The Canadian Investor

In this episode, we break down the temporary 90-day tariff pause between the U.S. and China, what it could mean for markets, and why it might not last. We also dive into BCE’s massive dividend cut and new growth-focused partnership with PSP Investments. Plus, we unpack UnitedHealth’s stunning 50% drop in just over a month, Goeasy’s soft quarter and what it signals about the subprime lending landscape, and Franco-Nevada’s blowout results amid soaring gold prices. Tickers of stocks discussed: FNV.TO, GSY.TO, BCE.TO, UNH Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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, and the importance of patience when investing. Simon shares why he’s comfortable with Berkshire’s leadership transition and what retail investors can learn from Buffett’s comments about acting quickly by being prepared. Tickers of stocks discussed: BRK-B Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 stocks discussed: X.TO, MCD, L.TO, REI-UN.TO, TOY, PKI.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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, Quebec, and the Maritimes—to assess local real estate dynamics and rental trends. We also share actionable strategies for home buyers and investors navigating today’s volatility, and outline where we see opportunity over the next 2–3 years. Whether you're eyeing growth in Calgary or cash flow in Montreal, this episode will help you cut through the noise and make data-driven decisions. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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. Dan and Simon then three of the most common TFSA investing mistakes—ranging from overly speculative bets to portfolio structure missteps—that could cost you serious long-term returns. Lastly, we revisit Bitcoin ETFs, breaking down the pros and cons, Canadian and U.S. options, and what recent AUM trends reveal about investor demand. Tickers of stock discussed: IBIT.TO, BITO, ARKB, BTCX-B.TO, FBTC.TO, V, GIL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 earnings side, we discuss TFI International, where acquisition-driven growth masks some deeper margin pressure and macro headwinds. We also provide an update on First Quantum and the continued importance of the Cobre Panama mine for both its business and Franco-Nevada's streaming exposure. Lastly, we share thoughts on Starbucks' ongoing turnaround, recent earnings miss, and whether there's a compelling case to be made for patient investors during its transformation. Tickers of stock discussed: SBUX, TFII.TO, FM Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 two others are lesser known to north american investors. Tickers of stock discussed: SMNNY, BRK-B, TOI.V Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 Chair Jerome Powell, only for him to later walk back those comments, stating Powell would remain in his role until the end of his term. We then dive into Tesla’s earnings, where the company posted a 9% year-over-year revenue decline and a 40% drop in EPS, with falling deliveries and razor-thin margins putting pressure on the stock—despite a surprising post-earnings rally. We also cover American Express, which delivered solid numbers driven by younger cardholders, and remains resilient thanks to its premium card base and growing fee revenue. Over at BlackRock, inflows hit $84 billion for the quarter. Finally, we take a look at West Fraser Timber’s results amid increasing trade uncertainty, highlighting the company’s strong balance sheet and the challenges ahead for Canadian wood product exporters. Tickers of stock discussed: WFG.TO, BLK, TSLA, AXP Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 spending money meaningfully and learning when to say yes to experiences. Plus, we touch on why fewer companies are going public and how cash-secured puts can be a useful strategy when markets are volatile. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 significantly dent its China business. We also dig into ASML’s latest earnings, where strong AI-driven demand continues to offset rising geopolitical risks and tariff uncertainty. Next, we unpack the drama surrounding Well Health’s delayed financials, revenue restatement due to Circle Medical billing practices, and how that’s impacting investor confidence despite a year of solid operational growth. Lastly, we discuss JPMorgan’s Q1 results and Jamie Dimon’s increasingly cautious tone. With rising provisions for credit losses and talk of earnings downgrades across the S&P 500, we explore what this might signal for markets in the months ahead. Ticker of stocks discussed: NVDA, ASML, JPM, WELL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

