0:00: Introduction1:41 Impact of Bank of Canada’s Interest Rate Policy on Markets9:50 Does it Really Matter: US Presidential Election 14:12 Breaking Down the Earnings Season15:28 Update on CoStar: Gap Between Fundamentals and Stock Price25:16 The Parallel Between Meta and CoStar27:00 TFI International Reported Earnings: What to Think?32:13 Case of Moody’s: Reports Amazing Earnings, Stock Price Falls39:27 Why Did Netflix Go Up So Much After Earnings?46:36 How to Think About Earnings in GeneralIn this week’s episode, Barry and Ernest discuss how Baskin Wealth’s investment team is reacting to the upcoming U.S. election. In the feature discussion, Barry and Ernest review earnings from CoStar, TFI International, Moody's, and Netflix. Using these four companies, they give examples of how the market reacts to good and bad earnings reports and what investors can learn from those reactions.