Long Term Investing - With Baskin Wealth Management

"Spread"-ing risk in bonds


Listen Later

In this week's Long-Term Investing Podcast, Barry and Ernest discuss their fixed income strategy with spreads at multi-decade highs, then discuss Q4 earnings for Amazon, TransDigm, and Restaurant Brands. 0:00 – Introduction1:56 – Aluminum and steel tariffs3:38 – Weakening Canadian dollar and the lack of quality businesses in Canada9:27 – Canadian vs US interest rates11:31 – Baskin bond portfolio discussion20:54 – Fourth quarter 2024 earnings season23:45 – Amazon earnings and its massive capex guidance33:29 – TransDigm earnings37:40 – Restaurant Brands earnings
...more
View all episodesView all episodes
Download on the App Store

Long Term Investing - With Baskin Wealth ManagementBy Barry Schwartz

  • 4
  • 4
  • 4
  • 4
  • 4

4

5 ratings


More shows like Long Term Investing - With Baskin Wealth Management

View all
Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

13 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,368 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

65 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

189 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

552 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

102 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

82 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

10 Listeners

Market Call by BNN Bloomberg

Market Call

13 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

10 Listeners

Moose on The Loose by Dividend Guy

Moose on The Loose

14 Listeners

Angry Mortgage by Ron Butler

Angry Mortgage

4 Listeners

TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

TLDR

31 Listeners

In the Money with Amber Kanwar by Amber Kanwar

In the Money with Amber Kanwar

6 Listeners