エピソード

  • 434 FINAL
    2024/11/25

    TBA

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    46 分
  • Why Buffett’s Cash Pile Is Growing and Bitcoin’s Post-Election Surge
    2024/11/18

    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

    Beam Radiology Website

    Beam Radiology - Consultation Request

    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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    55 分
  • Trump's Win and What It Means for Canadian Investors
    2024/11/14

    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!

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    See omnystudio.com/listener for privacy information.

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    51 分
  • Selling Gold, Understanding Warrants, and Investing in a Rate-Cutting Environment
    2024/11/11

    In this episode of The Canadian Investor Podcast, we dive into practical strategies for selling physical gold, including how to avoid excessive fees and scams. We then break down the basics of stock warrants, explaining how they differ from options and the factors to consider before expiration.

    We also discuss the impact of a rate-cutting environment on different sectors, spotlighting opportunities in areas like utilities and REITs.

    Tickers of stock discussed: ZUT.TO, ZRE.TO, AQN.TO, AAPL, CVE.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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    55 分
  • Saving For A Down Payment In An Expensive Real Estate Market - Part 2
    2024/11/07

    This is the Part 2 of Saving For A Down Payment In An Expensive Real Estate Market.

    You can listen to Part 1 with the links below:

    Part 1 - Apple Podcast

    Part 1- Spotify

    Part 1 - Web Player

    In this episode Simon is joined by Dan Foch from the Canadian Real Estate Investor Podcast. We dive into strategies for building a down payment to purchase property. We explore scenarios that highlight the impact of different savings and investment strategies.

    For those falling short, we discuss ways to increase your savings, such as increasing income or cutting costs. Additionally, we break down more complex strategies, from traditional balanced portfolios to higher risk asset allocations involving Stocks, bonds, gold and Bitcoin highlighting the risks and potential benefits of each strategy.

    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

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    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.

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    See omnystudio.com/listener for privacy information.

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    50 分
  • Why Tech Giants Are Betting Big on Nuclear Power
    2024/11/04

    In this episode of the Canadian Investor Podcast we explore EY’s resignation as the Super Micro’s auditor. Why explain why this raises major concerns, especially when combined with a DOJ investigation and Hindenburg’s short report alleging accounting irregularities. Simon gives a breakdown of Super Micro’s impressive AI-fueled stock performance, followed by a stark analysis of the serious red flags that emerged. We’ll discuss why this situation should make investors very cautious and the broader implications of such red flags.

    Next, Braden taps into his chemical engineering background to demystify nuclear power and explain why the technology is key for human kind’s ever growing energy needs. With tech giants like Amazon, Microsoft, and Google betting on nuclear to meet massive AI-driven energy demands, we break down how nuclear reactors work, Canada’s leading role in nuclear innovation, and the emerging potential of Small Modular Reactors (SMRs). Are SMRs the future of clean energy, or are they still too costly and slow to deploy?

    Tickers of stocks discussed: SMCI

    Hindenburg Research SMCI 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!

    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.

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    59 分
  • Bank of Canada Cuts and the Case for Gold Miners
    2024/10/31

    In this episode of the Canadian Investor Podcast, we start by discussing the 50 bps rate cut by the Bank of Canada last week. We go over our key takeaways from the press conference. Simon and Dan also discuss the implications of the BoC rate cut, rising bond yields and pressures on the Canadian dollar.

    In the earnings roundup, we examine Rogers Communications, where flat revenues and shrinking ARPUs reflect mounting competition, despite modest wireless growth. With high debt levels from recent acquisitions, Rogers faces challenges managing capital, but solid free cash flow keeps its dividend payout sustainable. We then turn to Newmont and go over why the stock went down 15% after its most recent earnings release. We finish with Canadian National Railway’s quarter, with revenue growth driven by long-haul grain exports, though struggles in petroleum, auto shipments, and lumber reflect broader economic headwinds.

    Tickers of stocks discussed: UBIL-U.TO, CBIL.TO, CNR.TO, NGT.TO, RCI-B.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.

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    51 分
  • The Biggest Financial Mistake I Ever Made
    2024/10/28

    In this episode of the Canadian Investor Podcast, Simon takes a personal approach, reflecting on the biggest financial mistake he made over the years and the invaluable lessons it has taught him.

    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.

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    29 分