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On the show
From 11 epsHost
Recent guests
Recent episodes
Fairfax: Fair and Friendly
Apr 28, 2026
43m 29s
Quality on sale
Apr 21, 2026
41m 33s
More market turmoil + A fair new idea
Apr 14, 2026
31m 08s
Market Turmoil + Restaurant Brands Update
Mar 30, 2026
32m 27s
Trust in Live Nation
Mar 17, 2026
26m 00s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/28/26 | Fairfax: Fair and Friendly✨ | investment analysisinsurance underwriting+3 | Ernest | Fairfax FinancialBerkshire Hathaway | — | Fairfax FinancialBerkshire Hathaway+5 | — | 43m 29s | |
| 4/21/26 | Quality on sale✨ | business qualitymacro concerns+4 | Ernest | CoStar GroupFICO+3 | — | business qualityFICO+5 | — | 41m 33s | |
| 4/14/26 | More market turmoil + A fair new idea✨ | Iran conflictAI stocks+4 | Ernest | FICOVantageScore | Iran | Iran conflictAI stocks+4 | — | 31m 08s | |
| 3/30/26 | Market Turmoil + Restaurant Brands Update✨ | market volatilitylong-term investing+3 | Ernest | WhopperRestaurant Brands | Iran | market turmoillong-term investing+3 | — | 32m 27s | |
| 3/17/26 | Trust in Live Nation✨ | oil pricesConstellation Software+4 | Ernest | Live NationConstellation Software | Iran | oil pricesLive Nation+4 | — | 26m 00s | |
| 3/10/26 | Netflix's $2.8b Money Heist✨ | NetflixM&A opportunities+3 | Ernest | NetflixWarner Brothers Discovery+2 | — | NetflixWarner Brothers Discovery+5 | — | 29m 33s | |
| 2/25/26 | Moody's Solid Rating✨ | Canadian oil stocksAI and proprietary data+3 | Ernest | Moody'sS&P Global+4 | — | Canadian oil stocksMoody's+5 | — | 38m 15s | |
| 2/18/26 | Charging to the Future✨ | Alimentation Couche-TardFerrari+4 | Ernest | Alimentation Couche-TardFerrari | Norway | Alimentation Couche-TardFerrari+4 | — | 31m 07s | |
| 2/10/26 | Big Capex for the Big Techs✨ | Big TechCapital Expenditure+5 | Ernest | AppleMicrosoft+2 | — | AppleMicrosoft+8 | — | 30m 39s | |
| 1/27/26 | Chips and Streaming✨ | stock movementsearnings review+3 | Ernest | Taiwan Semiconductor Manufacturing CompanyNetflix+1 | — | stock price narrativesTSMC growth+3 | — | 27m 37s | |
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| 1/20/26 | Fed Turmoil and Credit Card Rate Caps✨ | Federal Reservecredit card interest rates+3 | Ernest | US | — | Jerome Powellcredit card rates+3 | — | 21m 57s | |
| 1/13/26 | Venezuela + Financials outlook | Barry and Ernest are back in 2026! They break down the implications of Venezuela on the Canadian energy industry, before providing an update on several companies in the financial industry. 0:00- Introduction2:16- How Venezuela impacts Canada12:06- Why we own CNQ14:39- Strong performance for financials19:59- TMX Group update21:24- Moody's update27:40- MSCI update30:40- Visa update | — | ||||||
| 12/30/25 | Looking back at 2025 | This episode, Barry and Ernest review 2025 including both highlights and lowlights for the marketsand the portfolio. 0:00 - Intro4:06 - Lowlight 1: The Canadian Dollar8:09 - Lowlight 2: Constellation Software17:00 - Lowlight 3: Large M&A 21:50 - What’s nextfor AI29:03 - Highlight 1: Google’s rebound34:41- Baskin’s portfolio changes39:39 - Strong fundamentals | — | ||||||
| 12/16/25 | Netflix's HBO drama | This week, Barry and Ernest discuss Telus's highdividend yield and Canadian dividend stocks, break down Netflix's motivationsfor buying Warner Brothers Discovery, before wrapping up with an outlook forthe Canadian banks. 0:00- Intro5:00- Telus's dividend trap8:40- Attractive Canadian dividend payers12:48- Netflix's bid for Warner Brothers Discovery16:56- Poor track record of media mergers21:08- Netflix's motivations for buying WBD33:04- Canadian bank update 40:14- 2026 for the Canadian banks 42:35- AI opportunity for Canadian banks | — | ||||||
| 12/2/25 |  Filling up on Couche-Tard | This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery. 0:00- Intro8:33- Alimentation Couche-Tard's rebound15:04- Canadian compounder buybacks24:17- Copart's earnings30:29- Copart's low-value car problem 36:42- How AVs impact Copart 39:00- Netflix's bid for Warner Brothers Discovery | — | ||||||
| 11/25/25 |  Drilling Down on Canadian Energy | This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Intro4:24- TransDigm outlook10:16- Great capital allocators pivot 14:55- Garmin update19:33- Brookfield update24:51- Buffett's pitch for Berkshire stock29:13- Why we own CNQ36:43- Tourmaline's business model 39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities | — | ||||||
