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In this packed episode of The Canadian Investor Podcast, we start by discussing Bitcoin's impressive rally following the U.S. presidential election. We explore how a less hostile regulatory environment could impact the crypto industry and debate why some portfolio exposure to Bitcoin might make sense in today’s macroeconomic environment.

Switching gears, we tackle the ongoing debate about whether the stock market is overvalued, comparing the top 20 U.S. companies today to 20 years ago. We unpack how today’s high-margin, high-growth companies differ from the commodity-heavy, low-growth businesses of the past and why a blanket “stocks are overvalued” statement might overlook crucial nuances like revenue growth and operating margins.

Finally, we analyze Berkshire Hathaway’s ballooning cash reserves, Warren Buffett’s aggressive selling of equities, and the implications of the Buffett Indicator hitting historically high levels.

Tickers of stock discussed: BRK-B, AAPL, NVDA, MSFT, GOOGL, AMZN, 2222, META, 2330, LLY, AVGO, TSLA, WMT, JPM, V, XOM, UNH, NOVO.B, 700, ORCL

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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 of The Canadian Investor Podcast, Simon and Dan dive into the potential impacts of a Trump presidency on Canadian investors.

From the threat of tariffs on softwood lumber and dairy to the potential benefits for certain industries, they discuss the uncertainty ahead. Will capital flow to the U.S. due to deregulation, or could it benefit Canadian investors in specific sectors like oil, gas, and crypto? They also cover the latest earnings reports, including Stella Jones’ struggles in a slower economy, BCE's acquisition of Ziply Fiber and its financial challenges, and Telus' positive performance despite sector-wide telecom pressures.

Tickers of stock discussed: BCE.TO, SJ.TO, T.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!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Sign up for Finchat.io 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.