logo
episode-header-image
Oct 2021
38m 19s

Lightspeed short report, moats and gambl...

BRADEN DENNIS & SIMON BELANGER
About this episode

In this episode of the Canadian Investor Podcast, we mix it up with some news and concepts. We talk about the following topics:

  • Lightspeed short report by Spruce Point Capital
  • CMHC warning about the canadian housing market
  • Merger of Agnico Eagle Mines and Kirkland Lake Gold
  • US Debt Ceiling 
  • Moats and quality scoring checklist
  • Precious streamers and Franco-Nevada 
  • Gambling on stocks

Tickers of stocks discussed:

FNV.TO, LSPD.TO, AEM.TO, KL.TO

  • Canadian Investor Podcast Twitter: @cdn_investing
  • Simon’s twitter: @Fiat_Iceberg
  • Braden’s twitter: @BradoCapital

Buy us a coffee ☕️ ❤️: https://ko-fi.com/tcipod

See omnystudio.com/listener for privacy information.

Up next
Aug 21
Economic Uncertainty Continues to Reshape Canadian Real Estate
In this episode of the Canadian Investor Podcast, we’re joined by Daniel Foch, host of the Canadian Real Estate Investor Podcast, for a deep dive into the macro forces shaping Canada’s economy and real estate market. We explore the impact of rising youth unemployment, the steep d ... Show More
1h 3m
Aug 18
Best Trash Stock? Waste Management or Waste Connections
Dan and Simon dive deep into two of North America’s waste-disposal giants — Canada’s Waste Connections and the U.S.-based Waste Management. They break down business models, market share, acquisition strategies, financial performance, and the critical role of landfill ownership. F ... Show More
58m 49s
Aug 14
Shopify & Franco-Nevada Deliver Big on Earnings
In this episode, Simon and Dan dive into a jam-packed earnings episode covering some of Canada’s biggest names. They break down GoEasy’s record quarter and cautious shift toward secured lending, Franco-Nevada’s strong gold-fueled results and the latest on Cobre Panama, WSP Global ... Show More
54m 12s
Recommended Episodes
Aug 2022
Market Rotation, Meme Stock Madness and Bearish Bet on Apple
On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss: A rotation happening in the broader market Meme stocks like Bed, Bath and Beyond soaring 400% in the last month Tom’s prediction for crude’ ... Show More
29m 43s
Aug 2024
Starbucks Steals Chipotle's CEO, Key Inflation Metric Comes in Cooler Than Expected
Stock market update for August 13, 2024. Check out our ⁠⁠Leading Indicator⁠⁠ podcast for interviews with leaders in business and tech. Subscribe to the ⁠⁠Halftime Report⁠⁠, our weekly newsletter breaking down the most important stories investors need to know. 
7m 52s
Jul 2023
S&P 500 rally, DIA vs. QQQ, perma-realism and tech giants' important earnings
Matthew Tuttle and Rob Isbitts discuss the SPY rally and DIA vs QQQ (1:00), why investors should trade based on what they see, not what they think (3:30) and why tech giants' earnings are important to watch (12:15). This is an abridged conversation from Seeking Alpha's recent Inv ... Show More
13m 35s
May 2024
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Jason Shapiro on Twitter https://x.com/Crowded_Mkt_RptJason Shapiro website https://www.crowdedmarketreport.com/Jason Shapiro YouTube channel https:/ ... Show More
1h 16m
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alway ... Show More
40m 31s
Jan 2024
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the Cu ... Show More
1h 12m
Apr 2025
Closing Bell Overtime: BlackRock Co-Founder On Market Volatility; Former Bridgewater Chief Investment Strategist On Gold, Dollar 4/10/25
Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa St ... Show More
51m 5s
Jun 2023
MRKT Call: Trading The Futures
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 20th. 0:00 - China Troubles9:00 - S&P 50013:00 - NASDAQ Short Trade16:20 - History Rhyming?24:30 - Yields27:30 - Crude Oil29:55 - Gold MRKT Call is brought to you ... Show More
35m 40s
Aug 6
Trade news and macro data keep investors on their toes
With tariffs on Switzerland still in focus, a small Swiss delegation travels to Washington to negotiate a resolution. Meanwhile, emerging tariff threats for semiconductors and pharmaceuticals are weighing on market sentiment. Beyond trade developments, investors must digest a sle ... Show More
20m 43s
Sep 2021
ETFs Break $9 Trillion
On this week's episode of The Compound & Friends, Michael Batnick, Leanna Haakons, Tom Lydon, and Downtown Josh Brown discuss: global ETF assets hit $9 trillion, SPAC crackdown, IPO boom, Gensler's vision, El Salvador adopting Bitcoin, the post-pandemic office, sports cards, and ... Show More
1h 37m