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.
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
TFI's trucking rebound
2026-05-05 | 32 mins.
This week, Barry and Ernest discuss Tim Cook's retirement and legacy, smart share buybacks from companies, and TFI International's improving financial outlook.
0:00- Introduction 2:12- Tim Cook's retirement and legacy 9:38- Reed Hastings resigning from Netflix's board 14:11- Smart share repurchases 21:46- TFI International's rebound
About Long Term Investing - With Baskin Wealth Management
About Long Term Investing - With Baskin Wealth Management
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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