أفضل بودكاسات Canadian Investor (2024)

1
CPI Accelerates and More Losses for Cannabis Stocks 49:25

3d ago49:25

49:25

On this episode of the Canadian Investor Podcast we break down the latest Consumer Price Index (CPI) data and its ramifications for the Bank of Canada's (BOC) upcoming monetary policy decisions. With the annual inflation rate now at 2.9% and core inflation seeing its first rise in months, we examine the challenges the BOC faces in balancing rate ad…

1
Top 5 Canadian ETF by Inflows and Dealing with Questionable Management 50:18

6d ago50:18

50:18

In this episode, we dive into the latest ETF flow data for May 2024. We explore the strong net inflows in Canada, the notable trends in equities and the significant outflows of Canadian listed spot Bitcoin ETFs. We also tackle the issue of dealing with questionable management. Using Autodesk as a case study, we discuss the challenges faced by share…

1
Will Regulators Approve National Bank’s CWB Acquisition? 1:00:31

10d ago1:00:31

1:00:31

In this episode of the Canadian Investor Podcast, we go over the US May CPI data and the US Federal Reserve's rate hike announcement. We break down the latest CPI figures, highlighting the trends in energy, services, and food prices, and discuss what these mean for the inflation outlook. Following this, we delve into the Federal Reserve's decision …

1
Top 10 Performing TSX Stocks This Year 51:35

13d ago51:35

51:35

In this episode of The Canadian Investor Podcast, we start by talking about the best performing stocks on the TSX and look at some common themes. We also explore why trying to beat the S&P 500 might not be the best strategy for every investor. We also discuss some comments from Bruce Flatt, CEO of Brookfield, that adopting a long-term perspective i…

1
The Long Awaited BoC Rate Cut is Here. Now What? 54:14

17d ago54:14

54:14

In this episode of The Canadian Investor Podcast, we start the episode by going over the recent Bank of Canada rate cut, our key takeaways from the press conference and what it means for Canada going forward. We then shift our focus to the earnings of Lululemon which had a quarter that had both some good and some bad and what it means for future gr…

1
How Many Stocks is Too Many? 43:49

20d ago43:49

43:49

In this episode of The Canadian Investor Podcast, we tackle a common challenge faced by many investors: how to effectively reduce the number of holdings in your portfolio if your portfolio has too many individual stock holdings. Additionally, we dive into the fascinating growth story of LinkedIn, from its early days to its acquisition by Microsoft,…

1
Mixed Results for Canada’s Big Banks 1:05:03

24d ago1:05:03

1:05:03

In this episode of The Canadian Investor Podcast, we go over the recent earnings of 4 of Canada’s big 6 banks. The results from the big banks have been uneven with some performing better than others. We talk about CIBC, ScotiaBank, TD Bank and Bank of Montreal. We also take touch on the news that Park Lawn Corporation will be taken private and more…

1
Two Stocks We Added to Our Watchlist 54:09

27d ago54:09

54:09

In this episode of The Canadian Investor Podcast, we finish the list of sector-specific ETFs with 14 more ETFs for exposure in industrials, consumer staples, energy, materials, utilities and real estate. We then talk about two stocks that are on our watchlist. Braden goes over why Live Nation is currently on his watchlist amidst the lawsuit brought…

1
Nvidia is Unstoppable and Trouble at Lululemon 50:36

1M ago50:36

50:36

In this episode of The Canadian Investor Podcast, we cover a range of earnings reports and investing news. We start by discussing Nvidia's phenomenal earnings, driven by surging AI and data center demand, and its surprising dividend increase. We then shift to the world of crypto with the approval of the Ethereum Spot ETF and its potential impact on…

1
5 Small Canadian Stocks & 10 Sector-Specific ETFs 46:12

1M ago46:12

46:12

In this episode of The Canadian Investor Podcast, we shift our focus from broad-based index funds to explore the world of sector-specific ETFs. While index funds provide a great foundation, they often concentrate on certain sectors more than others, potentially leaving gaps in your portfolio. Join us as we break down the S&P 500 and S&P TSX sector …

