The Canadian Investor

In this episode of The Canadian Investor Podcast, we look at whether Canadian bank stocks have become too expensive after their big run. We discuss David Rosenberg’s recent Globe and Mail article, the valuation of the big banks, why earnings growth may not be as strong as it looks, and whether investors should consider trimming or simply holding.
We then revisit bonds and fixed income. After one of the worst stretches ever for long-duration bonds, do they still deserve a place in investor portfolios? We look at why the traditional 60/40 portfolio worked so well for decades, what changed after 2020, and why shorter-term Treasury bills may be more attractive than long-term bonds in the current environment.
Tickers discussed: RY.TO, TD.TO, BNS.TO, BMO.TO, CM.TO, NA.TO, ZEB.TO, JPM, BAC, C, WFC, TLT, BIL
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Dan’s Twitter: @stocktrades_ca
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In this episode of the Friday Macro Show, we look at why Google sold off after earnings despite strong headline numbers, and what rising AI infrastructure spending could mean for the broader market.
We also discuss Canada’s latest inflation and retail sales data, why consumers may be reacting to higher prices through demand destruction, and how rising bond yields are affecting mortgages and housing.
From there, we dig into Bridgemarq’s dividend cut, the changing economics of real estate brokerages, the “Great House Transfer” problem as boomers struggle to sell, and why the next wave of AI IPOs could face a much tougher market than expected.
Tickers discussed: GOOGL, GOOG, BRE.TO, TOU.TO, NVDA, META, AMZN
Watch the full video on Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
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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!
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Asset Allocation ETFs | BMO Global Asset Management
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In this episode of The Canadian Investor Podcast, we start with the latest Canadian inflation data and why the headline number may not fully reflect what households are feeling.
We then look at TSMC’s huge quarter and what it says about the AI chip boom, before turning to Intuitive Surgical and Netflix, two high-quality businesses that sold off after earnings for very different reasons.
We also discuss Cogeco’s latest results, the challenges facing legacy telecom companies, and wrap up with a cautionary discussion about a viral TFSA strategy that may be riskier than it looks.

Tickers discussed: TSM, NVDA, AAPL, AMD, AVGO, INTC, ISRG, NFLX, CGO.TO, BCE.TO, RCI.B.TO, T.TO, QBR.B.TO

Subscribe to 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
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Asset Allocation ETFs | BMO Global Asset Management
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In this episode of The Canadian Investor Podcast, we break down which types of investments may be best suited for different Canadian accounts, including TFSAs, RRSPs, FHSAs, RESPs and taxable accounts. We look at Canadian stocks, U.S. stocks, Canadian-listed ETFs, U.S.-listed ETFs and international ETFs, with a focus on tax efficiency, dividend treatment, withholding taxes and capital gains.
We also discuss why the “right” account can depend on the type of income an investment produces, whether dividends are Canadian or foreign, and how ETF structure can create different withholding tax outcomes for Canadian investors.
In the second half of the episode, we look at four Canadian acquisition-heavy compounders that have struggled recently: Constellation Software, WSP Global, Boyd Group Services and TerraVest. We discuss why each company has been under pressure, including valuation resets, AI disruption fears, macro headwinds, governance concerns and slower end-market demand. We also look at what could drive a recovery for each business.
Tickers discussed: CSU.TO, WSP.TO, BYD.TO, TVK.TO, VOO, VFV.TO, QQQ, ASML
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
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In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Bank of Canada rate decision and monetary policy report. They discuss why the Bank of Canada held rates steady, how the bond market is increasingly driving borrowing costs, and why housing is becoming a more important risk in the central bank’s outlook.
They also look at Canada’s increasingly divided housing market, with Ontario and B.C. under pressure while several other provinces continue to hit new highs. The discussion covers condo weakness in Toronto and Vancouver, the impact of unsold inventory, rental market dynamics, CMHC MLI Select, and how mortgage products and government policy are shaping real estate investment.
From there, they shift to the U.S. rate outlook and why the Fed may have less room to raise rates than prediction markets or futures markets suggest. They discuss rising U.S. Treasury bill issuance, the potential role of stablecoins in creating demand for short-term government debt, and why higher inflation targets may become more politically and financially attractive over time.
Finally, they dig into the AI investment boom, including new Chinese open-weight models, pressure on OpenAI and Anthropic’s business models, data centre constraints, Tourmaline’s proposed Alberta data centre opportunity, and what semiconductor drawdowns may be signaling for broader markets.
Tickers discussed: TOU.TO, SMH, NVDA, TSM, AVGO, AMD, MU, ASML, META, QQQ

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.