EPISODE · Jul 2, 2025 · 44 MIN

Alternatives to alternatives

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

Barry and Ernest break down their views on investing in gold and “alternatives” and then discuss Alimentation Couche-Tard’s earnings.0:00 – Introduction1:40 – The Outsiders + capital allocation5:33 – Why we don’t own gold15:47 – The issue with “alternatives”23:49 – Evaluating AI within non-tech businesses31:13 – Alimentation Couche-Tard earnings

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Alternatives to alternatives

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