The Canadian Investor Investor managing billions reveals investment ideas (interview with Barry Schwartz)
Sep 4, 2023
Barry Schwartz, Chief Investment Officer at Baskin Wealth Mgmt, shares insights on managing risk, investing strategies, and the consistency of human behavior in long-term investing. He discusses his longest held stock, the National Bank of Canada, and the challenges of investing at a young age. Barry also highlights TMX Group as a defensive stock and explores the dominance of TSX TMX Group in the Canadian market and Live Nation's vertical integration controversies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Selling Winners and Managing Risk
02:01 • 10min
Longest Held Stock in Barry Schwartz's Portfolio and Challenges of Investing at a Young Age
12:10 • 2min
Investment strategies and global exposure
13:51 • 12min
Consistency of Human Behavior and Long-Term Investing
26:15 • 4min
Stocks on Watchlist: TMX Group
30:44 • 3min
The TSX TMX Group's Stranglehold and Live Nation's Vertical Integration
33:19 • 7min
Introduction to Long-Term Investing with Baskin Wealth Management
40:00 • 4min