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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Trench Leadership: A Podcast From the Front, hosted by Simon Kardynal, is a leadership-themed podcast for emerging leaders across all professions to help navigate those intricate moments while leading from the front. In this podcast, you will hear from guests who have been in your shoes, had the triumphs, and made the mistakes. Each episode offers advice, inspiration, and practical tools to help you lead 'from the trenches'. Throughout the series, Simon uses his personal and professional exp ...
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Will Canadian ETF Inflows Hit an All-Time High in 2024?
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56:40
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56:40
In this episode of The Canadian Investor podcast, we examine whether 2024 is on track to break the record for Canadian ETF inflows. We discuss the trends driving September's strong inflows and the potential for a new all-time high by year-end. In addition, we cover rising 5 and 10-year Canadian government bond yields and their implications for fixe…
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The Case for Only Investing in Canadian Dividend-Paying Stocks
42:49
42:49
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42:49
In this episode, we tackle a listener question from Bob in Ottawa about building a strategy around Canadian dividend-paying companies. We breakdown some of the advantages and disadvantages of having a strategy solely focused on investing in Canadian Dividend paying stocks. Braden also goes over insights from the late great Charlie Munger on the ult…
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Visa's Antitrust Showdown & Lightspeed Looking for Buyers
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51:21
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51:21
In this episode of The Canadian Investor Podcast, we dive into the U.S. Department of Justice’s antitrust lawsuit against Visa, alleging monopolistic practices in the debit network markets. We discuss how Visa’s dominance could be at risk and the potential outcomes for competition in the payments space. Next, we explore the latest rumors surroundin…
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The Business of OnlyFans & the Contrarian Case for Chinese Stocks
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46:01
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46:01
In this episode, Braden dives into the company behind OnlyFans. Despite being a controversial name, OnlyFans is an economic powerhouse, boasting $1.3 billion in revenue and an impressive 37% net margin. We break down its unique subscription-based business model and the staggering amount of dividends paid last year. Then, we shift gears to explore t…
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BCE Sells a Prime Asset and FedEx’s Bearish Guidance
47:43
47:43
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47:43
In this episode, we dive into BCE's surprising decision to sell its 37.5% stake in MLSE to Rogers, giving Rogers a dominant position in sports ownership. We break down why Simon thinks this is a missed opportunity for BCE and how they could have avoided it by cutting their dividend to manage debt and overall leverage. We also discuss the U.S. Feder…
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Hot Stock Tips & 2024’s Best Performing Sectors
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47:32
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47:32
In this episode, we answer a listener’s question about what to do when you get a hot stock tip. We discuss our approach when hearing about hot stock opportunities and the key financial metrics we use to decide whether a company is worth researching further. Plus, we revisit the concept of "luck" in investing, explore how to position yourself for go…
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Gold ETF Inflows Increase and Canada Makes Major Mortgage Changes
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52:52
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52:52
In this episode of The Canadian Investor Podcast, we dive into the latest Canadian CPI data as inflation finally hits the Bank of Canada’s 2% target for the first time in a while. Plus, we discuss the federal government’s recent changes to mortgage policies, including raising the CMHC insured mortgage cap and extending amortization periods, and how…
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Corporate Venture Bets and an All-Weather Retirement Portfolio
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50:14
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50:14
In this episode, we dive into the world of big company moonshots, like Google’s Waymo, and how corporate venture capital (CVC) strategies are evolving in a post-free money environment. We discuss Waymo’s autonomous taxi service and its partnership with Uber, exploring how major companies are making strategic bets on the future. Additionally, Simon …
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Subprime Lending Skyrockets as Cyclical Stocks Face Challenges
54:59
54:59
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54:59
In this episode, we dive into the Bank of Canada's recent 25bps rate cut and its implications for the Canadian economy. With inflationary pressures persisting in shelter costs, we discuss whether the central bank’s decision could reignite the housing market while balancing economic slowdown. We also analyze Couche-Tard's ambitious bid to acquire 7/…
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Where to Park Your Cash and Why Canadian Savings Rates Are Surging
52:20
52:20
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52:20
In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key questions you should ask when deciding how to allocate cash, such as your liquidity needs and time horizons. But that’s not all. We shift focus to what's been working in 2024 so far, with a rundown of com…
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Betting on Canada is Working for These Canadian Banks
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54:13
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54:13
In this episode, we go over the recent development surrounding BCE as Moody's downgrades its credit rating to the brink of junk status. We explore what this means for shareholders, especially in light of the company's rising debt costs and questionable financial strategies. We also dissect Lululemon's latest earnings, highlighting the contrast betw…
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Two Stocks on Our Watchlist and Tracking the Right Metrics
47:29
47:29
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47:29
In this episode of the Canadian Investor Podcast, we dive deep into portfolio management and how to achieve a state of zen when it comes to tracking your investments. Braden shares his personal approach to monitoring the key metrics that matter most for the companies in his portfolio, including how I simplify the process to keep things stress-free.…
