The Canadian Investor

In this episode of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S.-Canada trade tensions and what they could mean for the Canadian economy.
They discuss why the trade war could weigh on consumer confidence, business investment, housing activity and key sectors like autos, agriculture, energy and manufacturing. The conversation also covers how political rhetoric, counter-tariffs and uncertainty around future U.S. policy could keep buyers and businesses on the sidelines.
Ben breaks down what he is seeing in the Canadian housing market, including why parts of Ontario may be moving closer to a bottom, why housing bottoms tend to be a multi-year process, and how weak consumer confidence, affordability challenges and falling new supply are shaping the outlook.
Ron joins the discussion to explain what is happening on the mortgage front, including why more borrowers are moving toward variable rates, how household stress is showing up in refinancing and debt consolidation, and why power-of-sale activity could continue rising into 2027.
The episode also covers the K-shaped economy, weakening consumer spending, Canadian bank risks, mortgage fraud, potential U.S. pressure on Canadian financial institutions, and why the next phase of the trade war could have major implications for markets, housing and the broader economy.
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In this episode of The Canadian Investor Podcast, we break down the latest earnings from major U.S. retailers, Canadian banks, and one beaten-down software company.
We start with Walmart and Target, where the results show that the consumer may be starting to feel more pressure. Walmart continues to perform well overall, but its comparable sales growth slowed sharply, and management noted that higher gas prices are changing consumer behaviour. Target showed stronger comparable sales than expected, but both retailers are leaning on price cuts and grocery strength as discretionary spending remains under pressure.
We then turn to Canadian bank earnings, including Bank of Montreal, Scotiabank and National Bank. We discuss provisions for credit losses, improving margins, strong capital markets results, wealth management growth, and why the banks continue to deliver despite concerns about the Canadian economy.
Finally, we look at Intuit after its latest earnings, including the pressure facing TurboTax and Mailchimp, the continued strength of QuickBooks, and whether AI and pricing pressure are starting to disrupt parts of the business.
Tickers discussed: WMT, TGT, BMO.TO, BNS.TO, NA.TO, INTU, HD

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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!
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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 10 common mistakes that investors make and how they can hurt long-term returns.
We discuss the danger of overconcentration, why chasing the hottest trade can derail a sound strategy, and how investors can get lured in by massive revenue growth while ignoring risks hiding on the balance sheet.
We also cover emotional mistakes like fear of missing out, fear of losses, overconfidence, confirmation bias, anchoring to your cost basis, and the sunk cost fallacy. Along the way, we share examples from our own investing experience, including lessons learned from crypto, growth stocks, Telus, Shopify, Allied Properties REIT, and other situations where process mattered more than short-term results.
Whether you invest in individual stocks, ETFs, dividend stocks, or a mix of everything, this episode is a reminder that avoiding big mistakes can be just as important as finding big winners.
Tickers discussed: CRWV, SMH, XEQT.TO, ZEQT.TO, QQQ, T.TO, SHOP.TO, AP.UN.TO, BCE.TO, AQN.TO, SU.TO
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
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Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
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In this episode of Canadian Macro, Simon and Dan break down a busy week for inflation, trade, bonds, currencies and commodities.
They start with the latest Canadian CPI report, including the renewed pressure from gasoline, food and diesel prices, and why the headline inflation number may not fully capture what households are actually feeling.
They also discuss the early details of a potential U.S.-Canada trade deal, including tariffs on autos, steel and aluminum, the push to reopen Canadian markets to U.S. alcohol, and whether Keystone XL could re-enter the conversation.
The main focus of the episode is the U.S. bond market. Simon and Dan explain why the U.S. Treasury is increasing buybacks of older Treasury bonds, what that could mean for long-term yields, and why recent moves involving Japan, the yen, and the FIMA repo facility suggest policymakers may be getting more nervous about Treasury market stability.
They also discuss why gold and Bitcoin have rallied, what it could say about confidence in government bonds and fiat currencies, and why rising U.S. yields matter directly for Canada, mortgage rates, the loonie and the Bank of Canada.

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
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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 another busy week of market news and earnings.
We start with Moderna, whose stock more than doubled after the company announced positive late-stage trial results for its personalized mRNA cancer therapy developed with Merck. We discuss why the news matters for Moderna, why Merck also benefited, and why biotech investing can be so volatile.
We then look at Canadian Tire’s latest quarter, including the strength at SportChek and Mark’s, the stabilization in its financial services segment, and the upcoming Triangle Rewards partnership with Tim Hortons.
From there, we discuss Home Depot and Lowe’s, what their results say about the housing and renovation market, and why elevated interest rates continue to weigh on big-ticket home improvement spending.
We also revisit Constellation Software after its latest earnings, including organic growth concerns, record capital deployment, and why the company says AI has not materially disrupted its business so far.
Finally, we cover Air Canada’s quarter, rising airline costs, CoreWeave’s explosive AI infrastructure growth and balance sheet risk, and Klarna’s latest results after a sharp post-earnings selloff.
Tickers discussed: MRNA, MRK, CTC.A.TO, HD, LOW, CSU.TO, AC.TO, CRWV, KLAR, AAPL


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
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.