Episódios

  • Why Oracle Is Spooking Markets and a Red-Hot 2024 Canadian IPO
    Dec 18 2025

    Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s eye-popping results and what’s behind the momentum. Finally, we tackle the name that’s been weighing on markets. We wrap with WSP’s latest acquisition and why grid modernization could be one of the more compelling “picks and shovels” angles to the broader AI buildout.

    Tickers of Stocks Discussed: LULU, ORCL, WSP.TO, GRGD.TO

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    • Canadian Investor Podcast Network Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital
    • Dan’s Twitter: @stocktrades_ca

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    38 minutos
  • Pay Down Your Mortgage — Or Invest? And a Canadian Stock Few Are Watching
    Dec 15 2025

    In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, the math has quietly shifted.

    We break down when investing still makes sense, when paying down a mortgage becomes a compelling risk-free return, and why today’s market environment looks very different from the last decade.

    We also dig into where value can still exist in an expensive market — including a deep dive into a Canadian apartment REIT that’s been hit hard despite strong fundamentals. Is this a classic “blood in the streets” setup, or a value trap?

    Tickers of stocks discussed: CAR-UN.TO

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    • 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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    40 minutos
  • Canadian Banks End 2025 on a High Note
    Dec 11 2025

    In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this positions EQ Bank against Canada’s much larger incumbents.

    We also dig into earnings from TD and Royal Bank, where strong capital markets are masking softer lending conditions — and why 2026 could look very different for Canadian banks. Are we nearing a reset year?

    Finally, we cover BRP’s latest results and what looks like a classic cyclical recovery: improving margins, inventory normalization, rising market share, and upgraded guidance — even as the broader consumer picture remains uneven.

    Tickers of stocks discussed: EQB.TO, TD.TO, RY.TO, DOO.TO

    Our New Youtube Channel!

    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!

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    41 minutos
  • Investment Accounts Simplified and 5 Stocks on Our Radar
    Dec 8 2025

    Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like TFSA over-contributions and RRSP withholding tax surprises). It’s a perfect primer to share with friends and family who want to start investing but aren’t sure which account to use.

    If you’re already familiar with these accounts, in the 2nd half of the episode Simon and Dan go over 5 stocks on their radar.

    Tickers of stocks discussed: WSP.TO, TIH.TO, PD.TO, TECK-B.TO, TSM

    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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    44 minutos
  • 3 Signs a Dividend Cut Is Coming and Canadian Bank Earnings Kick Off
    Dec 4 2025

    On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale.

    We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees is stepping down amid rising provisions, a short report, and widespread management turnover. Simon also explains Allied Properties’ 60% distribution cut, highlighting the three warning signs that dividend investors should always watch for.

    Then we dive into Laurentian Bank’s split sale to Fairstone and National, and what this means for Quebec’s banking landscape.

    Finally, we review Scotiabank’s strong quarter and whether the bank is starting to pull off a real turnaround.

    Tickers Discussed: T, BCE, GSY, AP.UN, NA, LB, BNS

    Our New Youtube Channel!

    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!

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    47 minutos
  • 3 Things to Do Before You Invest a Single Dollar
    Dec 1 2025

    Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets.

    Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banking. They discuss EQ’s new survey on solopreneurs and micro-businesses, why small operators feel overlooked by traditional banks, and how outdated, branch-era systems still shape the experience for business owners today. Dan also shares insights on regulatory change, pro-competition momentum in Ottawa, and why Canada might finally be at a turning point in modernizing its financial infrastructure.

    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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    43 minutos
  • Michael Burry Calls Out Nvidia and the AI Mania
    Nov 27 2025

    Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall.

    And then there’s Nvidia another monster quarter… paired with a surprisingly cold market reaction. We dig into what’s driving the pullback, the emerging threat from in-house AI chips, and why Michael Burry believes Nvidia today mirrors Cisco in 2000.

    Tickers of Stocks Discussed: ATD, HD, NVDA, META, ORCL, MSFT, GOOGL, AMZN, CSCO

    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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    Asset Allocation ETFs | BMO Global Asset Management

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    54 minutos
  • Jan van Eck on Gold’s Surge, AI’s Rise, Emerging Markets & the Future of ETFs
    Nov 24 2025

    Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor cycle through SMH and Nvidia’s eye-popping margins, the risks and opportunities around OpenAI and infrastructure constraints, and how private credit stress may show up first in publicly traded BDCs. Jan also makes the long-term case for India as a distinct structural growth story within emerging markets, and the trio wrap up by talking about how AI and structured data will change investment research.

    Tickers of Stocks and ETF Discussed: SMH, GPZ, NVDA, AMZN, V, MA, BTC, SHOP, WMT, INFY, HD, MCD, GS

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    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!

    Apple Podcast - The Canadian Real Estate Investor

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    Asset Allocation ETFs | BMO Global Asset Management

    Sign up for Fiscal.ai 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 minutos