performing Sectors

23 Sep 2024

Contributed by Lukas

In this episode, we answer a listener’s question about what to do when you get a hot stock tip. We discuss our approach when hearing about hot stock...

Gold ETF Inflows Increase and Canada Makes Major Mortgage Changes

19 Sep 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we dive into the latest Canadian CPI data as inflation finally hits the Bank of Canada’s 2% target...

Corporate Venture Bets and an All-Weather Retirement Portfolio

16 Sep 2024

Contributed by Lukas

In this episode, we dive into the world of big company moonshots, like Google’s Waymo, and how corporate venture capital (CVC) strategies are evolvi...

Subprime Lending Skyrockets as Cyclical Stocks Face Challenges

12 Sep 2024

Contributed by Lukas

In this episode, we dive into the Bank of Canada's recent 25bps rate cut and its implications for the Canadian economy. With inflationary pressures pe...

Where to Park Your Cash and Why Canadian Savings Rates Are Surging

09 Sep 2024

Contributed by Lukas

In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key ...

Betting on Canada is Working for These Canadian Banks

05 Sep 2024

Contributed by Lukas

In this episode, we go over the recent development surrounding BCE as Moody's downgrades its credit rating to the brink of junk status. We explore wha...

Two Stocks on Our Watchlist and Tracking the Right Metrics

02 Sep 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we dive deep into portfolio management and how to achieve a state of zen when it comes to tracking y...

Canadian Banks Set More Aside for Bad loans

29 Aug 2024

Contributed by Lukas

In this episode of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor ...

The Best 30 Canadian Compounders Ranked

26 Aug 2024

Contributed by Lukas

Braden hops on the mic for a solo episode discussing 30 Canadian Compounders that have had great returns over the last 10 years. From garbage collecti...

3 Under the Radar Canadian ETFs

22 Aug 2024

Contributed by Lukas

In this episode, we explain the Japanese Yen carry trade and why it had such an impact on markets earlier this month.  We then talk about the new Eth...

Berkshire’s Record Cash Pile and Retirement Income Accounts

19 Aug 2024

Contributed by Lukas

In this episode, we start by talking about Berkshire Hathaway's record cash holdings which have now reached 277B.  Simon then goes over the mechanics...

Consumers are Cutting Back and Companies are Feeling the Pinch

15 Aug 2024

Contributed by Lukas

In this episode of The Canadian Investor we start with Tourmaline’s $1.3B acquisition of Crew Energy, an all-stock deal that skyrocketed Crew Energy...

Should You Buy, Hold or Sell during Market Sell-offs?

12 Aug 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we dive into the mindset of buying during market sell-off and why it can be a smart move for long-te...

Volatile Markets and Trouble at BCE and Starbucks

08 Aug 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we start by talking about the recent volatility. We look at the recent downturn of US stocks led by ...

Buying Back Shares for the Wrong Reasons and Private Credit

05 Aug 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we explore how companies issue substantial Stock based compensation (SBC) to their employees while s...

The Current and Future State of Canada's Economy with Rich Dias

01 Aug 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, Simon is joined by Rich Dias from The Loonie Hour podcast to delve into the current state and future...

Our Biggest Opportunity Ever?

29 Jul 2024

Contributed by Lukas

Braden sits down with Ryan Henderson, growth & content lead @ FinChat to talk about some of our biggest opportunities in the market through the ye...

Canadian ETFs Hit Record Inflows in June

25 Jul 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we look at the Canadian and US ETF flows for June 2024. We look at some of the trends on both side o...

Stocks to Watch for the 2nd half of 2024

22 Jul 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we dive into the intriguing story of the stock market in 2024, highlighting the performance disparit...

Inflation Stays Below 3% and Aritzia Rebounds

18 Jul 2024

Contributed by Lukas

In this episode of The Canadian Investor, we analyze the Canadian Consumer Price Index (CPI) for June 2024, which saw a headline CPI drop to 2.7% year...

The Most Bought Stocks by Canadian Investors

15 Jul 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we dive into the latest trends and insights shaping the market. First, have a look at the TD Direct ...

Beer Sales Up and Bitcoin Takes a Dive

11 Jul 2024

Contributed by Lukas

  In this episode of The Canadian Investor Podcast, we compare the earnings of Molson-Coors and Constellation Brands. We look at how their earnings h...

Are we in an AI bubble?

08 Jul 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we tackle a few listeners' questions including one about analyzing 10-K and annual reports. We break...

The Best Ways to Convert CAD to USD and Investing at All-Time Highs

04 Jul 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we go over General Mills' Q4 results. Despite being a consumer staple company with brands like Cheer...

Are Buybacks Distorting Stock Prices?

01 Jul 2024

Contributed by Lukas

In this special Canada Day episode of The Canadian Investor Podcast, we dive into the dangers of speaking in absolutes when it comes to investing. Fro...

CPI Accelerates and More Losses for Cannabis Stocks

27 Jun 2024

Contributed by Lukas

On this episode of the Canadian Investor Podcast we break down the latest Consumer Price Index (CPI) data and its ramifications for the Bank of Canada...

Top 5 Canadian ETF by Inflows and Dealing with Questionable Management

24 Jun 2024

Contributed by Lukas

In this episode, we dive into the latest ETF flow data for May 2024. We explore the strong net inflows in Canada, the notable trends in equities and t...

Will Regulators Approve National Bank’s CWB Acquisition?

20 Jun 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we go over the US May CPI data and the US Federal Reserve's rate hike announcement. We break down th...

Top 10 Performing TSX Stocks This Year

17 Jun 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we start by talking about the best performing stocks on the TSX and look at some common themes. We a...

The Long Awaited BoC Rate Cut is Here. Now What?

13 Jun 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we start the episode by going over the recent Bank of Canada rate cut, our key takeaways from the pr...

How Many Stocks is Too Many?

10 Jun 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we tackle a common challenge faced by many investors: how to effectively reduce the number of holdin...

Mixed Results for Canada’s Big Banks

06 Jun 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we go over the recent earnings of 4 of Canada’s big 6 banks. The results from the big banks have b...

Two Stocks We Added to Our Watchlist

03 Jun 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we finish the list of sector-specific ETFs with 14 more ETFs for exposure in industrials, consumer s...

Nvidia is Unstoppable and Trouble at Lululemon

30 May 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we cover a range of earnings reports and investing news. We start by discussing Nvidia's phenomenal ...

5 Small Canadian Stocks & 10 Sector-Specific ETFs

27 May 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we shift our focus from broad-based index funds to explore the world of sector-specific ETFs. While ...

Will Slowing Inflation Lead to Interest Rate Cuts?

23 May 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we delve into the latest inflation data from Canada and the U.S and what it means for investors. Add...

Why Gold and Bitcoin Provide Money Printing Insurance

20 May 2024

Contributed by Lukas

In this episode, we look at the legacy of Jim Simons who recently passed away. Known for both his mathematical genius and philanthropic endeavors, Sim...