Podcast Episodes
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Constellation Software’s AI Outlook and More Trouble in Private Credit
Episode 575
In this episode of The Canadian Investor Podcast, we break down Constellation Software’s latest earnings and conference call, including what manageme…
7 months, 2 weeks ago
Unpacking Why Subprime Lender Goeasy Stock Crashed 60%
Episode 574
In this episode of The Canadian Investor Podcast, we break down the stunning collapse in Goeasy after the company shocked investors with a major fina…
7 months, 2 weeks ago
8 Stocks That Could Benefit From Increased Global Uncertainty
Episode 573
In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a ful…
7 months, 3 weeks ago
Canadian Banks Deliver Big Earnings as Uncertainty Rattles Markets
Episode 572
In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes …
7 months, 3 weeks ago
The AI Boom That Could Crash Markets and the Economy: Fact or Fiction?
Episode 571
In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2…
7 months, 4 weeks ago
Private Credit Cracks, Canadian Tire’s Turnaround & GoEasy Delays Earnings
Episode 570
Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET).
Then it’s straight into the …
8 months ago
4 Industries AI Can’t Replace and Stocks on Our Radar
Episode 569
Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may actually…
8 months, 1 week ago
What Recent Earnings Reveal About These 4 Canadian Stocks
Episode 568
Simon and Dan are back with another earnings-driven episode — this time focused entirely on Canadian companies.
They dig into a fresh batch of result…
8 months, 1 week ago
Can TELUS’ New CEO Save Investors From a Dividend Cut?
Episode 567
In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite soft…
8 months, 1 week ago
Braden Returns to Talk CSU and Whether the Market Is Wrong on Software Stocks
Episode 566
Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing…
8 months, 2 weeks ago