Long Term Investing - With Baskin Wealth Management podcast artwork
Business

Long Term Investing - With Baskin Wealth Management

by Barry Schwartz
InvestingBusiness

Recently ranked · United States

Last recorded placements from this show’s chart history. These are not current rankings.

Not on the United States charts we track today.

If you like Long Term Investing - With Baskin…, try…

Latest episodes

  • The AI Trade Is Cracking. Is Your Portfolio Ready?

    October 20, 2026 · 34 min

    👉 Click Here to Subscribe: https://www.youtube.com/@LongTermInvestingPodcast The AI trade is showing signs of cracking. Rising interest rates, concerns about massive data centre spending, and questions about future returns are putting…

  • FICO Crashes, Higher Rates & the Case for Costco

    October 6, 2026 · 37 min

    👉 Click Here to Subscribe: https://www.youtube.com/@LongTermInvestingPodcast What do you do when a stock you own drops 26% in a single day? For long-term investors, moments like these can be the ultimate test of conviction. In this…

  • Meta’s New AI Could Change the Internet. What Does It Mean for Investors?

    September 29, 2026 · 31 min

    Meta has spent billions betting on artificial intelligence. Now, investors may finally be getting a glimpse of what that investment could become. In this episode of the Long-Term Investing Podcast, Barry Schwartz, President and Chief…

  • The Market Has Changed. Our Investing Principles Haven’t.

    September 22, 2026 · 42 min

    The Long Term Investing Podcast is back with a brand-new season and a brand-new look. Barry Schwartz, President and Chief Investment Officer, and Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management, return to…

  • What's next for Canadian banks?

    June 17, 2026 · 42 min

    Recorded: June 10, 2026 This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.  0:00- Introduction  6:01- SpaceX's…

Show 7 more episodesShow fewer episodes
  • Financial Planning Special

    June 2, 2026 · 29 min

    This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning? 8:13…

  • Constellation Software's New Era

    May 26, 2026 · 48 min

    This week, Barry and Ernest discuss key learnings from the Constellation Software's annual general meeting.  0:00- Introduction 3:52- Constellation Software backdrop  12:08- CSU's response to AI  25:50- CSU's acquisition pipeline 34:15…

  • The Greg Abel Era at Berkshire

    May 12, 2026 · 42 min

    Recorded on: May 6, 2026  This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett. 0:00- Introduction 2:14- High valuations for…

  • TFI's trucking rebound

    May 5, 2026 · 33 min

    This week, Barry and Ernest discuss Tim Cook's retirement and legacy, smart share buybacks from companies, and TFI International's improving financial outlook. 0:00- Introduction  2:12- Tim Cook's retirement and legacy  9:38- Reed…

  • Fairfax: Fair and Friendly

    April 28, 2026 · 43 min

    Recorded on: April 22, 2026 This week, Barry and Ernest break down their new investment in Fairfax Financial including the business model, similarities and differences to Berkshire Hathaway, and their strong track record in underwriting…

  • Quality on sale

    April 21, 2026 · 42 min

    In the latest episode, Barry and Ernest explain why business quality matters more than macroeconomics concerns and also provide an update on FICO and the rationale for selling CoStar Group last year.  0:00- Introduction 5:51- Upcoming…

  • More market turmoil + A fair new idea

    April 14, 2026 · 31 min

    In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio.  0:00- Introduction 2:12- Long-term implications of Iran  7:43- Low multiples for AI…

Full episode archive on Apple Podcasts →

About the show

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.