Podcast Episodes

Market Turmoil + Restaurant Brands Update

This week, Barry and Ernest discuss the Iran conflict and long-term investing through market volatility before updating Restaurant Brands "Whopper" o…

11 hours ago

Trust in Live Nation

This week, Barry and Ernest discuss the oil price spike, Constellation Software's earnings, and Live Nation's antitrust settlement. 

0:00- Introductio…

1 week, 6 days ago

Netflix's $2.8b Money Heist

This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down …

2 weeks, 6 days ago

Moody's Solid Rating

This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from…

1 month ago

Charging to the Future

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…

1 month, 1 week ago

Big Capex for the Big Techs

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 Conn…

1 month, 2 weeks ago

Chips and Streaming

Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Man…

2 months ago

Fed 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…

2 months, 1 week 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…

2 months, 2 weeks 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 months ago