Podcasts about tickers

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 private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments. Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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, 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 biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S. Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 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 services, and xAI, while discussing the massive valuation being floated and why investors may want to be cautious around the hype. We also cover Nvidia’s latest blockbuster earnings, the continued strength in AI infrastructure demand, and why the stock’s muted reaction says a lot about how much growth is already priced in. From there, we turn to Walmart, Lowe’s, and Home Depot to see what they are saying about the consumer, higher fuel costs, and the pressure still hitting DIY and housing-related spending. Finally, we discuss the start of Canadian bank earnings season with Scotiabank, including its improving return on equity, lower provisions, and why Canadian banks continue to show resilience despite concerns around the broader economy. Tickers of stocks discussed: NVDA, WMT, LOW, HD, BNS.TO Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 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 shift away from seat-based pricing, and why companies like Salesforce, ServiceNow, Adobe, Constellation Software, and Topicus may need more than solid earnings to regain investor confidence. They then turn to Bitcoin, looking at why it remains well below its roughly US$125,000 peak. Simon covers the role of ETF outflows, leverage, post-election crypto optimism fading, quantum computing fears, profit-taking, and higher bond yields as potential headwinds. To wrap up, they highlight stocks on their radar, including Visa and Mastercard as high-quality payment networks facing stablecoin disruption risk, and Waste Connections as a real-economy compounder trading at a more attractive valuation while the market remains focused on AI-related names. Tickers of stocks discussed: CRM, NOW, ADBE, CSU.TO, TOI.V, V, MA, WCN, WM, RSG, GFL.TO, BTC. Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 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 surprisingly slowed despite a volatile energy environment. The hosts also weigh the broader macroeconomic impact of surging bond yields—highlighting the climb in both U.S. and Canadian yields—and explain how these moves directly pressure household disposable income via upcoming fixed-rate mortgage renewals. The conversation then shifts to corporate earnings, starting with Constellation Software's strong quarter, record M&A spending, and whether AI poses a structural threat to the software sector. They also touch on Atkins Réalis (formerly SNC-Lavalin), reviewing its massive nuclear opportunities, unique Candu technology moat, and a new partnership with Nvidia to develop nuclear-powered AI factories. They wrap up by analyzing Canadian Tire's sluggish retail top-line growth, exploring a large sequential decline in Sport Chek store locations and elevated credit card delinquencies that signal a stretched consumer. Finally, the hosts highlight key industrial earnings from Applied Materials and Finning International, which are both capitalizing on the massive infrastructure and data center build-outs fueling the global AI boom. Tickers of stocks discussed: CSU.TO, ATRL.TO, WSP.TO, CTC-A.TO, DOL, AMAT, ASML, FTT, TIH Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 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 the new Canada Strong Fund could potentially invest, including critical minerals, uranium, energy infrastructure, pipelines, and companies tied to national sovereignty. They also look at why a West-to-East pipeline could become a much bigger political and economic issue as Canada thinks more seriously about energy security. The conversation then shifts to the new Canadian-listed space ETF, the risks of niche thematic funds, and why space investing remains a high-risk, high-reward area. Simon and Dan also compare the recent strength in technology and semiconductor stocks with more traditional “real economy” companies like railways, waste collection, infrastructure, and industrial businesses. They wrap up by discussing some of the most surprising Canadian stock performers of 2026, including Aritzia and Bombardier, before answering a listener question on how young Canadians can start investing using accounts like the FHSA and TFSA, as well as broad-based ETF options. Tickers of stocks discussed: CCO, NMG, TECK, MDA, SOBO, ENB, TRP, ORBX, RKLB, PL, ASTS, TOY, CLS, CP, WCN, QQQ, SPY, DIA, RSP, L, BDGI, BRK.B, ATZ, LULU, NKE, BBD.B, ZEQT, XEQT, VEQT, FGRO, FEQT, XIU Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 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 discuss why Canada’s energy infrastructure is back in focus, including potential federal support for a new Alberta-to-West Coast pipeline, the bigger debate around a West-to-East pipeline, and why energy security could become a much larger political and economic issue. They also look at the latest U.S. CPI and PPI data, the relationship between producer prices and future inflation, and how central banks may respond if higher energy prices start flowing through the economy. The conversation then shifts to the sharp rally in semiconductor stocks, massive AI-related capex from the mega-cap tech companies, and whether markets are starting to show signs of excess. The episode wraps up with a discussion on privatizing Canadian infrastructure assets like airports and ports, rising U.S. Treasury yields, Canadian consumer debt, and why the current economy feels increasingly K-shaped. Tickers of stocks discussed: NVDA, TSM, INTC, SMH, GOOGL, META, MSFT, AMZN, ORCL Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 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 proposal for eBay and break down why Ryan Cohen’s compensation structure may help explain the push for a bold acquisition. We then look at a strong quarter from TMX Group, including the rebound in Canadian capital markets activity and its planned acquisitions of Cboe Canada and Cboe Australia. We also discuss Thomson Reuters, where the company continues to post solid organic growth while investors