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In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news.

We start with Jamieson Wellness, which received a takeover offer from Japan’s Kirin Holdings shortly after we highlighted it as one of our stocks to watch. We discuss the deal premium, why smaller Canadian companies continue to attract ...


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In this episode of The Canadian Investor Podcast, Simon is joined by Mark McGrath, a CFP and advice-only financial planner focused on helping Canadian physicians with comprehensive financial planning. Mark explains how advice-only planning works, how it differs from traditional portfolio management, and why a full financial plan often needs to cover cash flow, taxes, retireme...


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In this live episode of The Canadian Macro Investor Podcast, Simon and Dan break down the recent intervention in the Japanese yen and why it matters for global bond markets, U.S. Treasury yields, mortgage rates and the yen carry trade. They discuss why Japan and the U.S. may have stepped in, how the intervention worked, and why the yen remains under pressure despite the move....


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In this episode of The Canadian Investor Podcast, we break down a packed week of earnings and market news, starting with Goodfood filing for bankruptcy protection and what went wrong for the meal-kit business.

We then look at Alimentation Couche-Tard’s proposed acquisition of Poland’s Zabka Group, a deal that would be the largest in Couche-Tard’s history and significan...


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In this episode of The Canadian Investor Podcast, we look at four stocks that are on our radar right now, including a mix of well-known names and smaller Canadian companies that may be overlooked by investors.

We start with Netflix, which has fallen sharply from its highs and now looks much more reasonably valued than it did during the peak of its run. We discuss the c...


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