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 partners outside of China, and how this could backfire on American businesses. In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities. Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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, including a dramatic intraday reversal driven by conflicting rumors around tariff delays. On the earnings front, we look at two American companies that reported earnings after liberation day and how the tariffs may impact their businesses. We also discuss how Dollarama continues to outperform expectations, showing strong growth and resilience in a challenging environment. We wrap up with a discussion on how earnings revisions and valuation multiples could create a “double whammy” for investors, with lower earnings and lower investor confidence both weighing on equity markets. Ticker of stocks discussed: DOL.TO, DAL, LEVI Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 spreads, and the companies most affected—particularly those dependent on global manufacturing like Apple, Nike, and Lululemon. We also explore the broader implications of this abrupt shift in trade policy: the risk of escalating retaliation, the potential for a global recession, and how investors can think about navigating uncertainty. Finally, we discuss the importance of discipline during volatile markets and why a systematic approach to investing may be more valuable than ever. Ticker of stocks discussed: RH, FIVE, W, NKE, LULU, ATZ.TO, BBY Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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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 also shares practical tips for Canadians looking to get started with Bitcoin safely—from choosing a wallet to cold storage and multi-sig setups. BTCsessions.ca Bitcoin Mentor BTC Session’s Twitter: @BTCsessions https://cbdctracker.org/ Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 recent performance and assessing whether the current market sentiment presents a compelling case for investors to explore. Tickets of stocks/ETFs discussed: CP.TO, CNR.TO, UNP, TFII.TO, R, ODFL, FDX, UPS, CJT.TO, XPO, GXO, 1919, MaerskB Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 shares tumble after ugly guidance and worsening fundamentals. Finally, FedEx continues to make progress on cost-cutting, but persistent economic weakness has forced yet another revenue downgrade. Tickets of stocks/ETFs discussed: TSLA, ATD.TO, LSPD.TO, FDX, NKE Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 maintaining conviction in your investment thesis and having the humility to change your mind. We wrap up with a look at current retail investor allocations and whether markets have become a bit too complacent after a strong year for equities. Tickets of stocks/ETFs discussed: Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 whether the deal will pass regulatory hurdles. Plus, we analyze earnings from Adobe, Vail Resorts, and Bird Construction, including why Adobe's AI investments aren’t exciting investors and whether Bird's recent stock dip presents an opportunity. Tickets of stocks/ETFs discussed: GOOG, ADBE, MTN, BDT Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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, including TFII, CP, Nvidia, American Express, Costco, and Amazon, and discuss what makes them interesting at these levels. Plus, why sometimes market moves have a clear reason—like tariffs or earnings surprises—and sometimes, why the reason is not as obvious. Tickets of stocks/ETFs discussed: TFII.TO, CP.TO, NVDA, AXP, COST, AMZN, MDA.TO, TMO, QXO, KSI.TO, EQB.TO, NET Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 unpack what's driving this volatility, including uncertainty surrounding tariffs, Trump's ambiguous comments on recession risks, and the unraveling of the Yen carry trade. Big tech companies are feeling the pinch, with Tesla down 46% year-to-date. We also discuss the U.S. government announcement of a Strategic Bitcoin Reserve and what it could mean going forward. We finish by discussing the recent earnings from Costco's and Franco-Nevada. Tickets of stocks/ETFs discussed: FNV.TO, COST Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 developments, including the U.S. granting automakers a temporary exemption and potential carve-outs for agricultural products. Simon shares his critical take on the Canadian government’s counter-tariffs and why they could hit the most vulnerable Canadians hardest. We also discuss the broader market implications—how uncertainty leads to hesitation in home purchases, business investments, and overall economic activity. But where there’s uncertainty, there’s opportunity. We look at TFII and BRP, two beaten-down stocks that might be worth watching, and highlight five Canadian stocks that should see little impact from tariffs on their businesses. Finally, we shift gears to the state of retail investing, looking at how the rise of DIY investors post-2020 has shaped risk-taking behavior. Are retail investors making smarter moves, or are we heading toward more speculation with the rise of event contracts and private equity products? Tickets of stocks/ETFs discussed: AEM.TO, ABX.TO, FNV.TO, WPM.TO, QSR.TO, FTS.TO, IFC.TO, L.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 billion counter-tariff package. We break down what’s getting hit, Trudeau’s potential non-tariff measures, and the broader economic implications. Then, we shift to Canadian bank earnings. TD, RBC, National Bank, and CIBC all reported, giving us a snapshot of how the financial sector is holding up amid rising provisions and economic uncertainty. We analyze key metrics, what CEOs are saying about the economy, and why mortgage delinquency rates are starting to creep up. Tickets of stocks/ETFs discussed: TD.TO, RY.TO, NA.TO, CM.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 is on the decline, what industries are driving the newest fortunes, and how compounding still remains a powerful path to wealth. Then, Simon gives his key takeaways from Warren Buffett’s latest letter to shareholders. Including why Buffett prefers to invest in companies rather than to hold bonds, his concerns about the currency and how the underlying businesses that Berkshire owns have been doing. Tickets of stocks/ETFs discussed: BRK-B Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 United States over the next four years. The discussion then shifts to TFI International's challenging quarter and the brutally honest commentary provided by their CEO during their conference call. Next, they examine Air Canada's financial turbulence, noting a net loss of $644 million for the quarter and a 54% decline in free cash flow to $1.3 billion for the full year. Dan then goes over Home Depot's most recent quarter. The conversation covers consumer spending trends, transaction volumes, and the company's cautious outlook for 2025 amid high mortgage rates and a slowdown in building material revenue. Finally, Simon and Dan finish by talking about Loblaw’s most recent quarter and what potential impact tariffs could have on their business. Tickets of stocks/ETFs discussed: TFII.TO, AAPL, AC.TO, L.TO, HD Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 Group (CGY). He breaks down the company’s diverse business lines, financials, and key questions he’s looking to answer about its long-term potential. The episode then shifts to the timeless investing lesson of simplicity vs. complexity. Braden discusses why experienced investors often come full circle—starting with simple ideas, getting lost in complexity, and eventually realizing that the best long-term winners are the ones they truly understand. He shares personal examples, including his "stop being an idiot" moment that led him to quadruple down on Constellation Software (CSU), his best investment to date. Tickets of stocks/ETFs discussed: CGY.TO, CSU.TO, ROP, OTEX.TO, ENGH.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 potentially head in the coming months. Meanwhile, U.S. inflation came in hotter than expected at 3%, raising big questions about the Fed’s next move. On the earnings front, Goeasy continues to post strong growth but with some increased risks as a slowing economy could be problematic for the Canadian subprime lender. We then discuss Canadian Tire’s latest result which might be an indication that things are turning around for the iconic Canadian brand. We finish the episode by talking about Telus outperforming its telecom peers despite industry-wide struggles. Tickets of stocks/ETFs discussed: GSY.TO, CTC-A.TO, T.TO. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, Braden shares his first impressions of the cruise industry, how Royal Caribbean built a dominant brand, and whether it’s worth a deeper investment look. We then break down the latest tariff announcements from Trump and their impact on Canadian aluminum and steel exports, including key players like Alcoa, Rio Tinto, and Algoma Steel. Next, we discuss Uber’s record-breaking earnings, its role in the future of autonomous vehicles, and whether it can remain the dominant ride-sharing platform. Finally, we dive into Lightspeed’s questionable capital allocation decisions and what investors should watch for going forward. Tickets of stocks/ETFs discussed: LSPD.TO, UBER, RCL Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income vs. total return. They break down the pros and cons of each strategy, discussing capital retention, income predictability, sequence of return risk, and sector concentration. Is relying solely on dividends a sustainable retirement strategy, or does a diversified total return approach offer better long-term outcomes? They also share their own experiences, including how Simon structured his parents' portfolio. Tickets of stocks/ETFs discussed: NOBL, XIC.TO, CDZ.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 REITs performed in 2024 and what could shape the market in 2025. They explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges posed by tight cap rate spreads, and how different real estate sectors are adapting. They also discuss key trends in residential, retail, office, industrial, healthcare, and data center real estate—highlighting risks, opportunities, and what investors should watch for in the year ahead. They also provide potential REIT ideas for exposure in specific types of real estate. Tickers of Stocks/ETFs discussed: AP-UN.TO, HR-UN.TO, GRT-UN.TO, DIR-UN.TO, SRU-UN.TO, REI-UN.TO, CSH-UN.TO, SIA.TO, NHW-UN.TO, EQIX, DLR, AMT Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 Canada and Mexico to the last-minute deals that temporarily paused them. We explain how tariffs actually work, who really pays for them, and why Canada is particularly vulnerable in this trade battle. We also explore the broader implications, from potential job losses and a weakening CAD to how this could impact future trade deals, including USMCA. Plus, we dive into Canada’s need for stronger entrepreneurship and touch on major market moves like NVDA’s $600B one-day crash and China’s growing AI dominance. Tickers of Stocks/ETFs discussed: NVDA, AMD Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 Tiff Macklem’s press conference, the uncertainty surrounding tariffs, and why QE could be back on the table if government spending ramps up. We also break down big tech earnings from Meta, Microsoft, and Apple, analyzing what’s driving their growth and how their AI investment strategies are evolving now that they’ve had nearly two weeks to assess DeepSeek’s newly released LLM. Finally, we discuss the latest results from CP and CN Rail, why Dan sold his CN shares for CP, and what the numbers reveal about the broader economy. Tickers of Stocks/ETFs discussed: CNR.TO, CP.TO, MSFT, AAPL, META Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and Dan break down what makes DeepSeek-R1 different, why its cost efficiency could challenge Nvidia’s dominance, and how this news could reshape the AI landscape. They also discuss the implications for Big Tech’s massive AI investments, the impact on power-generating companies, and whether Nvidia’s drop was an overreaction. Plus, earnings updates from American Express and Goodfood provide insight into consumer spending trends. Tickers of Stocks/ETFs discussed: NVDA, AXP, FOOD.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world. Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment. Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 for interest rate cuts. We discuss Donald Trump's potential 25% tariffs on Canadian goods and the launch of the Trump and Melania meme coins. We also take a look at the recent earnings from BlackRock earnings, Cogeco Communications and Richelieu Hardware. Finally, we reflect on the disbanding of Hindenburg Research and its legacy in short selling. Tickers of Stocks/ETFs discussed: BLK, RCH.TO, CCA Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, we dive into the world of leveraged ETFs, exploring how they amplify exposure to assets through debt and derivatives. From the explosive growth in leveraged ETF inflows to the risks of daily rebalancing and long-term viability, we break down what investors need to know before jumping into these high-risk, high-reward products. Braden also takes a dive into Adobe, one of the most underappreciated giants in the tech world. Despite looming threats from generative AI and evolving competition from Figma and Canva, Adobe remains a very profitable business trading at cheaper valuation than other large tech stocks. The question with Adobe is simple. Is this growth sustainable for the long term? Tickers of Stocks/ETFs discussed: ADBE, HCAL, NVDL Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

