EPISODE · Nov 5, 2025 · 52 MIN

Sticking with stocks

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

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

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Sticking with stocks

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