About this episode

The episode discusses the market's reaction to geopolitical events, earnings reports, and trends in Canadian ETF flows.

In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clear portfolio strategy matters more than ever. We then shift to earnings, starting with a strong turnaround quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also revisit Boyd Group, a long-term compounder facing short-term pressure from insurance trends and used vehicle dynamics. Finally, we dive into the latest Canadian ETF flows to understand where investors are allocating capital today, including the rise in Canadian equities, the decline in crypto exposure, and the continued growth of more complex ETF products. Tickers discussed: DOO.TO (BRP), BYD.TO (Boyd Group), VFV, XIC    Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter…

People in this episode

Hosts: Braden Dennis, Simon Belanger

Topics covered

• Canadian ETFs
• market reaction
• oil prices
• equities
• earnings
• investment strategy
• ETF flows

Keywords

• ETFs
• investing
• oil prices
• equities
• BRP
• Boyd Group
• Canadian equities
• crypto exposure

Mentioned in this episode

Organizations: BRP, Boyd Group, Fiscal.ai, BMO Global Asset Management

Products: DOO.TO, BYD.TO, VFV, XIC

More episodes of The Canadian Investor

• 7 Stocks We Sold Too Early… And Still Regret · April 27, 2026 · 43 min
• Apple’s New CEO + The Company Challenging Home Depot · April 23, 2026 · 45 min
• Do Canadians Really Need $1.7 Million to Retire? + The Gamification of Investing · April 20, 2026 · 46 min
• Why BRP Stock Just Crashed & GFL Makes a Huge Acquisition · April 16, 2026 · 44 min
• What the Oil Shock Means for Stocks, Gold & Rates with Bipan Rai · April 15, 2026 · 32 min
• The Largest IPOs in History and Young Canadians Are Stressed About Money · April 13, 2026 · 50 min

Explore listener stats, chart rankings, contacts and more on the The Canadian Investor podcast page.