Cash, Code, and Compounders: Barry Schwartz’s June Juice

Barry Schwartz reveals why he's doubling down on quality stocks like Apple, Berkshire Hathaway, and Constellation Software—despite market volatility and AI uncertainty.

Editorial Team (ET)June 6, 2025

Barry Schwartz, president and chief investment officer at Baskin Wealth Management, isn’t rattled by the headlines. Despite a volatile spring and lingering trade tensions, Schwartz remains bullish on quality North American large-cap stocks—particularly those that continue to deliver innovation, resilience, and compounding earnings power. In his June 3 appearance on BNN Bloomberg, he laid out three picks that embody this philosophy: Apple, Berkshire Hathaway, and Constellation Software.

Weathering the Market Storm

After enduring a tough April, the markets made a convincing rebound in May, shrugging off geopolitical jitters and tariff threats that once loomed large. Schwartz sees the recent volatility not as a cause for concern but an opportunity to lean into value—particularly in U.S. equities, which have underperformed in early 2025 but remain home to many of the world’s highest-quality businesses.

While global valuations look tempting, Schwartz argues that no country has the ecosystem or infrastructure to churn out companies like the United States. He expects the U.S. Federal Reserve to begin rate cuts in earnest later this year, a move that could ignite another leg higher in the equity markets. And behind that rally? Artificial intelligence. Schwartz is betting big on AI becoming the next major driver of U.S. economic and corporate growth.

AppleBerkshire Hathaway

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