Parhaat Canadian Investor Podcastit (2024)

1
Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift 56:21

2d ago56:21

56:21

Join Dan and Simon as they dissect the recent changes to the capital gains inclusion tax revealed in the 2024 federal budget and the implications for Canadian investors and businesses. The duo explores the implications of the adjusted tax rate for investments, with a special focus on the impact for small business owners and self-employed profession…

1
Is BCE’s Dividend at Risk of Being Cut? 55:49

5d ago55:49

55:49

In this episode, Simon and Braden explore Canada's job market post-Covid, examining how public, private, and self-employed sectors have diverged in their recovery trajectories. In the next segment, they discuss BCE's recent earnings and guidance. They look at BCE’s dividend and why it may not be sustainable for the long term. Simon and Braden finis…

1
Tesla Layoffs, Canadian CPI and Jamie Dimon’s Warning 54:51

9d ago54:51

54:51

In this episode, Simon and Dan start by discussing the recent CPI data from both Canada and the US and explain why the Bank of Canada will have a tough decision to make at its next June meeting. They then discuss the announcement that Tesla will be laying off at least 10% of its global workforce and why New York Community Bank might still be in tro…

1
Simon’s 20 year investing learnings & Reddit SEO Juice 54:57

12d ago54:57

54:57

In this installment of the Canadian Investor Podcast, Simon reflects on the valuable insights he's gathered over two decades of investing. Additionally, Simon and Braden explore the significant impact of Constellation Software's spinoffs on the TSX Venture Exchange and discuss Reddit's advantages from recent updates to Google’s search engine optimi…

1
Dollarama Keeps Rolling and Another Canadian Company Goes Private 53:18

16d ago53:18

53:18

In this episode of the Canadian Investor Podcast, Simon and Dan start by comparing the latest jobs report in Canada and the US and what it means for the Bank of Canada going forward when it comes to interest rates. They discuss Indigo's transition to a private entity under Trilogy Investment and what it means for existing shareholders. Dan breaks d…

1
10 lessons over 10 years & Two stocks we like 54:01

19d ago54:01

54:01

In this episode, Braden dives into his investment journey over the past decade starting when he turned 18. He shares his transition from indexing to selecting individual stocks and reflects on the lessons learned, emphasizing the intellectual joy of managing a portfolio despite the challenges.He discusses what he’s learned over the past 10 years, i…

1
2024 Has a New Meme Stock and Nuvei Goes Private 54:05

23d ago54:05

54:05

Join us on The Canadian Investor Podcast as we dive into the latest market trends and financial news. This week, we cover the announcement that Nuvei is going private and the implications for shareholders. We also cover the sentence handed down to Sam Bankman-Fried (SBF) as a result of the fraud he committed while at the head of FTX, the former cry…

1
The Chocolate Crisis and Should we sell this Data Centre REIT? 55:52

26d ago55:52

55:52

Join Simon and Braden this episode of the Canadian Investor Podcast. We start off the episode on a fun note looking at recent returns from different stocks and assets. The rest of the episode is dedicated to the recent short report on Equinix by Hindenburg Research. Equinix is the largest data center REIT in the world and has benefited from the AI …

1
Reddit’s Post IPO Surge and Headwinds for Fashion Stocks 48:56

1M ago48:56

48:56

In this episode, Dan and Simon dissect the US Federal Reserve's recent decision to keep rates unchanged. They then delve into Alimentation Couche-Tard's earnings and explain why the stock sold off after the earnings release. Dan and Simon then discuss the recent Reddit IPO and why investors should do their homework before deciding to invest in the …

1
How Important is Luck when Picking Stocks? 50:28

1M ago50:28

50:28

In this insightful episode of the Canadian Investor Podcast, your hosts, Simon and Braden, delve deep into the intriguing role of luck in the stock market and its potential effects on your investment outcomes. The duo explores the critical question of how much luck versus skill contributes to selecting winning stocks. Further, they shed light on th…

