In this episode of The Canadian Investor Podcast, we dive into the latest Canadian CPI data as inflation finally hits the Bank of Canada’s 2% target for the first time in a while.

Plus, we discuss the federal government’s recent changes to mortgage policies, including raising the CMHC insured mortgage cap and extending amortization periods, and how these moves will likely negatively impact affordability for Canadian home buyers. We also take a closer look at Dollarama’s impressive Q2 2025 earnings, and finish off with a recap of August’s ETF fund flows, highlighting a record month for precious metal ETFs.

Tickers of Stocks & ETF discussed: DOL.TO, ZGLD.TO, XUS.TO, VFV.TO, ZSP.TO, XEQT.TO, ZEQT.TO, XIC.TO, ZCN.TO, HXT.TO, HSAV.TO, CSAV.TO

Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Apple Podcast)

Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Spotify)

Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Web player)

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• 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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In this episode, we dive into the world of big company moonshots, like Google’s Waymo, and how corporate venture capital (CVC) strategies are evolving in a post-free money environment. We discuss Waymo’s autonomous taxi service and its partnership with Uber, exploring how major companies are making strategic bets on the future.

Additionally, Simon shares recent changes he’s made to his parents' retirement portfolio, including rebalancing their equities and cash as well as adding gold, and Bitcoin allocations. Finally, we wrap up with a discussion on the power of compounding returns, referencing insights from Brookfield’s Bruce Flatt.

Tickers of Stocks & ETF discussed: CNQ.TO, TOU.TO XAW.TO, BN.TO

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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In this episode, we dive into the Bank of Canada's recent 25bps rate cut and its implications for the Canadian economy. With inflationary pressures persisting in shelter costs, we discuss whether the central bank’s decision could reignite the housing market while balancing economic slowdown. We also analyze Couche-Tard's ambitious bid to acquire 7/11, their Q1 earnings, and the potential risks of such a massive acquisition. Finally, we cover BRP's disappointing earnings and the rise of subprime lending, examining how companies like Affirm Holdings and Propel Holdings are faring in an economy where more consumers are struggling to make ends meet.

Tickers of Stocks & ETF discussed: PRL.TO, AFRM, BRP.TO, GSY.TO, ATD.TO

NY Fed BNPL Survey

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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In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key questions you should ask when deciding how to allocate cash, such as your liquidity needs and time horizons.

But that’s not all. We shift focus to what's been working in 2024 so far, with a rundown of companies and sectors that have delivered incredible returns, including mega-cap companies with an average YTD performance of 36%. Braden also reflects on his 2023 market outlook, reinforcing the importance of staying invested through volatility. Lastly, we dive into rising savings rates and the increase in consumer debt in Canada, exploring what it means for Canadians’ financial health as they face higher interest rates, mortgage pressures, and increasing delinquencies.

Tickers of Stocks & ETF discussed: CMR.TO, ZMMK.TO, CBIL.TO, UBIL-U.TO, XGB.TO, SHY, TLT, TLH

Equifax Canadian consumer report

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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In this episode, we go over the recent development surrounding BCE as Moody's downgrades its credit rating to the brink of junk status. We explore what this means for shareholders, especially in light of the company's rising debt costs and questionable financial strategies.

We also dissect Lululemon's latest earnings, highlighting the contrast between their strong international performance and struggles in the U.S. market. Lastly, we analyze the latest earnings reports from Canada's big banks, with a particular focus on how differing strategies and regional exposures are driving their performances. Whether it's Royal Bank's steady rise or National Bank's standout quarter, we cover what you need to know as an investor.

Tickers of Stocks & ETF discussed: CM.TO, RY.TO, NA.TO, LULU, BCE.TO

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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In this episode of the Canadian Investor Podcast, we dive deep into portfolio management and how to achieve a state of zen when it comes to tracking your investments. Braden shares his personal approach to monitoring the key metrics that matter most for the companies in his portfolio, including how I simplify the process to keep things stress-free.

We also explore the pitfalls of investing in companies with high valuations, using Nvidia as a case study to illustrate the risks. Finally, we put the spotlight on two stocks currently on our radar: WSP Global, with its robust growth prospects, and Schneider Electric, a global leader in energy management and automation.

Tickers of Stocks & ETF discussed: MA, ASML, ISRG, WSP.TO, SU.PA, NVDA

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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In this episode of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor market concerns, shedding light on what this could mean for future policy.

We also discuss Algonquin Power's decision to sell its renewable power business, and we dissect the lackluster earnings reports from BMO, TD, and Scotiabank.

Tickers of Stocks & ETF discussed: AQN.TO, BMO.TO, TD.TO, BNS.TO

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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Braden hops on the mic for a solo episode discussing 30 Canadian Compounders that have had great returns over the last 10 years.

From garbage collection to real estate services, there have been some TSX listed stocks that have been favourable to shareholders. Braden goes through some stats and a hot take on each one moving forward.

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