The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the ...
What Subprime Lending Growth is Telling Us About the Economy
In this episode, we start by discussing the Bank of Canada’s final rate announcement of the year. Will it be another 50bps cut, or will they ease up with just 25bps? We break down the economic data driving each case, including GDP contractions, inflation surprises, and the impact on the Canadian dollar. We also discuss Scotiabank’s fourth-quarter results—what went wrong with their targets, where they’re showing stability, and why provisions and write-offs are key metrics to watch. Plus, we analyze Intel’s CEO “retirement,” its struggle to regain dominance in chip manufacturing. Finally, we touch on Goeasy and Affirm Holdings' latest results, exploring what their growth and delinquency data reveal about the health of Canadian and global consumers. Tickers of stock discussed: GSY.TO, BNS.TO, AFRM, INTC Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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56:50
Home Ownership on The Decline in Canada?
The podcast covers three main topics: the benefits of opening a First Home Savings Account (FHSA), reasons for retail investor underperformance in 2024, and highlights from Warren Buffett’s latest shareholder letter, focusing on his philanthropic vision and legacy. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
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51:54
Canadian Stocks We Like
It's a TSX stock roundup as Braden and Dan discuss results from Canadian companies. Tickers of stock discussed: ATD, WSP, L, TVK, SHOP Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
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51:55
Markets Are Ripping & Gen Z Trends
Braden Dennis and Ryan Henderson hop on the mic to discuss some interesting trends and key earnings reports from Q3. Tickers of stock discussed: NKE, SBUX, NFLX Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
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45:59
Why Buffett’s Cash Pile Is Growing and Bitcoin’s Post-Election Surge
In this packed episode of The Canadian Investor Podcast, we start by discussing Bitcoin's impressive rally following the U.S. presidential election. We explore how a less hostile regulatory environment could impact the crypto industry and debate why some portfolio exposure to Bitcoin might make sense in today’s macroeconomic environment. Switching gears, we tackle the ongoing debate about whether the stock market is overvalued, comparing the top 20 U.S. companies today to 20 years ago. We unpack how today’s high-margin, high-growth companies differ from the commodity-heavy, low-growth businesses of the past and why a blanket “stocks are overvalued” statement might overlook crucial nuances like revenue growth and operating margins. Finally, we analyze Berkshire Hathaway’s ballooning cash reserves, Warren Buffett’s aggressive selling of equities, and the implications of the Buffett Indicator hitting historically high levels. Tickers of stock discussed: BRK-B, AAPL, NVDA, MSFT, GOOGL, AMZN, 2222, META, 2330, LLY, AVGO, TSLA, WMT, JPM, V, XOM, UNH, NOVO.B, 700, ORCL Beam Radiology Website Beam Radiology - Consultation Request Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.
Listen to The Canadian Investor, The Business of Doing Business with Dwayne Kerrigan and many other podcasts from around the world with the radio.net app
Canada - english