The Canadian Investor

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• PayPal Gets a Buyout Offer, Aritzia Crushes Earnings, and ASML Rides the AI Memory Boom 16.07.2026 52min

  In this episode of The Canadian Investor Podcast, we start with a quick look at the Bank of Canada’s latest rate decision and why the central bank is keeping policy steady while balancing economic weakness with inflation risks. We then dive into the reported buyout offer for PayPal from Stripe and Advent International, why the market appears skeptical the deal will go through, and whether the offer undervalues PayPal given its free cash flow. We also look at Lucid’s financial struggles, its cash burn, and why EV startups remain such difficult businesses to scale. From there, we break down another strong quarter from Aritzia, including impressive growth in the U.S., strong comparable sales, expanding gross margins, and why the company continues to stand out in retail. We also discuss MTY Food Group’s difficult quarter, its strategic review, and what slowing consumer traffic means for restaurant franchises. Finally, we cover Pepsi’s struggles with pricing and private-label competition, IBM’s surprise preliminary results and why the stock sold off sharply, and ASML’s strong quarter as AI-related demand drives spending on memory, lithography systems, and semiconductor capacity. Tickers discussed: PYPL, SQ, LCID, ATZ.TO, MTY.TO, PEP, KO, IBM, ASML, MU, TSM, NVDA Subscribe 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• The Case for Equal Weight S&P 500 ETFs 13.07.2026 48min

  In this episode of The Canadian Investor Podcast, we break down Rogers’ move to take full control of Maple Leaf Sports and Entertainment and what it says about the rising value of professional sports franchises. We look at how Rogers’ sports assets compare to the company’s overall market value, why scarce live-sports assets continue to attract premium valuations, and how NHL, NBA, MLB and NFL franchise values have grown over the last decade. We then shift to the S&P 500 and the growing debate around equal-weight versus market-cap-weighted ETFs. With the top holdings now making up a large share of the index, we discuss whether investors are still getting the diversification they expect, why AI-related concentration has become such a major factor, and how equal-weight ETFs can act as a defensive hedge while still keeping broad U.S. market exposure. Tickers discussed: RCI.B.TO, BCE.TO, RSP, EQL.TO, EQL.F.TO, VOO, ZSP.TO, MSFT, MU, TSLA, WMT, BRK.B, LLY, JPM   Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Weak Consumers, Big Deficits, and Ottawa’s New Industrial Policy 11.07.2026 28min

  In this episode of The Canadian Macro Investor, we break down some of the biggest Canadian macro and investing stories from the week. We discuss signs of pressure on Canadian consumers, recent government fiscal trends, and what the latest economic data could mean for interest rates, inflation, and the broader economy. We also look at Ottawa’s push into critical minerals, including the federal government’s potential investment in Teck, and why these types of projects are increasingly being framed through a national security lens. We then touch on broader North American macro themes, including trade, tariffs, consumer spending, and what investors should watch as the second half of the year unfolds. Tickers discussed: TECK-B.TO Watch the full video on 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Rogers Bets Big on Sports as Ottawa Invests $400M in Teck Resources 09.07.2026 45min

  In this episode of The Canadian Investor Podcast, we break down Rogers’ move to take full control of MLSE and what the rising valuation of professional sports franchises says about scarcity, live sports, and media rights. We also look at the federal government’s investment agreement with Teck Resources and why critical minerals are becoming a national security priority. We then discuss Microsoft’s latest round of layoffs, the paradox of AI-driven growth alongside continued job cuts, and whether big tech is reallocating too aggressively toward AI infrastructure. We also explain the mini-tender offer involving Sun Life, why these offers can be problematic for retail investors, and what shareholders should watch for. Finally, we cover Strategy’s decision to sell Bitcoin despite Michael Saylor’s long-standing stance, and Nike’s latest earnings, where the headline numbers looked better than the underlying turnaround story. Tickers discussed: RCI.B.TO, BCE.TO, TECK-B.TO, MSFT, SLF.TO, MSTR, NKE Subscribe 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Do Bonds Still Make Sense? Plus Canada’s New Factor ETFs 06.07.2026 56min

  In this episode, we take a closer look at bonds and bond ETFs, including where they can fit in a portfolio, why duration matters, and why the traditional 60/40 portfolio may not behave the way many investors expect. We also break down the key differences between owning individual bonds and bond ETFs, using recent examples like long-term U.S. Treasuries versus short-term Treasury bills to show how interest rate risk can impact returns. We then turn to the new Avantis ETFs launched in Canada through CIBC, including why factor-based investing has attracted so much attention, how these funds differ from traditional market-cap-weighted index funds, and why investors should be careful not to treat them as a guaranteed shortcut to market outperformance. The funds may be interesting, but patience, expectations, and understanding the trade-offs still matter. Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• The Wealthy Barber on Canadians’ New Financial Reality 02.07.2026 56min

