Épisodes

  • Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down

    Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down
    Jan 22 2026

    This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets.

    Tickers of stocks discussed: NFLX, TSM, BLK

    Watch the full video on Our New Youtube Channel!

    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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    Asset Allocation ETFs | BMO Global Asset Management

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    33 min
  • 8 Stocks to Consider for Your TFSA in 2026

    8 Stocks to Consider for Your TFSA in 2026
    Jan 19 2026
    We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA. This isn’t a deep dive, it’s a clear bull case + key risks for each idea. We hit everything from a data-and-subscription business getting punished by “AI disruption” fears, to a global infrastructure/engineering compounder riding grid and capex cycles, to a Canada-based gold producer with unusual valuation metrics, and a copper-heavy miner tied to electrification and AI-driven power demand. We also debate a quiet compounder in auto services, a steady dividend “bond proxy” (and why rates matter), a subprime lender where the upside is big but regulation and credit risk are real, and a post-pandemic cash machine trading like the market thinks growth is gone for good Tickers discussed: TRI.TO, WSP.TO, WDO.TO, TECK-B.TO, BYD.TO, FTS.TO, PRL.TO, ZM New to investing? Check out these episodes: Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player 3 Things to Do Before You Invest a Single Dollar Apple Podcast Spotify Web player 8 simple ways to Save and Have More Money to Invest Apple Podcast Spotify Web player Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player Check out our portfolio by going to Jointci.com Our WebsiteOur New Youtube Channel!Canadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
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    41 min
  • Will Trump Break the Stock Market?

    Will Trump Break the Stock Market?
    Jan 15 2026
    The US Department of Justice has opened a probe into Jerome Powell and markets are interpreting it as a direct challenge to the independence of the Fed by Trump. We then break down Aritzia’s latest blowout quarter, highlighting rapid U.S. expansion, strong margins despite tariffs, and why execution continues to separate it from peers. We also cover Minto REIT being taken private at a 32% premium, why the deal is less compelling than it appears, and what it signals for Canada’s apartment REIT market. Finally, we discuss if capping credit card rates at 10% would be good for consumers or if it risks backfiring for borrowers and banks, and how payment networks like Visa and Mastercard could be affected. Tickers discussed: ATZ.TO, MI.UN.TO, V, MA, AXP New to investing? Check out these episodes: Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player 3 Things to Do Before You Invest a Single Dollar Apple Podcast Spotify Web player 8 simple ways to Save and Have More Money to Invest Apple Podcast Spotify Web player Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player Check out our portfolio by going to Jointci.com Our WebsiteOur New Youtube Channel!Canadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
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    36 min
  • Is It Too Late to Buy Silver and Is TELUS Dividend at Risk?

    Is It Too Late to Buy Silver and Is TELUS Dividend at Risk?
    Jan 12 2026
    After BCE cut its dividend in mid-2025, investor capital rotated into TELUS as the next high-yield alternative. In this episode, we examine whether TELUS is now facing the same fate or whether the comparison is flawed. We break down the key differences between TELUS and BCE at the point of stress, focusing on free cash flow coverage, leverage, capital intensity, growth outlook, and management execution. While TELUS’s dividend remains uncovered today, improving free cash flow and contributions from capital-light segments such as TELUS Health and TELUS Digital differentiate it from BCE’s deteriorating position prior to its cut. We also discuss the specific scenarios that could force a dividend reduction, including stalled tech-segment growth, regulatory pressure, and prolonged share-price weakness, as well as one recent management move that raises concerns around signaling. In the second half, we shift to silver and explain what is driving the recent price surge. We cover CME margin hikes, record physical delivery requests, backwardation, U.S.–Shanghai price divergence, China’s new export restrictions, and silver’s addition to the U.S. critical minerals list. The conclusion: this is primarily an industrial and geopolitical supply story, not a monetary hedge narrative. Tickers discussed: T.TO, BCE.TO, PSLV, PAAS, AG, HL, CDE, WPM, SIL, SILJ New to investing? Check out these episodes: Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player 3 Things to Do Before You Invest a Single Dollar Apple Podcast Spotify Web player 8 simple ways to Save and Have More Money to Invest Apple Podcast Spotify Web player Investment Accounts Simplified and 5 Stocks on Our Radar Apple Podcast Spotify Web player Check out our portfolio by going to Jointci.com Our WebsiteOur New Youtube Channel!Canadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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    50 min
  • Ranking Canada’s 30 Largest Stocks (Part 2)

    Ranking Canada’s 30 Largest Stocks (Part 2)
    Jan 8 2026

    We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality.