In this episode, Simon goes over the alarming findings from the latest MNP Consumer Debt Index. How Canadians are grappling with financial strain, rising insolvency fears, and shrinking disposable incomes, despite declining interest rates. Simon also analyzes Terravest’s impressive Q4 and full-year results, highlighting their growth, acquisitions, and dividend increase. Aritzia’s standout Q3 performance takes the spotlight, with soaring U.S. revenues and a focus on e-commerce paying off in a big way. Additionally, Simon finishes the podcast by covering BlackRock’s launch of a Bitcoin ETF in Canada and what it means for the competitive landscape of crypto investing. For listeners curious about Bitcoin, Simon shares a simplified guide on how to buy and store it securely, including insights into cold storage, multisig wallets, and the pros and cons of various options. Tickers of Stocks/ETFs discussed: TVK.TO, ATZ.TO, IBIT.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of The Canadian Investor Podcast, we dive into the fundamentals of Porter’s Five Forces, exploring how shifts in industry dynamics create opportunities for savvy investors. Using real-world examples like TSMC and Delta Airlines, we analyze how changes in competition, bargaining power, and substitutes impact profitability. We also break down the complexities of bond investing, contrasting the benefits and risks of bond ETFs versus holding individual bonds. From liquidity to inflation risks and the influence of government policies, this segment will help you better understand the current bond market landscape. Tickers of Stocks/ETFs discussed: TSM, DAL Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

