Podcast Canadian Investor terbaik (2024)

1
Selling Gold, Understanding Warrants, and Investing in a Rate-Cutting Environment 55:27

3d ago55:27

55:27

In this episode of The Canadian Investor Podcast, we dive into practical strategies for selling physical gold, including how to avoid excessive fees and scams. We then break down the basics of stock warrants, explaining how they differ from options and the factors to consider before expiration. We also discuss the impact of a rate-cutting environme…

1
Saving For A Down Payment In An Expensive Real Estate Market - Part 2 49:41

7d ago49:41

49:41

This is the Part 2 of Saving For A Down Payment In An Expensive Real Estate Market. You can listen to Part 1 with the links below: Part 1 - Apple Podcast Part 1- Spotify Part 1 - Web Player In this episode Simon is joined by Dan Foch from the Canadian Real Estate Investor Podcast. We dive into strategies for building a down payment to purchase prop…

1
Why Tech Giants Are Betting Big on Nuclear Power 58:47

10d ago58:47

58:47

In this episode of the Canadian Investor Podcast we explore EY’s resignation as the Super Micro’s auditor. Why explain why this raises major concerns, especially when combined with a DOJ investigation and Hindenburg’s short report alleging accounting irregularities. Simon gives a breakdown of Super Micro’s impressive AI-fueled stock performance, fo…

1
Bank of Canada Cuts and the Case for Gold Miners 51:06

14d ago51:06

51:06

In this episode of the Canadian Investor Podcast, we start by discussing the 50 bps rate cut by the Bank of Canada last week. We go over our key takeaways from the press conference. Simon and Dan also discuss the implications of the BoC rate cut, rising bond yields and pressures on the Canadian dollar. In the earnings roundup, we examine Rogers Com…

1
The Biggest Financial Mistake I Ever Made 28:30

17d ago28:30

28:30

In this episode of the Canadian Investor Podcast, Simon takes a personal approach, reflecting on the biggest financial mistake he made over the years and the invaluable lessons it has taught him. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Brade…

1
Will Couche-Tard’s $65B Bid for 7-Eleven Succeed? 52:20

21d ago52:20

52:20

In this episode of The Canadian Investor Podcast, we begin with ASML’s Q3 earnings, breaking down their net sales growth, concerning 50% drop in bookings, and how China’s shifting demand could impact future performance. Next, we explore Couche-Tard’s increased bid to acquire Seven & i. We also cover Amex’s latest earnings with rising revenues and i…

1
How Small Regular Investments Create Big Gains Over Time 54:30

24d ago54:30

54:30

In this episode of The Canadian Investor Podcast, Simon breaks down the importance of consistency when building wealth over time. He explores how regularly adding new money to your investments can have as much of an impact as the returns an investor achieves. Additionally, Braden goes over quality investing and why focusing on great businesses with…

1
What Does TD's AML Settlement Mean for Investors? 54:03

28d ago54:03

54:03

In this episode of The Canadian Investor podcast, Simon and Dan dive into the September 2024 CPI numbers and what the slowing inflation means for the Bank of Canada’s rate policies. Next, we explore the massive fallout from TD Bank’s Anti Money Laundering (AML) scandal—how it stifles their U.S. growth strategy, what the asset cap means moving forwa…

1
5 Reasons To Be Bullish on Stocks and Assets 50:55

1M ago50:55

50:55

In this episode, Braden dives into the 2022 “COVID hangover" that continues to haunt high-growth software companies. Simon and Braden discuss why these stocks, despite massive revenue growth, have struggled since 2022. Braden discusses how some of these companies that are still hitting the rule of 40 might offer intriguing opportunities for investo…

1
Will Canadian ETF Inflows Hit an All-Time High in 2024? 56:40

1M ago56:40

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…

1
The Case for Only Investing in Canadian Dividend-Paying Stocks 42:49

1M ago42:49

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…

1
Visa's Antitrust Showdown & Lightspeed Looking for Buyers 51:21

1M ago51:21

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…

1
The Business of OnlyFans & the Contrarian Case for Chinese Stocks 46:01

1M ago46:01

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…

1
BCE Sells a Prime Asset and FedEx’s Bearish Guidance 47:43

2M ago47:43

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…

1
Hot Stock Tips & 2024’s Best Performing Sectors 47:32

2M ago47:32

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…

1
Gold ETF Inflows Increase and Canada Makes Major Mortgage Changes 52:52

2M ago52:52

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…

1
Corporate Venture Bets and an All-Weather Retirement Portfolio 50:14

2M ago50:14

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 …

1
Subprime Lending Skyrockets as Cyclical Stocks Face Challenges 54:59

2M ago54:59

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/…

1
Where to Park Your Cash and Why Canadian Savings Rates Are Surging 52:20

2M ago52:20

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…

1
Betting on Canada is Working for These Canadian Banks 54:13

2M ago54:13

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…

1
Two Stocks on Our Watchlist and Tracking the Right Metrics 47:29

2M ago47:29

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.…

1
Canadian Banks Set More Aside for Bad loans 51:26

3M ago51:26

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…

1
The Best 30 Canadian Compounders Ranked 55:20

3M ago55:20

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…

1
3 Under the Radar Canadian ETFs 48:04

3M ago48:04

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…

1
Berkshire’s Record Cash Pile and Retirement Income Accounts 50:09

3M ago50:09

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…

Podcast Layak Disimak

Canadian Investor Podcast

Podcast Layak Disimak

1
The Canadian Investor

Braden Dennis & Simon Belanger

1
Selling Gold, Understanding Warrants, and Investing in a Rate-Cutting Environment 55:27

1
Saving For A Down Payment In An Expensive Real Estate Market - Part 2 49:41

1
Why Tech Giants Are Betting Big on Nuclear Power 58:47

1
Bank of Canada Cuts and the Case for Gold Miners 51:06

1
The Biggest Financial Mistake I Ever Made 28:30

1
Will Couche-Tard’s $65B Bid for 7-Eleven Succeed? 52:20

1
How Small Regular Investments Create Big Gains Over Time 54:30

1
What Does TD's AML Settlement Mean for Investors? 54:03

1
5 Reasons To Be Bullish on Stocks and Assets 50:55

1
Will Canadian ETF Inflows Hit an All-Time High in 2024? 56:40

1
The Case for Only Investing in Canadian Dividend-Paying Stocks 42:49

1
Visa's Antitrust Showdown & Lightspeed Looking for Buyers 51:21

1
The Business of OnlyFans & the Contrarian Case for Chinese Stocks 46:01

1
BCE Sells a Prime Asset and FedEx’s Bearish Guidance 47:43

1
Hot Stock Tips & 2024’s Best Performing Sectors 47:32

1
Gold ETF Inflows Increase and Canada Makes Major Mortgage Changes 52:52

1
Corporate Venture Bets and an All-Weather Retirement Portfolio 50:14

1
Subprime Lending Skyrockets as Cyclical Stocks Face Challenges 54:59

1
Where to Park Your Cash and Why Canadian Savings Rates Are Surging 52:20

1
Betting on Canada is Working for These Canadian Banks 54:13

1
Two Stocks on Our Watchlist and Tracking the Right Metrics 47:29

1
Canadian Banks Set More Aside for Bad loans 51:26

1
The Best 30 Canadian Compounders Ranked 55:20

1
3 Under the Radar Canadian ETFs 48:04

1
Berkshire’s Record Cash Pile and Retirement Income Accounts 50:09

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