Podcasts

In this week’s Long Term Investing Podcast, Barry & Ernest discuss Live Nation and misunderstandings about it's business model.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss the prospects for the Canadian energy sector and our recent investment in Canadian Natural Resources.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss 2022 earnings results and TFI International’s outstanding track record of acquisitions.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss whether the stock market rally in 2023 will continue, the importance of factors in portfolio management, and lessons from Netflix’s stock price performance.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss their outlook for 2023, whether ChatGPT is a risk to Google, and make sense of the Brookfield Asset Management spinoff.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss lessons from Mark Leonard and Constellation Software, as well as Restaurant Brands’ appointment of Patrick Doyle as Executive Chairman.

Canadian Real Estate Investment Trusts have had a tough year on the back of rising interest rates and worries about inflation and a possible recession. Ernest and I review the current landscape and discuss the opportunities and risks with Canadian REIT's.

In this week’s Long Term Investing Podcast, Barry Schwartz and Ernest Wong discuss the record rally following the CPI numbers and Ernest’s recent blog about the current state of mega-cap technology stocks such as Google and Amazon. Other topics discussed include the ongoing resiliency of Apple’s shares, and why Warren Buffett is still the greatest investor at 92.

In this week’s Long Term Investing Podcast Barry Schwartz and Ernest Wong discuss Ernest’s recent blog – Creating Value in Volatile Markets with Ernest arguing that paying attention to the companies you own is far more important than trying to predict where the markets are going.

In the first of a new Podcast series, Barry Schwartz discusses the ongoing market volatility and how we are positioning client portfolios in companies that we believe, in the long run, can withstand the challenging economic environment.