• Long Term Investing - With Baskin Wealth Management

  • By: Barry Schwartz
  • Podcast

Long Term Investing - With Baskin Wealth Management

By: Barry Schwartz
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  • Summary

  • 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
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Economics
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Episodes
  • "Spread"-ing risk in bonds

    "Spread"-ing risk in bonds
    Feb 19 2025
    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
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    43 mins
  • Why we are not "tariff-ied"

    Why we are not "tariff-ied"
    Feb 11 2025

    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.
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    36 mins
  • Netflix’s next act + mailbag!

    Netflix’s next act + mailbag!
    Jan 28 2025

    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?
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    40 mins

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