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).
Netflix’s next act + mailbag!
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.
Barry Schwartz on BNN’s The Street – Investing in the Magnificent 7 stocks – January 17, 2025
Barry Schwartz talks about his take on investing in the Magnificent 7 stocks.
Benjamin Klein on BNN – Wall Street on track for a winning week – January 17, 2025
Benjamin Klein says Wall Street is poised to finish the week on a high note.
Barry Schwartz on BNN’s The Street – Canada braces for Trump’s tariffs – January 17, 2025
Barry Schwartz talks about Trump's proposed tariffs and how Canada is preparing.
Predictions are hard and Ernest meets Mike Rose
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.
Take me to the Stars! An update on Constellation Software
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!
Registered Plans and Tax Reporting Dates for 2024
Following are the contribution limits and dates for the various registered plans as well as the planned mailing dates for the 2024 income tax slips.
Monthly Newsletter – December 2024
As 2025 dawns, Canada faces unprecedented challenges: a turbulent U.S.-Canada relationship under a Trump presidency marked by annexation threats and trade tensions, paired with domestic political instability and a weakening economy. Investors must stay ahead, leveraging opportunities in robust U.S. markets, a depreciating Canadian dollar, and transformative technologies like AI and sustainable energy. Amid uncertainty, vigilance and adaptability are key to thriving in this new global reality.
