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The Canadian Investor The Canadian Investor Braden Dennis & Simon Belanger Reel Spoilers - Movie Reviews Reel Spoilers - Movie Reviews Review St. Louis LOL Jokes LOL Jokes Main Street Media The After Dark Show with Don Rogers The After Dark Show with Don Rogers Don Rogers Artykuł 148 - Podcast Kryminalny Artykuł 148 - Podcast Kryminalny Adriana Gołębiowska & Filip Łyszczek Libérée pour PodConduite Libérée pour PodConduite irslo Matt From Nomad’s Matt From Nomad’s Matt Crabtree Nothing Happened - ¡Un podcast de One Piece! Nothing Happened - ¡Un podcast de One Piece! Nothing Happened The Automated Daily The Automated Daily TrendTeller The Automated Daily - Space News Edition The Automated Daily - Space News Edition TrendTeller Danilo Torresi Danilo Torresi Danilo Torresi Tidy Tidbits Tidy Tidbits Tidy Dad Radio HombreAlfa.top Radio HombreAlfa.top Daniel Raya The 90th Minute x Rabona TV The 90th Minute x Rabona TV The Nation Network Hermanos de Leche Hermanos de Leche BAM Comunicación Oração - Bispo Bruno Leonardo Oração - Bispo Bruno Leonardo Ovelha Sydney News Today | 2 Min News | The Daily News Now! Sydney News Today | 2 Min News | The Daily News Now! The Daily News Now! AST SpaceMobile Podcast AST SpaceMobile Podcast SpaceMob 聞く経済ニュース - 海外メディア超多読ラジオ 聞く経済ニュース - 海外メディア超多読ラジオ 聞く経済ニュース RoomToTalk RoomToTalk RoomToTalk Realidades Paralelas do Guaxinim - RPGuaxa Realidades Paralelas do Guaxinim - RPGuaxa Marcelo Guaxinim Otro podcast bursátil Otro podcast bursátil Otro podcast bursátil Ze Shows – Anime Pulse Ze Shows – Anime Pulse Ze Shows – Anime Pulse Into The Net F.C. Into The Net F.C. The Bear of Texas Podcast The Psychology of your 20s The Psychology of your 20s iHeartPodcasts NY MLB Talk NY MLB Talk Rob Morosca, Chris Pizzaia contact Twitter/X @RMorosca and @CP7NY Bleacher Bunch Network: A Chicago Cubs Podcast Bleacher Bunch Network: A Chicago Cubs Podcast Bleacher Bunch Network: Melbourne News Today | 2 Min News | The Daily News Now! Melbourne News Today | 2 Min News | The Daily News Now! The Daily News Now! Branches of Christ Sermon Podcasts Branches of Christ Sermon Podcasts Branches of Christ K100 w/ Konnan & Disco K100 w/ Konnan & Disco K100 w/ Konnan & Disco, Bleav Great Zimbabwe: The Lost African Kingdom of Stone — Fexingo History Great Zimbabwe: The Lost African Kingdom of Stone — Fexingo History Fexingo Quichuamanta Quichuamanta Quichuamanta The Reality Taboo The Reality Taboo Ness and Jeff Florida Panthers News Today | 2 Min News | The Daily News Now! Florida Panthers News Today | 2 Min News | The Daily News Now! The Daily News Now! Asturias Informativos Asturias Informativos Radio Nacional Ethiopia's Ancient Empire: Africa's Hidden Superpower — Fexingo History Ethiopia's Ancient Empire: Africa's Hidden Superpower — Fexingo History Fexingo This Is Horror Podcast This Is Horror Podcast Michael David Wilson and Bob Pastorella
The Canadian Investor

All

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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