The Canadian Investor

• Jan van Eck on Gold’s Surge, AI’s Rise, Emerging Markets & the Future of ETFs

  Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor cycle through SMH and Nvidia’s eye-popping margins, the risks and opportunities around OpenAI and infrastructure constraints, and how private credit stress may show up first in publicly traded BDCs. Jan also makes the long-term case for India as a distinct structural growth story within emerging markets, and the trio wrap up by talking about how AI and structured data will change investment research. Tickers of Stocks and ETF Discussed: SMH, GPZ, NVDA, AMZN, V, MA, BTC, SHOP, WMT, INFY, HD, MCD, GS Personal inflation calculator Rent Report by rental.ca 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.

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• What’s Driving the Drop in Tech Stocks and Bitcoin?

  Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with another strong quarter from Loblaw and what it says about food inflation, pricing power, and defensive compounding in a choppy market. Tickers of stocks discussed: QQQ, MSFT, AMZN, META, GOOGL, BRK.B, UNH, NVDA, ORCL, ADBE, DUOL, HIMS, IONQ, RGTI, CELH, GSY.TO, L.TO, DOL.TO, HD 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.

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• 8 Simple Ways to Save and Have More Money to Invest

  For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true inflation rate is to identifying high-impact savings in your budget, this episode is all about practical ways to improve your purchasing power and invest more even if your income hasn’t kept up with rising costs. Simon shares how he cut his own internet bill in half, how to negotiate with Canadian telcos, the smartest places to trim spending, and two simple questions he uses to avoid impulse purchases. Small changes can compound massively over time, and this episode shows exactly where to start. Personal inflation calculator Rent Report by rental.ca 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.

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• Buffett’s Farewell, Constellation’s Pullback, and GoEasy Sells Off

  Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and we revisit GoEasy’s first results since the short report to assess the real risks behind its “secured” loans. Plus, a quick reflection on Warren Buffett’s farewell letter and Greg Abel’s transition at Berkshire Hathaway. Tickers of stocks discussed: CSU, TOI, SHOP, LSPD, WSP, BRK.B, AAPL, V, MA, GSY.TO 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.

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• 5 Canadian Stocks Set to Benefit from the 2025 Federal Budget

  Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and what that signals for the next phase of the AI cycle and where the risks and opportunities actually are. Then Simon shifts to the Canadian federal budget: rising deficits, shifting priorities, and why the real investment takeaway might be in critical minerals, energy security, and defence supply chains. Plus a quick look at Canadian stablecoins and what they could really mean for the financial system. Tickers of stocks discussed: AMZN, MSFT, GOOGL, META, TECK.B, FM, NEO, CCO, CAE, MDA 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.

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