Top stations Podcasts Live sports Near you Genres Topics

Podcasts BusinessLong Term Investing - With Baskin Wealth Management

Listen to this podcast in the app for free:

radio.net

Sleep timer

Save favourites

Download for free in the App Store

Long Term Investing - With Baskin Wealth Management

Barry Schwartz

Business Investing

Long Term Investing - With Baskin Wealth Management

Latest episode

114 episodes

Charging to the Future
2026-2-18 | 31 mins.
This week, Barry and Ernest break down Alimentation Couche-Tard's strategy from their Investor Day as well as an update to Ferrari's EV strategy.

0:00- Intro
2:41 - How we are reacting to the sell-off
10:34 - Incentives with AI
14:30 - Alimentation Couche-Tard's IR Day
23:50 - EV experience in Norway
26:08 - Ferrari's earnings
Big Capex for the Big Techs
2026-2-10 | 30 mins.
Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey.

0:00- Intro
7:20- Apple's record iPhone sales
11:48- Apple's memory and chip constraints
16:35- Microsoft's Azure miss
20:10- Big tech returns on AI capex
22:01- Meta's motivations for AI
25:48- Brookfield Asset Management's new CEO
Chips and Streaming
2026-1-27 | 27 mins.
Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix.

0:00- Intro
1:31- Stock price narratives
5:27- Constellation Software disruptive threats
14:15- TSM’s strong growth
18:47- Netflix update
Fed Turmoil and Credit Card Rate Caps
2026-1-20 | 21 mins.
In this week's episode, Barry and Ernest discuss the criminal investigation of Jerome Powell as well as the US proposal to cap credit card interest rates at 10%.

0:00- Introduction
1:53- Narratives driving stock prices
5:36- Jerome Powell criminal investigation
13:56- Credit card interest rate cap
Venezuela + Financials outlook
2026-1-13 | 39 mins.
Barry and Ernest are back in 2026! They break down the implications of Venezuela on the Canadian energy industry, before providing an update on several companies in the financial industry.

0:00- Introduction
2:16- How Venezuela impacts Canada
12:06- Why we own CNQ
14:39- Strong performance for financials
19:59- TMX Group update
21:24- Moody's update
27:40- MSCI update
30:40- Visa update

More Business podcasts

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.

Podcast website

Business Investing