# Looking back at 2025

Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/looking-back-at-2025
Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/looking-back-at-2025.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2025-12-30T13:59:31+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/205bbced-5bf2-4144-95e9-594ce178a68e/episode.mp3
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JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/looking-back-at-2025
Duration seconds: 2732

## Resource

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

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## Transcript

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