Long Term Investing - With Baskin Wealth Management

Barry Schwartz
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  • الأعمال
  • يتم التحديث أسبوعيًا
Long Term Investing - With Baskin Wealth Management

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.

  1. قبل ٦ أيام

    Good and Bad earnings recap and Brookfield Bonanza

    0:00: Introduction1:38: Trump and navigating uncertainty in the markets5:40 : How has retirement changed? 12:00: TFI International’s disaster quarter 23:01: Garmin earnings 26:12 : Watsco earnings30:15 : Moody’s earnings33:11: Feature discussion on Brookfield Corp. and Brookfield Asset Management In this week’s episode, Barry and Ernest discuss more Trump, TFI’s weak performance, and earnings for Garmin, Watsco, and Moody’s before talking about all things Brookfield.

    ٤٤ من الدقائق

  2. ٢٠ شعبان

    "Spread"-ing risk in bonds

    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 earnings for Amazon, TransDigm, and Restaurant Brands. 0:00 – Introduction1:56 – Aluminum and steel tariffs3:38 – Weakening Canadian dollar and the lack of quality businesses in Canada9:27 – Canadian vs US interest rates11:31 – Baskin bond portfolio discussion20:54 – Fourth quarter 2024 earnings season23:45 – Amazon earnings and its massive capex guidance33:29 – TransDigm earnings37:40 – Restaurant Brands earnings

    ٤٣ من الدقائق

  3. ١٢ شعبان

    Why we are not "tariff-ied"

    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 events15:10: Capex spend for big tech20:01: PE ratios in US indexes versus other countries25:30: TMX Group earningsWith Trump pulling back on its tariff threats for Canada, Barry and Ernest discuss why owning quality stocks is the best defense against geopolitical threats before discussing TMX Group's evolution.

    ٣٦ من الدقائق

  4. ٢٨ رجب

    Netflix’s next act + mailbag!

    This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about key learnings, US tariffs, and, believe it or not, something called Fartcoin. 0:00 – Introduction 2:10 – Reviewing buy & hold strategy 6:35 – Netflix’s record-breaking quarter 16:43 – Is there still value for Netflix shareholdersgoing forward? 17:39 – Mailbag! 17:51 – Key lessons from the last 5-10 years 22:23 – Should CEOs announce buyback plans? 25:48 – Should unoptimized companies trade at highermultiples? 29:34 – How do US tariffs impact the energy sector? 33:58 – Are young investors developing investing skillsby owning Fartcoins?

    ٤٠ من الدقائق

  5. ٢١ رجب

    Predictions are hard and Ernest meets Mike Rose

    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 market performance 11:30 – The global scale of new tech companies 18:30 – Attending the ATB Conference 22:14 – The state of the Energy/Infrastructure market 29:09 – NFI and different perspectives on tariffs A jam packed show this week. Barry and Ernest start the podcast with a discussion about the recent market pullback and why Baskin Wealth is staying the course. Next, they discuss Goldman Sachs prediction about forward returns on the S&P 500. Then, Barry and Ernest talk the global impact of Big Techs. Then it is the feature discussion. Ernest talks about meeting Mike Rose, CEO of Tourmaline Oil as well as what he learned by attending an oil and gas conference in Toronto.

    ٣٤ من الدقائق

  6. ١٤ رجب

    Take me to the Stars! An update on Constellation Software

    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 prices 24:50 – How we are reacting to Trudeau's resignation 29:00 – Update on Constellation Software going into 2025 38:13 – Does AI impact Constellation? 42:28 – Books we read during the holiday After taking a much-needed holiday, Barry and Ernest are back this week with a jam-packed episode. The discussion starts with a definition of a “compounder” with them breaking down the characteristics they look for when buying an investment that will compound. Next, they talk about the resignation of Prime Minister Justin Trudeau and what that means for Canadian investors. Then, the featured conversation about Constellation Software where they talk about Constellation’s plans to increase growth, its capital allocation policy, and the pros and cons of AI on its business model. A great episode ... as usual!

    ٥٤ من الدقائق

  7. ١٦‏/٠٦‏/١٤٤٦ هـ

    Year-End Wrap

    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:Sticking to our circle of competence 9:40: Year-End Wrap Discussion 12:37: Surprising strength in the TSX in 2024 14:08: A strong year for the Canadian Banks 18:30: Reviewing portfolio changes in 2024 for our clients 20:48: Garmin’s big year 24:52: Being patient on purchases 28:11: Reviewing the underperformers 34:40: Today’s losers can be tomorrow’s winners 36:08: Reviewing our top performers 40:58: Thoughts for 2025 Barry and Ernest are back with our final podcast of 2024. Not to worry, they will be back weekly in 2025! This is our year-end wrap show. Barry and Ernest review the high-lights and low-lights of the Baskin Wealth portfolio. They discuss the most surprising names in the portfolio as well as giving their thoughts on what might happen in 2025. Thank you very much for watching and listening and we wish you and your family a happy and healthy 2025.

    ٤٦ من الدقائق

  8. ٠٩‏/٠٦‏/١٤٤٦ هـ

    Getting Back into Meta + Your Questions

    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 Makes Meta’s Social Media Apps Different? 17:53 AI Opportunity for Meta 24:56 Reality Labs of Meta as a Risk Factor 26:43 What Have We Changed Our Mind About Recently? 33:41 Small to Medium Caps in Baskin’s Strategy 37:59 Companies We Liked but Didn’t Invest In 43:32 How Do We Manage Currency Fluctuations for Our Clients This week, Barry and Ernest, review Baskin Wealth’s decision to buy back shares of Meta. They give an overview of the risks and opportunities for the company with a thoughtful conversation about Meta’s business pivots over the years, its AI goals and what is going on with Reality Labs. Then the show is all about you. Barry and Ernest answer several questions from the mailbag including a discussion on stocks they regret not buying and how Baskin Wealth manages currency fluctuations.

    ٤٧ من الدقائق
مشاهدة الكل (٧٨)

حول

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.

المعلومات

  • صناع العمل
    Barry Schwartz
  • سنوات النشاط
    ١٤٤٤ هـ - ١٤٤٦ هـ
  • الحلقات
    ٧٨
  • التقييم
    ملائم
  • حقوق النشر
    © Barry Schwartz
  • موقع البرنامج على الويب
    Long Term Investing - With Baskin Wealth Management

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