Episode

Looking back at 2025

Podcast: Long Term Investing - With Baskin Wealth Management
Published: Dec 30, 2025
Duration seconds: 2732
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Canonical source: https://podcasters.spotify.com/pod/show/barry532
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Summary

This episode, Barry and Ernest review 2025 including both highlights and lowlights for the markets and the portfolio. 0:00 - Intro 4:06 - Lowlight 1: The Canadian Dollar 8:09 - Lowlight 2: Constellation Software 17:00 - Lowlight 3: Large M&A 21:50 - What’s nextfor AI 29:03 - Highlight 1: Google’s rebound 34:41- Baskin’s portfolio changes 39:39 - Strong fundamentals