{"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":"More market turmoil + A fair new idea","slug":"more-market-turmoil-a-fair-new-idea","published_at":"2026-04-14T12:13:00+00:00","page_url":"https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/more-market-turmoil-a-fair-new-idea","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/defcd678-56f2-4972-8d9d-5eba272407d3/episode.mp3","summary":"In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio.  0:00- Introduction 2:12- Long-term implications of Iran  7:43- Low multiples for AI stocks  11:50- New addition to the portfolio 14:54- Why FICO is a great business 18:15- FICO's pricing power + industry incentives 23:19- The housing cycle 25:40- VantageScore competition ","meta_description":"In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio. 0:0…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1868,"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/more-market-turmoil-a-fair-new-idea/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/more-market-turmoil-a-fair-new-idea.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}