  In this episode, Simon sits down with Dave Chilton for a broad conversation about personal finance, investing, and the habits that help Canadians build long-term financial security. They discuss how the money landscape has changed since The Wealthy Barber, the challenges younger Canadians face today, the role of good financial advice, and why simple, consistent decisions still matter more than chasing the latest trend. Dave also shares lessons from his career, his time on Dragon’s Den, and the financial advice he believes will stand the test of time.  Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• The 10 Greatest Acquisitions in Canadian and U.S. Stock Market History 29.06.2026 51min

  What separates a good acquisition from a truly company-defining one? In this episode, Simon and Dan look at some of the best acquisitions in Canadian and U.S. market history — the deals that changed business models, unlocked decades of growth, created massive shareholder value, or quietly reshaped entire industries. From convenience stores and railways to software, social media, insurance, and e-commerce infrastructure, they break down why some acquisitions become legendary while others fade into the background. Tickers of Stocks Discussed:ATD.TO, SJ.TO, CNR.TO, TRI.TO, AAPL, GOOGL, META, MSFT, BRK.B, DIS, AMZN, NVDA, AMD Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Canada’s Condo Bailout and Apple’s Memory Price Problem 27.06.2026 59min

  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, how rising memory costs could flow through to consumer products like iPhones, laptops, gaming consoles and data centers, and whether Apple price hikes are an early sign of broader tech inflation. We also discuss the latest inflation pressures, including the impact of higher oil prices, and what these could mean for central banks and consumers. Plus, we dig into the BC and Government of Canada condo bailout, what it says about the state of the housing market, and whether policymakers are once again stepping in to soften the landing for real estate. Tickers of Stocks Discussed: MU, AAPL, NVDA, AMD, MSFT, GOOGL, AMZN, META Watch the full video on 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Inflation Hits 3.2%, Couche-Tard Rallies & Airline Troubles 25.06.2026 42min

  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 Transat, Couche-Tard, and Stingray, including the competitive pressure in grocery, Air Transat’s fuel and Cuba-related headwinds, Couche-Tard’s rally after a stronger quarter, and Stingray’s surprising growth following its TuneIn acquisition. They finish with a quick look at OSFI lowering the domestic stability buffer for Canadian banks and what it could mean for lending, buybacks, dividends, and the broader economy. Tickers of Stocks Discussed: EMP.A.TO, TRZ.TO, ATD.TO, RAY.A.TO   Subscribe 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• The Gildan Short Report and Lessons From 7 Other Canadian Short Reports 22.06.2026 49min

  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 company’s recent growth may be less durable than it appears. They also look back at some of the most notable short reports in Canadian market history, including Shopify, Dollarama, Canadian Tire, Home Capital Group, Exchange Income Corp, FaceDrive, goeasy, and others. Some short sellers were completely wrong, some were early, and a few ended up being surprisingly accurate. To wrap things up, Simon shares a stock on his radar: Intuitive Surgical. He explains why the company’s robotic surgery platform, recurring revenue model, large installed base, and potential AI advantage make it an interesting name to watch after a pullback. Tickers discussed: GIL.TO, SHOP.TO, DOL.TO, CTC.A.TO, EIF.TO, GSY.TO, ISRG, FFH.TO, BIP.UN.TO, LSPD.TO Questrade custom indexing contest: This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results. No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• New Fed Chair, Loonie Slides & Canada’s Population Keeps Falling 20.06.2026 50min

  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 be too relaxed about inflation risks. They also discuss the Canadian dollar, oil prices, the fragile Iran memorandum of understanding, and whether geopolitical risk is being ignored because investors are so focused on the AI trade. From there, they dig into OSFI lowering the Domestic Stability Buffer for Canadian banks, what it could mean for credit creation, and whether Ottawa is quietly trying to stimulate the economy through the banking system. The episode wraps with Canada’s population decline, falling rents, purpose-built rental supply, and why the housing market could remain under pressure even if construction slows. Topics discussed: central banks, Fed policy, Bank of Canada, Canadian dollar, oil prices, Iran, AI stocks, OSFI, Canadian banks, housing, rents, population growth.   Watch the full video on 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop 18.06.2026 49min

  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, limited public float, and upcoming share unlocks could make this one of the most closely watched public listings whenever it eventually happens. We also look at a busy start to the week for acquisitions, including Fox’s investment in Roku, Salesforce’s latest deal, and American Express making a move of its own. Then we turn to earnings, with Dollarama posting a strong rebound quarter, Groupe Dynamite selling off sharply despite impressive growth numbers, and Adobe delivering solid results on the surface while investors focused on what may be ahead. Plus, a quick preview of Monday’s episode, where we’ll be diving deeper into the recent short report on Gildan. Tickers discussed: SPACE, FOXA, ROKU, CRM, AXP, DOL.TO, GRGD.TO, ADBE, GIL.TO   Subscribe 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners 15.06.2026 1t 5min

