Podcast Episodes
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I Wanna Rock and Roll All Nite and Invest in Live Nation Every Day
Season 1 Episode 10
Ernest and I tackle a controversial investment, Live Nation. We start the podcast by discussing why we still see value in "Big Tech". Then we move on…
3 years ago
Wait a minute? You bought an Oil Stock?
Season 1 Episode 9
In this week’s episode, Barry & Ernest discuss the prospects for the Canadian energy sector and our recent investment in Canadian Natural Resources. …
3 years ago
Sometimes the light's all shinin' on TFI International
Alain Bedard has built a trucking giant in TFI International. Come learn about one of the best capital allocators in Canada.
3 years, 1 month ago
Everything you ever wanted to know about Factor Investing and Netflix
Season 1 Episode 7
Happy Friday! We are back with another episode of the Long Term Investing Podcast. In today's episode, Ernest and I, talk about Factor Investing and…
3 years, 2 months ago
Chatting about ChatGPT and making sense of Brookfield
Season 1 Episode 6
Welcome back to the podcast! A new year brings us the first Long Term Investing Podcast of 2023. Please join us as we talk about ChatGPT and it's p…
3 years, 2 months ago
What do Constellation Software and Restaurant Brands have in common?
Season 1 Episode 5
Happy Friday! You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Mark L…
3 years, 3 months ago
Opportunities in Canadian Real Estate Investment Trusts
Episode 4
Canadian Real Estate Investment Trusts have had a tough year on the back of rising interest rates and worries about inflation and a possible recessio…
3 years, 4 months ago
Talking Big Tech and Buffett
Episode 3
I'm joined today by Ernest Wong, Head of Research at Baskin Wealth Management. Ernest and I discuss his recent blog on big tech https://baskinwealth…
3 years, 4 months ago
Our definition of Long Term Investing
In today's episode, I'm joined by Ernest Wong @ernestwongbwm, Head of Research at Baskin Wealth Management. Ernest and I discuss interest rates, g…
3 years, 5 months ago
Our thoughts on the current market volatility
Episode 1
In the first of a new Podcast series, Barry Schwartz, Chief Investment Officer at Baskin Wealth Management, discusses the ongoing market volatility…
3 years, 5 months ago