logo
episode-header-image
Jul 2023
52m 59s

Canadian Inflation Drops Below 3% and Te...

BRADEN DENNIS & SIMON BELANGER
About this episode

We are back with our regular Thursday episode where we talk about news and earnings in the investing world. We start off by talking macro with the Canada June CPI print and Bank of Canada rate increase. We then give an update on the Microsoft/Activision-Blizzard deal and Constellation Software’s acquisition of Optimal Blue. We finish the episode by talking about the most recent quarter from Aritzia. 

 

Symbols of stocks discussed: ATZ.TO, MSFT, ATVI

Check out our portfolio by going to Jointci.com

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 

Interested in becoming the next co-host of the Canadian Investor Podcast? Send us a 1 minute video at canadianinvestorpod@gmail.com .

Youtube video on the Rise and Fall of Activision Blizzard

Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

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

See omnystudio.com/listener for privacy information.

Up next
Aug 25
How We Find and Analyze New Stock Ideas
In this episode, Simon and Dan walk through their process for finding strong investment ideas, from using stock screeners to AI tools, and finally doing a full deep dive on company fundamentals. Simon shares the consistent criteria he applies in his screeners, how he narrows down ... Show More
52m 4s
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
Recommended Episodes
Apr 2025
Financial Markets in Turmoil Ahead of Canadian Elections
Stocks and Bonds down. Trump panics and pauses tariffs for 90 days. Is a China currency devaluation imminent? We also cover the upcoming federal elections in Canada and are joined by John Manley and David Herle for political commentary. Join the Ice Cap / Loonie Hour Webinar this ... Show More
1h 27m
Apr 2024
Equities buoyed by strong corporate and economic data
While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate earni ... Show More
11m 58s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments. Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold Start your free online visit today at https://hims.com/gold In ... Show More
1h 1m
Apr 2025
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Sep 2024
S&P 500 Equal Weight and gold reach new all-time highs
The US Empire State manufacturing survey showed a jump in sentiment, a welcome sign amid weakness in the manufacturing sector. Ahead of the Federal Reserve's interest rate decision, markets are pricing in a 50 basis point cut, leading to a rotation out of tech stocks and the S&P ... Show More
14m 14s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with the S ... Show More
11m 43s
Sep 2024
CIBC's Benjamin Tal: Rates, Recession Risk, Real Estate
Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commod ... Show More
17m 35s
Jul 2024
The Deal Room: The Rise of Jefferies & A Big Week for Private Equity
It’s been a great week for investment banking and deal-making, and we've curated the top four stories: Jefferies’ bumper earnings and the factors driving the success of elite boutique banks A detailed exploration of the Poison Pill strategy, featuring Southwest Airlines' defense ... Show More
41m 35s
Apr 2025
Gold shines brighter as Liberation Day looms
European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid concerns ov ... Show More
11m 23s