Podcast Episodes
Back to SearchFed Turmoil and Credit Card Rate Caps
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 r…
8 hours ago
Venezuela + Financials outlook
Barry and Ernest are back in 2026! They break down the implications of Venezuela on the Canadian energy industry, before providing an update on sever…
1 week ago
Looking back at 2025
This episode, Barry and Ernest review 2025 including both highlights and lowlights for the markets
and the portfolio.
0:00 - Intro
4:06 - Lowlight 1: T…
3 weeks ago
Netflix's HBO drama
This week, Barry and Ernest discuss Telus's high
dividend yield and Canadian dividend stocks, break down Netflix's motivations
for buying Warner Brothe…
1 month ago
Filling up on Couche-Tard
This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Dis…
1 month, 2 weeks ago
Drilling Down on Canadian Energy
This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names.
0:00…
1 month, 3 weeks ago
Reviewing Q3 earnings for Apple, Amazon and more
This week, Barry and Ernest give an update on a number ofcompanies including Apple, Amazon.com, TFI International, and Live Nation.
0:00- Intro
15:08-…
2 months, 1 week ago
Sticking with stocks
This week, Barry and Ernest discuss the underperformance of high-quality companies, provide an update on some companies in the financial sector and B…
2 months, 2 weeks ago
We are sticking with compounders
This week, Barry and Ernest break down Apple's stock price resurgence and review earnings from Netflix, TSMC, and Waste Connections before explaining…
2 months, 3 weeks ago
Ferrari’s pit stop through 2030
In the latest episode, Barry and Ernest provide an update onConstellation Software's management changes, earnings from Domino's Pizza and Costco, and…
2 months, 4 weeks ago