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The Canadian Investor The Canadian Investor Braden Dennis & Simon Belanger Inversión Dividendos Inversión Dividendos Carlos García Third Chances Third Chances Vera Czerny Frequent Traveller Circle - Essentials - DEUTSCH Frequent Traveller Circle - Essentials - DEUTSCH Lars F Corsten The Aaron Novello Podcast The Aaron Novello Podcast Aaron Novello The Living Elevated Show: Smart Moves, Bilingual Voices The Living Elevated Show: Smart Moves, Bilingual Voices Alexander MasilyJohn MasilyJohn MasilyJohn The Bridge to Kindness Podcast The Bridge to Kindness Podcast River Radio Ministries 藤岡宮司の未来志向チャンネル 藤岡宮司の未来志向チャンネル えんむすびの社 二柱神社 宮司 藤岡邦彦 Stoic Lessons Stoic Lessons Stoic Lessons The Larry Kudlow Show The Larry Kudlow Show 77 WABC The Mark Moss Show The Mark Moss Show iHeartPodcasts 聞くとマーケティングがおもしろくなるラジオ 聞くとマーケティングがおもしろくなるラジオ 多田 翼 (Aqxis 代表) 高效人生商學院 高效人生商學院 電腦玩物Esor|趙胤丞 THE PH PODCAST THE PH PODCAST Phillip Henry Building Fortunes Radio Building Fortunes Radio Peter Mingils Rede Agro de Podcasts Rede Agro de Podcasts Agro Resenha lernOS on Air lernOS on Air Simon Dückert Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France The Wealth Effect The Wealth Effect Green Moon Telling My Story Telling My Story Chiwetelu Henry FEAR & GREED | Business News FEAR & GREED | Business News Fear and Greed Sparky Coach Sparky Coach Sparky Coach PWTorch Dailycast PWTorch Dailycast Pro Wrestling Torch The Chris Voss Show The Chris Voss Show Chris Voss Datasets Datasets Visionary Jack Hopkins Jack Hopkins Jack Hopkins Hamza Selfimprovement Hamza Selfimprovement Adonis Gang Starter Story Starter Story Starter Story How Money Works How Money Works How Money Works Theo - t3․gg Theo - t3․gg Theo - t3․gg Geeks, Geezers, and Googlization Show Geeks, Geezers, and Googlization Show Ira S Wolfe БЕСІДА ПРО БРЕНДИ БЕСІДА ПРО БРЕНДИ Бесіда Медіа The Bitcoin Treasuries Podcast with Tim Kotzman The Bitcoin Treasuries Podcast with Tim Kotzman Timothy Kotzman Living Well, Living Rich 雙語健康財富學院 Living Well, Living Rich 雙語健康財富學院 Shu Chen Hou Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) FIRMA.FUSSBALL.FAMILIE. | Der 15-Minuten-Kick für starke Unternehmer FIRMA.FUSSBALL.FAMILIE. | Der 15-Minuten-Kick für starke Unternehmer Michael H. Metzger | Unternehmertrainer, Familienvater, Mutmacher, Autor | migellum GmbH
The Canadian Investor

Business

The Canadian Investor

Braden Dennis & Simon Belanger

Canada’s Condo Bailout and Apple’s Memory Price Problem

June 27, 2026 7:00am 59 min

In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look at why higher DRAM and NAND prices matter beyond semiconductor stocks...

Inflation Hits 3.2%, Couche-Tard Rallies & Airline Troubles

June 25, 2026 4:00am 42 min

In this episode, Simon and Dan break down Canada’s latest inflation print, with CPI hitting 3.2% in May as gasoline, airfare, and food prices continue to pressure consumers. They also cover earnings from Empire, Air Tran...

The Gildan Short Report and Lessons From 7 Other Canadian Short Reports

June 22, 2026 4:00am 49 min

In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest short report targeting Gildan Activewear and the major allegations around channel stuffing, receivables factoring, and whether the com...

New Fed Chair, Loonie Slides & Canada’s Population Keeps Falling

June 20, 2026 7:00am 50 min

This week on Canadian Macro Investor, Simon and Dan break down a packed macro backdrop: global central banks turning more hawkish, Kevin Warsh’s push to rethink how the Fed communicates and uses data, and why markets may...

SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

June 18, 2026 4:00am 49 min

On today’s episode, we cover a packed week across private markets, U.S. dealmaking, and Canadian earnings. We start with SpaceX and the growing anticipation around a potential IPO. We break down why the valuation, limite...

TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

June 15, 2026 4:00am 1:05

AI investing is often focused on the obvious names: Nvidia, Microsoft, Google, Meta, and the rest of the hyperscalers. But the AI buildout is creating massive demand across the entire infrastructure stack, from electrici...

Canadian Insider Trading Allegations & the IPO Mania Continues

June 11, 2026 4:00am 52 min

In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print ...

Are Canadian REITs Finally Cheap Enough to Buy?

June 08, 2026 4:00am 50 min

In this episode of The Canadian Investor Podcast, Simon is joined by Daniel Foch to take a deep dive into Canadian REITs and the major forces reshaping the real estate market. They discuss why residential REITs are facin...

Canada’s Economy: Better Than Expected or Worse Than It Looks?

June 06, 2026 7:00am 53 min

In this episode of The Canadian Investor Podcast, Simon and Daniel Foch break down the increasingly confusing macro backdrop for Canadian investors. They discuss why Canada’s latest jobs report looked stronger than expec...

Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering

June 04, 2026 4:00am 33 min

In this episode, we cover several major stories across AI, tech, Berkshire Hathaway, housing, and Canadian banks. We start with Anthropic reportedly moving closer to a potential IPO and what that could mean for the broad...

5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad?

June 01, 2026 4:00am 56 min

In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to priv...

Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future

May 30, 2026 7:00am 40 min

In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the...

SpaceX’s $1.75T IPO & Canadian Banks Keep Rallying

May 28, 2026 4:00am 41 min

In this episode, we break down a wide range of market stories, starting with SpaceX’s potential IPO and what its S-1 reveals about the business. We look at the company’s major segments, including Starlink, launch service...

Are Software Stocks Broken? Plus 3 Stocks on Our Radar

May 25, 2026 4:00am 48 min

In this episode, Simon and Dan break down why software stocks continue to struggle despite many companies showing little evidence of major AI disruption so far. They discuss the ongoing valuation reset across SaaS, the s...

Bond Yields, Inflation Pressures and the Consumer Squeeze

May 23, 2026 7:00am 49 min

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 consumer stress. They start by looking at the latest Canadian CPI data and ...

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

May 21, 2026 4:00am 42 min

In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes. They start by discussing the latest Canadian inflation data, where headline CPI surprisingl...

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

May 18, 2026 4:00am 52 min

In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stocks, and how younger investors can get started. They start by discussing where...

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

May 16, 2026 7:00am 57 min

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 mean for inflation, consumer spending, and central bank policy. They d...

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

May 14, 2026 4:00am 51 min

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-cut narrative for markets. We also revisit GameStop’s rejected proposa...

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

May 11, 2026 4:00am 55 min

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 it says about the future of the company after Warren Buffett. They discuss Be...

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