Alternatives to alternatives
Jul 02, 2025•45 min
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Episode description
Barry and Ernest break down their views on investing in gold and “alternatives” and then discuss Alimentation Couche-Tard’s earnings.
0:00 – Introduction
1:40 – The Outsiders + capital allocation
5:33 – Why we don’t own gold
15:47 – The issue with “alternatives”
23:49 – Evaluating AI within non-tech businesses
31:13 – Alimentation Couche-Tard earnings
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