1
BALLASTS for your portfolio 9:10

1M ago9:10

9:10

To begin, I’ll share a story with you about the ups and downs of portfolios. I once took on a new client. Six months after we started working together, he was unhappy and he wanted me to switch up what I was doing. Six months later, he was unhappy and we switched things up once again. In another 6 months, he moved half of his accounts to another fi…

1
Will Slowing Inflation Lead to Interest Rate Cuts? 53:16

1M ago53:16

53:16

In this episode of the Canadian Investor Podcast, we delve into the latest inflation data from Canada and the U.S and what it means for investors. Additionally, we provide a detailed look at the earnings outcomes for major companies including Lightspeed Commerce, Canada Goose, and Walmart, and discuss the implications of these reports on market exp…

1
Why Gold and Bitcoin Provide Money Printing Insurance 42:07

1M ago42:07

42:07

In this episode, we look at the legacy of Jim Simons who recently passed away. Known for both his mathematical genius and philanthropic endeavors, Simons left an indelible mark on the investment landscape with his revolutionary approaches at Renaissance Technologies. We unpack the astounding performance of the Medallion Fund, which achieved phenome…

1
Unraveling Risk Tolerance 5:38

1M ago5:38

5:38

I imagine you have completed the risk tolerance questionnaire. It is related to investing though I’ve had one client say it is like throwing salt over your shoulder. The risk tolerance has a few questions and the client’s choices create a score. This score determines the weight of stocks and bonds this process recommends. I like the risk tolerance …

1
The Return of Meme Stocks and Canadians Spending Less 54:12

1M ago54:12

54:12

In this episode of The Canadian Investor, we dive into the resurgence of meme stocks led by the rise of GME. We discuss the mysterious return of Roaring Kitty (Keith Gill), whose recent posts have sparked excitement and speculation. We analyze the massive trading volumes of GME and what it might mean for the market and regulators. We also cover the…

1
How You Get The Worry Out Of Risk 5:30

2M ago5:30

5:30

In the investment industry, the word risk means there is a potential negative impact on your financial future. The word risk covers a broad spectrum of topics, like currency, market and liquidity risks. Biases like the home country bias are also risks. With so many topics, the word risk encourages worry. When I started working with engineers, I’ve …

1
Dealing with Investing Biases and Will Open Banking Increase Competition? 53:05

2M ago53:05

53:05

In this episode, we examine the complex relationship between personal biases and investment decisions. We begin by contemplating the potential pitfalls of being overly familiar with and emotionally invested in certain companies. Inspired by Peter Lynch's insights from "One Up on Wall Street," we discuss the dual-edged sword of using personal experi…

1
Higher Profits for Loblaws and Slowing Growth for Air Canada 51:50

2M ago51:50

51:50

In this episode of The Canadian Investor Podcast, we tackle recent news and earnings. We start the episode by going over Brookfield Renewable Partners recent groundbreaking agreement with Microsoft to deliver over 10.5 gigawatts of renewable energy, crucial for powering Microsoft’s AI-driven cloud services. We also cover a slew of earnings reports …

1
What "Balance" Really Means To Investors 8:50

2M ago8:50

8:50

When the investment industry mentions the term ‘balanced portfolio’, many investors interpret it as a low risk approach to investing. Yet, many people don't know what balance they have and whether it's the right balance for them. They trust the balance they receive, and are unsure how to confirm if it is the rightz balance for them. Thus, when the …

1
More Trouble for TD and Apple’s Slowing Sales 58:26

2M ago58:26

58:26

In this episode of The Canadian Investor Podcast, we tackle recent news and earnings. We start by looking at BCE’s most recent quarter and if BCE is on track to meet its guidance and continue increasing its dividend for years to come. Then we turn to TD Bank which is currently entangled in a U.S.-led anti-money laundering investigation linked to al…

1
The investor who made 325x their money 51:18

2M ago51:18

51:18

In this episode of the Canadian Investor Podcast, Braden shares his observations from his recent travels across Europe, focusing on the evolving landscape of investment opportunities and the significant shift in credit card adoption in Spain compared to his last visit. He highlights the dramatic increase in credit card acceptance, noting the ease o…

