The Canadian Investor

In this episode, we break down the key insights from the 2025 Berkshire Hathaway Annual Meeting. We go over our takeaways from the meeting including Buffett’s thoughts on U.S. trade policy, fiscal unsustainability, and long-term currency debasement—and why he’s still optimistic about America’s resilience. 

We also discuss what Buffett and Greg Abel said about cash positioning, balance sheet strength, an...

In this episode, we break down Parkland’s $9.1B proposed acquisition by Sunoco and why the timing is controversial.

We also cover earnings from Loblaws, TMX Group, McDonald’s, Riocan, and Spin Master. From strong retail leasing spreads to e-commerce growth and tariff headwinds, we dig into how each company is navigating the current economic environment—and what investors should watch going forward.

Tickers of stoc...

In this episode, we take a macro-to-micro look at Canada’s real estate market amid rising tariffs, elevated interest rates, and a historic federal election where 85% of Canadians voted for similar housing platforms. 

We break down the national economic picture, including GDP by province and the impact of U.S. tariffs on construction and affordability. Then, we go region by region—from B.C. and Alberta to Ontario, Q...

In this episode, we take a closer look at Gildan Activewear after its latest earnings call, which was dominated by tariff discussions. Despite being in a sector typically hit hard by trade restrictions, Gildan's vertically integrated model could actually give it an edge. We also cover Visa’s latest results, where payment volumes remain strong but questions linger around possible pull-forward demand ahead of new tariffs. 

In this episode, we break down what the recent Canadian federal election results mean for investors. With Mark Carney becoming Prime Minister, we discuss the implications of continued large-scale fiscal spending, including projections that federal deficits will remain above 2% of GDP. We look at how this could act as a tailwind for certain sectors and how it will likely lead to a trade deal between Canada and the US.

On the earning...

In this episode, Simon and Braden share his personal framework for deciding when to sell a stock—including full exits and trims. Simon walks through 6 reasons why he would consider selling an investment. 

We also discuss an important metric that is very often correlated with stock returns for a copy. Simon and Braden finish the episode by discussing 3 stocks on their watchlist. One being a well known company while the tw...

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 from the Trump administration, where the president announced plans to reduce the 145% tariffs on Chinese goods—though no specifics were given and he made it clear the rate won’t be going to zero. Markets also reacted sharply to speculation that Trump might replace Fed Chai...

In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you. 

Braden also shares a personal story inspired by Charlie Munger’s wisdom on spend...

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 break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession.

We then turn to Nvidia, which announced a $5.5 billion charge tied to new U.S. export restrictions on its H20 chips to China—a move that could sign...

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 thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy.

We also unpack the unintended consequences of targeting key low-cost manufacturing pa...

In this episode of The Canadian Investor Podcast, we break down a chaotic week in the markets dominated by volatility, misinformation, and tariff uncertainty. We start with a bizarre moment on Truth Social where former President Trump shared a video falsely claiming Warren Buffett endorsed his tariff policies—a claim quickly debunked by Buffett and Berkshire Hathaway. 

We then turn to the wild swings in the U.S. markets,...

In this episode, we discuss the “reciprocal” tariffs announced by President Trump. The tariffs were far greater than expected which led to the major north american indices shedding 10% and in some instances more in just 2 days.

We go over the methodology behind the new tariff regime and how Canada and Mexico were exempt, and the immediate impact on global markets. We walk through the selloff in equities, rising credit s...

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 just delivered the biggest U.S. tech IPO since 2021. They also cover the unfolding PR nightmare at Well Health following US regulatory troubles delaying the release of their financial statements.

They also discuss Lululemon’s Q4 earnings and why the stock to a big hit after the ear...

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’s unique value proposition, why self-custody matters, and why Ben believes Bitcoin is more than just an investment. The two discuss common misconceptions, Bitcoin’s energy usage, real-world use cases in Canada, and the implications of CBDCs and government overreach. Ben a...

In this episode of The Canadian Investor Podcast, we delve into the significant market fluctuations experienced since the beginning of the year, with a particular focus on the transportation and logistics sectors. Despite the prevailing macroeconomic uncertainties, these industries have faced notable drawdowns, potentially unveiling investment opportunities. We discuss 13 prominent companies within these sectors, examining their re...

In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers. They also cover Tesla’s steep sales decline in Europe and the mounting brand backlash surrounding Elon Musk. Couche-Tard’s latest results are in—with mixed signals across geographies—and Nike ...

In this episode, Simon breaks down a type of risk that often flies under the radar for everyday investors—counterparty risk. Whether you're dealing with a brokerage, bank, crypto exchange, or even a gold custodian, you're exposed to the risk that the other party might not hold up their end of the deal.

Plus, we touch on lessons from great investors like Bill Nygren and Stan Druckenmiller—including the importance of main...

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 over year. We also discuss the Bank of Canada’s latest rate cut and how rising inflation will likely make their next interest rate decision even more difficult.

We also dive into Google’s massive $32B acquisition of Wiz, the fastest-growing software company in history, and...

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 tariff-fueled market jitters. We also discuss why knowing what you own and being diversified is so important when markets are volatile. 

We also talk about how the recent volatility is creating opportunities for investors with capital to deploy. We highlight stocks on our radar, i...