The Canadian Investor

Simon Belanger is joined by Dan Foch to demystify Canada’s private mortgage landscape from MICs (Mortgage Investment Corporations), to mortgage finance companies, and why syndicated mortgages. They break down how these...

In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management. We discuss the current macro environment, the outlook for interest rates, and how...

Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break down the shakeup at Lululemon as the CEO steps down, and why investors...

In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple...

In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the...

Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode...

On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale. We break down Telus’ dividend...

Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you...

Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations...

Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how...

Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the...

For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true inflation rate is to identifying high-impact savings in your budget...

Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips...

Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and what that signals for the next phase of the AI cycle and where the...

In this episode, Simon breaks down the latest from the Bank of Canada and the Fed and why both are cutting rates again, but sending different signals on what comes next. He then walks through earnings from TMX Group...

In this episode of The Canadian Investor Podcast, Simon and Dan follow up on their “biggest mistakes” episode by sharing their best investment decisions. From Simon’s early conviction in Bitcoin and timely gold buys to...

In this episode, Simon and Dan candidly discuss their worst investing mistakes, emphasizing the importance of acknowledging errors in judgment and the lessons learned from them. They explore themes such as drawdowns...

In this episode, Simon sits down with Ben Felix from PWL Capital to break down the hype around covered call ETFs, why high yields can be misleading, and how these products often underperform simple index funds. They...

Simon and Dan break down Canada’s latest inflation data, why core CPI remains stubbornly high, and what falling rents might mean for the Bank of Canada’s next move. They also dive into the growing turmoil in private...

We open on the quantum bubble—why euphoric pricing, SPAC lineage, tiny revenues, and heavy short interest make this corner of the market feel like a digital casino. Then we break down shorting in plain English (and why...

In this episode, we cover a busy week of earnings: BlackRock’s big inflows and a push to bring more traditional investments onto the blockchain, Aritzia’s surprisingly strong U.S. growth, and ASML’s steady demand for...

In this episode, we cover a variety of fixed income options for your portfolio. From savings accounts and GICs to T-Bills, bonds, and corporate credit—this episode is your one-stop overview of fixed income. Simon and...

In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500’s strong double-digit gains to gold’s massive rally and the surprising...

Braden’s back with Simon and Dan for the quarterly mastermind discussion. In this episode we primarily talk about Constellation Software’s wild week: Mark Leonard’s abrupt exit for health reasons following a rare...

In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but...