Podcasts

In this week's Long-Term Investing Podcast, Barry and Ernest discuss their fixed income strategy with spreads at multi-decade highs, then discuss Q4 earnings for Amazon, TransDigm, and Restaurant Brands.

With Trump pulling back on his tariff threats against Canada, Barry and Ernest discuss why owning quality stocks is the best defense against geopolitical threats. They then talk about TMX Group’s evolution.

This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about key learnings, US tariffs, and, believe it or not, something called Fartcoin.

A jam packed show this week. Barry and Ernest start the podcast with a conversation about the recent market pullback and why Baskin Wealth Management is staying the course. Next, they discuss Goldman Sachs prediction about forward returns on the S&P 500 and then share their views on the global impact of Big Techs. In the feature discussion,  Ernest talks about meeting Mike Rose, CEO of Tourmaline Oil, as well as what he learned by attending an oil and gas conference in Toronto.

After taking a much-needed holiday, Barry and Ernest are back this week with a jam-packed episode. The discussion starts with a definition of a “compounder” with them breaking down the characteristics they look for when buying an investment that will compound. Next, they talk about the resignation of Prime Minister Justin Trudeau and what that means for Canadian investors. Then, the featured conversation about Constellation Software, where they discuss Constellation’s plans to increase growth, its capital allocation policy, and the pros and cons of AI on its business model. A great episode ... as usual!

Barry and Ernest are back with their final podcast of 2024. Not to worry, they will be back weekly in 2025! In this year-end wrap, Barry and Ernest review the highlights and lowlights of the Baskin Wealth Management portfolio. They discuss the names that surprised the most as well as sharing their thoughts on what might happen in 2025. Thank you very much for watching and listening and we wish you and your family a happy and healthy 2025.

This week, Barry and Ernest review Baskin Wealth Management’s decision to buy back shares of Meta. They discuss the risks and opportunities for the company with a thoughtful conversation about Meta’s business pivots over the years, its AI goals and what is going on with Reality Labs. Then the show is all about you as they answer several questions from the mailbag including a discussion on stocks they regret not buying and how we manage currency fluctuations.

This week, Barry and Ernest talk tariffs - the risks to the Canadian and U.S. economies and the types of companies that could be hurt the most. Next, they discuss the proposed remedies by the DOJ in its anti-trust lawsuit against Google. Moving on, they provide an update on Couche-Tard’s bid for 7 Eleven and a review of its recent earnings release. The feature discussion is on the risks and opportunities for Copart.

A busy show this week. First, Barry and Ernest discuss the Mike Tyson/Jake Paul fight on Netflix and what it means for investors. Next, they talk more about Trump 2.0 and what moves you should or shouldn’t make for your portfolio. Then, they review Berkshire’s recent purchase of Domino’s Pizza and the motivations behind the investment. Moving on to Live Nation, Barry and Ernest discuss the strong results for the concert giant. And then the podcast is all about you! Barry and Ernest introduce a new mailbag feature and answer several viewer questions from X. Don’t miss this episode.

Barry and Ernest deliver a packed show this week. With Donald Trump winning the 2024 Presidential Election, Barry and Ernest provide their thoughts on what it might mean for your portfolio. They then give an overview of the current economic environment and the reasons why, they believe, stocks are hitting all time highs. Next, they discuss Constellation Software's earnings release which ties into the feature discussion - Baskin Wealth Management’s recent purchase of TransDigm for its clients. Here, they review the similarities between the two companies and lay out their investment thesis on TransDigm.