Long Term Investing - With Baskin Wealth Management - Détails, épisodes et analyse

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Long Term Investing - With Baskin Wealth Management

Barry Schwartz

Business & Entrepreneuriat

Fréquence : 1 épisode/11j. Total Éps: 126

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.

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The $2 Trillion AI IPO We Won’t Buy—And 3 Stocks We Would

Saison 2 · Épisode 6

mardi 3 novembre 2026 • Durée 34:44

👉 Click Here to Subscribe: https://www.youtube.com/@LongTermInvestingPodcast

A $2 trillion AI IPO, a sharp selloff in Google, and three companies that put shareholders first. Is Wall Street losing

sight of what really matters?

On this episode of the Long-Term Investing Podcast, Barry Schwartz, President and Chief Investment Officer at Baskin

Wealth Management, and Ernest Wong, Head of Research and Portfolio Manager, break down the anticipated Anthropic IPO and explain why, despite the explosive growth of its Claude AI models, they're unlikely to invest. With enormous data centre commitments, fierce competition and a potentially staggering valuation, is the AI opportunity worth the risk?

They also examine Google's (GOOGL) latest earnings and the market's negative reaction despite strong revenue growth. As Google and Meta (META) pour billions into AI infrastructure, investors are increasingly questioning whether that spending will generate adequate returns. Could the market be overlooking the long-term opportunity?

Finally, Barry and Ernest reveal three companies they believe stand apart when it comes to respecting shareholders: Berkshire Hathaway (BRK.B), Constellation Software (CSU) and Fairfax Financial (FFH). They discuss what makes these businesses exceptional capital allocators, why management incentives matter, and how aligning executives with shareholders can create lasting wealth.

0:00 Cold Open

0:54 Welcome to the Long Term Investing Podcast

1:40 Halloween costumes and the economics of Halloween

2:50 The Anthropic IPO: what Anthropic and Claude are

5:45 Anthropic's prospectus: valuation and revenue

7:09 Why Anthropic going public matters for AI

8:21 Would we buy the Anthropic IPO?

9:29 Is Anthropic actually profitable?

11:01 The $500B data center commitments

12:25 Meta and Google Q3 earnings

13:25 Why Google fell despite 20%+ growth

15:09 Google and Meta's history with new ad formats

16:44 AI capex and what the market wants to see

18:03 Companies that respect shareholders

19:27 What shareholder alignment really means

24:44 The only three truly shareholder-focused companies

26:41 How Fairfax pays its CEO

29:12 Buffett's legacy and incentive design

29:58 Is Anthropic's Dario Amodei aligned with shareholders?

31:44 Alignment doesn't guarantee a good business

32:24 Capital allocation and decentralized operations

33:37 Wrap-up

34:12 Legal disclaimer

Links

www.baskinwealth.com

info@baskinwealth.com

DISCLAIMERS

This podcast is for informational purposes only and any forecast on the economy, markets or individual securities should not be viewed as investment advice, a recommendation or an offer or solicitation to buy or sell any securities. Clients of Baskin Wealth Management and the speakers on this podcast may own shares of the companies discussed. Information on this podcast is current as of the time of production and is subject to change. If you have any questions or would like to subscribe to these podcasts, visit our website at baskinwealth.com.

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Great Companies, Falling Stocks: Netflix, Meta & the Art of Long-Term Investing

Saison 2 · Épisode 1

mercredi 28 octobre 2026 • Durée 47:23

👉 Click Here to Subscribe: https://www.youtube.com/@LongTermInvestingPodcast

Great companies don't always make great stocks—at least in the short term. Netflix (NFLX) and Meta (META) are delivering impressive growth, yet their share prices are under pressure. Is Wall Street missing the bigger picture?

On this episode of the Long Term Investing Podcast, Barry Schwartz and Ernest Wong of Baskin Wealth Management break down what's driving the selloffs in Netflix and Meta. They examine Netflix's declining U.S. engagement, growing competition from YouTube, and whether its international expansion and live sports strategy can reignite investor enthusiasm. They also discuss Meta's ambitious AI investments, the rapid growth of its new Muse platform, and Mark Zuckerberg's plans to maintain control of the company.

Plus, why are some of the market's most reliable businesses being overlooked? Barry and Ernest discuss Waste Connections (WCN) and FirstService (FSV), two long-term holdings that have faced investor skepticism despite resilient fundamentals. From pricing power and acquisitions to share buybacks and disciplined capital allocation, they explain why patience can be one of the most valuable tools in an investor's portfolio.

The bottom line: Stock prices are opinions. Fundamentals are facts. And for long-term investors, knowing the

difference is everything.

Timestamps

0:00 Trailer & Intro: Meta, Netflix, Waste Connections and First Service

1:42 Kawhi Leonard and the Raptors

3:47 Are publicly traded sports teams good investments?

The AI Trade Is Cracking. Is Your Portfolio Ready?

Saison 2 · Épisode 4

mardi 20 octobre 2026 • Durée 33:33

👉 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 pressure on some of the market's biggest winners. Is your portfolio prepared if the AI boom loses momentum?

In this episode of the Long Term Investing Podcast, Barry Schwartz, President & CIO of Baskin Wealth Management, and Ernest Wong, Head of Research & Portfolio Manager, discuss why

diversification matters more than ever and why they're sticking with their strategy of owning high-quality, profitable businesses rather than chasing the hottest stocks. They explain the risks of an increasingly AI-concentrated S&P 500, why rising borrowing costs could spell trouble for companies like

CoreWeave (CRWV), and what separates speculative AI investments from companies that

can fund their own growth.

