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The Canadian Investor

The Canadian Investor

Written by: Braden Dennis & Simon Belanger
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About this listen

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 takes, well-researched information and entertainment to an investing podcast for Canadians.

2026 Braden Dennis & Simon Belanger Economics Personal Finance
Episodes
  • SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?

    SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?
    Jan 26 2026

    Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-solid underlying businesses.

    They explain the classic “moats” that made SaaS so powerful—switching costs, ecosystems, and data—and why AI agents and LLM-driven automation are now challenging the seat-based pricing model that many software companies depend on. The discussion moves through a rapid-fire list of well-known SaaS names to unpack what’s driving the drawdowns, where the market may be overreacting, and where the risk of disruption is real.

    Bottom line: some of these stocks may be turning into genuine value opportunities—but the old playbook may no longer apply, and investors need to underwrite what the business looks like 2–5 years from now, not what it used to be.

    Tickers mentioned: CSU, CRM, ADBE, NOW, ADSK, INTU, TEAM, WDAY, TWLO, DOCU, ADP

    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

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    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 mins
  • 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!

    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.
    Show More Show Less
    33 mins
  • 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 mins
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