Chatting about ChatGPT and making sense of Brookfield
Welcome back to the podcast! A new year brings us the first Long Term Investing Podcast of 2023. Please join us as we talk about ChatGPT and it's possible implications on Google. Plus, Ernest and I,...
13 Jan 202327min
What do Constellation Software and Restaurant Brands have in common?
Happy Friday! You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Mark Leonard's beard, Ernest learns a yiddish word, and w...
9 Des 202226min
Opportunities in Canadian Real Estate Investment Trusts
Canadian Real Estate Investment Trusts have had a tough year on the back of rising interest rates and worries about inflation and a possible recession. Ernest and I review the current landscape and di...
25 Nov 202222min
Talking Big Tech and Buffett
I'm joined today by Ernest Wong, Head of Research at Baskin Wealth Management. Ernest and I discuss his recent blog on big tech https://baskinwealth.com/an-ernest-opinion/the-bottom-line-for-big-tech...
11 Nov 202224min
Our definition of Long Term Investing
In today's episode, I'm joined by Ernest Wong @ernestwongbwm, Head of Research at Baskin Wealth Management. Ernest and I discuss interest rates, give examples of our long term investing approach, d...
21 Okt 202231min
Our thoughts on the current market volatility
In the first of a new Podcast series, Barry Schwartz, Chief Investment Officer at Baskin Wealth Management, discusses the ongoing market volatility and how we are positioning client portfolios with...
16 Okt 202211min
