Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy

About this episode

The episode discusses Canada's new sovereign wealth fund, speculative space ETFs, and investment strategies for younger Canadians.

In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stocks, and how younger investors can get started. They start by discussing where the new Canada Strong Fund could potentially invest, including critical minerals, uranium, energy infrastructure, pipelines, and companies tied to national sovereignty. They also look at why a West-to-East pipeline could become a much bigger political and economic issue as Canada thinks more seriously about energy security. The conversation then shifts to the new Canadian-listed space ETF, the risks of niche thematic funds, and why space investing remains a high-risk, high-reward area. Simon and Dan also compare the recent strength in technology and semiconductor stocks with more traditional “real economy” companies like railways, waste collection, infrastructure, and industrial businesses. They wrap up by discussing some of the most surprising Canadian stock performers of 2026, including Aritzia and Bombardier, before answering a listener question on how young Canadians can start investing using accounts like the FHSA and TFSA, as well as…

People in this episode

Host: Simon

Guest: Dan

Topics covered

• Canada's new sovereign wealth fund
• speculative space ETFs
• real economy stocks
• energy security
• investing for younger Canadians

Keywords

• Canada Strong Fund
• space ETFs
• real economy
• investing
• Aritzia
• Bombardier
• FHSA
• TFSA

Mentioned in this episode

Organizations: Canada Strong Fund, Aritzia, Bombardier, FHSA, TFSA, QQQ, SPY, DIA, RSP, BDGI

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