debate whether AI will be a long-term tailwind or disruption risk. We finish the episode with updates on Franco-Nevada’s record quarter, Loblaws’ continued strength in Canadian grocery, Exchange Income Corporation’s momentum in aviation and aerospace, and a brief look at GoEasy’s latest results following its recent credit issues. Tickers of stocks discussed: GME, EBAY, X, TRI.TO, FNV.TO, L.TO, EQB.TO, EIF, GSY.TO Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 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 Berkshire’s nearly $400 billion cash pile, whether it is a sign of excessive caution or disciplined capital allocation, and why patience can look like a mistake when markets keep moving higher. They also look at Berkshire’s insurance business, BNSF Railway, energy exposure, AI-related power demand, stock buybacks, and why the conglomerate structure still matters. In the second half of the episode, Simon and Dan shift to private markets and the growing interest in companies like OpenAI, Anthropic, Stripe, Perplexity, and other pre-IPO businesses. They explain how platforms like EquityZen and Forge Global work, the risks of buying private company shares, and why access alone does not necessarily mean a good investment opportunity. They also discuss accredited investor rules in Canada and the U.S., whether those rules actually protect investors, and why wealth is a poor substitute for financial sophistication. Tickers of stocks discussed: BRK.B, AAPL, MSFT, NVDA, GOOG, UNH, IFC.TO, AP.UN.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment, and the growing divide between full-time and part-time work. They also discuss what Canada’s spring economic update could mean for housing, infrastructure, critical minerals, energy, and the federal government’s push to speed up major project approvals. Simon and Daniel look at whether Canada could be better positioned than many investors think in a world of geopolitical uncertainty, energy shocks, and shifting global supply chains. They also touch on the Bank of Canada’s latest monetary policy outlook, the impact of higher oil prices, why railways could benefit from elevated fuel costs, and what Berkshire Hathaway’s massive cash position says about patience, liquidity, and investing in uncertain markets. Tickers of stocks discussed: BRK.B, SHEL, ARX, CNR, CP, TSLA, NVDA Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered questions around how the deal would actually be financed. We also look at Shopify’s earnings, where the headline numbers looked strong but the stock sold off sharply as investors focused on guidance, valuation, and whether AI will be a tailwind or a threat. From there, we discuss Alphabet’s monster quarter, including explosive growth in Google Cloud, soaring backlog, and why the company’s AI infrastructure spending is starting to show up in the numbers. We then turn to Canadian markets with updates on Suncor, Canadian Pacific Kansas City, and Toromont. Suncor is benefiting from higher oil prices and record production, CPKC is showing operating improvements despite a softer macro backdrop, and Toromont delivered a standout quarter helped by unexpected AI-related demand through its AVL acquisition. Tickers of stocks discussed: GME, EBAY, SHOP, GOOG, GOOGL, SU.TO, CP.TO, CNR.TO, TIH.TO Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconcentrating in Canadian stocks and real estate. They discuss why home-country bias can quietly increase portfolio risk, when CDRs and Canadian-listed U.S. ETFs may or may not make sense, and how withholding taxes, currency conversion, and account type can affect returns. They also dig into the psychology of chasing yield, the danger of focusing too much on dividends instead of total returns, and why high-fee funds should be judged on performance net of fees rather than fees alone. The episode wraps with a look at analyst price targets, investor pitch decks, and why relying too heavily on management presentations can lead investors to miss major red flags. Tickers of Stocks Discussed: V, RY, AAPL, GOOGL, AMZN, SHOP, CLS, CSU, FTS, VFV, VOO, BCE, MSTR, MSTY, ZLB, XIC, GSY, LSPD, WEED, CM. Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 Belanger joins Daniel Foch for a live macro discussion covering some of the biggest stories in Canada and the U.S. They start with Real Brokerage’s proposed acquisition of RE/MAX, breaking down the deal structure, why RE/MAX shares are trading below the headline offer price, and what the market may be signalling about dilution and the real estate industry. They also discuss Canada’s new Canada Strong Fund, whether it really qualifies as a sovereign wealth fund, and the risks of governments trying to balance commercial returns with politically strategic investments. The conversation touches on government-backed investments in strategic industries, comparisons with U.S. policy under Trump, and the challenge of measuring success when national interest and market returns may eventually conflict. The episode wraps up with a look at the latest Bank of Canada and Federal Reserve decisions, the risk of sticky inflation from higher energy prices, the possibility of stagflation, and why both central banks may be stuck in wait-and-see mode until the data gives them a clearer path forward. Tickers of Stocks Discussed: RMAX, REAX, INTC, MP, LAC, TMQ, X, BAM, SPY, XIU Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 week’s news and earnings episode, Simon and Dan break down the Bank of Canada’s latest rate decision and what it signals for inflation, oil prices, and the Canadian economy. They also dive into the newly announced Canada Strong Fund, Canada’s proposed sovereign wealth fund, and discuss whether it’s smart policy or political branding. The guys also cover Shell’s blockbuster acquisition of ARC Resources, what it means for Canada’s natural gas sector, and why global capital may be starting to view Canada more favorably again. On the earnings side, they discuss Celestica’s AI-fueled growth, Intel’s surprising turnaround, and why demand for CPUs is rising again in the age of AI inference. Finally, they touch on TD’s sudden reversal on Canadian telecom ratings and what it says about sell-side analyst targets. Tickers of Stocks Discussed: CLS, INTC, SHEL, ARX, BCE, T, RCI.B, TU Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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.