    In Part 2, we tackle the last 15 names (and 2 bonus names) covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk.

    Tickers of stocks discussed: SHOP.TO, FNV.TO, NA.TO, DOL.TO, RY.TO, BN.TO, TRI.TO, WPM.TO, GIB.A.TO, CP.TO, ATD.TO, L.TO, IFC.TO, ENB.TO, BMO.TO, AEM.TO, CNQ.TO, CNR.TO, MFC.TO, TRP.TO, GWO.TO, CLS.TO, FFH.TO, SU.TO, IMO.TO, SLF.TO, ABX.TO, CM.TO, TD.TO, K.TO

    Watch the full video on Our New Youtube Channel!

    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!

    Apple Podcast - The Canadian Real Estate Investor

    Spotify - The Canadian Real Estate Investor

    Web player - The Canadian Real Estate Investor

    Asset Allocation ETFs | BMO Global Asset Management

    Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

    Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

    See omnystudio.com/listener for privacy information.
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    46 min
  • Ranking Canada’s 30 Largest Stocks (Part 1)

    Ranking Canada’s 30 Largest Stocks (Part 1)
    Jan 5 2026

    We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality.

    In Part 1, we tackle the first 15 names—covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk.

    Tickers of stocks discussed: RY.TO, SHOP.TO, TD.TO, BN.TO, ENB.TO, ABX.TO, BMO.TO, BNS.TO, CM.TO, AEM.TO, TRI.TO, WPM.TO, CSU.TO, CNQ.TO, CP.TO

    The full video of the episode is available on Stocktrades Youtube channel at 6PM ET on January 5, 2026.

    Check out our portfolio by going to Jointci.com

    • Our Website
    • Our New Youtube Channel!
    • 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!

    Apple Podcast - The Canadian Real Estate Investor

    Spotify - The Canadian Real Estate Investor

    Web player - The Canadian Real Estate Investor

    Asset Allocation ETFs | BMO Global Asset Management

    Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

    Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

    See omnystudio.com/listener for privacy information.
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    37 min
  • 2026 Bold Predictions: Will Canadian Stocks Beat U.S. Stocks Again?

    2026 Bold Predictions: Will Canadian Stocks Beat U.S. Stocks Again?
    Jan 1 2026

    It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt reduction, and Dan’s call for the TSX to beat the S&P 500 and Nasdaq again. We close with Braden’s spiciest take: despite incredible momentum, Palantir’s valuation leaves it vulnerable to a sharp drawdown in 2026.

    Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, NVDA, GOOGL, MSFT, AMZN, META, ORCL, INTC, AIQ, CSU.TO, DSG.TO, TRI, ADBE, CRM, ACN, QXO, CNR.TO, CP.TO, UNP, CSX, WSP.TO, PLTR, DKNG, FLUT, HOOD, COIN, CME

    Our New Youtube Channel!

    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!

    Apple Podcast - The Canadian Real Estate Investor

    Spotify - The Canadian Real Estate Investor

    Web player - The Canadian Real Estate Investor

    Asset Allocation ETFs | BMO Global Asset Management

    Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

    Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

    See omnystudio.com/listener for privacy information.
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    50 min
  • 2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day

    2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day
    Dec 29 2025

    The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks.

    The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways.

    Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.TO

    Check out our portfolio by going to Jointci.com

    • Our Website
    • Our New Youtube Channel!
    • 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!

    Apple Podcast - The Canadian Real Estate Investor

    Spotify - The Canadian Real Estate Investor

    Web player - The Canadian Real Estate Investor

    Asset Allocation ETFs | BMO Global Asset Management

    Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

    Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    47 min