5 Canadian Stocks Set to Benefit from the 2025 Federal Budget episode artwork

EPISODE · Nov 10, 2025 · 36 MIN

5 Canadian Stocks Set to Benefit from the 2025 Federal Budget

from The Canadian Investor · host Braden Dennis & Simon Belanger

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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5 Canadian Stocks Set to Benefit from the 2025 Federal Budget

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This episode is 36 minutes long.

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This episode was published on November 10, 2025.

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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...

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