I just got back from Confluence 2026. This was my fourth year going, and every single time it gets bigger, better, and more impactful. I wanted to sit down and share 5 takeaways that really stood out to me—not just from this year, but from all the Confluences I've been to. - Your vibe attracts your tribe - Conscious, grounded, beautiful people - The divine law is in full effect - Work hard. Play hard. - God is good all the time, all the time God is good   Join me for the show and get a taste of the what the Confluence magic all about. Hope to see you out there next year! In the meantime, come Nov. 5 to 8th we are hosting Exit and Build 6 out the same venue, Mollie Engelhart's Sovereignty Ranch. Tickers are currently on Builder-bird pre-sale through May 1st. https://exitandbuild.com Join Our Free Newsletter Stay updated on ways to live free and get our FREE video on how to Hack Your Habits and 10X Your Goals! https://livefree.academy/newsletter SUPPORT OUR SPONSORS Zano - Privacy Coin with Tokens! Zano is a powerful privacy coin built for real-world use. It allows users to create and transact with private tokens, including stablecoins like Freedom Dollar, a privacy-focused stablecoin pegged to the value of the dollar. You can even bridge transparent Bitcoin into the Zano blockchain and use it privately. Learn more here: https://zano.org/ Wise Wolf Gold and Silver Precious metals in your mailbox = Peace of mind Wise Wolf Gold and Silver's Wolf Pack program ships physical gold & silver monthly with auto-subscriptions. Code livefree gets you free junk silver with your first order! https://livefree.academy/wolfpack CrowdHealth is revolutionizing how we handle medical bills. ✅ No networks. ✅ Transparent costs. ✅ Support from a like-minded community. USE CODE LFA at checkout to get a discounted membership of $99/month for the first 3 months. https://www.joincrowdhealth.com/promos/lfa 

In this episode of The Canadian Investor Podcast, we share some of our biggest investing mistakes: stocks we owned, sold too early, and watched soar afterward. From Apple Inc. to Alphabet Inc., Shopify Inc., Brookfield Corporation and more, we break down why we sold, what we learned, and how those experiences shaped our investing philosophy today. We also discuss the emotional side of investing, why patience matters, and how short-term thinking can destroy long-term returns. Plus, we react to Lululemon Athletica Inc. hiring a former Nike, Inc. executive as CEO and whether the selloff could create an opportunity for investors. If you’ve ever sold a stock too soon, this episode is for you. Tickers of stocks discussed: AAPL, GOOGL, SHOP, BN, BIP, BEP, FFH, PWR, LULU, NKE, ATZ, AAPL, OVV Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 news and earnings episode of The Canadian Investor Podcast, we break down Canada’s latest CPI report as inflation reaccelerates, with rising gasoline, food, rent, and insurance costs putting pressure on households. We also discuss what higher energy prices could mean for businesses and the broader economy. We then cover Apple’s major leadership transition as Tim Cook steps down as CEO after delivering massive shareholder returns, and discuss what’s next for Apple’s product pipeline and AI strategy under new leadership. Next, we analyze Adobe’s massive $25 billion buyback announcement. Is management signaling the stock is deeply undervalued, or trying to put a floor under shares as AI disruption fears intensify? Finally, we discuss QXO’s $17 billion acquisition of TopBuild and why traditional industrial businesses may be attractive in the AI era, plus TSMC’s incredible growth as demand for chips and AI infrastructure keeps surging. Tickers of stocks discussed: AAPL, ADBE, QXO, TSM, UNH, HD Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 the latest data on Canadian household wealth and what it reveals about the growing divide between those benefiting from rising asset prices and those falling behind. We discuss household debt levels, savings rates, real estate stagnation, and why many Canadians may be feeling more financial pressure than headline numbers suggest. We also dive into BMO’s annual retirement survey, where Canadians now believe they need $1.7 million to retire. We unpack why these figures can be misleading, how retirement needs vary dramatically across provinces, and the key factors that actually determine how much you’ll need to stop working. Finally, we discuss Wealthsimple’s new partnership with X (formerly Twitter), allowing users to trade stocks directly through the platform. We explore what this means for retail investors, the gamification of investing, and whether making stock trading easier is ultimately helping—or hurting—long-term investors. Tickers of stocks discussed: RY, NA, TSLA Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 hotter-than-expected U.S. inflation data and why rising energy prices are becoming a growing concern for markets. We also discuss why BRP Inc. stock is down more than 35% and whether the selloff is justified. We also cover strong earnings from BlackRock and ASML Holding, GFL Environmental’s acquisition of Secure Waste, and the sharp drop in Chemtrade Logistics Income Fund after a major setback in Vancouver. Tickers of stocks discussed: DOO.TO, BLK, ASML, GFL.TO, SES, CHE.UN Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 discuss some of the largest IPOs in history and whether 2026 could become a record-breaking year for new listings. They break down Saudi Aramco, Alibaba, Facebook, Uber, and Rivian, before looking ahead to potential mega-IPOs from SpaceX, OpenAI, and Anthropic. They also explore whether investor demand can keep up with these massive valuations. The discussion then shifts to the Financial Planning Canada Financial Stress Index, highlighting how Canadians are feeling about money, rising living costs, retirement savings, debt, and the growing financial divide between younger and older generations. Finally, they examine a new TD report that downgraded Canada’s telecom sector. Simon and Dan discuss declining ARPU, increased competition from Freedom Mobile, dividend risks, and whether companies like BCE, Telus, and Rogers can adapt to a changing market. Tickers of stocks discussed: BCE, T, RCI.B, META, UBER, RIVN EY 2025 IPO Summary EY Q1 2026 IPO Summary FP Canada Financial Stress Index Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clear portfolio strategy matters more than ever. We then shift to earnings, starting with a strong turnaround quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also revisit Boyd Group, a long-term compounder facing short-term pressure from insurance trends and used vehicle dynamics. Finally, we dive into the latest Canadian ETF flows to understand where investors are allocating capital today, including the rise in Canadian equities, the decline in crypto exposure, and the continued growth of more complex ETF products. Tickers discussed: DOO.TO (BRP), BYD.TO (Boyd Group), VFV, XIC Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table. Before diving into the stocks, we discuss major breaking news in AI and private markets, including reports of a potential SpaceX IPO and OpenAI’s massive new funding round at an eye-popping valuation. We then shift to our featured companies. Braden introduces QXO, a roll-up led by serial entrepreneur Brad Jacobs targeting the fragmented building products industry. Simon looks at Siemens Energy, a global player benefiting from rising demand for power infrastructure, while navigating challenges in its wind segment. Dan rounds things out with Dollarama, exploring whether recent weakness is a temporary blip or a longer-term shift in consumer behavior. We also discuss broader themes including AI commoditization, capital allocation, energy demand, and how changing consumer habits could permanently impact retail. Tickers of stocks discussed: QXO, Siemens Energy (SMERY / ENR), Dollarama (DOL.TO) Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty. We discuss the growing divergence beneath the surface of major indices, with equal-weighted strategies outperforming as mega-cap tech names experience significant drawdowns. We also revisit the AI investment debate and how rising energy costs could impact the long-term economics of data center buildouts. On the earnings side, we dive into Nike’s disappointing results, including margin compression, declining sales in key regions like China, and a challenging turnaround strategy as the company pivots back toward wholesale. We also examine Air Canada’s leadership change, with CEO Michael Rousseau announcing his retirement amid rising fuel costs and what looks to be a difficult operating environment for airlines going forward. Finally, we close with a deep dive into GoEasy’s latest earnings release. While much of the damage was pre-announced, major concerns remain around LendCare, surging charge-offs, restated financials, and what this means for the company’s future. We break down what’s changed, what hasn’t, and whether this situation could worsen from here. Tickers of stocks discussed:Nike (NKE), Air Canada (AC.TO), GoEasy (GSY.TO), Shopify (SHOP.TO), Thomson Reuters (TRI.TO), Apple (AAPL), Microsoft (MSFT), Meta (META), Alphabet (GOOGL) Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios. We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop. Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far? Tickers discussed:CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 answer questions from Dustin, Optimus Bill and Scott.  We discuss the common mistake of chasing tickers and low fees instead of building a portfolio around goals and carefully chosen asset classes, cowbell origins, what to do with large allocations to cash equivalents and how much do you really need, and transitioning to a retirement portfolio.  Hint:  Search "transitioning" on the podcast page at the website for more podcasts about that.We also review March market damage and show how diversified risk parity style portfolios hold up when stocks stumble.