In this episode, we tackle listener questions on portfolio allocation, diversification, and investment strategies. Simon and Dan share their personal approaches to asset, sector, and geographical weightings, emphasizing the importance of individualizing your portfolio to fit your goals, risk tolerance, and financial situation. Tickers of Stocks/ETFs discussed: XYLD, SPY, VSP.TO, ZUE.TO, VFV.TO, VOO, XAW.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 the stocks he sold in 2024 and how they’ve performed since he sold each position. We wrap up the episode with Braden going over the metric he uses the most for screening for companies. He goes over the pros and cons of the metric and why he uses it so often. Tickers of stocks discussed: AP-UN.TO, ASML, EQIX, HD, SHOP.TO, PSCT, SFTC.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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. From the future of Bitcoin, Canadian banks, and BCE’s dividend, to Shopify’s rise and the fate of the Canadian dollar, the trio shares their bold takes on what the new year could hold. Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, BLK, BX, DKNG, HOOD, COIN, CME Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of The Canadian Investor Podcast, we explore the major investing stories of 2024 that reshaped financial markets. We begin with the Bank of Canada’s aggressive 175-basis-point rate cuts and their ripple effects across the economy. Next, we analyze the sharp decline of the Canadian dollar against the U.S. dollar, plunging to levels not seen in two decades. We also dive into Bitcoin’s extraordinary 2024, driven by spot ETF approvals, the halving, and unexpected political tailwinds. Additionally, we highlight gold’s resurgence, the wave of small-cap Canadian acquisitions, and the top-performing sectors in Canadian and U.S. markets this year. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

