Long Term Investing - With Baskin Wealth Management

127 episodes

What's next for Canadian banks?
2026-06-17 | 42 mins.
Recorded: June 10, 2026
This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.

0:00- Introduction
6:01- SpaceX's IPO
14:20- Elevated return expectations
22:21- Diversified Canadian banks
28:03- Prime lending focus
33:00- Canadian bank valuations
38:54- Regulatory landscape
What's next for Canadian banks?
2026-06-16 | 29 mins.
Recorded on: June 10, 2026

This week, Barry and Ernest review the current state of the stock markets, including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.

0:00- Introduction
6:01- SpaceX's IPO
14:20- Elevated return expectations
22:21- Diversified Canadian banks
28:03- Prime lending focus
33:00- Canadian bank valuations
38:54- Regulatory landscape
Financial Planning Special
2026-06-02 | 29 mins.
This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective.

2:14- What isfinancial planning?
8:13- Assetallocation
15:50- Planning fordifferent generations
18:24: Taxconsiderations
21:12- Hierarchy ofinvestment accounts
25:53- Can AIreplace financial planning?
Constellation Software's New Era
2026-05-26 | 47 mins.
This week, Barry and Ernest discuss key learnings from the Constellation Software's annual general meeting.

0:00- Introduction
3:52- Constellation Software backdrop
12:08- CSU's response to AI
25:50- CSU's acquisition pipeline
34:15- Incentives at Constellation Software
39:17- What would make us sell CSU?
The Greg Abel Era at Berkshire
2026-05-12 | 41 mins.
Recorded on: May 6, 2026

This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett.

0:00- Introduction
2:14- High valuations for AI-adjacent names
11:48- Google’s AI update
21:15- Apple’s strong results
24:49- Greg Abel at the Berkshire AGM
28:53- Berkshire’s capital allocation changes

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About Long Term Investing - With Baskin Wealth Management

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.

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