# More market turmoil + A fair new idea Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/more-market-turmoil-a-fair-new-idea Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/more-market-turmoil-a-fair-new-idea.md Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574) Published: 2026-04-14T12:13:00+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/defcd678-56f2-4972-8d9d-5eba272407d3/episode.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/more-market-turmoil-a-fair-new-idea Duration seconds: 1868 ## Resource In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio.  0:00- Introduction 2:12- Long-term implications of Iran  7:43- Low multiples for AI stocks  11:50- New addition to the portfolio 14:54- Why FICO is a great business 18:15- FICO's pricing power + industry incentives 23:19- The housing cycle 25:40- VantageScore competition  ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/more-market-turmoil-a-fair-new-idea/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/more-market-turmoil-a-fair-new-idea.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.