{"podcast":{"title":"Long Term Investing - With Baskin Wealth Management","slug":"long-term-investing-with-baskin-wealth-management-5755574","podcast_index_feed_id":5755574,"rss_url":"https://feeds.cohostpodcasting.com/2U9q2Rim","website_url":"https://podcasters.spotify.com/pod/show/barry532","image_url":"https://files.cohostpodcasting.com/quill-file-prod/b0adfb2c-55ba-452f-88d1-53f7b32b626b/shows/afc9218f-bc20-430a-9355-c3927ebc4dd3/cover-art/original_43b8941da33ba198e16b9ae8c25e5c42.jpg","author":"Barry Schwartz","episode_count":126,"summary":"Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.","last_synced_at":"2026-06-18T02:18:12.941070+00:00","page_url":"https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574"},"episode":{"title":"Big Capex for the Big Techs","slug":"big-capex-for-the-big-techs","published_at":"2026-02-10T13:03:51+00:00","page_url":"https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/big-capex-for-the-big-techs","show_page_url":"https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574","url":"https://podcasters.spotify.com/pod/show/barry532","audio_url":"https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/4e2821bf-4dd3-4a72-885c-cff8d71ce9a3/episode.mp3","summary":"Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey.  0:00- Intro 7:20- Apple's record iPhone sales 11:48- Apple's memory and chip constraints 16:35- Microsoft's Azure miss 20:10- Big tech returns on AI capex 22:01- Meta's motivations for AI 25:48- Brookfield Asset Management's new CEO ","meta_description":"Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Te…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1839,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/big-capex-for-the-big-techs/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/big-capex-for-the-big-techs.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}