<p></p>0:00: Introduction1:20: More thoughts on Trump's tariffs6:40: Trump’s new tariffs on China11:40: Baskin’s long-term strategy resiliency to macro events15:10: Capex spend for big tech20:01: PE ratios in US indexes versus other countries25:30: TMX Group earningsWith Trump pulling back on its tariff threats for Canada, Barry and Ernest discuss why owning quality stocks is the best defense against geopolitical threats before discussing TMX Group's evolution.

0:00: Introduction1:20: More thoughts on Trump's tariffs6:40: Trump’s new tariffs on China11:40: Baskin’s long-term strategy resiliency to macro events15:10: Capex spend for big tech20:01: PE ratios in US indexes versus other countries25:30: TMX Group earningsWith Trump pulling back on its tariff threats for Canada, Barry and Ernest discuss why owning quality stocks is the best defense against geopolitical threats before discussing TMX Group's evolution.

Why we are not 'tariff-ied'

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.

Share Why we are not 'tariff-ied'

Sign up to save your podcasts

Why we are not 'tariff-ied'

Why we are not 'tariff-ied'

More shows like Long Term Investing - With Baskin Wealth Management

Build Wealth Canada Podcast

The Dividend Guy Blog Podcast

The Rational Reminder Podcast

Chit Chat Stocks

ARC ENERGY IDEAS

The Acquirers Podcast

Excess Returns

The Trevor Rose Podcast

Yet Another Value Podcast

The Canadian Investor

The Canadian Real Estate Investor

The Loonie Hour

Market Call

The Wealthy Barber Podcast

In the Money with Amber Kanwar