Market Turmoil + Restaurant Brands Update
This week, Barry and Ernest discuss the Iran conflict and long-term investing through market volatility before updating Restaurant Brands "Whopper" of a turnaround plan.0:00- Introduction2:20- Live Na...
30 Mar 32min
Trust in Live Nation
This week, Barry and Ernest discuss the oil price spike, Constellation Software's earnings, and Live Nation's antitrust settlement. 0:00- Introduction1:25- Oil prices and Iran risks6:36- Constellation...
17 Mar 26min
Netflix's $2.8b Money Heist
This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportu...
10 Mar 29min
Moody's Solid Rating
This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from AI, and Constellation Software's decision to host ...
25 Feb 38min
Charging to the Future
This week, Barry and Ernest break down Alimentation Couche-Tard's strategy from their Investor Day as well as an update to Ferrari's EV strategy.0:00- Intro2:41 - How we are reacting to the sell-off10...
18 Feb 31min
Big Capex for the Big Techs
Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey. 0:00- Intro7:20- Apple's record iPhone s...
10 Feb 30min
Chips and Streaming
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- Intro1:31- St...
27 Jan 27min
Fed Turmoil and Credit Card Rate Caps
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- Introduction1:53- Narratives dri...
20 Jan 21min