1
Big 5 Banks Deceiving Customers and Nuvei’s Potential Buyout 53:14

1M ago53:14

53:14

Dive into an expanded episode of the Canadian Investor Podcast, where Dan and Simon dissect the recent Canadian CPI data for February 2024 and why it could make the Bank of Canada’s rate decisions ever more difficult. They also explore the unexpected partnership discussions between Apple and Google which could have big impacts on the apple ecosyste…

1
What Financial Planning Should Look Like with Mark McGrath 55:52

1M ago55:52

55:52

In this special episode, join Simon alongside Mark McGrath, a certified financial planner from PWL, as they dive deep into the intricacies of financial planning and investment strategies. They begin by discussing the benefits of index investing as a cornerstone of sound financial planning including the pros and cons of home country bias. The conver…

1
Canadians Love Costco & CPP’s Fire Sale 1:01:30

1M ago1:01:30

1:01:30

Simon and Dan dive into a concise exploration of the latest economic developments affecting investors in Canada and the US. The Bank of Canada stands pat with its policy rate at 5%, amidst mixed growth signals and persistent inflation, particularly in housing. We also dissect the surprising US CPI data for February 2024, which shows a slight uptick…

1
The Best Businesses in the World A to Z (List) - TCI Rewind 53:20

2M ago53:20

53:20

In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet Symbols of stocks discussed: AAPL, BRK-B, DE, META, HD, JNJ, LMT, MA, PEP, INTU, ROP, SPGI, TSM, UH, UNH, V, WMT, GOOG, ASML, ETSY, DIS, CNR.TO, RACE, GPC, JPM, KR, LULU, NKE, MCD, OXY, UBER, YUM, TXN, SBUX, SPG, QBR-…

1
Canadian Banks Set Aside More Money for Bad Loans 1:04:14

2M ago1:04:14

1:04:14

In this episode of the Canadian Investor Podcast, hosts Simon and Dan delve into the latest financial headlines, starting with the meteoric rise of Bitcoin against various fiat currencies. They then analyze the challenges facing New York Community Bank amidst its exposure to commercial real estate, questioning its survival prospects. Finally, the d…

1
Modern Portfolio Theory and US Spot Bitcoin ETFs Beat Expectations 53:34

2M ago53:34

53:34

Welcome back to another insightful episode of the Canadian Investor Podcast with Simon and Braden. In this week's episode, our hosts delve into the intricacies of Modern Portfolio Theory (MPT), exploring its relevance in today's dynamic investment landscape. They unravel the complexities of businesses navigating competing incentives among stakehold…

1
Nvidia’s Market Cap hits 2T and the Start of Canadian Bank Earnings 57:14

2M ago57:14

57:14

Join Dan and Simon for the weekly news and earnings episode. In this episode, Simon and Dan start by talking about Nvidia’s blowout quarter and what the future might hold for Nvidia, AI and the semiconductor space. They then discuss the earnings of Lightspeed Commerce and Teladoc, two pandemic darlings that have seen their share price crater since …

1
4 Stocks on Our Watchlist for 2024 1:04:12

2M ago1:04:12

1:04:12

Join us for this special episode where Simon and Braden talk about two stocks that they have on their radar for 2024. Simon explains why Canadian Pacific Kansas City Southern (CP.TO) and Blackrock are on his radar for 2024. Braden goes over why Porsche and Snap are the two stocks on his watchlist for 2024. Tickers of stocks discussed: CP.TO, BLK, P…

1
Slowing Inflation and Canadian Tire's Terrible Quarter 58:12

2M ago58:12

58:12

In this episode, we start by discussing the latest Canadian inflation data. We also go over challenges facing Canadian Tire, explore Intact Financial's surprising performance, and analyze Air Canada's strategic moves amid economic shifts. We then talk about the operational turnaround at Restaurant Brands International, with Tim Hortons leading the …

1
8 Red Flags When Analyzing a Stock 49:13

2M ago49:13

49:13

In today's episode, we explore 8 red flags when analyzing a stock and why each of them can be a warning sign for investors. From declining revenues to unsustainable payout ratios, we break down key indicators that may signal potential risks in your investment. We then look at why less can be more in terms of the number of holdings but also from a t…