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Links:Fairfax CASA Donation Page:  Donate - Fairfax CASAHow To Do An Asset Swap Video from Risk Parity Chronicles:  How to Do an Asset SwapBreathless Unedited AI-Bot Summary:Zero-fee funds, shiny tickers, and “close enough” substitutions can feel like smart investing, right up until you realize they're steering your entire asset allocation. We dig into listener questions that expose a common trap: building a portfolio around a fund you like instead of designing a plan around your goals, your time horizon, and the asset classes that actually do the work.We break down Fidelity Zero funds through a practical lens: mutual fund vs ETF structure, tax efficiency, portability across brokerages, and how to confirm what you're buying with tools like the Morningstar style box. We also talk plainly about expense ratios in a world where most fees are already low, and why rebalancing, diversification, and holding the intended exposures matter more than shaving a few basis points.Then we tackle a deceptively simple question about gold. GLTR holds multiple precious metals, but gold has a unique role as a central-bank reserve asset that behaves differently from silver, platinum, and palladium. If your portfolio needs gold as an alternative currency style diversifier, you want a gold ETF, not a basket that “kind of” looks similar.We also cover asset location and the asset swap idea for cash equivalents, how much to keep in checking for real-life spending, and when it makes sense to shift from an all-stock accumulation portfolio toward Golden Ratio or Golden Butterfly as you approach your financial independence number. Finally, we run through March performance across major assets and our sample portfolios, including a clear reminder about what leverage can do in rough markets.If you found this helpful, subscribe, share it with a DIY investor friend, and leave a quick review so more people can find the show.Support the show

Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios. We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop. Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far? Tickers discussed:CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy. We also break down Alimentation Couche-Tard’s latest earnings and why the market was underwhelmed despite decent headline growth. Same-store sales, consumer pressure, and slowing organic momentum remain key issues. We then turn to Adobe and The Trade Desk, looking at Adobe’s AI strategy and leadership transition, and why new concerns around Trade Desk are putting added pressure on investor confidence. Tickers discussed: ATD, ADBE, TTD Subscribe to Our New Youtube Channel! 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 Fiscal.ai 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 Constellation Software’s latest earnings and conference call, including what management had to say about AI, software pricing, acquisition strategy, and why the company may be looking more closely at public market opportunities. We then shift to the growing stress in private credit. We discuss new data showing record default rates in 2025, redemption pressure hitting major private credit funds, and what recent moves by BlackRock and Blackstone may be signaling for the broader market. We also talk about the incentives behind private credit funds, liquidity risks, and why many investors may not fully understand what they own. Finally, we wrap up with Canadian Natural Resources’ latest results, highlighting strong production growth, free cash flow, dividend growth, and why elevated oil prices continue to support the Canadian energy sector. Tickers mentioned: CSU.TO, SABR, BLK, BX, CNQ.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 the stunning collapse in Goeasy after the company shocked investors with a major financial update ahead of earnings. What was expected to be a gradual deterioration turned into a full-blown blow-up, with sharply higher charge-offs, a suspended dividend and buyback program, withdrawn guidance, potential restatements of past financials, and debt covenant issues that could become existential for the business. We walk through the key details from the release, why the market reacted so violently, and why the company’s comments around LendCare, delinquent loans, and prior reporting practices raise even more questions. We also revisit the red flags we had been discussing for months, including ballooning interest receivables, aggressive loan book growth, and the growing disconnect between goeasy’s reported performance and the broader credit environment. To finish on a more positive note, we also discuss strong results from Franco-Nevada and what higher gold prices could mean for the royalty giant going forward. Tickers discussed: GSY.TO, FNV.TO Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal” consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader tech supply chain. From there, they shift into a pragmatic, investor-focused look at positioning during geopolitical uncertainty—without cheerleading conflict. Dan outlines key areas investors often look at in these environments: defense contractors (and why buying after the headlines can be “buying the umbrella in the rain”), Canadian energy as a cleaner way to express higher oil prices with less Middle East exposure, the growing (and expensive) opportunity set in cybersecurity, and gold as both a safe haven and an inflation hedge. They also touch on different ways to gain exposure—individual names vs. ETFs—and wrap up with updates on the podcast’s YouTube live plans and what’s coming next. Tickers of Stocks discussed: LMT, NOC, GD, RTX, MU, AEM, FNV, WPM, ZJG.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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.

