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- Intro

7:38- Unprofitable company stocks

16:20- MSCI, TMX, and Moody’s update

24:15- Meta’s splurge on AI

33:40- Google and Microsoft’s earnings

39:58- Why we invest in stocks