{"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":"Drilling Down on Canadian Energy","slug":"drilling-down-on-canadian-energy","published_at":"2025-11-25T20:37:48+00:00","page_url":"https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/drilling-down-on-canadian-energy","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/97c55e96-5e4a-429f-ac9c-6cde900d82ac/episode.mp3","summary":"This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Intro 4:24- TransDigm outlook 10:16- Great capital allocators pivot 14:55- Garmin update 19:33- Brookfield update 24:51- Buffett's pitch for Berkshire stock 29:13- Why we own CNQ 36:43- Tourmaline's business model 39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities","meta_description":"This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Int…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2847,"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/drilling-down-on-canadian-energy/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/drilling-down-on-canadian-energy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}