Stay ConnectedThe Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.
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In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed income, gold and crypto, while looking at a notable shift in capital toward Canadian markets. We also dig into a U.S. homebuilder Berkshire Hathaway has been buying, a fast-growing Canadian fashion retailer, a tiny Mexican discount retailer attracting investor attention, and WSP walking away from a major acquisition.
Stocks/ETFs discussed: LEN, GRGD, WSP, PESO.V, CASH, HSAV, ZMMK
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In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories.
Simon breaks down an under-the-radar Canadian compounder with a surprisingly diverse business spanning labels, RFID technology, packaging and even polymer banknotes. Dan looks at a company that has become a major beneficiary of the data-centre boom—but whose explosive growth also brings some important risks. Pasted text
They discuss each company's business model, growth outlook, margins, balance sheet, valuation, competitive position and the biggest risks investors should understand.
Stocks discussed: CCL Industries (CCL.B.TO), Hammond Power Solutions (HPS.A.TO)
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Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy costs could mean for the Bank of Canada and the Fed, why bond yields continue to rise, and how higher borrowing costs could ripple through housing and the broader economy.
They also dig into the increasingly heated debate around AI: massive spending, circular financing, heavily subsidized AI models, and whether concerns about AI safety are legitimate—or partly about regulation, funding and protecting the industry's biggest players.
Plus, they look at Canada's latest inflation data, the Canadian dollar, the country's natural-resource advantage, and why higher rates can actually benefit some savers and retirees.
Stocks discussed: MPC, NVDA, BRK.B
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In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U.S. companies.
They look at whether Adobe is finally starting to turn a corner, why Dollarama continues to deliver strong results despite its premium valuation, and Oracle’s massive AI infrastructure bet as spending surges and free cash flow comes under pressure. They also discuss Descartes Systems and a major deal in the Canadian energy sector.
Stocks discussed: ADBE, DOL.TO, ORCL, DSG.TO, TVE.TO, HWX.TO
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Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors are asking whether the company can regain its footing—or whether its best days are behind it.
In this episode of The Canadian Investor Podcast, Simon and Dan dig into why fashion companies can be some of the most difficult businesses to own for the long term. Consumer tastes can change quickly, switching costs are virtually nonexistent, aggressive expansion can backfire, and excessive discounting can train customers to stop paying full price.
They look back at Express, Quiksilver and Aeropostale, three once-popular brands whose public shareholders were eventually wiped out, and contrast them with some remarkable comeback stories. Abercrombie & Fitch reinvented its brand, Victoria’s Secret changed course, and Crocs nearly went under before doubling down on the product that made it famous.
Finally, Simon and Dan discuss what these examples could teach investors about Lululemon, whether its turnaround could take years, and why waiting for evidence of a recovery may make more sense than trying to perfectly time the bottom.
Stocks discussed: LULU, ATZ.TO, GOOS, GRGD.TO, GAP, NKE, ANF, VSXY, CROX, ADS.DE.
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Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy.
In this episode of the Canadian Macro Show, Simon and Dan break down why the bond market appears to be pushing back against attempts to contain long-term yields, what rising government spending and persistent inflation could mean for interest rates, and why higher borrowing costs could become a major problem for housing, AI investment and economic growth.
They also dig into the escalating Canada-US trade war and why Trump may be increasingly motivated to secure a deal with Canada ahead of the midterms. Plus, they discuss Canada's weakening labour market, the growing popularity of variable and shorter-term mortgages, the pressures facing Canadian consumers, and whether government-funded investment is masking underlying weakness in the private-sector economy.
Finally, they look at how geopolitics, elevated oil prices, tariffs and fiscal policy are becoming increasingly interconnected with inflation, bond yields and investment markets—and why ignoring macroeconomic developments may be getting much harder for investors.
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In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about whether the brand can turn things around.
They also look at BRP’s latest results and how tariffs are creating major uncertainty for an otherwise well-run business, before digging into the latest Canada–U.S. trade tensions surrounding Bombardier and Canadian banks.
Then, they turn to Couche-Tard, where fuel profits remain strong but merchandise growth continues to struggle as consumers increasingly trade down and look for value. Finally, they check in on GameStop’s ongoing pivot toward collectibles and whether the company is quietly building a more sustainable business despite continued declines in its traditional operations.
Tickers of stocks discussed:
Lululemon (LULU)
BRP (DOO.TO)
Bombardier (BBD.B.TO)
Alimentation Couche-Tard (ATD.TO)
GameStop (GME)
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The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects.
Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain these projects can put on existing infrastructure. They also discuss what delays could mean for the AI buildout, which parts of the ecosystem could benefit from constrained computing capacity, and why Alberta is emerging as an important battleground for new projects.
Then, Simon follows up on last week’s Royalty Pharma deep dive by looking at the different ways investors can gain exposure to pharmaceuticals and biotech. From diversified ETFs to established drugmakers, higher-risk biotech companies and the royalty model, they break down the trade-offs between diversification, upside potential and clinical-development risk.
They also discuss why seemingly “safe” pharmaceutical giants can still carry significant concentration risk, how AI could reshape drug development, and why healthcare may be one of the more overlooked ways to invest in the AI theme.
Stocks/ETFs discussed: RPRX, MRNA, MRK, JNJ, ABBV, LLY, VRTX, REGN, AMGN, GILD, ISRG, SHOP, HUT, SEI, TT, IXJ, ZHU.TO, XPH, IHE, IBB, XBI.
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Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture.
Simon and Dan break down what the bond market may be signaling and why higher long-term yields matter even if the Bank of Canada keeps its policy rate unchanged. They discuss the potential impact on Canadian housing, rental construction and mortgage financing, along with why inflation-adjusted home prices can continue falling even when nominal prices stabilize.
They also look at the sharp increase in diesel prices and refinery margins, what higher transportation costs could eventually mean for consumers, and whether households have enough room left to absorb another round of price increases.
The conversation then turns to monetary policy following the latest Bank of Canada decision and Kevin Warsh’s Jackson Hole remarks, before digging into one of the biggest risks surrounding the AI boom: financing.
With hundreds of billions being poured into AI infrastructure, rising borrowing costs and increasingly interconnected financing arrangements could become a major vulnerability. Simon and Dan discuss what happens if AI companies ultimately generate less revenue than expected, whether hyperscalers could be left with excess capacity, and why enormous technological breakthroughs can still coincide with massive capital destruction for investors.
Stocks/ETFs discussed: NVDA, MSFT, GOOGL, ORCL, TSLA, WMT, TGT, HD, LOW, DLTR, L.TO, DOL.TO.
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Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem. Simon and Dan break down why that matters, where the risks are building, and what could happen if some of AI’s biggest customers eventually pull back.
They also wrap up Canadian bank earnings season with a closer look at CIBC (CM.TO), including rising mortgage delinquencies, commercial credit trends and the growing importance of wealth management and capital markets across the Canadian banks.
Salesforce (CRM) delivered a strong quarter as its AI products continue gaining traction, providing another example of why not every software company is being disrupted by AI.
Dollar Tree (DLTR) continues its turnaround, expanding its multi-price strategy and improving store operations as more consumers search for value. Simon and Dan compare its progress with Dollarama (DOL.TO) and discuss why Dollar Tree could potentially offer more upside despite Dollarama remaining the stronger operator.
Finally, Best Buy (BBY) provides an interesting look at consumer spending, with a notable divergence emerging between its U.S. and Canadian businesses.
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