The Canadian Investor

The Return of Meme Stocks and Canadians Spending Less

16 May 2024

Contributed by Lukas

In this episode of The Canadian Investor, we dive into the resurgence of meme stocks led by the rise of GME. We discuss the mysterious return of Roari...

Dealing with Investing Biases and Will Open Banking Increase Competition?

13 May 2024

Contributed by Lukas

In this episode, we examine the complex relationship between personal biases and investment decisions. We begin by contemplating the potential pitfall...

Higher Profits for Loblaws and Slowing Growth for Air Canada

10 May 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we tackle recent news and earnings. We start the episode by going over Brookfield Renewable Partners...

More Trouble for TD and Apple’s Slowing Sales

09 May 2024

Contributed by Lukas

In this episode of The Canadian Investor Podcast, we tackle recent news and earnings. We start by looking at BCE’s most recent quarter and if BCE is...

The investor who made 325x their money

06 May 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, Braden shares his observations from his recent travels across Europe, focusing on the evolving lands...

Alphabet Impresses while Meta and Tesla Disappoint

02 May 2024

Contributed by Lukas

Simon and Dan start with a look at the GDP growth in Canada and the US and what it means for interest rates and investors going forward. They then go ...

Should you Invest in Stocks or Real Estate ? Part 1

29 Apr 2024

Contributed by Lukas

In this special episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon to give the pros and cons between investing in the stock ...

Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift

25 Apr 2024

Contributed by Lukas

Join Dan and Simon as they dissect the recent changes to the capital gains inclusion tax revealed in the 2024 federal budget and the implications for ...

Is BCE’s Dividend at Risk of Being Cut?

22 Apr 2024

Contributed by Lukas

In this episode, Simon and Braden explore Canada's job market post-Covid, examining how public, private, and self-employed sectors have diverged in th...

Tesla Layoffs, Canadian CPI and Jamie Dimon’s Warning

18 Apr 2024

Contributed by Lukas

In this episode, Simon and Dan start by discussing the recent CPI data from both Canada and the US and explain why the Bank of Canada will have a toug...

Simon’s 20 year investing learnings & Reddit SEO Juice

15 Apr 2024

Contributed by Lukas

In this installment of the Canadian Investor Podcast, Simon reflects on the valuable insights he's gathered over two decades of investing. Additionall...

Dollarama Keeps Rolling and Another Canadian Company Goes Private

11 Apr 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, Simon and Dan start by comparing the latest jobs report in Canada and the US and what it means for t...

10 lessons over 10 years & Two stocks we like

08 Apr 2024

Contributed by Lukas

In this episode, Braden dives into his investment journey over the past decade starting when he turned 18. He shares his transition from indexing to s...

2024 Has a New Meme Stock and Nuvei Goes Private

04 Apr 2024

Contributed by Lukas

Join us on The Canadian Investor Podcast as we dive into the latest market trends and financial news.  This week, we cover the announcement that Nuve...

The Chocolate Crisis and Should we sell this Data Centre REIT?

01 Apr 2024

Contributed by Lukas

Join Simon and Braden this episode of the Canadian Investor Podcast. We start off the episode on a fun note looking at recent returns from different s...

Reddit’s Post IPO Surge and Headwinds for Fashion Stocks

28 Mar 2024

Contributed by Lukas

In this episode, Dan and Simon dissect the US Federal Reserve's recent decision to keep rates unchanged. They then delve into Alimentation Couche-Tard...

How Important is Luck when Picking Stocks?

25 Mar 2024

Contributed by Lukas

In this insightful episode of the Canadian Investor Podcast, your hosts, Simon and Braden, delve deep into the intriguing role of luck in the stock ma...

Big 5 Banks Deceiving Customers and Nuvei’s Potential Buyout

21 Mar 2024

Contributed by Lukas

Dive into an expanded episode of the Canadian Investor Podcast, where Dan and Simon dissect the recent Canadian CPI data for February 2024 and why it ...

What Financial Planning Should Look Like with Mark McGrath

18 Mar 2024

Contributed by Lukas

In this special episode, join Simon alongside Mark McGrath, a certified financial planner from PWL, as they dive deep into the intricacies of financia...

Canadians Love Costco & CPP’s Fire Sale

14 Mar 2024

Contributed by Lukas

Simon and Dan dive into a concise exploration of the latest economic developments affecting investors in Canada and the US. The Bank of Canada stands ...