Bill Powers interviews Adrian O'Brien of Midnight Sun Mining at PDAC in Toronto about the company's copper discovery in the Zambia–DRC copper belt amid competing US- and China-backed rail corridors to access regional copper. O'Brien recounts the company's transformation from a ~$20–25M market cap to ~C$300M after regaining 100% ownership of its flagship Dumbwa target, raising C$10M and later C$30.5M, building institutional support, and hiring COO Kevin Bonel (formerly Barrick) to apply a Lumwana-style exploration approach. Midnight Sun is drilling its 20 km Dumbwa target soil anomaly systematically on a grid with multiple rigs, targeting a large near-surface basement-dome copper system, awaiting many assays, and positioning as an explorer aiming for eventual M&A while also monetizing an oxide resource. https://midnightsunmining.com/ TSXV:MMA OTCQX:MDNGF 00:00 Intro 00:28 Meet Midnight Sun 01:34 From Microcap to Funded 03:29 De Risking the Story 05:14 Africa Copper Hotspot 07:41 Rail Corridors Clash 09:33 Why First Quantum Missed 12:14 Basement Dome Geology 14:37 Valuation and M&A Benchmarks 16:10 Kevin Bonel Joins 18:45 Grid Drilling Like a Major 21:34 Assay Backlog Reality 23:08 Explorer to Sale Strategy 24:12 Data Room Interest 25:09 Methodical Not Boring 26:55 Geology Twists and Bornite 28:29 What Makes a Great Hole 29:56 Lens Model and Grades 31:42 Treasury and Drill Costs 33:42 Financing Discipline 36:22 Assay Turnaround and Visual Core 37:50 Tickers and Contact Info Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Midnight Sun Mining pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Midnight Sun's most-recent company slide deck found at www.MidnightSunMining.com applies to everything discussed in this interview. Bill Powers will not buy any MMA.v shares until five trading days after MSE's initial interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy shares of any company featured on MSE, you should, for your own protection, assume MSE's owner is personally selling you those shares. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump. From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the “do nothing” historical playbook for geopolitical shocks—plus why oil-driven conflicts can be the exception—and wrap with how we’re thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands). Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC. Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: companies deploy AI to boost productivity and margins, layoffs rise (especially in white-collar roles), consumer spending weakens, and the cycle reinforces itself—creating what the piece calls “ghost GDP,” where productivity climbs but wages and demand don’t keep up. From there, the duo digs into the sectors Citrini argues get hit first and hardest: SaaS (seat contraction + customers using AI as renewal leverage), the intermediation layer (agents shopping travel, subscriptions, insurance, delivery, and more), and even payment rails as AI agents chase lower-cost settlement via stablecoins. They also connect the dots to private credit and insurance flywheels—where mark-to-model portfolios can look stable until forced selling and capital needs expose stress—and what rising unemployment could mean for housing in once “prime” white-collar markets. Tickers discussed: V, MA, AXP, DFS, PYPL, AMZN, WMT, EXPE, UBER, DASH, SHOP, GOOGL, PLTR, TRI, OWL, APO, BN, KKR, CRM, ADBE, AIG Citrini research report Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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.

Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET). Then it’s straight into the GoEasy saga: Q4 earnings get pushed right up near the regulatory deadline, adding to a growing list of red flags around leadership turnover and loan-book quality. Simon and Dan explain why, like poker, you can’t cherry-pick the information you like. Next, Canadian Tire shows momentum: improving comps, margin expansion, and buybacks doing the heavy lifting—plus a look at rising credit-card write-offs and how the company is using AI to sharpen promos and inventory. They also dig into Blue Owl as private credit stress goes mainstream—redemptions, asset sales, and “par value” optics in a mark-to-model world. Finally, Home Depot remains stuck in a slow renovation cycle, leaning harder into the pro/distribution channel through acquisitions as higher rates weigh on demand. Tickers discussed: GSY, CTC.A, OWL, BAM, BN, HD, BRK.B Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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.

What if the best investing edge isn't a chart pattern… but a business model?Jim Iuorio and Bob Iaccino sit down with John Tinsman (Founder, AOT Invest) to break down why “low marginal cost” companies have dominated for decades—and how his ETF AOTG is built to target them.In this episode, John explains the core thesis behind AOTG: prioritize high-growth, profitable businesses where the cost of serving the next customer is near-zero—then rebalance to keep growth high while lowering valuation metrics. We also dig into drawdowns, bear-market questions, why Apple isn't always “growth,” and how passive market-cap indexing can distort allocations at exactly the wrong times.What you'll learn:- Why “low marginal cost” is the hidden driver behind mega-winners (Visa, Microsoft-style economics)- Why John focuses on profitable growth (and avoids speculative “story stocks”)- How AOTG thinks about valuation (why Palantir got cut, why cheaper faster growers can win)- What happens in a sharp tech selloff and how AOTG handles slowdowns / profitability changes- Why John believes today's Nasdaq is not the Nasdaq of 2000- Rebalance cadence, portfolio turnover, and what can hurt this strategyTimestamps:00:00 – Welcome + why Jim is laser-focused on portfolio construction now02:05 – From investing in high school → building AOTG05:02 – “Low marginal cost”: what it is (and why Ford ≠ Visa)07:32 – Tech disruption risk + why moats form anyway09:44 – Why John avoids small/mid caps + stock-based comp dilution13:26 – Drawdowns, volatility, and why fundamentals matter17:27 – AOTG vs QQQ/SPY performance discussion20:38 – “You haven't been through a bear market…”—John's response30:38 – Valuation filter: why Palantir got removed35:11 – 2000–2003 Nasdaq comparison (then vs now)37:52 – How often AOTG rebalances + turnover43:29 – The hardest question: what crushes this strategy?48:40 – Bonus: best burger in the Chicago suburbs

Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may actually strengthen. They discuss why parts of the “real economy” (natural resources, waste collection, skilled trades, and critical infrastructure work) have durable moats tied to physical assets, regulation, and human accountability. In Stocks on Our Radar, Dan revisits Shopify after a sharp drawdown and explains why AI could be a tailwind through payments and backend infrastructure, even if storefront tools get commoditized. Simon breaks down why he started a position in WSP Global, pointing to its backlog, acquisition strategy, and long runway from grid buildouts and electrification tied to AI-driven energy demand. Tickers discussed: SHOP, WSP.TO, ACM, PWR, BDGI.TO, ARE.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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.