They also take a closer look at Taiwan Semiconductor (TSM), which is benefiting from explosive demand for AI chips, and explain why its disciplined approach to spending makes it an attractive long-term investment. Plus, with fast-food stocks struggling under the weight of inflation and a stretched consumer, Barry and Ernest discuss the challenges facing McDonald's (MCD) and why they continue to see opportunity in Domino's

Pizza (DPZ), despite its recent struggles.

With markets shifting and investors questioning what's next for AI, Barry and Ernest explain why fundamentals, cash flow and patience—not short-term performance—remain the keys to building long-term wealth.

FICO Crashes, Higher Rates & the Case for Costco

Saison 2 · Épisode 3

mardi 6 octobre 2026 • Durée 36:41

👉 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 episode of the Long Term Investing Podcast, Barry Schwartz, President and Chief Investment Officer at Baskin Wealth Management, and Ernest Wong, Head of Research and Portfolio Manager, break down the sudden plunge in Fair Isaac (FICO), what changed for the business, and why they’re resisting the urge to make a knee-jerk decision. They discuss how to determine whether a falling stock represents a broken investment thesis—or simply a new challenge for a strong business. They also look back at lessons from Netflix (NFLX), TFI International (TFII.TO) and Moody’s (MCO), where sharp selloffs didn’t necessarily tell investors what would happen to the businesses over the long term.

Barry and Ernest also tackle rising interest rates in Canada and the U.S., why chasing higher yields in U.S. fixed income can introduce unexpected currency risk for Canadian investors, and why they prefer keeping bond maturities relatively short.

Finally, they make the case for Costco (COST). From cheaper gas and growing membership benefits to e-commerce, delivery and new stores, Barry and Ernest explain why they believe Costco’s flywheel continues to strengthen—and why they think the company deserves its premium valuation.

Plus, why sometimes the hardest—and smartest—thing a long-term investor can do is nothing.

Timestamps

00:00 Intro

00:54 The three topics: FICO, interest rates, and Costco

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

Saison 2 · Épisode 2

mardi 29 septembre 2026 • Durée 31:20

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 Investment Officer, and Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management take a closer look at Meta’s new AI assistant, Muse, and the rise of agentic AI—technology that doesn’t just answer questions, but can actually complete tasks for you, from booking a restaurant to shopping for insurance or cancelling unwanted subscriptions. The bigger question is whether AI agents could eventually change how we shop, search and interact with the internet.

That could have major implications beyond Meta. Barry and Ernest discuss why Amazon is pushing back against Muse, the value of controlling customer purchasing data, and how Google and Apple could respond as Big Tech competes to become the AI agent consumers rely on. Could AI agents become a new gateway to online commerce—and what would that mean for some of the biggest companies in the market?

They also look at what Muse could mean for the investment case for Meta. After spending heavily on both the metaverse and AI infrastructure, Meta now has a product generating excitement among users. Barry

explains why he remains optimistic about the company’s long-term opportunity and why Meta continues to be a holding in the portfolio.

Plus, what can investors learn from baseball? Barry and Ernest use Vladimir Guerrero Jr.’s massive long-term contract and Moneyball to explore an important investing lesson: past success matters, but ultimately

investors are paying for the returns a company can generate in the future. They explain why they look for strong businesses where management is properly incentivized, capital is allocated intelligently and the market may be distracted by the wrong narrative.

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

Saison 2 · Épisode 1

mardi 22 septembre 2026 • Durée 41:40

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 break down why short-term volatility hasn’t shaken their conviction in owning high-quality compounders—businesses that can grow earnings and free cash flow per share, reinvest at attractive rates and create value over the long term.

With interest rates moving higher, inflation concerns resurfacing and AI investment continuing to reshape the economy, Barry and Ernest explain why they aren’t making major changes to their portfolio. They discuss why higher rates can create challenges for dividend-paying stocks and why constantly chasing the market’s latest winners can come at a cost.

They also look at the push to get major infrastructure projects built in Canada and what it could mean for Canadian Natural Resources (CNQ.TO) and Tourmaline Oil (TOU.TO), two companies they believe could benefit from greater market access for Canadian energy. Plus, they discuss how Brookfield Corporation (BN.TO) and Brookfield Asset Management (BAM.TO) are positioning themselves to capitalize on the infrastructure investment boom.

Finally, Barry and Ernest examine just how exposed the S&P 500 has become to the AI and data-centre boom, with discussion of Nvidia (NVDA), Micron Technology (MU) and Amphenol (APH). Ernest argues that with roughly 40% of the index now directly tied to AI and data-centre spending, investing passively in the S&P 500 increasingly means making a significant bet on a single theme. For active investors, that raises an important question: how much AI exposure are you actually comfortable having in your portfolio? They also turn to Apple (AAPL) and whether its new foldable iPhone could become another meaningful growth driver.

Markets may be shifting, but does that mean your investment strategy should shift with them?

What's next for Canadian banks?

mercredi 17 juin 2026 • Durée 42:09

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 IPO

14:20- Elevated return expectations

22:21- Diversified Canadian banks

28:03- Prime lending focus

33:00- Canadian bank valuations

38:54- Regulatory landscape

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Financial Planning Special

mardi 2 juin 2026 • Durée 29:26

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- Assetallocation

15:50- Planning fordifferent generations

18:24: Taxconsiderations

21:12- Hierarchy ofinvestment accounts

25:53- Can AIreplace financial planning?

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Constellation Software's New Era

mardi 26 mai 2026 • Durée 47:30

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- Incentives at Constellation Software

39:17- What would make us sell CSU?

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The Greg Abel Era at Berkshire

mardi 12 mai 2026 • Durée 41:34

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 AI-adjacent names

11:48- Google’s AI update

21:15- Apple’s strong results

24:49- Greg Abel at the Berkshire AGM

28:53- Berkshire’s capital allocation changes

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