Alternatives to alternatives

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