Constellation Software's New Era

What's next for Canadian banks?

Recorded: June 10, 2026 This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.  0:00- Introduction  6:01- SpaceX's IPO 14:20- Elevated return expectations  22:21- Diversified Canadian banks 28:03- Prime lending focus 33:00- Canadian bank valuations 38:54- Regulatory landscape

Financial Planning Special

This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning? 8:13- Assetallocation 15:50- Planning fordifferent generations 18:24: Taxconsiderations 21:12- Hierarchy ofinvestment accounts 25:53- Can AIreplace financial planning?

Constellation Software's New Era

This week, Barry and Ernest discuss key learnings from the Constellation Software's annual general meeting.  0:00- Introduction 3:52- Constellation Software backdrop  12:08- CSU's response to AI  25:50- CSU's acquisition pipeline 34:15- Incentives at Constellation Software 39:17- What would make us sell CSU?

The Greg Abel Era at Berkshire

Recorded on: May 6, 2026  This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett. 0:00- Introduction 2:14- High valuations for AI-adjacent names 11:48- Google’s AI update 21:15- Apple’s strong results 24:49- Greg Abel at the Berkshire AGM 28:53- Berkshire’s capital allocation changes

TFI's trucking rebound

This week, Barry and Ernest discuss Tim Cook's retirement and legacy, smart share buybacks from companies, and TFI International's improving financial outlook. 0:00- Introduction  2:12- Tim Cook's retirement and legacy  9:38- Reed Hastings resigning from Netflix's board 14:11- Smart share repurchases 21:46- TFI International's rebound