Atomic Eagle offers a compelling entry into the uranium bull market, backed by a proven team from Matador Capital—the original architects behind Boss Energy's success and Lotus Resources' recent mine restart. Through a strategic RTO of GovEx Uranium, they've acquired the advanced Muntanga project in mining-friendly Zambia: a 47.4M lb resource at 344 ppm U3O8, with a feasibility study showing robust economics at $90/lb uranium. But the current investment thesis is not that of a mine build story. Atomic Eagle's focus is on aggressive exploration to double resources via a current 50,000m drill program, targeting a 40-100M lb upside which conceptually could see a mega-mine producing 4-5M lbs/year through low-cost heap leaching (90%+ recovery with low acid consumption). Well-funded with ~A$20M cash, Atomic is undervalued when compared, on an enterprise value to pounds-in-the-ground basis, to ASX peers like Deep Yellow and Bannerman. Near-term catalysts: Resource upgrade (early March), feasibility re-release, and exploration drill results. Bonus optionality: Potential recovery of the world-class Madaouela asset in Niger (120M lbs at >1,300 ppm), if current talks with the Niger government are fruitful. In this MSE episode, listen to Atomic Eagle CEO Phil Hoskins explain the company's full investment thesis. https://atomiceagle.com.au/ ASX: AEU - OTCQB: AEUXF 00:00 Intro 00:34 Meet Atomic Eagle: ASX RTO of GoviEx & Who's Behind It 01:28 Matador's Uranium Track Record: Boss Energy to Lotus Restart Success 03:12 Why the GoviEx Deal Happened: ASX Valuation Comps & Timing 04:31 US OTCQB Listing: Tapping North American Uranium Investors 06:05 Friedland Connections & Geopolitics: US/China/Russia in Africa 08:26 The Muntanga Project Breakdown: Resource, Tenure & 2025 FS Context 10:08 Growth Strategy: New Drilling, Resource Upgrade & 4–5M lb/yr Heap Leach Concept 12:32 Funding & 2025 Drill Plan: 50,000m Program and Priority Targets 14:15 Zambia Advantage: Mining-Friendly Jurisdiction, Infrastructure & Export Route 17:12 The Niger Asset: Expropriation, Arbitration & Potential Upside 19:27 Near-Term Catalysts + Technical Upsides: Recovery, Acid Use, Permitting 21:42 Wrap-Up, Tickers, and Sponsor Coverage Ahead Sponsor Atomic Eagle pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Atomic Eagle's most-recent company slide deck found at www.AtomicEagle.com.au applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Simon and Dan are back with another earnings-driven episode — this time focused entirely on Canadian companies. They dig into a fresh batch of results across insurance, commodities, transportation, and airlines, discussing what’s actually driving performance beneath the headlines, why some stocks are pulling back despite strong fundamentals, and how different business models are holding up in a slowing economy. The conversation touches on operating leverage, cash flow trends, balance sheet strength, cyclical pressures, and how today’s environment is reshaping investor sentiment — including where AI could become a tailwind versus a real threat. They also explore why more “real-world” businesses may be starting to look attractive again after years of being overlooked. Expect a mix of earnings analysis, macro context, capital allocation discussion, and a few candid rants along the way. Tickers discussed: IFC.TO, AEM.TO, TFII.TO, AC.TO Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and long-term turnaround prospects. The guys also cover Shopify’s strong Q4 results and growing AI integration—discussing whether AI is a real threat or a long-term tailwind for the platform—before wrapping up with Robinhood’s explosive growth in options and crypto trading, and why the business increasingly looks more like a casino than a traditional brokerage. Along the way, they touch on grocery inflation, telecom price wars, valuation risks in high-multiple stocks, and what today’s speculative behavior could mean for markets going forward. Tickers discussed: T.TO, SHOP, HOOD, DOL.TO, L.TO Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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.

