About this episode

Barry and Ernest discuss the performance of Canadian oil stocks, the implications of AI on proprietary data, and Constellation Software's earnings call.

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 an earnings call.  0:00- Introduction 1:49- Canadian oil stocks performance 9:03- Tourmaline Oil's buildout 12:40- TFI International's outlook  19:30- Portfolio management in a sell-off 23:15- Moody's vs S&P Global 31:25- TMX Group's risk from AI  33:08- Constellation Software earnings call 

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