0:00 – Introduction

2:33 – The recent market pullback

5:28 – Goldman Sachs forecast for 3% market returns

8:50 – Issues in predicting long-term market performance

11:30 – The global scale of new tech companies

18:30 – Attending the ATB Conference

22:14 – The state of the Energy/Infrastructure market

29:09 – NFI and different perspectives on tariffs

A jam packed show this week. Barry and Ernest start the podcast with a discussion about the recent market pullback and why Baskin Wealth is staying the course. Next, they discuss Goldman Sachs prediction about forward returns on the S&P 500. Then, Barry and Ernest talk the global impact of Big Techs. Then it is the feature discussion. Ernest talks about meeting Mike Rose, CEO of Tourmaline Oil as well as what he learned by attending an oil and gas conference in Toronto.