{"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":"Chips and Streaming","slug":"chips-and-streaming","published_at":"2026-01-27T13:32:31+00:00","page_url":"https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/chips-and-streaming","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/04147e4a-34ee-40c8-86dc-6ac592b3d544/episode.mp3","summary":"Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix. 0:00- Intro 1:31- Stock price narratives 5:27- Constellation Software disruptive threats 14:15- TSM’s strong growth 18:47- Netflix update","meta_description":"Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufact…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1657,"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/chips-and-streaming/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/chips-and-streaming.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}