  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 electricity and grid upgrades to cooling, data centers, semiconductors, uranium, industrial automation, and specialized software. In this episode, we unveil the TCI Podcast Index: Hidden AI Winners, built in partnership with Questrade’s new custom indexing feature. We explain how custom indexing works, why we chose this AI infrastructure theme, and then break down the 21 companies selected for the index. This episode also looks at why AI demand may benefit companies far beyond the usual tech giants, especially businesses tied to power generation, electrical equipment, liquid cooling, semiconductor manufacturing, data center construction, and nuclear energy.  Tickers of stocks discussed: PWR, GEV, STN, TT, NET, VRT, NEE, GLW, FIX, CCO.TO / CCJ, ASML, ROK, ECL, CLS.TO / CLS, HUBB, QXO, SNPS, GNRC, ETN, CEG Questrade custom indexing contest: This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results. No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Canadian Insider Trading Allegations & the IPO Mania Continues 11.06.2026 52min

  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 and why markets are still worried about inflation staying higher for longer. We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matter, even when the underlying business remains strong. From there, we move to the IPO market, including OpenAI reportedly filing confidentially for an IPO, the latest on SpaceX’s expected public listing, and Wealthsimple’s new IPO access feature for retail investors. Finally, we look at Lululemon’s tough quarter, weak Americas sales, margin pressure, lowered guidance, and whether the company is starting to look more like a turnaround story than a premium compounder. Tickers of stocks discussed:TIH.TO, LULU, ATZ.TO, META, GOOGL, AMZN, MSFT, NVDA, SPY, QQQ Subscribe 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Are Canadian REITs Finally Cheap Enough to Buy? 08.06.2026 50min

  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 facing pressure from falling rents, rising vacancies, and slowing population growth, while retail REITs have been surprisingly resilient thanks to strong occupancy, rent increases, and valuable land redevelopment opportunities. They also cover the office sector, where return-to-office trends are helping at the margin but vacancy rates remain well above pre-pandemic levels, especially outside top-tier buildings. Simon and Daniel also look at industrial REITs, the impact of overbuilding, the role of higher interest rates, and whether areas like data centres could become an interesting opportunity for Canadian real estate investors. They wrap up with a discussion on office conversions, adaptive reuse, and what investors should watch before jumping into beaten-down REITs. Tickers discussed: CAR-UN.TO, BEI-UN.TO, IIP-UN.TO, KMP-UN.TO, REI-UN.TO, SRU-UN.TO, CHP-UN.TO, PMZ-UN.TO, AP-UN.TO, D-UN.TO, RPR-UN.TO, GRT-UN.TO, DIR-UN.TO.   Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Canada’s Economy: Better Than Expected or Worse Than It Looks? 06.06.2026 53min

  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 expected, but may actually make life harder for the Bank of Canada. They also compare today’s economy to the early 1990s recession, including the parallels around population growth, real estate, interest rates, employment trends, and household debt. Simon and Daniel also dig into bond yields, the risk of higher-for-longer rates, oil-driven inflation, consumer debt stress, rising delinquencies, and why Canadian households may be more vulnerable than the headline data suggests. They wrap up with a discussion on fiscal dominance, government spending, Canada’s trade challenges, and whether nation-building projects and AI infrastructure could provide a brighter long-term path for the economy. Watch the full video on 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering 04.06.2026 33min

  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 broader AI IPO race. We also break down the latest SpaceX IPO update, including its massive expected valuation and why investors appear to be valuing the company as much more than just a rocket launch business. We then look at Alphabet’s major equity raise and what it says about the rising cost of the AI infrastructure race. From there, we discuss Berkshire Hathaway’s planned acquisition of homebuilder Taylor Morrison and why the deal is notable under Greg Abel’s leadership. Finally, we wrap up with Canadian bank earnings, where results were better than feared, dividends were raised, capital markets helped, and credit remains the key risk to watch over the next few quarters. Tickers of stocks discussed: GOOG, GOOGL, BRK.B, TMHC, LEN, RY.TO, TD.TO, BMO.TO, BNS.TO, CM.TO, NA.TO, TSLA, SPCX Subscribe 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• 5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad? 01.06.2026 56min

  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 private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments. Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA Subscribe to our Our New Youtube Channel! 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  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future 30.05.2026 40min

  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 biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S. Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP   Watch the full video on 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.
• SpaceX’s $1.75T IPO & Canadian Banks Keep Rallying 28.05.2026 41min

  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 services, and xAI, while discussing the massive valuation being floated and why investors may want to be cautious around the hype. We also cover Nvidia’s latest blockbuster earnings, the continued strength in AI infrastructure demand, and why the stock’s muted reaction says a lot about how much growth is already priced in. From there, we turn to Walmart, Lowe’s, and Home Depot to see what they are saying about the consumer, higher fuel costs, and the pressure still hitting DIY and housing-related spending. Finally, we discuss the start of Canadian bank earnings season with Scotiabank, including its improving return on equity, lower provisions, and why Canadian banks continue to show resilience despite concerns around the broader economy. Tickers of stocks discussed: NVDA, WMT, LOW, HD, BNS.TO Subscribe 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! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor 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.