The Canadian Investor
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.
Episodes
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), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt reduction, and Dan’s call for...
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 outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks.
The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across c...
Simon Belanger is joined by Dan Foch to demystify Canada’s private mortgage landscape from MICs (Mortgage Investment Corporations), to mortgage finance companies, and why syndicated mortgages. They break down how these funds generate eye-catching yields, where the real fees live, why first vs. second-position lending matters, and the biggest risk most investors underestimate: liquidity. The conversation also covers gated rede...
In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management.
We discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away from the post-GFC playbook. Bipen shares his perspective on gold and why it continues to play an important role in portfolios, how...
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 down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s eye-popping results and what’s behind the momentum. Finally, we tackle the name that’s been weighing on markets. We w...
In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, the math has quietly shifted.
We break down when investing still makes sense, when paying down a mortgage becomes a compelling...
In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this positions EQ Bank against Canada’s much larger incumbents.
We also dig into earnings from TD and Royal Bank, where strong ca...
Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like TFSA over-contributions and RRSP w...
On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale.
We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees is stepping down amid rising provisi...
Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets.
Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banking. They discuss EQ’s new sur...
Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall.
And then there’s Nvidia another monster quarter… paired with a surprisingly cold market reaction. We dig into what’s driving ...
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 explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor cycle through SMH and Nvidia’...
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 into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with a...
For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true inflation rate is to identifying high-impact savings in your budget, this episode is all about practical ways to improve your purchasing power and invest more even if your income hasn’t kept up with rising costs.
Simon shares how he cut his own internet bill in half, how to nego...
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 opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and we revisit GoEasy’s first results since the short report to assess the real risks behind its “secured” loans. P...
Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and what that signals for the next phase of the AI cycle and where the risks and opportunities actually are.
Then Simon shifts to the Canadian federal budget: rising deficits, shifting priorities, and why the real investment takeaway might be in critical minerals, energy security, and defen...
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 on what comes next. He then walks through earnings from TMX Group, Allied Properties, and Franco-Nevada. TMX and Franco continue to execute well, while Allied’s fundamentals and payout picture keep deteriorating.
Tickers of stocks discussed: X.TO, AP-UN.TO, FNV.TO
In this episode of The Canadian Investor Podcast, Simon and Dan follow up on their “biggest mistakes” episode by sharing their best investment decisions. From Simon’s early conviction in Bitcoin and timely gold buys to Dan’s disciplined approach with tech giants and his winning bet on Aritzia, they break down what worked, why, and what they’ve learned along the way. They also discuss how psychology pla...
In this episode, Simon and Dan candidly discuss their worst investing mistakes, emphasizing the importance of acknowledging errors in judgment and the lessons learned from them. They explore themes such as drawdowns, overvaluation, home bias, and the necessity of understanding investments before committing funds. The conversation highlights the significance of position sizing and the emotional aspects of investing, including regret...
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, and how these products often underperform simple index funds. They discuss why “easy income” isn’t free, how marketing and influencers fuel bad investing habits, and whether passive investing is distorting markets. Ben also shares his thoughts on gold, Bitcoin, and wh...
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