Shows / The Rational Reminder Podcast
The Rational Reminder Podcast
A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
Episodes
- The Rational Reminder Podcast
Episode 314 - Professor Valentin Haddad: How Competitive is the Stock Market?
In this episode, we sit down with Professor Valentin Haddad to unpack the intricacies of market elasticity, passive investing, and the dynamic nature of…
- The Rational Reminder Podcast
Episode 313 - When Should You Hire a Financial Advisor?
Low-cost index funds and digital tools have revolutionized wealth-building, making it easier than ever before to manage your own investment portfolio. However…
- The Rational Reminder Podcast
Episode 312 - Prof. John M. Griffin: Forensic Finance and the Power of Research
Discover the hidden underbelly of financial markets in today's episode featuring Professor John M. Griffin, a leading forensic finance expert and the James A…
- The Rational Reminder Podcast
Episode 311 - Is Roaring Kitty a Good Role Model?
When witnessing the dramatic payouts of miracle trades, it's easy to be lured into thinking that your big score is just a few trades away. But as is evident in…
- The Rational Reminder Podcast
Episode 310 - Professor Antoinette Schoar: Consumer Finance, Crypto, and Private Equity
There is a huge range of factors that can impact our investment decisions, whether we realize it or not, from our level of financial literacy to our political…
- The Rational Reminder Podcast
Episode 309 - Are Robo-Advisors Passive Investors?
When robo-advisors first came onto the scene, they were pitched as an easy way to access index funds. These digital platforms provide algorithm-driven…
- The Rational Reminder Podcast
Episode 308 - Dan Bortolotti: The Canadian Couch Potato
When it comes to DIY investing, there's always a temptation to make things more complicated than they need to be. But, in reality, embracing simplicity is one…
- The Rational Reminder Podcast
Episode 307 - How Much Life Insurance Do You Need?
Are you confident about the amount of life insurance coverage you have? Are you maximizing your tax savings with the principal residence exemption? In this…
- The Rational Reminder Podcast
Episode 306 - Wei Dai: Fighting for Every Basis Point
Designing a robust portfolio requires considerable expertise, data, and experience. And while there are plenty of published articles that can guide how you…
- The Rational Reminder Podcast
Episode 305 - Is Private Credit Special?
Private credit is one of the fastest-growing asset classes, and today we take a closer look at why that is, and if it's really worth the hype. When you invest…
- The Rational Reminder Podcast
Episode 304 - Budget 2024: The Capital Gains Inclusion Rate
The Canadian government has recently proposed significant changes to how capital gains are taxed, but how will this impact Canadians? In this episode, we delve…
- The Rational Reminder Podcast
Episode 303 - Scott Galloway: The Algebra of Wealth
What is the role of luck in financial success? And how can we make decisions that will put us in the best possible position to experience long-term prosperity?…
- The Rational Reminder Podcast
Episode 302 - Michael Green: Market Efficiency Is Not The Question
With a wealth of experience as a market theoretician and a prolific contributor to financial discourse, today's guest is uniquely positioned to guide us…
- The Rational Reminder Podcast
Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being
Today, we welcome back Prof. Meir Statman to talk about the role of finances in well-being. We investigate the role of finances in well-being with Prof. Meir…
- The Rational Reminder Podcast
Episode 301 - Optimal Government Pension Claiming
In this episode, we delve into the best time to claim your Canada Pension Plan (CPP) benefits. Although the focus of this episode is on Canada, there will be…
- The Rational Reminder Podcast
Episode 300 - Abby Sussman: Financial Judgment and Decision Making
In this episode, we are joined by renowned expert Abby Sussman to unpack how individuals form judgments and make decisions about their finances. Abby is a…
- The Rational Reminder Podcast
Episode 299: The Most Important Lessons in Investing
In this episode, we unpack key tenants of investing and the quality of financial advice in Canada's banking industry. In our conversation, we present a list of…
- The Rational Reminder Podcast
Episode 298 - Randall Stutman: Admired Leadership for Financial Decision-Making
Dr. Randall Stutman is an author, highly sought-after speaker, and executive leadership coach to some of the world's most exceptional CEOs, billionaires, and…
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Episode 297 - Do Stocks Return 10-12% On Average? & Zero to Millionaire with Nicolas Bérubé
As human beings, our brains are wired to solve problems. This can make long-term investment strategies, like passive investing, surprisingly challenging…
- The Rational Reminder Podcast
Epidose 296 - Adam Alter: The Anatomy of a Breakthrough
Feeling stuck is a common human experience and almost all of us will go through it at some point in our lives. Whether it's relationship struggles…
- The Rational Reminder Podcast
Episode 295 - Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers
In this episode, we explore the intricate world of home-country bias in investment decision-making and learn the secret sauce to effective communication and…
- The Rational Reminder Podcast
Episode 294 - Dan Harris: 10% Happier
In this episode, we delve into the world of mindfulness and meditation with renowned author and meditation advocate, Dan Harris. In our conversation, Dan…
- The Rational Reminder Podcast
Episode 293 - Eric Balchunas: Spot Bitcoin ETFs
After a year and a half hiatus from discussing Bitcoin, we felt compelled to explore the implications of the US Securities and Exchange Commission's approval…
- The Rational Reminder Podcast
Episode 292 - Rob Copeland: Ray Dalio and Bridgewater
In this episode, we welcome Rob Copeland, author of the recently released book The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street…
- The Rational Reminder Podcast
Episode 291 - The Quant Winter, and is Canada Pension Plan a Scam?
