HeyJaredThe Canadian Investor
The Podcast For Canadian Investors.The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.Show hosts Braden Dennis and Simon Belanger bring both experience, fresh…
- Indexed episodes, last 90 days
- 34
- Latest publication
- Sep 21, 2026
- Audience
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- Earliest in this view
- Jul 6, 2026
Latest episodes
Two Canadian Stocks Deep Dive: One Boring, One Riding the AI Boom (opens the original)
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In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories. Simon breaks down an under-the-radar Canadian compounder with a surprisingly diverse business spanning labels, RFID technology, packaging and even polymer banknotes. Dan looks at a company that has become a major beneficiary of the data-centre boom—but whose explosive growth also brings some important risks. Pasted text They discuss each company's business model, growth outlook, margins, bala
The Fed Raises Rates — Will the Bank of Canada Follow? (opens the original)
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Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy costs could mean for the Bank of Canada and the Fed, why bond yields continue to rise, and how higher borrowing costs could ripple through housing and the broader economy. They also dig into the increasingly heated debate around AI: massive spending, circular financing, heavily subsidized AI models, and whether concerns about AI safety are legitimate—or partl
Is Adobe Finally Turning a Corner? Dollarama Stays Expensive & Oracle Doubles Down on AI (opens the original)
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In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U.S. companies. They look at whether Adobe is finally starting to turn a corner, why Dollarama continues to deliver strong results despite its premium valuation, and Oracle’s massive AI infrastructure bet as spending surges and free cash flow comes under pressure. They also discuss Descartes Systems and a major deal in the Canadian energy sector. Stocks discus
Why Investing Fashion Stocks Is So Hard: 3 Failures & 3 Comebacks (opens the original)
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Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors are asking whether the company can regain its footing—or whether its best days are behind it. In this episode of The Canadian Investor Podcast, Simon and Dan dig into why fashion companies can be some of the most difficult businesses to own for the long term. Consumer tastes can change quickly, switching costs are virtually nonexistent, aggressive expansion
Bond Yields Are Rising Fast — What It Means for Canada, the US and Homeowners (opens the original)
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Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy. In this episode of the Canadian Macro Show, Simon and Dan break down why the bond market appears to be pushing back against attempts to contain long-term yields, what rising government spending and persistent inflation could mean for interest rates, and why higher borrowing costs could become a major problem for housing, AI investment and economic growth. They also dig into th
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