Podcast Episodes
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Canada’s Economy: Better Than Expected or Worse Than It Looks?
Episode 605
In this episode of The Canadian Investor Podcast, Simon and Daniel Foch break down the increasingly confusing macro backdrop for Canadian investors.
…4 months, 3 weeks ago
Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering
Episode 604
In this episode, we cover several major stories across AI, tech, Berkshire Hathaway, housing, and Canadian banks. We start with Anthropic reportedly …
4 months, 3 weeks ago
5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad?
Episode 603
In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mar…
4 months, 4 weeks ago
Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future
Episode 602
In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why dema…
5 months ago
SpaceX’s $1.75T IPO & Canadian Banks Keep Rallying
Episode 601
In this episode, we break down a wide range of market stories, starting with SpaceX’s potential IPO and what its S-1 reveals about the business. We l…
5 months ago
Are Software Stocks Broken? Plus 3 Stocks on Our Radar
Episode 600
In this episode, Simon and Dan break down why software stocks continue to struggle despite many companies showing little evidence of major AI disrupt…
5 months ago
Bond Yields, Inflation Pressures and the Consumer Squeeze
Episode 599
In this episode, Simon and Daniel break down the sudden surge in bond yields and what it could be signaling about inflation, interest rates, and cons…
5 months, 1 week ago
Constellation Software, a Hidden Canadian AI Stock, and a Nuclear Energy Play
Episode 598
In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes.
They start by discus…
5 months, 1 week ago
Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy
Episode 597
In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stocks, an…
5 months, 1 week ago
Alberta’s New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic
Episode 596
In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could…
5 months, 2 weeks ago