『Long Term Investing - With Baskin Wealth Management』のカバーアート

Long Term Investing - With Baskin Wealth Management

Long Term Investing - With Baskin Wealth Management

著者： Barry Schwartz
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概要

 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.Barry Schwartz 個人ファイナンス 経済学
エピソード
  • Chips and Streaming

    Chips and Streaming
    2026/01/27

    Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix.


    0:00- Intro

    1:31- Stock price narratives

    5:27- Constellation Software disruptive threats

    14:15- TSM’s strong growth

    18:47- Netflix update

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    28 分
  • Fed Turmoil and Credit Card Rate Caps

    Fed Turmoil and Credit Card Rate Caps
    2026/01/20

    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 rates at 10%.


    0:00- Introduction

    1:53- Narratives driving stock prices

    5:36- Jerome Powell criminal investigation

    13:56- Credit card interest rate cap

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    22 分
  • Venezuela + Financials outlook

    Venezuela + Financials outlook
    2026/01/13

    Barry and Ernest are back in 2026! They break down the implications of Venezuela on the Canadian energy industry, before providing an update on several companies in the financial industry.


    0:00- Introduction

    2:16- How Venezuela impacts Canada

    12:06- Why we own CNQ

    14:39- Strong performance for financials

    19:59- TMX Group update

    21:24- Moody's update

    27:40- MSCI update

    30:40- Visa update

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    40 分
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