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, margin pressure from AI features) from the overhyped ones (easy competition without distribution). The episode wraps with a candid check-in on Constellation Software’s selloff and what they’re watching going forward. Tickers of stocks discussed: CSU.TO, ADSK, MSFT, CRM, ACN, DSG, LSPD.TO, SHOP.TO, MNDY Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans. They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends. The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges. Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 mixed earnings and macro episode, Simon and Dan break down Palantir’s explosive growth (and wild stock reaction), Microsoft’s cloud slowdown fears amid massive AI capex, and Starbucks’ underwhelming turnaround outlook. They also dig into what today’s volatility says about tech valuations, why hyperscalers are under pressure to prove returns on AI spending, and whether investors should start looking beyond U.S. equities altogether. Simon wraps up with a framework for international diversification, including emerging markets and ex-U.S. ETFs, and shares how he’s thinking about portfolio positioning going forward. Tickers of stocks discussed: PLTR, MSFT, SBUX, ARCC, ZEM.TO, VEE, IXUS, VEU, XAW.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and silver, and discuss why the Fed is “trapped” regardless of who replaces Jerome Powell—using the Kevin Warsh chatter as a jumping-off point for fiscal dominance, bond demand, and what it all means for risk assets. They also run through earnings and capital allocation decisions from Canada’s rail giants, dig into PayPal’s latest stumble, and close with a surprisingly strong quarter from Apple. Tickers of stocks discussed: CP.TO, CNR.TO, PYPL, AAPL Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why investors are suddenly questioning data-driven moats, seat-based subscription models, and whether traditional SaaS businesses can defend their margins in a world where AI agents can replace large portions of knowledge work. From there, we connect the dots to private credit and private equity. With software making up a major portion of many private portfolios, we explore the growing risks around payment-in-kind lending, potential default cycles, and why business development companies (BDCs) could be the next pressure point if AI disruption accelerates. We also cover the historic gold and silver flush — a classic leveraged shakeout driven by forced liquidations, stop-loss cascades, and thin liquidity — and why ETF volumes exploded during the move. Finally, we touch on broader market weakness, AMD’s earnings reaction, and how Bitcoin continues to trade like a high-beta risk asset. Tickers of Stocks Discussed: TRI.TO, ADBE, CRM, SHOP.TO, SPGI, MCO, ARCC, OWL, OBDC, BXSL, MAIN, FSK, SLV, GLD, SPY, AMD Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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 Dan break down key investing metrics the financial media barely talks about—including free cash flow per share, free cash flow payout ratio, net interest margin, stock-based compensation, and leverage/interest coverage—and why these can matter more than the usual headline numbers. Then in Stocks on Our Radar (presented by EQ Bank), Simon covers Pure Storage—an under-the-radar AI infrastructure name with a surprising subscription-heavy model and potential S&P 500 tailwinds. Tickers of Stocks Discussed: PSTG, BCE, AQN, GOOGL, ADBE Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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 jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exposure), plus earnings and updates from ASML, RTX, and UnitedHealth—a perfect example of how political risk can overwhelm fundamentals. We also tease an extra earnings + news episode next week, and we’re planning to do it live on YouTube for the first time—subscribe so you don’t miss it. Tickers of Stocks Discussed: ASML, RTX, UNH, INTC, LMT, SLV, ZSL, PSLV Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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.

Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-solid underlying businesses. They explain the classic “moats” that made SaaS so powerful—switching costs, ecosystems, and data—and why AI agents and LLM-driven automation are now challenging the seat-based pricing model that many software companies depend on. The discussion moves through a rapid-fire list of well-known SaaS names to unpack what’s driving the drawdowns, where the market may be overreacting, and where the risk of disruption is real. Bottom line: some of these stocks may be turning into genuine value opportunities—but the old playbook may no longer apply, and investors need to underwrite what the business looks like 2–5 years from now, not what it used to be. Tickers mentioned: CSU, CRM, ADBE, NOW, ADSK, INTU, TEAM, WDAY, TWLO, DOCU, ADP Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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.

This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets. Tickers of stocks discussed: NFLX, TSM, BLK Watch the full video on Our New Youtube Channel! 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 Fiscal.ai 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’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA. This isn’t a deep dive, it’s a clear bull case + key risks for each idea. We hit everything from a data-and-subscription business getting punished by “AI disruption” fears, to a global infrastructure/engineering compounder riding grid and capex cycles, to a Canada-based gold producer with unusual valuation metrics, and a copper-heavy miner tied to electrification and AI-driven power demand. We also debate a quiet compounder in auto services, a steady dividend “bond proxy” (and why rates matter), a subprime lender where the upside is big but regulation and credit risk are real, and a post-pandemic cash machine trading like the market thinks growth is gone for good Tickers discussed: TRI.TO, WSP.TO, WDO.TO, TECK-B.TO, BYD.TO, FTS.TO, PRL.TO, ZM New to investing? Check out these episodes: Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player 3 Things to Do Before You Invest a Single Dollar Apple Podcast Spotify Web player 8 simple ways to Save and Have More Money to Invest Apple Podcast Spotify Web player Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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.