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The Canadian Investor The Canadian Investor Braden Dennis & Simon Belanger WW – William Waack WW – William Waack CNN Brasil Hidden Forces Hidden Forces Demetri Kofinas JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 Token Metrics Daily Pulse Token Metrics Daily Pulse Token Metrics Alfa Tu Camino (Ingeniería cuántica de seducción) Alfa Tu Camino (Ingeniería cuántica de seducción) Hugo Cervantes The Kapeel Gupta Career Podshow The Kapeel Gupta Career Podshow Kapeel Gupta Pirate Money Pirate Money Kevin D. Freeman 박연미의 목돈연구소 박연미의 목돈연구소 SBS Courageous Leadership with Virginia Prodan Courageous Leadership with Virginia Prodan Virginia Prodan Reči o živote, vesmíre a vôbec Reči o živote, vesmíre a vôbec Juraj Bednár Billianon Billianon Billianon Digital Finance Analytics (DFA) Blog Digital Finance Analytics (DFA) Blog Martin North Get 'N' Your Business Podcast Get 'N' Your Business Podcast Camden County Chamber Of Commerce Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Christopher H. Loo, MD-PhD "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis Erik Torenberg, Nathan Labenz Trends-Tendances Trends-Tendances Trends-Tendances Slate Daily Feed Slate Daily Feed Slate Podcasts Oportunidades en Bolsa Oportunidades en Bolsa Oportunidades en Bolsa Your Career On Target Your Career On Target InterCoast Media Network Protect & Grow Protect & Grow Tim Stearns Pure Conversation, with Pure247Radio Pure Conversation, with Pure247Radio Team Pure The Spinoso Podcast The Spinoso Podcast Alex Spinoso Bitcoin News Digest Podcast Bitcoin News Digest Podcast Mike Richardson Green Ticker Tales Green Ticker Tales Greentickertales OHMYBOOK|哲維說書 OHMYBOOK|哲維說書 梁哲維|《高能量溝通》作者 Daily Crypto News Daily Crypto News Matt Diemer Reuters World News Reuters World News Stephani Schupbach 5 Minute AI News - Daily 5 Minute AI News - Daily Kitchen Table Media Ask Jason Weiss Show Ask Jason Weiss Show WGSN-DB Going Solo Network The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC The Dr. April Jasper Show The Dr. April Jasper Show Dr. April Jasper The Audible Local Ledger Reads to the Blind The Audible Local Ledger Reads to the Blind Audible Local Ledger 人性的弱点-解读分享 人性的弱点-解读分享 终身都要成长 安田佳生のブレインスイッチ 安田佳生のブレインスイッチ 株式会社安田佳生事務所 Supply chain بالعربي Supply chain بالعربي Maytham Al-Khairulla ميثم الخيرالله The Trade Talks The Trade Talks Roger Wakefield
The Canadian Investor

Negocios

The Canadian Investor

Braden Dennis & Simon Belanger

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

June 27, 2026 7:00am 59 min

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

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

June 25, 2026 4:00am 42 min

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

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

June 22, 2026 4:00am 49 min

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

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

June 20, 2026 7:00am 50 min

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

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

June 18, 2026 4:00am 49 min

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

TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

June 15, 2026 4:00am 1:05

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

Canadian Insider Trading Allegations & the IPO Mania Continues

June 11, 2026 4:00am 52 min

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

Are Canadian REITs Finally Cheap Enough to Buy?

June 08, 2026 4:00am 50 min

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

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

June 06, 2026 7:00am 53 min

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

Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering

June 04, 2026 4:00am 33 min

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

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

June 01, 2026 4:00am 56 min

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

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

May 30, 2026 7:00am 40 min

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

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

May 28, 2026 4:00am 41 min

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

Are Software Stocks Broken? Plus 3 Stocks on Our Radar

May 25, 2026 4:00am 48 min

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

Bond Yields, Inflation Pressures and the Consumer Squeeze

May 23, 2026 7:00am 49 min

In this episode, Simon and Daniel break down the sudden surge in bond yields and what it could be signaling about inflation, interest rates, and consumer stress. They start by looking at the latest Canadian CPI data and ...

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

May 21, 2026 4:00am 42 min

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

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

May 18, 2026 4:00am 52 min

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

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

May 16, 2026 7:00am 57 min

In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could mean for inflation, consumer spending, and central bank policy. They d...

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

May 14, 2026 4:00am 51 min

In this episode of The Canadian Investor Podcast, we start with the latest U.S. inflation data and why higher energy prices could complicate the rate-cut narrative for markets. We also revisit GameStop’s rejected proposa...

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

May 11, 2026 4:00am 55 min

In this episode of The Canadian Investor Podcast, Simon and Dan break down Greg Abel’s first Berkshire Hathaway annual meeting as CEO and what it says about the future of the company after Warren Buffett. They discuss Be...

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