Mid-Year Check-In + Breaking Down National Bank

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Long Term Investing - With Baskin Wealth Management

Barry Schwartz

105 episodes

4 days ago

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.

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Mid-Year Check-In + Breaking Down National Bank

Long Term Investing - With Baskin Wealth Management

58 minutes 56 seconds

4 months ago

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 – 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?