The Best Businesses in the World A to Z (List) - TCI Rewind

11 Mar 2024

Contributed by Lukas

In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet Symbols of stocks...

Canadian Banks Set Aside More Money for Bad Loans

07 Mar 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, hosts Simon and Dan delve into the latest financial headlines, starting with the meteoric rise of Bi...

Modern Portfolio Theory and US Spot Bitcoin ETFs Beat Expectations

04 Mar 2024

Contributed by Lukas

Welcome back to another insightful episode of the Canadian Investor Podcast with Simon and Braden. In this week's episode, our hosts delve into the in...

Nvidia’s Market Cap hits 2T and the Start of Canadian Bank Earnings

29 Feb 2024

Contributed by Lukas

Join Dan and Simon for the weekly news and earnings episode. In this episode, Simon and Dan start by talking about Nvidia’s blowout quarter and what...

4 Stocks on Our Watchlist for 2024

26 Feb 2024

Contributed by Lukas

Join us for this special episode where Simon and Braden talk about two stocks that they have on their radar for 2024. Simon explains why Canadian Paci...

Slowing Inflation and Canadian Tire's Terrible Quarter

22 Feb 2024

Contributed by Lukas

In this episode, we start by discussing the latest Canadian inflation data. We also go over challenges facing Canadian Tire, explore Intact Financial'...

8 Red Flags When Analyzing a Stock

19 Feb 2024

Contributed by Lukas

In today's episode, we explore 8 red flags when analyzing a stock and why each of them can be a warning sign for investors. From declining revenues to...

More Trouble for US Regional Banks and BCE Struggles

15 Feb 2024

Contributed by Lukas

Join us in this episode as we delve into the latest economic developments, starting with a closer look at the unexpected rise in the US Consumer Price...

China’s Economic Challenges and Investing at All Time Highs

12 Feb 2024

Contributed by Lukas

Join us for a new episode as we explore China’s growing economic challenges. From a struggling stock market to concerns over real estate and a decli...

Meta’s Historic Jump and Metro Increases its Dividend

08 Feb 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we delve into the recent US Fed rate announcement and its impact on the Canadian bond market, partic...

These 4 Quebec Rollups have Crushed the TSX

05 Feb 2024

Contributed by Lukas

Welcome back to the Canadian Investor podcast with your hosts, Simon and Braden! In this episode, they dive headfirst into the captivating universe of...

Tesla Slumps, Shipping Woes, and Leon's Real Estate Leap

01 Feb 2024

Contributed by Lukas

In this episode, we dive into the Bank of Canada's decision to maintain its policy rate at 5%, Tesla's challenging earnings report, the impact of ship...

20 Important Metrics When Analyzing a Stock

29 Jan 2024

Contributed by Lukas

In this episode of the Canadian Investor Podcast, Simon and Braden look at 20 important metrics used to analyze public companies. Join us as we break ...

Shareholder Drama and TSMC Gets a Boost from AI

25 Jan 2024

Contributed by Lukas

Welcome to the latest episode of the Canadian Investor podcast with your hosts, Dan and Simon. Tune in as they delve into the latest financial updates...

Why This is a Stock Picker’s Market and a TFSA Mistake to Avoid

22 Jan 2024

Contributed by Lukas

Join Braden and Simon in this insightful episode of the Canadian Investor Podcast as they demystify treasury bill ETFs, uncovering the mechanics behin...

What Canadian Banks CEOs are Saying About 2024

18 Jan 2024

Contributed by Lukas

In this episode, Dan and Simon start by going over the December CPI data. They then go over the drama surrounding the Spot Bitcoin ETF approval and go...

Why 2023 Was a Bad Year for Canadian IPOs

15 Jan 2024

Contributed by Lukas

In this episode, we talk about the stock market returns from developed countries over the last 14 years. We then look at EY’s Global IPO Trends of 2...

US Approves Spot Bitcoin ETFs and a Surprise Dividend Cut

11 Jan 2024

Contributed by Lukas

Dan Kent is back for his first recording of 2024! Simon and Dan talk about the U.S. Spot Bitcoin ETF, Walgreens cutting its dividend, Brookfield’s c...

15 ETFs and Investing Goals for 2024

08 Jan 2024

Contributed by Lukas

Join us for our first episode recorded in 2024! In this episode, Simon and Braden discuss GLP-1 weight loss drugs and more specifically Ozempic. Then ...

Will Canadian Real Estate Rebound in 2024?

