About this episode
The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks. The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways. Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.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.
