The Canadian Investor

In this episode, we talk about recent market volatility with the NASDAQ dropping 4% in one day, marking its largest single-day decline since 2022. We unpack what's driving this volatility, including uncertainty surrounding tariffs, Trump's ambiguous comments on recession risks, and the unraveling of the Yen carry trade. Big tech companies are feeling the pinch, with Tesla down 46% year-to-date. We also discuss the U.S. government announcement of a Strategic Bitcoin Reserve and what it could mean going forward. We finish by discussing the recent earnings from Costco's and Franco-Nevada. Tickets of stocks/ETFs discussed: FNV.TO, COST 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 Finchat.io 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.

Discover how the evolving trade war between Canada and the U.S. is reshaping investment strategies. Learn about five resilient Canadian stocks that are likely to remain unaffected by tariffs, including strong performers in utilities and gold mining. Listen in as the hosts analyze retail investing trends, focusing on younger investors' disciplined approaches versus the growing speculation in the market. Plus, hear insights on the impact of zero-commission trading and the importance of financial literacy in today's investment landscape.

The tariffs are officially here. As of March 4th, U.S. tariffs on Canadian goods have gone into effect, and Canada has responded with a massive $155 billion counter-tariff package. We break down what’s getting hit, Trudeau’s potential non-tariff measures, and the broader economic implications. Then, we shift to Canadian bank earnings. TD, RBC, National Bank, and CIBC all reported, giving us a snapshot of how the financial sector is holding up amid rising provisions and economic uncertainty. We analyze key metrics, what CEOs are saying about the economy, and why mortgage delinquency rates are starting to creep up. Tickets of stocks/ETFs discussed: TD.TO, RY.TO, NA.TO, CM.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 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 Finchat.io 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 podcast delves into Paul Graham's insights on wealth evolution, highlighting the shift from inherited wealth to entrepreneurial success. It discusses the dominance of tech companies in wealth creation and the implications for career paths. Key takeaways from Warren Buffett's shareholder letter emphasize valuing companies over bonds and the importance of transparency in management. Listeners also learn about Berkshire Hathaway's financial performance and future leadership plans, along with Buffett's thoughts on fiscal responsibility in today's economy.

In this episode of The Canadian Investor Podcast, Simon and Dan begin by analyzing Apple's monumental announcement to invest over $500 billion in the United States over the next four years. The discussion then shifts to TFI International's challenging quarter and the brutally honest commentary provided by their CEO during their conference call. Next, they examine Air Canada's financial turbulence, noting a net loss of $644 million for the quarter and a 54% decline in free cash flow to $1.3 billion for the full year.  Dan then goes over Home Depot's most recent quarter. The conversation covers consumer spending trends, transaction volumes, and the company's cautious outlook for 2025 amid high mortgage rates and a slowdown in building material revenue. Finally, Simon and Dan finish by talking about Loblaw’s most recent quarter and what potential impact tariffs could have on their business. Tickets of stocks/ETFs discussed: TFII.TO, AAPL, AC.TO, L.TO, HD 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 Finchat.io 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 hosts dive into a fascinating Canadian small-cap stock, Calian Group, analyzing its diverse business segments and financial health. They highlight the importance of simplicity in investing, contrasting it with the complexity often faced by seasoned investors. Personal anecdotes, like a pivotal moment with Constellation Software, emphasize the power of understanding one's investments. The discussion also touches on job market dynamics and the influence of workplace culture, providing valuable insights for both investors and professionals.

Discover the latest Canadian Consumer Price Index hitting 1.9%, with insights on inflation trends and their potential impacts. Delve into how rising U.S. inflation could influence Federal Reserve strategies. Goeasy showcases strong growth amid economic challenges, while Canadian Tire hints at a resurgence, despite risks in credit services. Explore Telus's impressive performance within a struggling telecom sector, highlighting resilience against competitive pressures. Tune in for a deep dive into the world of Canadian brands and market dynamics!

Dive into the evolving cruise industry with insights on Royal Caribbean's resurgence and family-friendly offerings. Explore how new tariffs are shaking up Canadian aluminum and steel exports and what it means for major players like Alcoa. Unpack Uber's record earnings and its pivotal role in the future of autonomous vehicles amidst fierce competition. Finally, critique a Canadian company's stock buyback strategy that raises questions about long-term stability. From cruise vacations to corporate strategies, this discussion covers it all!

The debate of dividend income versus maximizing total returns takes center stage. The hosts dissect the sustainability of a dividend-centric retirement strategy and the importance of diversification. They stress the dangers of companies prioritizing dividends at the expense of financial health. Economic shifts like rising interest rates add complexity to dividend investing. A balanced approach, including cash reserves and flexible strategies, is key to navigating market volatility and achieving long-term success.

Dan Foch, a real estate broker and co-host of the Canadian Real Estate Investor Podcast, joins Simon to discuss the evolving landscape of Canadian real estate. They delve into the performance of REITs in 2024 and look ahead to 2025, exploring sector-specific trends in residential, retail, and office spaces. The duo highlights opportunities in senior living and the impact of AI on data centers. They also analyze the challenges facing the multifamily sector and discuss key REITs to watch in the coming year.