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 earnings from several well-known companies across different sectors. We kick things off with Canada Goose, which posted strong margin expansion but continues to face sluggish full-year growth and ongoing wholesale weakness. We then turn to Lightspeed Commerce, where slowing growth and massive goodwill write-downs reveal deeper concerns about past acquisitions and management credibility.
Next, we take a look at Home Depot, which continues to navigate a challenging macro environment with stable results, while also highlighting an intriguing long-term thesis on deferred home improvement demand. Lastly, we cover Affirm Holdings, which posted impressive revenue growth and customer retention, but faces rising delinquencies and uncertainty around its Walmart relationship.
Tickers of stocks discussed: AFRM, HD, LSPD.TO, GOOS.TO
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We break down key insights from Constellation Software’s recent AGM, where CEO Mark Leonard was candid about the challenges of deploying capital at scale, potential “style drift,” and the limits of future returns. Despite the company’s exceptional track record, Leonard warns that the days of 25%+ annual returns may be behind them—though opportunities could still remain if they navigate carefully into new verticals.
We also dive into the surging popularity of covered call ETFs in Canada. But what are the real risks and benefits of these ETFs? We explain how these funds work, their pros and cons, and why some investors may be setting themselves up for disappointment by chasing double-digit yields.
Tickers of stocks discussed: ZEB.TO, ZWB.TO, CSU.TO
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In this episode, we break down Canada’s April CPI print, which came in below 2% largely due to the removal of the consumer carbon tax. We explain why this drop is likely temporary and what core inflation measures are still signaling to the Bank of Canada. We also discuss Moody’s long-anticipated downgrade of U.S. government debt, how it compares to past downgrades, and what surging bond yields mean for investors on both sides of the border.
In company news, Dan shares his take on Boyd Group’s latest results, including why he’s still holding despite near-term headwinds. We also cover Canadian Tire’s earnings, consumer credit data, and what it tells us about the average Canadian household. Finally, we look at South Bow’s first-quarter results post-spinout from TC Energy and assess the sustainability of its high dividend yield.
Tickers of stocks discussed: CTC-A.TO, BYD.TO, SOBO.TO
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We’re joined by Amber Kanwar, long-time financial journalist and co-host of In the Money, to talk about her journey from BNN to podcasting, the evolution of investor education, and the insights she’s gained from interviewing hundreds of market professionals. We dive into the common traits of great investors, how Amber personally approaches her own portfolio, and why certain corners of the Canadian market remain overlooked. We also discuss the growing importance of long-form content—like podcasts—in helping investors think beyond the headlines.
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Following up on our TFSA episode, we dive into 5 of the most common RRSP mistakes we’ve seen Canadians make—from contributing when your tax rate is low to accidentally double-claiming a tax credit. We also shift gears and explore the psychological traps that investors fall into, including the endowment effect, anchoring bias, and the disposition effect. These are the subtle but powerful behaviours that can quietly drag down your investment returns over time.
To wrap up the episode, Simon revisits his past investment in Allied Properties REIT, why he sold it at a loss, and how the company and office space market have fared since then.
Tickers of stocks discussed: AP-UN.TO
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In this episode, we break down the temporary 90-day tariff pause between the U.S. and China, what it could mean for markets, and why it might not last.
We also dive into BCE’s massive dividend cut and new growth-focused partnership with PSP Investments. Plus, we unpack UnitedHealth’s stunning 50% drop in just over a month, Goeasy’s soft quarter and what it signals about the subprime lending landscape, and Franco-Nevada’s blowout results amid soaring gold prices.
Tickers of stocks discussed: FNV.TO, GSY.TO, BCE.TO, UNH
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In this episode, we break down the key insights from the 2025 Berkshire Hathaway Annual Meeting. We go over our takeaways from the meeting including Buffett’s thoughts on U.S. trade policy, fiscal unsustainability, and long-term currency debasement—and why he’s still optimistic about America’s resilience.
We also discuss what Buffett and Greg Abel said about cash positioning, balance sheet strength, and the importance of patience when investing. Simon shares why he’s comfortable with Berkshire’s leadership transition and what retail investors can learn from Buffett’s comments about acting quickly by being prepared.
Tickers of stocks discussed: BRK-B
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In this episode, we break down Parkland’s $9.1B proposed acquisition by Sunoco and why the timing is controversial.
We also cover earnings from Loblaws, TMX Group, McDonald’s, Riocan, and Spin Master. From strong retail leasing spreads to e-commerce growth and tariff headwinds, we dig into how each company is navigating the current economic environment—and what investors should watch going forward.
Tickers of stocks discussed: X.TO, MCD, L.TO, REI-UN.TO, TOY, PKI.TO
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In this episode, we take a macro-to-micro look at Canada’s real estate market amid rising tariffs, elevated interest rates, and a historic federal election where 85% of Canadians voted for similar housing platforms.
We break down the national economic picture, including GDP by province and the impact of U.S. tariffs on construction and affordability. Then, we go region by region—from B.C. and Alberta to Ontario, Quebec, and the Maritimes—to assess local real estate dynamics and rental trends. We also share actionable strategies for home buyers and investors navigating today’s volatility, and outline where we see opportunity over the next 2–3 years. Whether you're eyeing growth in Calgary or cash flow in Montreal, this episode will help you cut through the noise and make data-driven decisions.
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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In this episode, we take a closer look at Gildan Activewear after its latest earnings call, which was dominated by tariff discussions. Despite being in a sector typically hit hard by trade restrictions, Gildan's vertically integrated model could actually give it an edge. We also cover Visa’s latest results, where payment volumes remain strong but questions linger around possible pull-forward demand ahead of new tariffs.
Dan and Simon then three of the most common TFSA investing mistakes—ranging from overly speculative bets to portfolio structure missteps—that could cost you serious long-term returns. Lastly, we revisit Bitcoin ETFs, breaking down the pros and cons, Canadian and U.S. options, and what recent AUM trends reveal about investor demand.
Tickers of stock discussed: IBIT.TO, BITO, ARKB, BTCX-B.TO, FBTC.TO, V, GIL.TO
Check out our portfolio by going to Jointci.com
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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