In this episode, we cover a busy week of earnings: BlackRock’s big inflows and a push to bring more traditional investments onto the blockchain, Aritzia’s surprisingly strong U.S. growth, and ASML’s steady demand for its chip-making machines despite China limits. Plus, Brookfield buying the rest of Oaktree, Tilray still struggling in a value-driven cannabis market, and Pepsi learning that price hikes can’t beat falling volumes. We wrap with why even “moat” brands need to adapt post-pandemic.

Tickers of stocks discussed: BLK, ATZ.TO, ASML, BN, BAM, TLRY, PEP

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In this episode, we cover a variety of fixed income options for your portfolio. From savings accounts and GICs to T-Bills, bonds, and corporate credit—this episode is your one-stop overview of fixed income. Simon and Dan break down how each fits into a portfolio, the trade-offs between yield, liquidity, and risk, and what investors should watch for as rates move. They also touch on preferred shares, inflation-linked bonds, private credit, and structured products like principal-protected notes. A timeless explainer for anyone looking to better understand the “steady” side of investing.

Tickers of ETFs discussed: CBIL, UBIL, ZTM, ZMMK, ZJK.

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In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500’s strong double-digit gains to gold’s massive rally and the surprising outperformance of the TSX. They break down what’s been driving returns in both Canada and the U.S., why certain sectors are leading, and how rare multi-year double-digit runs really are. The discussion then shifts to AMD’s landmark deal with OpenAI and what it signals about the AI arms race, before diving into Constellation Software’s latest conference call, leadership transition, and evolving view on capital deployment. The episode wraps up with a thoughtful conversation on economic moats how they’re built, how AI may erode them, and why management ultimately determines how durable they are.

Tickers of stocks discussed: SPY, ZSP, ZCN, BTC, GLD, AMD, NVDA, CSU.TO, ADBE, CNR.TO, CP.TO

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• Dan’s Twitter: @stocktrades_ca

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Braden’s back with Simon and Dan for the quarterly mastermind discussion. In this episode we primarily talk about Constellation Software’s wild week: Mark Leonard’s abrupt exit for health reasons following a rare conference call with investors on AI. We weigh continuity vs. key-person risk, why the slower pace of big deals might be prudence (not decay), and whether AI fears are overblown for mission-critical vertical software.

Tickers discussed: CSU.TO

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In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka keep gaining ground. Algoma Steel gets a $500M government loan as tariffs hammer its U.S. exports, raising questions about its future. We also break down Air Canada’s revised guidance following its labour dispute, and take a look at Costco’s strong results and what its valuation means for investors.

Tickers of stocks discussed: SPOT, NKE, ASTL.TO, AC.TO, COST

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Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI.

From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook.

Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas.

Tickers discussed:

• Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB
• Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM
• Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO
• Cybersecurity: CRWD, PANW, HAK, CYBR.TO
  Consulting & IT services: ACN, IBM, INFY
• Industrial automation: ROK, ABB, PNG.V
  
  

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In this episode, we break down Constellation Software’s recent AI focused investor call. What management actually said and how it could shape M&A and vertical markets. We then do a deep dive into the new short report that was published on the subprime lender GoEasy with a balanced look at the key allegations, the numbers (interest receivable, charge-offs, delinquencies), and what to watch next.

Tickers of stocks discussed: CSU.TO, GSY.TO

Check out our portfolio by going to Jointci.com

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• Canadian Investor Podcast Network Twitter: @cdn_investing
• Simon’s twitter: @Fiat_Iceberg
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas.

Tickers discussed:
Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TO
Hyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOU
Pure-play AI software/models: PLTR, SOUN, ZXLK.TO
Enterprise software with AI: ADBE, CRM, ORCL, SAP, NOW
Data-center REITs: EQIX, DLR

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!

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