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 decision of the year. We discuss why markets reacted sharply to the news and what it means for investors. We also spotlight 10 ETFs to watch for 2025. From strategies to hedge against the "Magnificent Seven" in the S&P 500 to leveraging rate-sensitive sectors like utilities, we cover it all. Tickets of ETFs discussed: ZGLD.TO, ZLB.TO, CLU.TO, PRF, RSP, FBTC.TO, ZEO, HXE, HUTS.TO, UBIL-U.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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 situation for the years to come. We also look at the S&P 500 historical returns by year and how having back to back 20%+ years is very rare. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

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 policy rates heading into 2025. We analyze the Bank of Canada’s final 2024 announcement, including a 50-basis point rate cut and its implications for the economy, housing, and inflation. We also cover earnings updates from major Canadian and global retailers like Costco, Canadian Tire, and Lululemon, highlighting consumer spending trends, deflation in discretionary goods, and how businesses are adapting to a challenging environment. Plus, we look at BRP’s strategy amidst economic headwinds and why long-term investors might still find value in this cyclical company. Tickers of stock discussed: DOO.TO, LULU, COST, CTC-A.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of The Canadian Investor Podcast, we dive into alternative strategies for retirement income, including a simple and dynamic approach to replace the traditional 4% rule. Simon explores the pros, cons, and practical ways to implement this strategy while focusing on capital preservation and variable income management in retirement. We also highlight the G7 productivity gap, with Canada lagging behind its peers, and why it’s time for bold policy changes to support private-sector growth. Inspired by Shopify’s leadership, Braden and Simon share their thoughts on the long-term impact of inefficient policies and the urgent need for a shakeup in Canada’s economic direction. We finish the episode by looking at two Canadian stocks on our radar. Tickers of stock discussed: DOO.TO, KSI.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

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 and its striking resemblance to the speculative frenzy of 2021. Simon and Dan also break down the latest earnings reports from Canada’s Big 6 banks, highlighting the impressive performances of National Bank, Royal Bank, and CIBC, while examining the challenges faced by TD Bank. With insights into provisions for credit losses, loan impairments, and valuation metrics, this episode provides a comprehensive overview of the current state of Canada’s big banks. Tickers of stock discussed: NA.TO, CM.TO, RY.TO, TD.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, Simon and Braden explore the nuanced debate between growth, value, and quality investing. Braden shares his perspective on how these styles overlap and differ, emphasizing the importance of understanding your own "order of operations" when analyzing investment opportunities. Whether you're starting with business quality or valuation first, this discussion will help you refine your approach. They also dive into a fascinating research piece by Lyn Alden and Sam Callahan, examining Bitcoin's strong correlation with global liquidity. The piece also looks at how global M2 influences equities, and other assets, and why liquidity matters more than you might think for long-term investors. Finally, Braden walks through recent moves in his portfolio, including trimming winners like TFI International and reallocating capital to Canadian growth stories like Terravest and WSP Global. Simon explains recent adjustments he has made to his strategy, including increasing cash allocation with US treasury bills to balance risk and take advantage of future opportunities.  Tickers of stock discussed: TFII.TO Bitcoin: A Global Liquidity Barometer Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

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 with just 25bps? We break down the economic data driving each case, including GDP contractions, inflation surprises, and the impact on the Canadian dollar. We also discuss Scotiabank's fourth-quarter results—what went wrong with their targets, where they're showing stability, and why provisions and write-offs are key metrics to watch. Plus, we analyze Intel's CEO “retirement,” its struggle to regain dominance in chip manufacturing. Finally, we touch on Goeasy and Affirm Holdings' latest results, exploring what their growth and delinquency data reveal about the health of Canadian and global consumers.  Tickers of stock discussed: GSY.TO, BNS.TO, AFRM, INTC Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

The podcast covers three main topics: the benefits of opening a First Home Savings Account (FHSA), reasons for retail investor underperformance in 2024, and highlights from Warren Buffett's latest shareholder letter, focusing on his philanthropic vision and legacy. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

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 portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.