| 11/11/25 |  Reviewing Q3 earnings for Apple, Amazon and more | This week, Barry and Ernest give an update on a number ofcompanies including Apple, Amazon.com, TFI International, and Live Nation. 0:00- Intro15:08- Apple strong results26:08- Amazon and AWS growth 33:52- TFI's 2026 rebound40:26- Live Nation update | — | ||||||
| 11/5/25 |  Sticking with stocks | This week, Barry and Ernest discuss the underperformance of high-quality companies, provide an update on some companies in the financial sector and Big Techs, and defendpublic equities as an asset class. 0:00- Intro7:38- Unprofitable company stocks16:20- MSCI, TMX, and Moody’s update24:15- Meta’s splurge on AI33:40- Google and Microsoft’s earnings 39:58- Why we invest in stocks | — | ||||||
| 10/28/25 |  We are sticking with compounders | This week, Barry and Ernest break down Apple's stock price resurgence and review earnings from Netflix, TSMC, and Waste Connections before explaining if it still makes sense to own compounders.0:00- Intro4:40- Apple update11:54- Thoughts on smart glasses18:05- Netflix's earnings32:23- TSMC's results39:31- Waste Connection's earnings42:58- What is compounding? 48:48- Characteristics of compounders55:51- When to sell compounders? | — | ||||||
| 10/21/25 |  Ferrari’s pit stop through 2030 | In the latest episode, Barry and Ernest provide an update onConstellation Software's management changes, earnings from Domino's Pizza and Costco, and Ferrari's strategy over the next 5 years. 0:00- Intro6:25- Market update and deals between big techs 9:40- ConstellationSoftware's CEO succession18:50- Domino's Pizza update 28:40- Costco update32:16- Ferrari's investor update | — | ||||||
| 10/1/25 |  Constellation's AI playbook | This episode was recorded before the sad news that Mark Leonard had to step down as CEO of Constellation Software for health reasons. We wish him a full and speedy recovery. This week, Barry and Ernest react to Constellation Software's conference call about the risks and opportunities of AI to their business. 0:00- Intro4:34- Constellation's AI conference call13:53- Geoffrey Hinton's radiologist prediction14:58- AI concerns for Constellation24:48- AI opportunities for Constellation27:02- Constellation's decentralization 32:00- High hurdle rates for M&A | — | ||||||
| 9/24/25 |  Getting carried away with Brookfield | This week, Barry and Ernest provide an update onBrookfield after its annual investor day, before breaking down Adobe's earnings and business updates. 0:00- Intro6:40- Brookfield annual investor days9:38- BAM's AI strategy17:27- BAM's retail opportunity 18:51- BAM carried interest 20:41- BN's insurance business31:48- BN's real estate update 35:19- How BN's insurance growth benefits BAM 39:39- Adobe update | — | ||||||
| 9/16/25 |  Searching a way out | This week, Barry and Ernest break down Google's favorable antitrust remedies ruling and how it impacts Google, Apple, and perhaps surprisingly, Live Nation. 0:00- Intro2:04- Google's antitrust risk8:34- Favorable remedies ruling for Google13:18- AI competition for Google Search18:12- Apple benefitting from the ruling25:00- Live Nation's antitrust issues30:00- Live Nation's international growth | — | ||||||
| 9/9/25 |  Why Long-Term Investing? | This week, Barry and Ernest discuss the risks of alternativeinvestments and explain why long-term investing makes sense, before reviewing the current state of Canadian banks. 0:00- Intro2:20- Are alternatives suitable for investors? 13:25- Cracks in the housing market impacting banks15:55- What does long-term investing mean?19:30- What a long-term investor should look for? 22:30- How incentives lead to short-term performance26:35- Building conviction through research for the long-term 29:52- Incentives to sell "losers"36:00- Update on Canadian banks | — | ||||||
| 9/3/25 |  Defending Big Tech’s AI splurge | Barry and Ernest are back from summer vacation and discuss why companies need to think locally in international markets, before breaking down how Big Techs can earn healthy returns on their massive capital spending on AI. 1:41- Ernest getting stuck in Europe 5:37- Importance of local operators9:04- Couche-Tard’s failed Carrefour deal14:50- Market update21:24- Google’s strong performance26:24- What’s the return for big tech capex?33:20- Will AI displace traditional software? 36:25- How AI impacts Constellation Software | — | ||||||
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