Are you ready for a deep dive into quantitative investing, the private credit trend, and the Canada Pension Plan (CPP)? Then this episode is for you! Joining…
- The Rational Reminder Podcast
Episode 290 - Morgan Housel: Same as Ever
In this episode, we are joined, for the third time, by renowned author and commentator Morgan Housel. Many of you are familiar with Morgan's bestseller, The…
- The Rational Reminder Podcast
Episode 289 - Retiring Retirement Income Myths with the Retirement Income Dream Team
Does the 4% rule still work? In this episode, we welcome three esteemed experts to counter a recent controversial claim made on the Dave Ramsey Show regarding…
- The Rational Reminder Podcast
Episode 288 - Scott Rick: Navigating the Money Minefield in Real Relationships
Tightwads are more likely to hold onto their money even when there is more than enough to spend, whilst spendthrifts will drain their bank account of its very…
- The Rational Reminder Podcast
Episode 287: A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen
It's the start of a new year and with it comes an opportunity to re-evaluate your trajectory and set your goals for the months to come, whether they be…
- The Rational Reminder Podcast
Episode 286: Errol Morris: Tuning out the Noise
Rational Reminder listeners get exclusive first access to Tune Out the Noise, a documentary directed by Academy Award-winner Errol Morris until January 31…
- The Rational Reminder Podcast
Episode 285: A Year in Review
It's hard to believe, but today's episode marks our fifth annual year-in-review episode — where we look back at some of our favourite conversations and…
- The Rational Reminder Podcast
Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation
In this episode, we welcome back the esteemed Professor Scott Cederburg, Associate Professor of Finance at the University of Arizona. In this highly…
- The Rational Reminder Podcast
Episode 283: When Volatility is Risk, and Introducing The Money Scope Podcast
Today's episode features a series of in-depth segments, and includes a visit from our two favourite Marks; Mark Soth (aka The Loonie Doctor) and Mark McGrath!…
- The Rational Reminder Podcast
Episode 282: Dr. Jim Grubman: The Psychology of Wealth
In this episode, we delve deep into the world of wealth management and family advisory services and explore the evolving landscape of financial wealth…
- The Rational Reminder Podcast
Episode 281: Lifecycle Asset Allocation, and Retiring Successfully with Justin King
Today, we take a closer look at asset allocation through an empirical lens, by drawing on the work and data of Scott Cederburg and his new article 'Beyond the…
- The Rational Reminder Podcast
Episode 280: Shane Parrish: Clear Thinking in Everyday Life
In this episode, we delve into the complexity of navigating life's challenges, taking risks, fostering self-confidence, and honing problem-solving skills…
- The Rational Reminder Podcast
Episode 279: Stock Returns in Recessions, and FSRA's Approach to Regulation
In this episode, we start by learning about the complex relationship between recessions and stock returns before welcoming Huston Loke and Jordan Solway from…
- The Rational Reminder Podcast
Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns
If you dive deep into financial advisor fixed effects, you'll begin to understand that an advisor's own portfolio has a bigger impact on the portfolios of…
- The Rational Reminder Podcast
Episode 277: The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning
During this episode, Financial Advisor and Associate Portfolio Manager Phil Briggs joins us to discuss the 'cash wedge' financial strategy. He also shares his…
- The Rational Reminder Podcast
Episode 276: Darin Soat: The Problem with Finfluencers, and Why it Won't Get Better Anytime Soon
If you're in the world of finance, you'd know today's guest from YouTube — but you've probably never heard his real name. However, today and for the first…
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Episode 275: Live from Future Proof 2023: Decoding Financial Decision-Making with Hal Hershfield
In this episode, we welcome back Hal Hershfield, Associate Professor of Marketing and Behavioral Decision Making at UCLA Anderson School of Management. Hal is…
- The Rational Reminder Podcast
Episode 274: A Live 5-Year Rational Reminder Retrospective (and Creating Superfans with Brittany Hodak)
