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?