Long Term Investing - With Baskin Wealth Management

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.

Long Term Investing - With Baskin Wealth Management is a business podcast hosted by Barry Schwartz, with 127 episodes on record and a Required Pod Score of 80.

Barry Schwartz hosts Long Term Investing - With Baskin Wealth Management, a business show with 127 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #2

  Meta’s New AI Could Change the Internet. What Does It Mean for Investors?

  Sep 29, 202631 minS2

  Meta has spent billions betting on artificial intelligence. Now, investors may finally be getting a glimpse of what that investment could become. In this episode of the Long-Term Investing Podcast, Barry Schwartz, President and Chief Investment Officer, and Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management take a closer look at Meta’s new AI assistant, Muse, and the rise of agentic AI—technology that doesn’t just answer questions, but can actually complete tasks for you, from booking a restaurant to shopping for insurance or cancelling unwanted subscriptions. The bigger question is whether AI agents could eventually change how we shop, search and interact with the internet. That could have major implications beyond Meta. Barry and Ernest discuss why Amazon is pushing back against Muse, the value of controlling customer purchasing data, and how Google and Apple could respond as Big Tech competes to become the AI agent consumers rely on. Could AI agents become a new gateway to online commerce—and what would that mean for some of the biggest companies in the market? They also look at what Muse could mean for the investment case for Meta. After spending heavily on both the metaverse and AI infrastructure, Meta now has a product generating excitement among users. Barry explains why he remains optimistic about the company’s long-term opportunity and why Meta continues to be a holding in the portfolio. Plus, what can investors learn from baseball? Barry and Ernest use Vladimir Guerrero Jr.’s massive long-term contract and Moneyball to explore an important investing lesson: past success matters, but ultimately investors are paying for the returns a company can generate in the future. They explain why they look for strong businesses where management is properly incentivized, capital is allocated intelligently and the market may be distracted by the wrong narrative. Is agentic AI the beginning of a new internet—or another technology investors are getting too excited about too soon? Click Here to Subscribe: https://www.youtube.com/@LongTermInvestingPodcast

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  Episode #1

  The Market Has Changed. Our Investing Principles Haven’t.

  Sep 22, 2026—S2

  The Long Term Investing Podcast is back with a brand-new season and a brand-new look. Barry Schwartz, President and Chief Investment Officer, and Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management, return to break down why short-term volatility hasn’t shaken their conviction in owning high-quality compounders—businesses that can grow earnings and free cash flow per share, reinvest at attractive rates and create value over the long term. With interest rates moving higher, inflation concerns resurfacing and AI investment continuing to reshape the economy, Barry and Ernest explain why they aren’t making major changes to their portfolio. They discuss why higher rates can create challenges for dividend-paying stocks and why constantly chasing the market’s latest winners can come at a cost. They also look at the push to get major infrastructure projects built in Canada and what it could mean for Canadian Natural Resources (CNQ.TO) and Tourmaline Oil (TOU.TO), two companies they believe could benefit from greater market access for Canadian energy. Plus, they discuss how Brookfield Corporation (BN.TO) and Brookfield Asset Management (BAM.TO) are positioning themselves to capitalize on the infrastructure investment boom. Finally, Barry and Ernest examine just how exposed the S&P 500 has become to the AI and data-centre boom, with discussion of Nvidia (NVDA), Micron Technology (MU) and Amphenol (APH). Ernest argues that with roughly 40% of the index now directly tied to AI and data-centre spending, investing passively in the S&P 500 increasingly means making a significant bet on a single theme. For active investors, that raises an important question: how much AI exposure are you actually comfortable having in your portfolio? They also turn to Apple (AAPL) and whether its new foldable iPhone could become another meaningful growth driver. Markets may be shifting, but does that mean your investment strategy should shift with them? Click Here to Subscribe: https://www.youtube.com/@UCJVRDGEQLGgnYyQ9yBrCnDw 00:00 Introduction 01:07 Welcome to the Long Term Investing Podcast 02:05 Ernest’s Summer in Asia and a Global Investment Perspective 03:00 Rising Interest Rates, Inflation, and Market Uncertainty 04:37 Are Today’s Rate Hikes Similar to 2022? 07:17 How Interest Rates Could Affect AI and Data Centre Growth 08:53 What Higher Rates Mean for Stocks, Bonds, and Dividend Investments 12:23 How Baskin Is Positioning Its Portfolios 14:09 Mark Carney’s Investor Summit and Canada’s Economic Strategy 16:09 Can Canada Actually Deliver on Its Mega-Projects? 19:31 Canadian Natural Resources and Tourmaline: Potential Beneficiaries (CNQ, TOU) 23:41 Is Compounding Still the Best Long-Term Investing Strategy? 26:33 Why Investors Should Focus on Fundamentals, Not Stock Prices 28:25 Brookfield, the Maple Fund, and Investing in Canadian Infrastructure Links www.baskinwealth.com info@baskinwealth.com DISCLAIMERS This podcast is for informational purposes only and any forecast on the economy, markets or individual securities should not be viewed as investment advice, a recommendation or an offer or solicitation to buy or sell any securities. Clients of Baskin Wealth Management and the speakers on this podcast may own shares of the companies discussed. Information on this podcast is current as of the time of production and is subject to change. If you have any questions or would like to subscribe to these podcasts, visit our website at baskinwealth.com.

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  Long Term Investing - With Baskin Wealth Management

  What's next for Canadian banks?

  Jun 17, 202642 min

  Recorded: June 10, 2026 This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.  0:00- Introduction  6:01- SpaceX's IPO 14:20- Elevated return expectations  22:21- Diversified Canadian banks 28:03- Prime lending focus 33:00- Canadian bank valuations 38:54- Regulatory landscape 

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  Long Term Investing - With Baskin Wealth Management

  Financial Planning Special

  Jun 2, 202629 minS0

  <p>This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. </p><p><br></p><p>2:14- What isfinancial planning?</p><p>8:13- Assetallocation </p><p>15:50- Planning fordifferent generations</p><p>18:24: Taxconsiderations </p><p>21:12- Hierarchy ofinvestment accounts</p><p>25:53- Can AIreplace financial planning?</p>

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  Long Term Investing - With Baskin Wealth Management

  Constellation Software's New Era

  May 26, 202648 minS0

  <p>This week, Barry and Ernest discuss key learnings from the Constellation Software's annual general meeting. </p><p><br></p><p>0:00- Introduction</p><p>3:52- Constellation Software backdrop </p><p>12:08- CSU's response to AI </p><p>25:50- CSU's acquisition pipeline</p><p>34:15- Incentives at Constellation Software</p><p>39:17- What would make us sell CSU?</p>

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