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- Intro
7:38- Unprofitable company stocks
16:20- MSCI, TMX, and Moody’s update
24:15- Meta’s splurge on AI
33:40- Google and Microsoft’s earnings
39:58- Why we invest in stocks