Episode
Moody's Solid Rating
- Published
- Feb 25, 2026
- Duration seconds
- 2295
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/barry532
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Summary
This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from AI, and Constellation Software's decision to host an earnings call. 0:00- Introduction 1:49- Canadian oil stocks performance 9:03- Tourmaline Oil's buildout 12:40- TFI International's outlook 19:30- Portfolio management in a sell-off 23:15- Moody's vs S&P Global 31:25- TMX Group's risk from AI 33:08- Constellation Software earnings call