Lessons From 4 Market Leaders That Destroyed Their Moats
What causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In this episode of The Canadian Investor...
Radio and PodcastLive Radio & Podcasts
Business
The Canadian Investor
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...
Episodes
20 of 656 episodes
The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis
The AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian Macro Show, Simon, Dan and Brayden d...
Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash
In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developmen...
Tier Ranking 12 Discount Retail Stocks From Best to Worst
Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal. In this e...
Berkshire Doubles Down on Housing as Investors Pile Into Canadian Stocks
In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed income, gold and crypto, while loo...
Two Canadian Stocks Deep Dive: One Boring, One Riding the AI Boom
In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories. Simon breaks down an under-the-rada...
The Fed Raises Rates — Will the Bank of Canada Follow?
Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy c...
Is Adobe Finally Turning a Corner? Dollarama Stays Expensive & Oracle Doubles Down on AI
In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U....
Why Investing Fashion Stocks Is So Hard: 3 Failures & 3 Comebacks
Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors...
Bond Yields Are Rising Fast — What It Means for Canada, the US and Homeowners
Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy. In this episode of...
Lululemon’s Brand Crisis Deepens & Trump Targets Canadian Companies
In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavie...
Data Center Revolt and the Best Ways to Invest in Pharma & Biotech
The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center proje...
The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs
Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation pi...
Nvidia’s AI Boom Gets Bigger, Canadian Banks Hold Up and Dollar Tree’s Turnaround
Nvidia ( NVDA ) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. B...
Two Stocks That Could Surprise Investors | AppLovin & Royalty Pharma Deep Dive
In this episode of The Canadian Investor Podcast, we do a deep dive on two companies we haven't covered much before: Royalty Pharma and AppL...
The Canada-U.S. Trade War Fallout with Ben Rabidoux and Ron Butler
In this episode of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S....
Canadian Banks Start Strong as Walmart and Intuit Slow Down
In this episode of The Canadian Investor Podcast, we break down the latest earnings from major U.S. retailers, Canadian banks, and one beate...
10 Investing Mistakes That Can Wreck Your Portfolio
In this episode of The Canadian Investor Podcast, we break down 10 common mistakes that investors make and how they can hurt long-term retur...
Trade Deal Hopes, Consumer Weakness, and Bond Market Jitters Send Gold & Bitcoin Higher
In this episode of Canadian Macro, Simon and Dan break down a busy week for inflation, trade, bonds, currencies and commodities. They start...
Moderna’s Stock Soars and Will CoreWeave’s AI Bet Work?
In this episode of The Canadian Investor Podcast, we break down another busy week of market news and earnings. We start with Moderna, whose...