About this episode
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- Intro7:38- Unprofitable company stocks16:20- MSCI, TMX, and Moody’s update24:15- Meta’s splurge on AI33:40- Google and Microsoft’s earnings 39:58- Why we invest in stocks
