Episode

Chips and Streaming

Podcast: Long Term Investing - With Baskin Wealth Management
Published: Jan 27, 2026
Duration seconds: 1657
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Canonical source: https://podcasters.spotify.com/pod/show/barry532
Audio: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/04147e4a-34ee-40c8-86dc-6ac592b3d544/episode.mp3
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Summary

Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix. 0:00- Intro 1:31- Stock price narratives 5:27- Constellation Software disruptive threats 14:15- TSM’s strong growth 18:47- Netflix update