1
Alphabet Impresses while Meta and Tesla Disappoint 51:48

2M ago51:48

51:48

Simon and Dan start with a look at the GDP growth in Canada and the US and what it means for interest rates and investors going forward. They then go over recent earnings from Alphabet, Meta, Tesla, and Canadian Pacific. Alphabet's surprising dividend announcement and strong revenue growth across its various segments contrast with the challenges po…

1
Should you Invest in Stocks or Real Estate ? Part 1 41:37

2M ago41:37

41:37

In this special episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon to give the pros and cons between investing in the stock markets and investing in real estate. You can access part 2 of the episode on the Canadian Real Estate Investor Podcast by using the links below. Check out our portfolio by going to Jointci.com Our We…

1
Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift 56:21

2M ago56:21

56:21

Join Dan and Simon as they dissect the recent changes to the capital gains inclusion tax revealed in the 2024 federal budget and the implications for Canadian investors and businesses. The duo explores the implications of the adjusted tax rate for investments, with a special focus on the impact for small business owners and self-employed profession…

1
Is BCE’s Dividend at Risk of Being Cut? 55:49

2M ago55:49

55:49

In this episode, Simon and Braden explore Canada's job market post-Covid, examining how public, private, and self-employed sectors have diverged in their recovery trajectories. In the next segment, they discuss BCE's recent earnings and guidance. They look at BCE’s dividend and why it may not be sustainable for the long term. Simon and Braden finis…

1
Tesla Layoffs, Canadian CPI and Jamie Dimon’s Warning 54:51

2M ago54:51

54:51

In this episode, Simon and Dan start by discussing the recent CPI data from both Canada and the US and explain why the Bank of Canada will have a tough decision to make at its next June meeting. They then discuss the announcement that Tesla will be laying off at least 10% of its global workforce and why New York Community Bank might still be in tro…

1
Simon’s 20 year investing learnings & Reddit SEO Juice 54:57

3M ago54:57

54:57

In this installment of the Canadian Investor Podcast, Simon reflects on the valuable insights he's gathered over two decades of investing. Additionally, Simon and Braden explore the significant impact of Constellation Software's spinoffs on the TSX Venture Exchange and discuss Reddit's advantages from recent updates to Google’s search engine optimi…

المدونة الصوتية تستحق الاستماع

Canadian Investor بودكاست

المدونة الصوتية تستحق الاستماع

1
The Canadian Investor

Braden Dennis & Simon Belanger

1
Informed Canadian Investor

Informed Canadian Investor

1
CPI Accelerates and More Losses for Cannabis Stocks 49:25

1
Top 5 Canadian ETF by Inflows and Dealing with Questionable Management 50:18

1
Will Regulators Approve National Bank’s CWB Acquisition? 1:00:31

1
Top 10 Performing TSX Stocks This Year 51:35

1
The Long Awaited BoC Rate Cut is Here. Now What? 54:14

1
How Many Stocks is Too Many? 43:49

1
Mixed Results for Canada’s Big Banks 1:05:03

1
Two Stocks We Added to Our Watchlist 54:09

1
Nvidia is Unstoppable and Trouble at Lululemon 50:36

1
5 Small Canadian Stocks & 10 Sector-Specific ETFs 46:12

1
BALLASTS for your portfolio 9:10

1
Will Slowing Inflation Lead to Interest Rate Cuts? 53:16

1
Why Gold and Bitcoin Provide Money Printing Insurance 42:07

1
Unraveling Risk Tolerance 5:38

1
The Return of Meme Stocks and Canadians Spending Less 54:12

1
How You Get The Worry Out Of Risk 5:30

1
Dealing with Investing Biases and Will Open Banking Increase Competition? 53:05

1
Higher Profits for Loblaws and Slowing Growth for Air Canada 51:50

1
What "Balance" Really Means To Investors 8:50

1
More Trouble for TD and Apple’s Slowing Sales 58:26

1
The investor who made 325x their money 51:18

1
Alphabet Impresses while Meta and Tesla Disappoint 51:48

1
Should you Invest in Stocks or Real Estate ? Part 1 41:37

1
Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift 56:21

1
Is BCE’s Dividend at Risk of Being Cut? 55:49

1
Tesla Layoffs, Canadian CPI and Jamie Dimon’s Warning 54:51

1
Simon’s 20 year investing learnings & Reddit SEO Juice 54:57

دليل مرجعي سريع