Podcast Episodes

Not yielding for yield

Season 1 Episode 90

This week, Barry and Ernest discuss their preference forcompounders over dividend-paying stocks before providing an update on Alimentation Couche-Tar…

10 months ago

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Lessons from the greatest investor of all time

Season 1 Episode 88

0:00– Introduction

2:43– How Buffett has influenced our investing journey

14:34– Our favorite Buffett investments

27:35– Berkshire under Greg Abel 

40:58…

10 months, 2 weeks ago

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Lessons from the greatest investor of all time

The end of an era: With Warren Buffett's retirement, Barry and Ernest discuss lessons and highlights from his career and speculate how Berkshire migh…

10 months, 2 weeks ago

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More Q1 earnings

Season 1 Episode 87

0:00 – Introduction3:02 – Stock market recovery and macro commentary11:28 – Visa earnings21:28 – Big tech earnings overview (Google, Meta, & Microsof…

10 months, 3 weeks ago

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Talking Q1 earnings

Season 1 Episode 86

0:00 – Introduction3:09 – Q1 earnings season so far9:50 – Watsco earnings15:56 – TFI International earnings23:08 – Netflix earnings29:30 – Moody’s & …

11 months ago

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Tariffs and Market volatility - Part 2

Season 1 Episode 85

0:00 – Introduction3:25 – Companies responding to changing US tariffs 10:13 – Timing the markets in bad times19:52 – Quality companies are the best d…

11 months, 1 week ago

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Tariffs and the market volatility

Season 1 Episode 84

0:00 – Introduction

2:05 – Impact on tariffs on markets

5:20 – How companies respond to tariffs

11:58 – Service companies tend to be more protected from…

11 months, 2 weeks ago

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CNQ's tar-rific 2024

Season 1 Episode 83

0:00 – Introduction1:43 – Market correction3:40 – Upcoming Canadian election7:10 – Canadian government energy policy 15:15 – Principles when investin…

11 months, 4 weeks ago

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Constellation's stellar year

Season 1 Episode 82

0:00 – Introduction1:44 – The rough 2025 for the US stock market6:00 - The current market vs other pullbacks12:37 – Constellation Software's earnings…

1 year ago

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Navigating Tariff Threats

Season 1 Episode 81

0:00 – Introduction2:05 – A detailed overview of tariffs9:45 – Thinking about tariffs as leverage to renegotiate USMCA17:15 – Tariffs impact on the s…

1 year ago

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