The Canadian Investor

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
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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
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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!
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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.

In this special episode of The Canadian Investor Podcast, Simon and Dan make their boldest calls yet for the rest of 2026.
With only a few months left in the year, they discuss the trends, companies, and market shifts they believe could surprise investors — from potential winners and losers to unexpected moves that could reshape portfolios.
Some predictions may sound unlikely, but that’s the point. Being bold means accepting that some calls will be wrong, while others could look obvious in hindsight.
Tune in and let us know which predictions you think will happen — and which ones are completely off the mark.
Tickers discussed: CSU.TO, AEM.TO, BYD.TO, GOOS.TO, BRK.B, XEG.TO, XLE, ZEB.TO, HEB.TO, CNQ.TO, CNR.TO, RY.TO, NA.TO, LVMH.PA.
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
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.

In this episode of Canadian Macro, Simon and Dan break down the disconnect between headline economic data and what households are actually experiencing.
They discuss why strong jobs and GDP numbers may not tell the full story for Canadian consumers, how mortgage renewals and rising housing costs are putting pressure on household finances, and why the Bank of Canada may be stuck waiting for clearer signals before making its next move.
They also dive into the growing debate around the AI boom — including Nvidia’s massive AI financing plans, the risks of circular financing, whether AI companies can eventually generate enough profits to justify current spending, and what could happen if investor expectations shift.
Plus, they discuss oil markets, inflation risks, bond yields, the Fed’s difficult choices, and what a potential slowdown could mean for investors.

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.