The Canadian Investor

In this episode of the Canadian Investor Podcast, we talk about 7 virtues of investors, TD’s investor sentiment index and the most traded stocks according to that index. We finish the episode by talking about Wealthsimple’s new stock lending program. Symbols of stocks discussed: TSLA, TRP, T, SHOP, ENB.TO, TD.TO, NVDA, MSFT, BNS.TO, BCE.TO 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 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  Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. TD Investor Sentiment IndexSee omnystudio.com/listener for privacy information.

Discussion on recent letters questioning Bank of Canada's independence, challenges in the housing market and collaboration, concerns about Canadian bank earnings and update on private markets, highlights of Royal Bank, CIBC, and Bank of National Bank's earnings reports, Nvidia's impressive growth and revenue record, managing expectations and potential changes in successful business.

Barry Schwartz, Chief Investment Officer at Baskin Wealth Mgmt, shares insights on managing risk, investing strategies, and the consistency of human behavior in long-term investing. He discusses his longest held stock, the National Bank of Canada, and the challenges of investing at a young age. Barry also highlights TMX Group as a defensive stock and explores the dominance of TSX TMX Group in the Canadian market and Live Nation's vertical integration controversies.

Chris Mayer, author of 100 Baggers and Woodlock House Family Capital, discusses long term investing, characteristics of great businesses, volatility, growth KPIs, and serial acquirers. Topics include the coffee can portfolio, importance of growth in revenue, balancing multiple with return, appeal of serial acquirers, and the importance of picking the right jockey in investment.

In this episode of the Canadian Investor Podcast, we talk about RRSPs and how having too large of a balance can cause individuals to be in a higher tax bracket than expected. We then go over the July ETF data for Canadian and US ETFs. Braden goes over a payment processor company that he has recently put on his watchlist. Symbols of stocks discussed: ADYEN, XSEM.TO, CSAV.TO, CASH.TO, TLT, IVV, VOO, ESGU 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 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  Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. National Bank Canadian ETF flow report National Bank US ETF flow reportSee omnystudio.com/listener for privacy information.

In this episode of the Canadian Investor Podcast, we look at the earnings of Walmart and Target to see if they are seeing similar trends to Canadian Tire. We also look at Zoom’s earnings, Evergrande filing for chapter 15 bankruptcy and some of the crucial mistakes made by Algonquin Power and Utilities.  Symbols of stocks discussed: AQN.TO, WMT, TGT, ZM 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 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  Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research. 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 of the Canadian Investor Podcast we start by giving our thoughts on positions sizing. We then talk about game theory and investing and underperformance from actively managed funds. We finish the episode by discussing the book Easy Money by Ben Mckenzie which touches on the excesses that happened between 2020 and 2022 in the crypto space. Symbols of stocks discussed: AAPL 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 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  Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research. 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 of the Canadian Investor Podcast we start by going over Canadian Tire’s earnings release and how higher rates are starting to impact their customer’s spending. We then discuss the earnings from WSP Global, Constellation Software and Brookfield Infrastructure Partners. Symbols of stocks discussed: CTC-A.TO, WSP.TO, PYPL, CSU.TO, BIPC.TO 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 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  Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. RBC Consumer Spending TrackerSee omnystudio.com/listener for privacy information.

In this episode of the Canadian Investor Podcast we discuss the following topics: The advantages that DIY investors have Returning capital to shareholders. The differences between share repurchases and dividends How slow and steady compounding can make a huge difference over time Ways to save money to allow you to invest more 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 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  Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this special episode of the Canadian Investor Podcast, Daniel Foch joins Simon to talk macro! We discuss the recent downgrade of the US Debt by Fitch, the recent downgrade of US banks by Moody’s, the impact of base effects on headline inflation and how bond yields impact fixed mortgage rates. Symbols of stocks discussed: XBB.TO, SPY, AGG, XIU.TO 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 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  Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.