Compounding for 94 years
This week, Barry and Ernest discuss Warren Buffett’s annual letter, then provide updates on Alimentation Couche-Tard’s acquisition of 7-Eleven as well as earnings for National Bank and Domino’s Pizza.
Benjamin Klein on BNN’s The Open – Hot Picks in big tech
Benjamin Klein shares his hot picks in big tech stocks.
Barry Schwartz on BNN’s Market Call – March 3, 2025
Barry Schwartz joined BNN to discuss the market outlook, past and top picks.
Good & bad earnings recap and Brookfield Bonanza
In this week’s episode, Barry and Ernest discuss more Trump, TFI’s weak performance, and earnings for Garmin, Watsco, and Moody’s before talking about all things Brookfield.
“Spread”-ing risk in bonds
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.
Why we are not “tariff-ied”
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.
Benjamin Klein on BNN’s Trading Day – Why this portfolio manager is bearish on Canadian manufacturing & mining
Benjamin Klein explains why he's bearish on Canadian manufacturing and mining.
Barry Schwartz joined In the Money podcast with Amber Kanwar
Markets are volatile, but that doesn't mean you should stay on the sidelines. Barry Schwartz joined In the Money with Amber Kanwar to discuss how he navigates tariff threats, why he rarely invests in Canadian stocks, and what he's buying right now.
Barry Schwartz on BNN’s The Open – What investors should know about investing amid a tariff war
Barry Schwartz shares strategies for investors navigating the market amid a tariff war.
Monthly Newsletter – January 2025
The stock market is looking more like Vegas these days—minus the free drinks. With Trump’s second term kicking off a frenzy in meme stocks, crypto gambles, and sky-high speculation, it’s easy to feel like you’re missing out. But as Morgan Housel wisely reminds us, the key to successful investing is knowing your game—and not accidentally wandering into someone else’s. In this month’s blog, we break down the latest market madness and why sticking to fundamentals is still the best bet (no dice required).