04 Jan 2024

Contributed by Lukas

In this special episode of the Canadian Investor Podcast, Simon and Dan Foch look back at what happened with Canadian Real Estate in 2023 and what’s...

Our 2024 Bold Predictions

01 Jan 2024

Contributed by Lukas

In this episode, Simon Dan and Braden look at their 2023 bold predictions and which one came through. Then they give their fresh bold prediction for t...

2023 Year in Review

28 Dec 2023

Contributed by Lukas

In this episode, Simon Dan and Braden go over the 2023 investing year in review. They talk about the biggest stories of the year and what did not go a...

List of 100 Quality Stocks

25 Dec 2023

Contributed by Lukas

 Braden interviews the newest employee at FinChat, Ryan Henderson, to discuss quality investing and opportunities in some 'unloved' names and sectors...

Mailbag Episode: Emerging Markets & Fixed Income Allocation, DCA vs. Lump Sum and more!

21 Dec 2023

Contributed by Lukas

In this episode, Simon and Dan answer investing questions from listeners. Thank you to all of those who submitted their questions!  Check out our por...

Is Private Equity Really Outperforming Index Funds?

18 Dec 2023

Contributed by Lukas

In this episode, Simon explains how private equity (PE) works and why the returns are often not beating stock market indices like the S&P 500, des...

Have We Seen the Last Rate Hike from the BoC?

14 Dec 2023

Contributed by Lukas

In this episode, Simon and Dan discuss the Bank of Canada deciding to keep interest rates at 5%, spotify layoffs, Google’s AI mishap and earnings fr...

Tier Ranking 25 of the Largest Canadian Stocks

11 Dec 2023

Contributed by Lukas

In this episode, Simon and Braden rank by tier the 25 of the largest Canadian public companies by market cap. The top tier is Tier S and then goes on ...

Canadian Bank Earnings Takeaways and Remembering Charlie Munger

07 Dec 2023

Contributed by Lukas

In this episode, Simon and Dan talk about 6 quotes from Charlie Munger that have special meaning for them. Then they talk go over the earnings of the ...

What it Takes to Get Added to the S&P 500

04 Dec 2023

Contributed by Lukas

In this episode, Braden starts by going over the criteria it takes for companies to be added to the S&P 500 and why investing in an ETF that track...

Scotiabank Sets Aside Over a Billion for Credit Losses

30 Nov 2023

Contributed by Lukas

In this episode, Simon and Dan start the episode by talking about Scotiabank’s bad earnings results and if it is a sign of things to come for Canadi...

Celebrating Charlie Munger: Five Famous Quotes (Special Episode)

28 Nov 2023

Contributed by Lukas

Braden hops on the mic for a few minutes to celebrate the life of Charlie Munger. Rest in Peace, Charlie.See omnystudio.com/listener for privacy infor...

Keeping it Simple with Index Investing and Building a Business with AI

27 Nov 2023

Contributed by Lukas

In this episode, Simon gives an update on recent developments about OpenAI and the news that Sam Atlman will finally be returning. Braden gives his op...

OpenAI Drama and Canadian Grocers Report Earnings

23 Nov 2023

Contributed by Lukas

In this episode, we start by talking about the Canadian October CPI Print and the drama that unfolded over the weekend with OpenAI and its former CEO ...

Talking Bitcoin Adoption with Peter McCormack

22 Nov 2023

Contributed by Lukas

In this special Wednesday release, Simon interviews Peter McCormack from the What Bitcoin Did podcast. We talk about inflation, rising government debt...

This Boring Retail Stock has Crushed the S&P 500

20 Nov 2023

Contributed by Lukas

In this episode, Braden starts by talking about his recent visit to New York City as part of a fintech conference. Simon then goes over what a target ...

Sales Drop at Canadian Tire and Home Depot

16 Nov 2023

Contributed by Lukas

In this episode, we start by talking about the US CPI print that came in lower than expected and the market rallying on the news. We then discuss the ...

How we Spend and Save Money - Going Over Our Monthly Budget

13 Nov 2023

Contributed by Lukas

In this episode, Simon and Braden talk about the importance of a budget and go over their own monthly budget. They talk about what items they try and ...

Canada Goose Slashes Guidance and Brookfield Short Report

09 Nov 2023

Contributed by Lukas

In this episode, we start by talking about Sam Bankman-Fried being found guilty, WeWork filing for bankruptcy, Brookfield Infrastructure Partners Shor...

Revealing our Entire Portfolios - Part 2

06 Nov 2023

Contributed by Lukas

In this episode, Simon and Braden talk about the rest of their portfolio as they go over what KPI they regularly track for each of their holdings. Tic...

