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7 Bold Predictions for the Rest of 2026: Canadian Banks, Gold, Oil Stocks, Berkshire and Buyouts
7 Bold Predictions for the Rest of 2026: Canadian Banks, Gold, Oil Stocks, Berkshire and Buyouts

Episode 634

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 lef…

2 months, 1 week ago

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Canada’s Housing Reset, AI Circular Financing and the Fed’s Impossible Choice
Canada’s Housing Reset, AI Circular Financing and the Fed’s Impossible Choice

Episode 633

In this episode of Canadian Macro, Simon and Dan break down the disconnect between headline economic data and what households are actually experienci…

2 months, 2 weeks ago

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Canadian Deals Heat Up, Berkshire Starts Buying, and Gold Stocks Surge
Canadian Deals Heat Up, Berkshire Starts Buying, and Gold Stocks Surge

Episode 632

 

In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news.

We start with Jamieso…

2 months, 2 weeks ago

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Why Most Retirees Get the 4% Rule Wrong with Mark McGrath, CFP
Why Most Retirees Get the 4% Rule Wrong with Mark McGrath, CFP

Episode 631

In this episode of The Canadian Investor Podcast, Simon is joined by Mark McGrath, a CFP and advice-only financial planner focused on helping Canadia…

2 months, 2 weeks ago

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Why the U.S. Bought Yen and What Canada’s GDP Puzzle Means
Why the U.S. Bought Yen and What Canada’s GDP Puzzle Means

Episode 630

In this live episode of The Canadian Macro Investor Podcast, Simon and Dan break down the recent intervention in the Japanese yen and why it matters …

2 months, 3 weeks ago

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Telus Slashes Its Dividend, Couche-Tard Goes Shopping, and More Big Tech Earnings
Telus Slashes Its Dividend, Couche-Tard Goes Shopping, and More Big Tech Earnings

Episode 629

In this episode of The Canadian Investor Podcast, we break down a packed week of earnings and market news, starting with Goodfood filing for bankrupt…

2 months, 3 weeks ago

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4 Stocks on Our Radar - Finding Value Outside the AI Hype
4 Stocks on Our Radar - Finding Value Outside the AI Hype

Episode 628

In this episode of The Canadian Investor Podcast, we look at four stocks that are on our radar right now, including a mix of well-known names and sma…

2 months, 3 weeks ago

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Is Canada Miscounting Its Population? Plus the Fed, Rising Yields, and Big Tech Capex
Is Canada Miscounting Its Population? Plus the Fed, Rising Yields, and Big Tech Capex

Episode 627

In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to c…

2 months, 4 weeks ago

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The AI Trade Gets Tested as Freight Stocks Recover
The AI Trade Gets Tested as Freight Stocks Recover

Episode 626

In this episode of The Canadian Investor Podcast, we break down Alphabet’s latest earnings and why investors are questioning the massive AI capex spe…

2 months, 4 weeks ago

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Are Canadian Banks in a Bubble?
Are Canadian Banks in a Bubble?

Episode 625

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 D…

3 months ago

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