Lumber Tariffs Hit Canadian Producers and Tesla’s Deliveries Slide
In this episode of The Canadian Investor Podcast, we break down a whirlwind week of headlines that continue to move markets. We start with the latest from the Trump administration, where the president announced plans to reduce the 145% tariffs on Chinese goods—though no specifics were given and he made it clear the rate won’t be going to zero. Markets also reacted sharply to speculation that Trump might replace Fed Chair Jerome Powell, only for him to later walk back those comments, stating Powell would remain in his role until the end of his term. We then dive into Tesla’s earnings, where the company posted a 9% year-over-year revenue decline and a 40% drop in EPS, with falling deliveries and razor-thin margins putting pressure on the stock—despite a surprising post-earnings rally. We also cover American Express, which delivered solid numbers driven by younger cardholders, and remains resilient thanks to its premium card base and growing fee revenue. Over at BlackRock, inflows hit $84 billion for the quarter. Finally, we take a look at West Fraser Timber’s results amid increasing trade uncertainty, highlighting the company’s strong balance sheet and the challenges ahead for Canadian wood product exporters. Tickers of stock discussed: WFG.TO, BLK, TSLA, AXP Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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49:21
Why Every Investor Needs an Investment Policy
In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you. Braden also shares a personal story inspired by Charlie Munger’s wisdom on spending money meaningfully and learning when to say yes to experiences. Plus, we touch on why fewer companies are going public and how cash-secured puts can be a useful strategy when markets are volatile. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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1:02:56
Nvidia Caught in the Crossfire of the US-China Trade War
In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession. We then turn to Nvidia, which announced a $5.5 billion charge tied to new U.S. export restrictions on its H20 chips to China—a move that could significantly dent its China business. We also dig into ASML’s latest earnings, where strong AI-driven demand continues to offset rising geopolitical risks and tariff uncertainty. Next, we unpack the drama surrounding Well Health’s delayed financials, revenue restatement due to Circle Medical billing practices, and how that’s impacting investor confidence despite a year of solid operational growth. Lastly, we discuss JPMorgan’s Q1 results and Jamie Dimon’s increasingly cautious tone. With rising provisions for credit losses and talk of earnings downgrades across the S&P 500, we explore what this might signal for markets in the months ahead. Ticker of stocks discussed: NVDA, ASML, JPM, WELL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
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56:00
10 Stocks We're Watching After Big Drawdowns
We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy. We also unpack the unintended consequences of targeting key low-cost manufacturing partners outside of China, and how this could backfire on American businesses. In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities. Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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1:08:06
Expect More Companies to Pull Their 2025 Guidance
In this episode of The Canadian Investor Podcast, we break down a chaotic week in the markets dominated by volatility, misinformation, and tariff uncertainty. We start with a bizarre moment on Truth Social where former President Trump shared a video falsely claiming Warren Buffett endorsed his tariff policies—a claim quickly debunked by Buffett and Berkshire Hathaway. We then turn to the wild swings in the U.S. markets, including a dramatic intraday reversal driven by conflicting rumors around tariff delays. On the earnings front, we look at two American companies that reported earnings after liberation day and how the tariffs may impact their businesses. We also discuss how Dollarama continues to outperform expectations, showing strong growth and resilience in a challenging environment. We wrap up with a discussion on how earnings revisions and valuation multiples could create a “double whammy” for investors, with lower earnings and lower investor confidence both weighing on equity markets. Ticker of stocks discussed: DOL.TO, DAL, LEVI Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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.
Canada - english