Air Canada’s Strong Quarter and BlackBerry Gets a New CEO

02 Nov 2023

Contributed by Lukas

In this jam-packed episode, Dan and Simon start by discussing the recent Bank of Canada rate hold and John Chen leaving BlackBerry for retirement. We ...

Revealing our Entire Portfolios - Part 1

30 Oct 2023

Contributed by Lukas

In this episode, Simon and Braden go over what Key Performance Indicators (KPI) they regularly track for each of their personal holdings. Ticker of st...

Elon Musk Warns Investors and Brookfield’s Offer to Shareholders

26 Oct 2023

Contributed by Lukas

In this episode, Simon is once again joined by Dan Kent from stocktrades.ca. They go over the recent earnings from Tesla, TFI International and Netfli...

Is US Expansion Realistic for Canadian Cannabis Companies?

23 Oct 2023

Contributed by Lukas

In this episode, Braden goes over his framework for selling while Simon explains how the US Federal Reserve System works. We finish the episode by loo...

A Canadian Toy Company gets Bigger and Call of Duty is Now Part of Microsoft

19 Oct 2023

Contributed by Lukas

In this episode, we start by talking about Microsoft finally closing the acquisition of Activision Blizzard. We then talk about recent US and Canada i...

The Top 10 Bought and Sold Stocks by Canadians in September

16 Oct 2023

Contributed by Lukas

In this episode, we go over the most bought, sold and held stocks by Canadians according to the TD direct investing index. We talk about a mindset for...

Will Splitting BlackBerry in Two Companies Work?

12 Oct 2023

Contributed by Lukas

In this episode, we talk about Blackberry announcing that it would split itself into two publicly listed companies. We then talk about Laurentian Bank...

Dividend Stocks Are Getting Crushed

09 Oct 2023

Contributed by Lukas

In this regular episode, Braden starts by talking about a company he’s recently added to his portfolio. Simon goes over why many high yielding divid...

Will Aritzia be Able to Return to Growth?

05 Oct 2023

Contributed by Lukas

Simon is joined by Dan Kent from stocktrades.ca to go over the recent earnings and news. During the episode, Simon and Dan discuss the latest earnings...

The Bull and Bear Case for Enbridge with The Dividend Guy

02 Oct 2023

Contributed by Lukas

Simon is joined by the Dividend Guy himself, Mike Heroux. Mike hosts two podcasts and is active both on youtube and Twitter. During the episode, Simon...

Making Sense of Canada’s Economy with Richard Dias

28 Sep 2023

Contributed by Lukas

In this episode, Simon talks with Richard Dias from the Loonie Hour and PGM Global. Richard is a macro expert and we talk about the state of the Canad...

6 Stocks to Hold for the next Decade

25 Sep 2023

Contributed by Lukas

In this episode, we talk about 3 stocks that we would each own if we were stranded on a desert island and couldn’t sell them for 10 years. Symbols o...

BioSteel Files for Bankruptcy and Grocery CEOs Meet with Ottawa

21 Sep 2023

Contributed by Lukas

In this episode, we cover the Canadian August CPI print come in higher than expected, the founder of Indigo returning as CEO, Grocery CEOs meeting wit...

What’s Happening with Indigo and Competitive Advantages

18 Sep 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we start by talking about different competitive advantages, a look back at how Indigo Chapters has p...

Enbridge to Become Largest Gas Utility in North America

14 Sep 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we start by talking about the Bank of Canada pause, Enbridge’s acquisition of dominion gas storage...

Stock Lending Programs and July’s Most Traded Stocks

11 Sep 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we talk about 7 virtues of investors, TD’s investor sentiment index and the most traded stocks acc...

Are Canadian Banks Preparing for a Recession?

07 Sep 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we discuss the most recent earnings from Canadian Banks and if things will be getting worse for them...

Investor managing billions reveals investment ideas (interview with Barry Schwartz)

04 Sep 2023

Contributed by Lukas

Braden interviews Barry Schwartz, Chief Investment Officer at Baskin Wealth Mgmt in Toronto. They discuss a variety of Canadian and U.S. stocks and ho...

Businesses That Provide Monster Returns (100x Stories with Chris Mayer)

31 Aug 2023

Contributed by Lukas

Braden sits down with Chris Mayer of Woodlock House Family Capital and author of 100 Baggers to discuss long term investing, characteristics of great ...

