About this episode
0:00 – Introduction2:05 – Impact on tariffs on markets5:20 – How companies respond to tariffs11:58 – Service companies tend to be more protected from macroevents14:05 – Uncertainty of investing in equities16:45 – Importance of balance sheet health21:25 – The risks of using margin25:27 – How we define portfolio diversification 33:50 – Why we don't predict macro35:53 – Finding high quality businesses during the market pullbackIn this week's episode of the Long-Term Investing Podcast, Barry and Ernest discuss the market uncertainty relating to tariffs in the US and how Baskin Wealth is responding to the macroeconomic uncertainty.
