The 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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Join Simone in her discussions with thought leaders and everyday people who have found their purpose in life. Simone uncovers what their journey to finding their purpose has been, their struggles and joys of finding their unique gifts and talents and how they are using these gifts to serve others in the world. This is what Simone calls Living with Purpose. About Simone Denny Simone Denny is a qualified Life Coach, a Mind Detox practitioner, a health and wellness blogger, a yoga teacher and t ...
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The Shaun Proulx Show is where stars come to shine. Whether interviewing A-list celebrities or the every-person, Shaun uses their stories of success, happiness, overcoming adversity, and personal achievement to uplift and inspire listeners across North America. Come have a #ThoughtRevolution about what’s possible for you and your life!
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BCE Finally Pulls the Trigger and Slashes its Dividend
55:43
55:43
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55:43In 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…
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What We Learned from Buffett’s Last Meeting as Berkshire CEO
54:31
54:31
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54:31In 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 …
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Why I Don’t Tell Clients to Quit Their Job and Follow Their Purpose
20:33
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20:33Why I Don’t Tell Clients to Quit Their Jobs and Follow Their PurposeThis might surprise you—but I rarely tell my clients to quit their jobs in the name of purpose.Even though I guide women through life transitions and help them reconnect with their sense of purpose, I'm not in the business of promoting impulsive leaps. Why? Because purpose isn’t al…
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Will This Multi-Billion Dollar Canadian Acquisition Get Blocked?
57:40
57:40
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57:40In 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 environ…
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City-by-City Breakdown of Canada’s Housing Market in 2025
1:00:48
1:00:48
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1:00:48In 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 affordabilit…
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3 TFSA Mistakes That Could Cost You Thousands
1:02:27
1:02:27
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1:02:27In 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 q…
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What Canada’s Election Result Means for Investors
46:53
46:53
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46:53In this episode, we break down what the recent Canadian federal election results mean for investors. With Mark Carney becoming Prime Minister, we discuss the implications of continued large-scale fiscal spending, including projections that federal deficits will remain above 2% of GDP. We look at how this could act as a tailwind for certain sectors …
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6 Reasons to Sell and One Metric That Drives Returns
1:07:52
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1:07:52In this episode, Simon and Braden share his personal framework for deciding when to sell a stock—including full exits and trims. Simon walks through 6 reasons why he would consider selling an investment. We also discuss an important metric that is very often correlated with stock returns for a copy. Simon and Braden finish the episode by discussing…
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Lumber Tariffs Hit Canadian Producers and Tesla’s Deliveries Slide
49:21
49:21
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49:21In this episode of The Canadian Investor Podcast, we break down a whirlwind week of headlines that continue to move markets. We start with the latest from the Trump administration, where the president announced plans to reduce the 145% tariffs on Chinese goods—though no specifics were given and he made it clear the rate won’t be going to zero. Mark…
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Why Every Investor Needs an Investment Policy
1:02:56
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1:02:56In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you. Braden also shares …
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Nvidia Caught in the Crossfire of the US-China Trade War
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56:00
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56:00In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession. We then turn to Nvidia, which announced a $5.5 billion charge tied to new …
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10 Stocks We're Watching After Big Drawdowns
1:08:06
1:08:06
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1:08:06We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy. We also unpa…
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Expect More Companies to Pull Their 2025 Guidance
53:31
53:31
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53:31In this episode of The Canadian Investor Podcast, we break down a chaotic week in the markets dominated by volatility, misinformation, and tariff uncertainty. We start with a bizarre moment on Truth Social where former President Trump shared a video falsely claiming Warren Buffett endorsed his tariff policies—a claim quickly debunked by Buffett and…
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Stock Market Sells Off After Tariff Liberation Day
55:52
55:52
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55:52In this episode, we discuss the “reciprocal” tariffs announced by President Trump. The tariffs were far greater than expected which led to the major north american indices shedding 10% and in some instances more in just 2 days. We go over the methodology behind the new tariff regime and how Canada and Mexico were exempt, and the immediate impact on…
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Two Canadian Stocks Facing Tariff Headwinds
58:33
58:33
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58:33In this episode, Simon and Dan break down the high-profile IPO of CoreWeave, the AI-focused cloud provider that started life as a crypto miner and just delivered the biggest U.S. tech IPO since 2021. They also cover the unfolding PR nightmare at Well Health following US regulatory troubles delaying the release of their financial statements. They al…
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How to Buy, Store and Live on Bitcoin in Canada with BTC Sessions
57:12
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57:12In this special episode, Simon is joined by fellow Canadian and Bitcoin educator Ben Perrin, better known as BTC Sessions. They dive deep into Bitcoin’s unique value proposition, why self-custody matters, and why Ben believes Bitcoin is more than just an investment. The two discuss common misconceptions, Bitcoin’s energy usage, real-world use cases…
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Is it Time To Invest in These 13 Under Pressure Stocks?
