The Canadian Investor

In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump. From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the “do nothing” historical playbook for geopolitical shocks—plus why oil-driven conflicts can be the exception—and wrap with how we’re thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands). Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC.   Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: companies deploy AI to boost productivity and margins, layoffs rise (especially in white-collar roles), consumer spending weakens, and the cycle reinforces itself—creating what the piece calls “ghost GDP,” where productivity climbs but wages and demand don’t keep up. From there, the duo digs into the sectors Citrini argues get hit first and hardest: SaaS (seat contraction + customers using AI as renewal leverage), the intermediation layer (agents shopping travel, subscriptions, insurance, delivery, and more), and even payment rails as AI agents chase lower-cost settlement via stablecoins. They also connect the dots to private credit and insurance flywheels—where mark-to-model portfolios can look stable until forced selling and capital needs expose stress—and what rising unemployment could mean for housing in once “prime” white-collar markets.   Tickers discussed: V, MA, AXP, DFS, PYPL, AMZN, WMT, EXPE, UBER, DASH, SHOP, GOOGL, PLTR, TRI, OWL, APO, BN, KKR, CRM, ADBE, AIG   Citrini research report Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET). Then it’s straight into the GoEasy saga: Q4 earnings get pushed right up near the regulatory deadline, adding to a growing list of red flags around leadership turnover and loan-book quality. Simon and Dan explain why, like poker, you can’t cherry-pick the information you like. Next, Canadian Tire shows momentum: improving comps, margin expansion, and buybacks doing the heavy lifting—plus a look at rising credit-card write-offs and how the company is using AI to sharpen promos and inventory. They also dig into Blue Owl as private credit stress goes mainstream—redemptions, asset sales, and “par value” optics in a mark-to-model world. Finally, Home Depot remains stuck in a slow renovation cycle, leaning harder into the pro/distribution channel through acquisitions as higher rates weigh on demand. Tickers discussed: GSY, CTC.A, OWL, BAM, BN, HD, BRK.B Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may actually strengthen. They discuss why parts of the “real economy” (natural resources, waste collection, skilled trades, and critical infrastructure work) have durable moats tied to physical assets, regulation, and human accountability. In Stocks on Our Radar, Dan revisits Shopify after a sharp drawdown and explains why AI could be a tailwind through payments and backend infrastructure, even if storefront tools get commoditized. Simon breaks down why he started a position in WSP Global, pointing to its backlog, acquisition strategy, and long runway from grid buildouts and electrification tied to AI-driven energy demand. Tickers discussed: SHOP, WSP.TO, ACM, PWR, BDGI.TO, ARE.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

Simon and Dan are back with another earnings-driven episode — this time focused entirely on Canadian companies. They dig into a fresh batch of results across insurance, commodities, transportation, and airlines, discussing what’s actually driving performance beneath the headlines, why some stocks are pulling back despite strong fundamentals, and how different business models are holding up in a slowing economy. The conversation touches on operating leverage, cash flow trends, balance sheet strength, cyclical pressures, and how today’s environment is reshaping investor sentiment — including where AI could become a tailwind versus a real threat. They also explore why more “real-world” businesses may be starting to look attractive again after years of being overlooked. Expect a mix of earnings analysis, macro context, capital allocation discussion, and a few candid rants along the way. Tickers discussed: IFC.TO, AEM.TO, TFII.TO, AC.TO   Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and long-term turnaround prospects. The guys also cover Shopify’s strong Q4 results and growing AI integration—discussing whether AI is a real threat or a long-term tailwind for the platform—before wrapping up with Robinhood’s explosive growth in options and crypto trading, and why the business increasingly looks more like a casino than a traditional brokerage. Along the way, they touch on grocery inflation, telecom price wars, valuation risks in high-multiple stocks, and what today’s speculative behavior could mean for markets going forward. Tickers discussed: T.TO, SHOP, HOOD, DOL.TO, L.TO Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, margin pressure from AI features) from the overhyped ones (easy competition without distribution). The episode wraps with a candid check-in on Constellation Software’s selloff and what they’re watching going forward. Tickers of stocks discussed: CSU.TO, ADSK, MSFT, CRM, ACN, DSG, LSPD.TO, SHOP.TO, MNDY   Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans. They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends. The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges. Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this mixed earnings and macro episode, Simon and Dan break down Palantir’s explosive growth (and wild stock reaction), Microsoft’s cloud slowdown fears amid massive AI capex, and Starbucks’ underwhelming turnaround outlook. They also dig into what today’s volatility says about tech valuations, why hyperscalers are under pressure to prove returns on AI spending, and whether investors should start looking beyond U.S. equities altogether. Simon wraps up with a framework for international diversification, including emerging markets and ex-U.S. ETFs, and shares how he’s thinking about portfolio positioning going forward. Tickers of stocks discussed: PLTR, MSFT, SBUX, ARCC, ZEM.TO, VEE, IXUS, VEU, XAW.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and silver, and discuss why the Fed is “trapped” regardless of who replaces Jerome Powell—using the Kevin Warsh chatter as a jumping-off point for fiscal dominance, bond demand, and what it all means for risk assets. They also run through earnings and capital allocation decisions from Canada’s rail giants, dig into PayPal’s latest stumble, and close with a surprisingly strong quarter from Apple. Tickers of stocks discussed: CP.TO, CNR.TO, PYPL, AAPL Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why investors are suddenly questioning data-driven moats, seat-based subscription models, and whether traditional SaaS businesses can defend their margins in a world where AI agents can replace large portions of knowledge work. From there, we connect the dots to private credit and private equity. With software making up a major portion of many private portfolios, we explore the growing risks around payment-in-kind lending, potential default cycles, and why business development companies (BDCs) could be the next pressure point if AI disruption accelerates. We also cover the historic gold and silver flush — a classic leveraged shakeout driven by forced liquidations, stop-loss cascades, and thin liquidity — and why ETF volumes exploded during the move. Finally, we touch on broader market weakness, AMD’s earnings reaction, and how Bitcoin continues to trade like a high-beta risk asset. Tickers of Stocks Discussed: TRI.TO, ADBE, CRM, SHOP.TO, SPGI, MCO, ARCC, OWL, OBDC, BXSL, MAIN, FSK, SLV, GLD, SPY, AMD Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, Simon and Dan break down key investing metrics the financial media barely talks about—including free cash flow per share, free cash flow payout ratio, net interest margin, stock-based compensation, and leverage/interest coverage—and why these can matter more than the usual headline numbers. Then in Stocks on Our Radar (presented by EQ Bank), Simon covers Pure Storage—an under-the-radar AI infrastructure name with a surprising subscription-heavy model and potential S&P 500 tailwinds. Tickers of Stocks Discussed: PSTG, BCE, AQN, GOOGL, ADBE Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exposure), plus earnings and updates from ASML, RTX, and UnitedHealth—a perfect example of how political risk can overwhelm fundamentals. We also tease an extra earnings + news episode next week, and we’re planning to do it live on YouTube for the first time—subscribe so you don’t miss it. Tickers of Stocks Discussed: ASML, RTX, UNH, INTC, LMT, SLV, ZSL, PSLV Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-solid underlying businesses. They explain the classic “moats” that made SaaS so powerful—switching costs, ecosystems, and data—and why AI agents and LLM-driven automation are now challenging the seat-based pricing model that many software companies depend on. The discussion moves through a rapid-fire list of well-known SaaS names to unpack what’s driving the drawdowns, where the market may be overreacting, and where the risk of disruption is real. Bottom line: some of these stocks may be turning into genuine value opportunities—but the old playbook may no longer apply, and investors need to underwrite what the business looks like 2–5 years from now, not what it used to be. Tickers mentioned: CSU, CRM, ADBE, NOW, ADSK, INTU, TEAM, WDAY, TWLO, DOCU, ADP   Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets. Tickers of