The Problem with Large RRSP Balances and July ETF Flows

28 Aug 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we talk about RRSPs and how having too large of a balance can cause individuals to be in a higher ta...

Why Capital Allocation is so Important and More Retail Earnings

24 Aug 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast, we look at the earnings of Walmart and Target to see if they are seeing similar trends to Canadian T...

What’s Considered Too Small of a Position in a Single Stock?

21 Aug 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast we start by giving our thoughts on positions sizing. We then talk about game theory and investing and...

Higher Rates are Starting to Impact Canadian Tire

17 Aug 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast we start by going over Canadian Tire’s earnings release and how higher rates are starting to impact...

Are Share Buybacks Better Than Dividends? - TCI Rewind

14 Aug 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast we discuss the following topics: The advantages that DIY investors have Returning capital to shareho...

US Debt Downgrade, Inflation Base Effects and Canadian Bonds

10 Aug 2023

Contributed by Lukas

In this special episode of the Canadian Investor Podcast, Daniel Foch joins Simon to talk macro! We discuss the recent downgrade of the US Debt by Fit...

Best Businesses in the World A to Z (List)

07 Aug 2023

Contributed by Lukas

In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet Symbols of stocks...

What Railways Can Tell Us About The Economy

03 Aug 2023

Contributed by Lukas

In this episode, we go over recent news and earnings including the US Federal Reserve’s latest move, the hype around superconductors and earnings fr...

The First Rule of Investing

31 Jul 2023

Contributed by Lukas

In this episode, we go over the math behind investing to explain why avoiding losses on an investment should be an investor’s number one priority. S...

Meal Kits and Chip Demand Slowing

27 Jul 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast talk about Elon’s weird branding decision to change twitter to X. We then discuss earnings from Goo...

6 Reasons to Consider Selling a Stock

24 Jul 2023

Contributed by Lukas

In this episode of the Canadian Investor Podcast we start by discussing when we consider selling individual companies in our portfolio. Simon then goe...

Canadian Inflation Drops Below 3% and Tech Mergers

20 Jul 2023

Contributed by Lukas

We are back with our regular Thursday episode where we talk about news and earnings in the investing world. We start off by talking macro with the Can...

25 Point Stock Checklist - TCI Rewind

17 Jul 2023

Contributed by Lukas

In this release of the Canadian Investor Podcast, we go over a 25 point checklist that should help you determine whether the company you're considerin...

Is Commercial Real Estate Really in Trouble ? - Part 1

13 Jul 2023

Contributed by Lukas

In this first part of a two part special on commercial real estate (CRE), Simon and Dan talk about the different types of CRE. They look at both the U...

Will the IPO Market Rebound in 2023?

10 Jul 2023

Contributed by Lukas

We start this episode by looking at how Canada’s largest pension fund compare to other foreign pension funds. Braden explains why he recently sold o...

A Recession Proof IPO and Apple Hits 3 Trillion

06 Jul 2023

Contributed by Lukas

We start this episode with a big podcast announcement! We then break down the new capital requirements for Canada’s Big six banks, discuss Apple hit...

The Most Popular Canadian ETFs

03 Jul 2023

Contributed by Lukas

In this episode, Braden and Simon start off with a game of which company we’d rather own. We then have a look at which types of ETFs have seen the m...

Musk vs. Zuckerberg and Cooling Inflation

29 Jun 2023

Contributed by Lukas

In this episode, we talk about Elon Musk and Mark Zuckerberg's potential cage fight, Meta blocking Canadians news following the passing of Bill C-18 i...

The 10 Most Traded Stocks by Canadian

26 Jun 2023

Contributed by Lukas

We start this episode by talking about TD’s Investor Sentiment Index and which stocks were the most bought and sold according to TD’s data. We the...

BlackRock Applies for a US Bitcoin ETF

22 Jun 2023

Contributed by Lukas

In this episode, we discuss the recent SEC application from the world's largest asset manager, BlackRock, for a spot Bitcoin ETF and the historical co...

5 Investing Myths and Buying US Stocks with CAD

19 Jun 2023

Contributed by Lukas

In this episode we go over 5 investing myths that every investor has encountered. We also talk about the Bank of Canada overnight rate and what it mea...

Blockbuster Canadian Deals & U.S. War on Crypto

15 Jun 2023

Contributed by Lukas

In this episode we talk about the Senators being sold by a group led by Canadian Billionaire Michael Andlauer. We then talk about the most recent Bank...