Episode
Sticking with stocks
- Published
- Nov 5, 2025
- Duration seconds
- 3124
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/barry532
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Summary
This week, Barry and Ernest discuss the underperformance of high-quality companies, provide an update on some companies in the financial sector and Big Techs, and defendpublic equities as an asset class. 0:00- Intro 7:38- Unprofitable company stocks 16:20- MSCI, TMX, and Moody’s update 24:15- Meta’s splurge on AI 33:40- Google and Microsoft’s earnings 39:58- Why we invest in stocks