# Sticking with stocks Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/sticking-with-stocks Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/sticking-with-stocks.md Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574) Published: 2025-11-05T01:25:28+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/5206ac75-5e30-41ab-86c4-4a87f07149ae/episode.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/sticking-with-stocks Duration seconds: 3124 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/sticking-with-stocks/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/sticking-with-stocks.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.