52:10
52:10
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52:10In this episode of The Canadian Investor Podcast, we delve into the significant market fluctuations experienced since the beginning of the year, with a particular focus on the transportation and logistics sectors. Despite the prevailing macroeconomic uncertainties, these industries have faced notable drawdowns, potentially unveiling investment oppo…
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What Couche-Tard and Lightspeed Are Telling Us About Consumers
48:17
48:17
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48:17In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers. They also cover Tesla’s steep sales decline in Europe and the mounting brand backlash surrounding Elon Musk. Couche-Tard’s latest results…
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Turning 50: Golden Insights and Life Lessons
34:49
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34:49In this episode, I share my reflections on turning 50 and the five most important lessons I've learned along the way. Recording on the eve of my 50th birthday, I discuss how this milestone feels different - bringing joy rather than the emotional difficulty I've experienced with past birthdays. My word for the year is "receive," and I share how I ce…
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The Hidden Risk Most Investors Ignore
1:03:55
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1:03:55In this episode, Simon breaks down a type of risk that often flies under the radar for everyday investors—counterparty risk. Whether you're dealing with a brokerage, bank, crypto exchange, or even a gold custodian, you're exposed to the risk that the other party might not hold up their end of the deal. Plus, we touch on lessons from great investors…
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Monday Morning Blueprint: Plan Your Week with Purpose
14:16
14:16
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14:16Episode: How to SLIP into Your Week with Intention and EaseIn this episode, we explore a powerful framework for starting your week with clarity, focus, and alignment. Learn how to break free from the reactive Monday morning email trap and instead create a week that flows with purpose.What You'll Learn:Why most of us jump straight into "doing mode" …
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Canadian Inflation Heats Up and Google Makes a $32B Deal
44:14
44:14
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44:14In this episode of the Canadian Investor Podcast, we talk about Canada’s February CPI print that came in much hotter than expected at 2.6% year over year. We also discuss the Bank of Canada’s latest rate cut and how rising inflation will likely make their next interest rate decision even more difficult. We also dive into Google’s massive $32B acqui…
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12 Stocks We’re Watching as the Market Pulls Back
1:00:07
1:00:07
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1:00:07Markets hate uncertainty, and it’s showing. We break down the recent volatility, from the steep drawdowns in the Nasdaq and S&P 500 to the tariff-fueled market jitters. We also discuss why knowing what you own and being diversified is so important when markets are volatile. We also talk about how the recent volatility is creating opportunities for …
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Investing Opportunities in Market Volatility and the US Bitcoin Reserve
44:20
44:20
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44:20In this episode, we talk about recent market volatility with the NASDAQ dropping 4% in one day, marking its largest single-day decline since 2022. We unpack what's driving this volatility, including uncertainty surrounding tariffs, Trump's ambiguous comments on recession risks, and the unraveling of the Yen carry trade. Big tech companies are feeli…
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5 Canadian Stocks That Won’t Feel the Impact of Tariffs
1:04:43
1:04:43
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1:04:43The trade war between Canada and the U.S. is evolving fast, and its impact on investors is undeniable. In this episode, we break down the latest developments, including the U.S. granting automakers a temporary exemption and potential carve-outs for agricultural products. Simon shares his critical take on the Canadian government’s counter-tariffs an…
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Canadian Banks Face Growing Uncertainty as the Trade War Begins
56:22
56:22
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56:22The tariffs are officially here. As of March 4th, U.S. tariffs on Canadian goods have gone into effect, and Canada has responded with a massive $155 billion counter-tariff package. We break down what’s getting hit, Trudeau’s potential non-tariff measures, and the broader economic implications. Then, we shift to Canadian bank earnings. TD, RBC, Nati…
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Key Takeaways from Warren Buffett’s Shareholder Letter
58:03
58:03
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58:03In this episode, we dive into Paul Graham’s essay on how wealth creation has evolved over the past few decades. We explore why inherited wealth is on the decline, what industries are driving the newest fortunes, and how compounding still remains a powerful path to wealth. Then, Simon gives his key takeaways from Warren Buffett’s latest letter to sh…
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