Mid-Year Check-In + Breaking Down National Bank
In this week's episode, Barry and Ernest review the first six months of 2025 deep dive into National Bank.0:00 – Introduction2:10 – A review of the first six months of 20258:22 – Good businesses outperform in volatility13:00 – Notable performers in...
Long Term Investing - With Baskin Wealth Management · Barry Schwartz
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Show Notes
In this week's episode, Barry and Ernest review the first six months of 2025 deep dive into National Bank.
0:00 – Introduction
2:10 – A review of the first six months of 2025
8:22 – Good businesses outperform in volatility
13:00 – Notable performers in the first half
27:50 – Breaking down National Bank
49:03 – Disruptors for Canadian banks?