Podcast Episodes
Back to Search
Compounding for 94 years
Season 1 Episode 80
0:00 – Introduction1:35 – Importance of investing for the long-term3:41 – Warren Buffett’s annual letter and succession planning at Berkshire19:15 – …
1 year ago
Good and Bad earnings recap and Brookfield Bonanza
Season 1 Episode 79
0:00: Introduction1:38: Trump and navigating uncertainty in the markets5:40 : How has retirement changed? 12:00: TFI International’s disaster quarte…
1 year, 1 month ago
'Spread'-ing risk in bonds
Season 1 Episode 78
In this week's Long-Term Investing Podcast, Barry and Ernest discuss their fixed income strategy with spreads at multi-decade highs, then discuss Q4 …
1 year, 1 month ago
Why we are not 'tariff-ied'
Season 1 Episode 77
0:00: Introduction1:20: More thoughts on Trump's tariffs6:40: Trump’s new tariffs on China11:40: Baskin’s long-term strategy resiliency to macro even…
1 year, 1 month ago
Netflix’s next act + mailbag!
Season 1 Episode 76
This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about k…
1 year, 2 months ago
Predictions are hard and Ernest meets Mike Rose
Season 1 Episode 75
0:00 – Introduction 2:33 – The recent market pullback 5:28 – Goldman Sachs forecast for 3% market returns 8:50 – Issues in predicting long-term mark…
1 year, 2 months ago
Take me to the Stars! An update on Constellation Software
Season 1 Episode 74
0:00 – Introduction 4:09 – Why invest in Canadian compounders? 9:55 – How we define a compounder 15:45 – Why Compounders deserve to trade at high pr…
1 year, 2 months ago
Year-End Wrap
Season 1 Episode 73
0:00: Introduction 1:30: managing your emotions in the markets 3:03:Hard to learn lessons in a bull market 5:29: Silliness in the market today 7:45:…
1 year, 3 months ago
Getting Back into Meta + Your Questions
Season 1 Episode 72
0:00 Introduction 2:54 Market Bubble? 8:26 Getting Back into Meta 12:45 Thesis for Meta 13:31 Successful Pivots of Meta over the Years 16:15 What Mak…
1 year, 3 months ago
More on Tariffs, Google, Couche-Tard and Copart
Season 1 Episode 71
0:00 Intro 1:54 Trump’s tariff threats + challenges 9:34 How Tim Cook managed Trump’s first term 13:37 Have markets peaked? 15:…
1 year, 3 months ago