The Canadian Investor

In this special new year episode, Simon, Dan, and Braden review their 2024 bold predictions and give some fresh bold predictions for the year ahead. From the future of Bitcoin, Canadian banks, and BCE’s dividend, to Shopify’s rise and the fate of the Canadian dollar, the trio shares their bold takes on what the new year could hold.  Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, BLK, BX, DKNG, HOOD, COIN, CME  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.

In this episode of The Canadian Investor Podcast, we explore the major investing stories of 2024 that reshaped financial markets. We begin with the Bank of Canada’s aggressive 175-basis-point rate cuts and their ripple effects across the economy. Next, we analyze the sharp decline of the Canadian dollar against the U.S. dollar, plunging to levels not seen in two decades. We also dive into Bitcoin’s extraordinary 2024, driven by spot ETF approvals, the halving, and unexpected political tailwinds. Additionally, we highlight gold’s resurgence, the wave of small-cap Canadian acquisitions, and the top-performing sectors in Canadian and U.S. markets this year. 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 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 discuss the U.S. Federal Reserve's recent rate cut and its market implications. They highlight 10 key ETFs to watch for 2025, emphasizing strategies to hedge against major players in the S&P 500. The conversation shifts to gold investments, showcasing its potential as a hedge against currency volatility. They examine various ETF strategies, focusing on performance during market fluctuations and comparing energy ETFs. Additionally, the benefits and risks of a leveraged utilities ETF are explored, providing insights for cautious investors.

In this episode, we dive into Canada's Fall Economic Statement, unpacking the key takeaways for investors and what it means for Canada’s fiscal situation for the years to come. We also look at the S&P 500 historical returns by year and how having back to back 20%+ years is very rare.  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 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.

In this episode, we dive into Canada's latest CPI data, with inflation now sitting below the Bank of Canada’s target, and what it means for policy rates heading into 2025. We analyze the Bank of Canada’s final 2024 announcement, including a 50-basis point rate cut and its implications for the economy, housing, and inflation. We also cover earnings updates from major Canadian and global retailers like Costco, Canadian Tire, and Lululemon, highlighting consumer spending trends, deflation in discretionary goods, and how businesses are adapting to a challenging environment. Plus, we look at BRP’s strategy amidst economic headwinds and why long-term investors might still find value in this cyclical company. Tickers of stock discussed: DOO.TO, LULU, COST, CTC-A.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 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.

This discussion delves into innovative alternatives to the traditional 4% retirement withdrawal rule, emphasizing personalized strategies and the need for capital preservation. It also highlights Canada's productivity issues compared to G7 peers, advocating for urgent policy changes to spur private sector growth. Inspired by Shopify, the hosts address the impact of inefficient policies on the economy. Lastly, they analyze two intriguing Canadian stocks on their radar, providing insights into investment opportunities.

In this episode, we start by discussing signs that we may be nearing a market peak, using examples like the catastrophic launch of the Hawk Tuah token and its striking resemblance to the speculative frenzy of 2021.  Simon and Dan also break down the latest earnings reports from Canada’s Big 6 banks, highlighting the impressive performances of National Bank, Royal Bank, and CIBC, while examining the challenges faced by TD Bank. With insights into provisions for credit losses, loan impairments, and valuation metrics, this episode provides a comprehensive overview of the current state of Canada’s big banks. Tickers of stock discussed: NA.TO, CM.TO, RY.TO, TD.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 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 deep into the nuances of growth, value, and quality investing, emphasizing the importance of personal strategies. They explore the intriguing correlation between Bitcoin and global liquidity, revealing how macroeconomic shifts impact various assets. Recent portfolio changes are shared, highlighting reallocations towards Canadian growth stories and increased cash positions. Personal experiences underline the need for a balanced approach, especially in volatile markets, while reflecting on the emotional aspects of investing.

The discussion kicks off with the Bank of Canada's interest rate decisions and the mixed economic signals impacting GDP and inflation. Scotiabank's recent earnings reveal both challenges and stabilization in the banking sector. The rise of subprime lending in Canada sparks intriguing discussions about consumer behavior and the growing reliance on Home Equity Lines of Credit. Plus, the unexpected low delinquency rates draw attention to the economic pressures consumers face. The episode also touches on Intel's leadership shake-up and its ongoing struggles in the semiconductor industry.

Explore the decline of home ownership among younger Canadians and what it means for the future. Discover the advantages of opening a First Home Savings Account to ease this journey. Delve into the reasons why retail investors are struggling in 2024, including issues like emotional trading. Gain insights from Warren Buffett’s latest shareholder letter, which discusses his philanthropic vision and the challenges of maintaining generational wealth. This discussion highlights the importance of disciplined investment strategies in today’s market.