# Moody's Solid Rating Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/moody-s-solid-rating Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/moody-s-solid-rating.md Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574) Published: 2026-02-25T14:55:50+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/1dafd071-add4-4606-be6c-63d4bcfdccdb/episode.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/moody-s-solid-rating Duration seconds: 2295 ## Resource 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  ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/moody-s-solid-rating/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/moody-s-solid-rating.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.