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Canadian Banks Set More Aside for Bad loans
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51:26
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51:26
In this episode of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor market concerns, shedding light on what this could mean for future policy. We also discuss Algonquin Power's decision to sell its renewable power business, and we dissect the lackluster earnings repor…
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The Best 30 Canadian Compounders Ranked
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55:20
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55:20
Braden hops on the mic for a solo episode discussing 30 Canadian Compounders that have had great returns over the last 10 years. From garbage collection to real estate services, there have been some TSX listed stocks that have been favourable to shareholders. Braden goes through some stats and a hot take on each one moving forward. See omnystudio.c…
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3 Under the Radar Canadian ETFs
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48:04
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48:04
In this episode, we explain the Japanese Yen carry trade and why it had such an impact on markets earlier this month. We then talk about the new Ethereum ETFs that have been launched and what type of inflows they have had so far. Dan then goes over 3 lesser known ETFs that are worth a closer look for investors. Tickers of Stocks & ETF discussed: HX…
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Berkshire’s Record Cash Pile and Retirement Income Accounts
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50:09
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50:09
In this episode, we start by talking about Berkshire Hathaway's record cash holdings which have now reached 277B. Simon then goes over the mechanics of RRIFs and LIFs, offering a detailed breakdown of how these retirement income funds work. He also shares learnings following the conversion of his parent’s investments to RIFs and LIFs. We also revis…
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Consumers are Cutting Back and Companies are Feeling the Pinch
54:28
54:28
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54:28
In this episode of The Canadian Investor we start with Tourmaline’s $1.3B acquisition of Crew Energy, an all-stock deal that skyrocketed Crew Energy's shares by 76%. We discuss what impact the acquisition will have on Tourmaline’s business going forward. Next, we turn to Starbucks’ surprising CEO shakeup, bringing in Chipotle’s Brian Niccol to lead…
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Should You Buy, Hold or Sell during Market Sell-offs?
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43:42
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43:42
In this episode of The Canadian Investor Podcast, we dive into the mindset of buying during market sell-off and why it can be a smart move for long-term investors. Braden discusses a purchase he made during the holiday Monday sell-off. We discuss how market corrections can offer a good opportunity for investors to re-evaluate their plans based on t…
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Volatile Markets and Trouble at BCE and Starbucks
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58:58
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58:58
In this episode of The Canadian Investor Podcast, we start by talking about the recent volatility. We look at the recent downturn of US stocks led by the large tech companies and how the TSX is now inching closer to matching the returns of those indices in 2024. We also discuss the recent Fed rate decision. We also look at the recently released job…
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Buying Back Shares for the Wrong Reasons and Private Credit
45:37
45:37
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45:37
In this episode of The Canadian Investor Podcast, we explore how companies issue substantial Stock based compensation (SBC) to their employees while simultaneously reducing the overall share count through buybacks. We discuss whether tying SBC to buybacks makes strategic sense and discuss how shareholders should view buybacks. Additionally, we give…
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The Current and Future State of Canada's Economy with Rich Dias
1:05:43
1:05:43
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1:05:43
In this episode of The Canadian Investor Podcast, Simon is joined by Rich Dias from The Loonie Hour podcast to delve into the current state and future prospects of the Canadian economy. Rich sheds light on pressing economic issues, including the troubling decline in GDP per capita, the rising provisions for credit losses by Canadian banks, and the …
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Braden sits down with Ryan Henderson, growth & content lead @ FinChat to talk about some of our biggest opportunities in the market through the years and some timely news as well. Tickers discussed: Tickers of Stocks & ETF discussed: GOOG, CRWD, CMG, LVMH, AXP, PM, META, AMZN Check out our portfolio by going to Jointci.com Our Website Canadian Inve…
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Canadian ETFs Hit Record Inflows in June
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45:16
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45:16
In this episode of The Canadian Investor Podcast, we look at the Canadian and US ETF flows for June 2024. We look at some of the trends on both side of the border and what led to the record breaking month for Canadian ETFs. Simon also discussed the new notice savings account from EQ Bank, with Mahima Poddar, Senior VP and Group Head of Personal Ban…
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Stocks to Watch for the 2nd half of 2024
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47:45
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47:45
In this episode of the Canadian Investor Podcast, we dive into the intriguing story of the stock market in 2024, highlighting the performance disparity between US mega caps and the broader market. We explore how different weightings of the same companies can lead to varied outcomes and parlay this discussion into a mini-segment of stocks on our wat…
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Inflation Stays Below 3% and Aritzia Rebounds
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53:00
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53:00
In this episode of The Canadian Investor, we analyze the Canadian Consumer Price Index (CPI) for June 2024, which saw a headline CPI drop to 2.7% year-over-year, with notable changes in food, shelter, services, and energy prices. We also discuss the acquisition of Heroux Devtek by a private equity firm for $1.35 billion, reflecting a 28% premium. N…
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