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?
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Meta has spent billions betting on artificial intelligence. Now, investors may finally be getting a glimpse of what that investment could become.
The Long Term Investing Podcast is back with a brand-new season and a brand-new look. Barry Schwartz, President and Chief Investment Officer, and Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management, return to break down why short-term volatility hasn’t shaken their conviction in owning high-quality compounders—businesses that can grow earnings and free cash flow per share, reinvest at attractive rates and create value over the long term.
Recorded: June 10, 2026 This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.