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The Canadian Investor The Canadian Investor Braden Dennis & Simon Belanger Mission To The Moon Mission To The Moon Mission To The Moon Media Настоящее Время Настоящее Время Настоящее Время Flipping Mastery Podcast Flipping Mastery Podcast Jerry Norton Lorebeards Lorebeards Sotek Super-Spiked Podcast Super-Spiked Podcast Arjun Murti The One in the Many The One in the Many Arshak Benlian Juanribe Juanribe Juanribe Pagliarin bibasata_mama bibasata_mama Belight FM Radio Everyday Economics Everyday Economics The Center Square Out Of Focus - MediaOne Out Of Focus - MediaOne Mediaone The Messed Up Gardener The Messed Up Gardener Esther William (Aitken) The Other Side NDE (Near Death Experiences) The Other Side NDE (Near Death Experiences) MWW Productions, Bleav The Julia La Roche Show The Julia La Roche Show Julia La Roche KJV Cafe KJV Cafe KJV Cafe Property Prophets Property Prophets Travis Wells The NBA Report w/ CP The Fanchise The NBA Report w/ CP The Fanchise The NBA Report The Show Up Fitness Podcast The Show Up Fitness Podcast Chris Hitchko, CEO Show Up Fitness The Hard2Watch Podcast The Hard2Watch Podcast Captain LAMOTU Pastor Obed Matus — Sabbath School Bible Study Guide — Seventh-day Adventist Church Pastor Obed Matus — Sabbath School Bible Study Guide — Seventh-day Adventist Church Pastor Obed Matus KJV Cafe Weekend Edition KJV Cafe Weekend Edition Clark Covington Superhumanistic Health & Wellness Superhumanistic Health & Wellness David & Jessica The Renaissance Files Podcast The Renaissance Files Podcast Juda$ X Double P Podcasts Double P Podcasts Double P Media Good Morning, Money! Good Morning, Money! Rosha Entezari NOW THIS NOW THIS CS הרב יגאל לוינשטיין | בואי הרוח הרב יגאל לוינשטיין | בואי הרוח תכנים של הרב יגאל לווינטשין CLARYfication CLARYfication Springfield's Talk 104.1 FM She's Got Guts She's Got Guts Molly Ostrander and Lara Dilkes Retire Well Retire Well Josh Bretl Versus: The Competitive Movie Review Podcast Versus: The Competitive Movie Review Podcast J & J Christian's Court Christian's Court Christian Basnight Sober Sunrise - AA Speaker Podcast Sober Sunrise - AA Speaker Podcast Sober Sunrise Papa Dudut Stories Papa Dudut Stories Papa Dudut | TAGM Marketing Solutions Inc. Anime & 808’s Anime & 808’s Ore_Sama & Mvrco Polo Sports Card Clubhouse Sports Card Clubhouse Sports Card Clubhouse Bleed Dodger Blue w/ Jeff Spiegel Bleed Dodger Blue w/ Jeff Spiegel Jeff Spiegel
The Canadian Investor

Todo

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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