In this episode of The Canadian Investor Podcast, Simon and Dan discuss some of the largest IPOs in history and whether 2026 could become a record-breaking year for new listings. They break down Saudi Aramco, Alibaba, Facebook, Uber, and Rivian, before looking ahead to potential mega-IPOs from SpaceX, OpenAI, and Anthropic. They also explore whether investor demand can keep up with these massive valuations.

The discussion then shifts to the Financial Planning Canada Financial Stress Index, highlighting how Canadians are feeling about money, rising living costs, retirement savings, debt, and the growing financial divide between younger and older generations.

Finally, they examine a new TD report that downgraded Canada’s telecom sector. Simon and Dan discuss declining ARPU, increased competition from Freedom Mobile, dividend risks, and whether companies like BCE, Telus, and Rogers can adapt to a changing market.

Tickers of stocks discussed:
BCE, T, RCI.B, META, UBER, RIVN

EY 2025 IPO Summary

EY Q1 2026 IPO Summary

FP Canada Financial Stress Index

Subscribe to our Our New Youtube Channel!

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.

In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clear portfolio strategy matters more than ever.

We then shift to earnings, starting with a strong turnaround quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also revisit Boyd Group, a long-term compounder facing short-term pressure from insurance trends and used vehicle dynamics.

Finally, we dive into the latest Canadian ETF flows to understand where investors are allocating capital today, including the rise in Canadian equities, the decline in crypto exposure, and the continued growth of more complex ETF products.

Tickers discussed:
DOO.TO (BRP), BYD.TO (Boyd Group), VFV, XIC

Subscribe to 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.

In this quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table. Before diving into the stocks, we discuss major breaking news in AI and private markets, including reports of a potential SpaceX IPO and OpenAI’s massive new funding round at an eye-popping valuation.

We then shift to our featured companies. Braden introduces QXO, a roll-up led by serial entrepreneur Brad Jacobs targeting the fragmented building products industry. Simon looks at Siemens Energy, a global player benefiting from rising demand for power infrastructure, while navigating challenges in its wind segment. Dan rounds things out with Dollarama, exploring whether recent weakness is a temporary blip or a longer-term shift in consumer behavior.

We also discuss broader themes including AI commoditization, capital allocation, energy demand, and how changing consumer habits could permanently impact retail.

Tickers of stocks discussed: QXO, Siemens Energy (SMERY / ENR), Dollarama (DOL.TO)

Subscribe to our Our New Youtube Channel!

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.

In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty.

We discuss the growing divergence beneath the surface of major indices, with equal-weighted strategies outperforming as mega-cap tech names experience significant drawdowns. We also revisit the AI investment debate and how rising energy costs could impact the long-term economics of data center buildouts.

On the earnings side, we dive into Nike’s disappointing results, including margin compression, declining sales in key regions like China, and a challenging turnaround strategy as the company pivots back toward wholesale.

We also examine Air Canada’s leadership change, with CEO Michael Rousseau announcing his retirement amid rising fuel costs and what looks to be a difficult operating environment for airlines going forward.

Finally, we close with a deep dive into GoEasy’s latest earnings release. While much of the damage was pre-announced, major concerns remain around LendCare, surging charge-offs, restated financials, and what this means for the company’s future. We break down what’s changed, what hasn’t, and whether this situation could worsen from here.

Tickers of stocks discussed:
Nike (NKE), Air Canada (AC.TO), GoEasy (GSY.TO), Shopify (SHOP.TO), Thomson Reuters (TRI.TO), Apple (AAPL), Microsoft (MSFT), Meta (META), Alphabet (GOOGL)

Subscribe to 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.

Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios.

We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop.

Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far?

Tickers discussed:
CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.TO

Subscribe to our Our New Youtube Channel!

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.

Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios.

We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop.

Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far?

Tickers discussed:
CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.TO

Subscribe to our Our New Youtube Channel!

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.

In this episode, we break down what goeasy’s collapse could signal for the broader Canadian economy and banking sector.

We revisit past Canadian bank failures, connect them to today’s rising job losses and economic weakness, and explain why subprime lenders tend to crack first in a downturn.

We also discuss whether Canadian banks could face headwinds after a strong run, and compare Goeasy to Propel to assess risks across alternative lenders.

Tickers: GSY.TO, PRL.TO, RY.TO, NA.TO, CM.TO

Subscribe to our Our New Youtube Channel!

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.

The Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy.

We also break down Alimentation Couche-Tard’s latest earnings and why the market was underwhelmed despite decent headline growth. Same-store sales, consumer pressure, and slowing organic momentum remain key issues.

We then turn to Adobe and The Trade Desk, looking at Adobe’s AI strategy and leadership transition, and why new concerns around Trade Desk are putting added pressure on investor confidence.

Tickers discussed: ATD, ADBE, TTD

Subscribe to 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.