Podcast Archives - The Dividend Guy Blog

Big Boom in Construction (Stocks to Buy) [Podcast]

Housing starts may be slowing down in 2026, but construction activity isn’t dead—it’s shifting. We look to the broader construction ecosystem and highlight where the real growth drivers (and traps) are hiding. Download the Dividend Rock Stars List! You'll Learn Why “sluggish housing starts” doesn’t mean construction is overResidential demand may be cooling (especially condos), but commercial, industrial, and infrastructure spending can follow a different …

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5 Years Later, is Investing in CDRs Worth It? [Podcast]

Blog, Podcast

CDRs were pitched as a simple way for Canadians to buy U.S. (and now a few international) stocks in Canadian dollars—with built-in currency hedging. Five years after their launch, we revisit what CDRs actually are, what they do well, and why the “convenience” story often comes with a price tag investors don’t fully see. If you’re holding CDRs—or considering them—this episode helps you decide if they still make sense for your long-term plan. Download the FREE and Honest Guide to …

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Crunchy Tax Optimization Questions [Podcast]

Blog, Podcast, Retirement

Today, we focus on the tax moves that actually matter (and the ones that waste your time), especially if you’re sitting on big unrealized gains in a non-registered account. The big takeaway: build your plan and investment strategy first—then optimize taxes, not the other way around. Join Retirement Loop's Waitlist You'll Learn The “3 D’s” of tax optimization (what really moves the needle): Defer: delay taxes so your money compounds longer. Divide: split …

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4 Tech Stocks Immune to the AI Bubble [Podcast]

Blog, Dividend stocks, Podcast

In this episode, Mike and Véronique dig into what an AI bubble could look like, how it compares to the dot-com era, and four large-cap tech names that should be able to take a hit without having their long-term story derailed. Watch the Webinar Replay (No registration needed) You'll Learn Why “bubble” fears are rising in 2025:It’s not just hype—AI adoption has accelerated fast, and the market is rewarding winners aggressively. The risk is that expectations become …

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Popular Stocks I Dislike [Podcast]

Blog, Dividend stocks, Podcast

Some stocks are loved by most investors—but not by Mike. We unpack a few “top holdings” from the Dividend Stocks Rock member list and explain why popularity doesn’t automatically equal portfolio quality. You’ll also hear the real issue hiding behind each name: dividend momentum, business momentum, and whether the story still matches your rules. Download the 50 Most Popular Stocks Guide If you’ve ever stared at a watchlist and thought, “Where do I even start?”, this is a shortcut to better …

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How to Invest in 2026 [Podcast Series]

Blog, Investing Strategy, Podcast

This New Year mini-series is built for investors who want a clear plan for 2026—without drowning in market noise. Across six quick episodes, Mike and Vero cover where markets were in 2025, what could derail portfolios in 2026, how to think about high-yield stocks safely, and how to tighten your process so you can invest with conviction. (Quick reminder: this is for information and education—not personal financial advice.) How to Invest in 2026: Series Intro (Jan 1st) Mike and Vero kick …

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