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

Barry and Ernest break down their views on investing in gold and “alternatives” and then discuss Alimentation Couche-Tard’s earnings. 0:00 – Introduction 1:40 – The Outsiders + capital allocation 5:33 – Why we don’t own gold 15:47 – The issue with “alternatives” 23:49 – Evaluating AI within non-tech businesses 31:13 – Alimentation Couche-Tard earnings

Alternatives to alternatives

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.

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Alternatives to alternatives

Alternatives to alternatives

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