stocks discussed: NFLX, TSM, BLK Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA. This isn’t a deep dive, it’s a clear bull case + key risks for each idea. We hit everything from a data-and-subscription business getting punished by “AI disruption” fears, to a global infrastructure/engineering compounder riding grid and capex cycles, to a Canada-based gold producer with unusual valuation metrics, and a copper-heavy miner tied to electrification and AI-driven power demand. We also debate a quiet compounder in auto services, a steady dividend “bond proxy” (and why rates matter), a subprime lender where the upside is big but regulation and credit risk are real, and a post-pandemic cash machine trading like the market thinks growth is gone for good Tickers discussed: TRI.TO, WSP.TO, WDO.TO, TECK-B.TO, BYD.TO, FTS.TO, PRL.TO, ZM New to investing? Check out these episodes: Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player 3 Things to Do Before You Invest a Single Dollar Apple Podcast Spotify Web player 8 simple ways to Save and Have More Money to Invest Apple Podcast Spotify Web player Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

The US Department of Justice has opened a probe into Jerome Powell and markets are interpreting it as a direct challenge to the independence of the Fed by Trump. We then break down Aritzia’s latest blowout quarter, highlighting rapid U.S. expansion, strong margins despite tariffs, and why execution continues to separate it from peers. We also cover Minto REIT being taken private at a 32% premium, why the deal is less compelling than it appears, and what it signals for Canada’s apartment REIT market. Finally, we discuss if capping credit card rates at 10% would be good for consumers or if it risks backfiring for borrowers and banks, and how payment networks like Visa and Mastercard could be affected. Tickers discussed: ATZ.TO, MI.UN.TO, V, MA, AXP New to investing? Check out these episodes: Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player 3 Things to Do Before You Invest a Single Dollar Apple Podcast Spotify Web player 8 simple ways to Save and Have More Money to Invest Apple Podcast Spotify Web player Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

After BCE cut its dividend in mid-2025, investor capital rotated into TELUS as the next high-yield alternative. In this episode, we examine whether TELUS is now facing the same fate or whether the comparison is flawed. We break down the key differences between TELUS and BCE at the point of stress, focusing on free cash flow coverage, leverage, capital intensity, growth outlook, and management execution. While TELUS’s dividend remains uncovered today, improving free cash flow and contributions from capital-light segments such as TELUS Health and TELUS Digital differentiate it from BCE’s deteriorating position prior to its cut. We also discuss the specific scenarios that could force a dividend reduction, including stalled tech-segment growth, regulatory pressure, and prolonged share-price weakness, as well as one recent management move that raises concerns around signaling. In the second half, we shift to silver and explain what is driving the recent price surge. We cover CME margin hikes, record physical delivery requests, backwardation, U.S.–Shanghai price divergence, China’s new export restrictions, and silver’s addition to the U.S. critical minerals list. The conclusion: this is primarily an industrial and geopolitical supply story, not a monetary hedge narrative. Tickers discussed: T.TO, BCE.TO, PSLV, PAAS, AG, HL, CDE, WPM, SIL, SILJ New to investing? Check out these episodes: Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player 3 Things to Do Before You Invest a Single Dollar Apple Podcast Spotify Web player 8 simple ways to Save and Have More Money to Invest Apple Podcast Spotify Web player Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality. In Part 2, we tackle the last 15 names (and 2 bonus names) covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk. Tickers of stocks discussed: SHOP.TO, FNV.TO, NA.TO, DOL.TO, RY.TO, BN.TO, TRI.TO, WPM.TO, GIB.A.TO, CP.TO, ATD.TO, L.TO, IFC.TO, ENB.TO, BMO.TO, AEM.TO, CNQ.TO, CNR.TO, MFC.TO, TRP.TO, GWO.TO, CLS.TO, FFH.TO, SU.TO, IMO.TO, SLF.TO, ABX.TO, CM.TO, TD.TO, K.TO Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality. In Part 1, we tackle the first 15 names—covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk. Tickers of stocks discussed: RY.TO, SHOP.TO, TD.TO, BN.TO, ENB.TO, ABX.TO, BMO.TO, BNS.TO, CM.TO, AEM.TO, TRI.TO, WPM.TO, CSU.TO, CNQ.TO, CP.TO The full video of the episode is available on Stocktrades Youtube channel at 6PM ET on January 5, 2026. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.