0:00 Introduction

1:33 Pillars of Quality Investing

6:30 Problems with investing in lower-quality businesses

9:10 Are yield stocks going to rebound?

15:38 Updates about Alimentation Couche-Tard

17:45 Another reason why US equity markets outperform

23:00 Differences in performance between the Canadian banks

26:27 Numbers on the upcoming mortgage renewal wave

32:14 Berkshire Hathaway reaches a $1 trillion market cap

38:38 Tourmaline Oil acquisition of Crew Energy

In this week's episode, Barry & Ernest discuss their outlook for dividend-paying stocks, differences in performance between Canadian banks, and Tourmaline Oil's acquisition of Crew Energy.