The Canadian Investor

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
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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
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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
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3 Things to Do Before You Invest a Single Dollar
Apple Podcast
Spotify
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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 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 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 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.

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 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.

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.