This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from AI, and Constellation Software's decision to host an earnings call.
0:00- Introduction
1:49- Canadian oil stocks performance
9:03- Tourmaline Oil's buildout
12:40- TFI International's outlook
19:30- Portfolio management in a sell-off
23:15- Moody's vs S&P Global
31:25- TMX Group's risk from AI
33:08- Constellation Software earnings call