1
More Trouble for US Regional Banks and BCE Struggles 55:59

2M ago55:59

55:59

Join us in this episode as we delve into the latest economic developments, starting with a closer look at the unexpected rise in the US Consumer Price Index (CPI) and its potential impact on future Federal Reserve decisions. We explore the intricate details of New York Community Bank's challenges, especially concerning its exposure to rent-controll…

1
China’s Economic Challenges and Investing at All Time Highs 55:44

3M ago55:44

55:44

Join us for a new episode as we explore China’s growing economic challenges. From a struggling stock market to concerns over real estate and a declining population, we dissect key factors impacting China's global standing. We then discuss the topic of investing at all time highs and why it shouldn’t be a reason to invest or not invest in a company …

1
Meta’s Historic Jump and Metro Increases its Dividend 1:00:30

3M ago1:00:30

1:00:30

In this episode of the Canadian Investor Podcast, we delve into the recent US Fed rate announcement and its impact on the Canadian bond market, particularly the 5-year bond. We also go over the earnings of Meta, Amazon, Canadian Pacific, Google, ,Allied REIT and Metro. Meta's impressive financial performance and market cap gain take the spotlight, …

1
These 4 Quebec Rollups have Crushed the TSX 50:11

3M ago50:11

50:11

Welcome back to the Canadian Investor podcast with your hosts, Simon and Braden! In this episode, they dive headfirst into the captivating universe of Quebec-based rollups, exploring why some of these companies have emerged as the best-performing stocks on the TSX over the last few decades. Simon and Braden tackle a burning listener question about …

1
Tesla Slumps, Shipping Woes, and Leon's Real Estate Leap 58:48

3M ago58:48

58:48

In this episode, we dive into the Bank of Canada's decision to maintain its policy rate at 5%, Tesla's challenging earnings report, the impact of shipping issues on the global economy, Leon's Furniture's surprising move into real estate development, the performance of Canadian National Railway, and the unfolding accounting issues at Archer Daniels …

Kuuntelemisen arvoisia podcasteja

Canadian Investor podcastit

Kuuntelemisen arvoisia podcasteja

1
The Canadian Investor

Braden Dennis & Simon Belanger

1
Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift 56:21

1
Is BCE’s Dividend at Risk of Being Cut? 55:49

1
Tesla Layoffs, Canadian CPI and Jamie Dimon’s Warning 54:51

1
Simon’s 20 year investing learnings & Reddit SEO Juice 54:57

1
Dollarama Keeps Rolling and Another Canadian Company Goes Private 53:18

1
10 lessons over 10 years & Two stocks we like 54:01

1
2024 Has a New Meme Stock and Nuvei Goes Private 54:05

1
The Chocolate Crisis and Should we sell this Data Centre REIT? 55:52

1
Reddit’s Post IPO Surge and Headwinds for Fashion Stocks 48:56

1
How Important is Luck when Picking Stocks? 50:28

1
Big 5 Banks Deceiving Customers and Nuvei’s Potential Buyout 53:14

1
What Financial Planning Should Look Like with Mark McGrath 55:52

1
Canadians Love Costco & CPP’s Fire Sale 1:01:30

1
The Best Businesses in the World A to Z (List) - TCI Rewind 53:20

1
Canadian Banks Set Aside More Money for Bad Loans 1:04:14

1
Modern Portfolio Theory and US Spot Bitcoin ETFs Beat Expectations 53:34

1
Nvidia’s Market Cap hits 2T and the Start of Canadian Bank Earnings 57:14

1
4 Stocks on Our Watchlist for 2024 1:04:12

1
Slowing Inflation and Canadian Tire's Terrible Quarter 58:12

1
8 Red Flags When Analyzing a Stock 49:13

1
More Trouble for US Regional Banks and BCE Struggles 55:59

1
China’s Economic Challenges and Investing at All Time Highs 55:44

1
Meta’s Historic Jump and Metro Increases its Dividend 1:00:30

1
These 4 Quebec Rollups have Crushed the TSX 50:11

1
Tesla Slumps, Shipping Woes, and Leon's Real Estate Leap 58:48

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