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The Canadian Investor

by Braden Dennis & Simon Belanger
InvestingBusiness

Chart positions today · United States

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Latest episodes

  • NeoClouds & the Debt Problem Behind the AI Boom

    October 26, 2026 · 43 min

    In this episode of The Canadian Investor Podcast, Simon and Dan take a deep dive into NeoClouds and the increasingly important role debt plays in the AI infrastructure boom. They explain how companies like CoreWeave finance massive GPU…

  • SpaceX Growth Explodes, Netflix’s Slowdown & BlackRock’s Big Warning

    October 22, 2026 · 50 min

    In this episode of The Canadian Investor Podcast, Simon and Dan kick off earnings season with SpaceX, where revenue surged 161% as AI and Starlink growth accelerated. But the enormous growth comes with equally enormous spending, including…

  • Where We’re Finding Value in an AI-Obsessed Market — With Braden Dennis

    October 19, 2026 · 53 min

    Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today’s market and ask a simple question: where can investors still find value? With more than 100 S&P 500 companies…

  • Is the Economy Starting to Crack? Inflation, Housing & Consumer Stress

    October 17, 2026 · 60 min

    In this episode of The Canadian Macro Investor, Simon and Dan dig into growing stress beneath the AI infrastructure boom. CoreWeave’s debt is now trading at distressed yields as its borrowing costs surge, raising questions about how long…

  • ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack

    October 15, 2026 · 53 min

    In this episode of The Canadian Investor Podcast, Simon and Dan break down growing stress at CoreWeave as its unsecured bond yields surge to roughly 15%. They discuss why the company’s enormous debt load, reliance on new financing and…

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About the show

The Podcast For Canadian Investors. The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles. Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.