In this episode, we are trying something different. Recorded live at the CFA Society's Toronto Annual Wealth Conference, we take an exclusive look at the…
- The Rational Reminder Podcast
Episode 273: Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings
Today's episode is an exhilarating journey into the captivating realms of finance and human behaviour with Professor Samuel Hartzmark, who takes centre stage…
- The Rational Reminder Podcast
Episode 272: Rob Carrick: Canadian Personal Finance in 2023
In this episode, we welcome back one of Canada's most trusted and widely read financial experts to discuss the state of Canadian personal finance. Rob Carrick…
- The Rational Reminder Podcast
Episode 271: Expected Returns of the AI Revolution (plus People are Lying to you About Money w/ Anthony Walsh)
AI is not new and financial mis-education is rife. These are two ideas that form the foundation of this episode, which features insights from Ben Felix, Mark…
- The Rational Reminder Podcast
Episode 270: Victor Haghani and James White: The Missing Billionaires
If the wealthiest families of the past century spent a reasonable amount of their wealth, invested in the stock market, and paid taxes, there would be…
- The Rational Reminder Podcast
Episode 269: Preet Banerjee: A multi-dimensional analysis of the value of financial advice
This week we welcome back return guest Preet Banerjee, a renowned speaker, personal finance expert, consultant, and author of Stop Overthinking Your Money…
- The Rational Reminder Podcast
Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees
For nearly 25 years, Exchange Traded Funds (ETFs) have been a popular passive investment vehicle for both household and professional investors due to their low…
- The Rational Reminder Podcast
Episode 267: The (Expected) Cost of Pessimism (Plus Matthew Dicks on the Value of Storytelling)
Today's show is centred on the expected cost of pessimism and how investor expectations of loss negatively affect financial decisions. After concisely…
- The Rational Reminder Podcast
Episode 266: Prof. Cass Sunstein: Practical Reason in Ordinary Life
We make countless decisions throughout our lives that range from the mundane to the monumental. But how do you decide how you decide? That is the fundamental…
- The Rational Reminder Podcast
Episode 265: 5% HISA... for the Long-run? (Plus Stoicism with Michael Tremblay)
In this episode, we tackle the timely topic of higher interest rates and their potential impact on investors' decisions. With rates soaring to unprecedented…
- The Rational Reminder Podcast
Episode 264: Pim van Vliet: The Volatility Effect, Revisited
Pim van Vliet is on a mission to put the low volatility factor on the map. In his role as Head of Conservative Equities and Chief Quantitative Strategist at…
- The Rational Reminder Podcast
Episode 263: A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow
With the recent passing of Harry Markowitz, we wanted to take this opportunity to spend some time honoring this giant of financial economics. Joining us on…
- The Rational Reminder Podcast
Episode 262: Francisco Gomes: Consumption and Portfolio Choice over the Life Cycle
Household finance has grown considerably as a field of study in recent years. And with the decrease in defined benefits pension plans, households are…
- The Rational Reminder Podcast
Episode 261: Structured Products with Felix Fattinger and Petra Vokata & Jill Schlesinger
Our focus for today's episode is the topic of structured products and we welcome two expert guests to weigh in with their research and insight on the subject…
- The Rational Reminder Podcast
Episode 260: Prof. James Choi: Practical Finance
Today we welcome James Choi, Professor of Finance at the Yale School of Management, to the show to share some of his insight into what he has dubbed practical…
- The Rational Reminder Podcast
Episode 259: Comprehensive Overview: Estimating Expected Returns
Join us as we present a compilation of segments on expected returns and the dynamics that shape investment outcomes. We deep dive into the world of financial…
- The Rational Reminder Podcast
Episode 258: Prof. Meir Statman: Financial Decisions for Normal People
Behavioural finance provides a realistic and comprehensive framework for understanding financial markets and decision-making. Incorporating insights from…
- The Rational Reminder Podcast
Episode 257: Giorgio Ugazio (Mr. RIP): Life Design, In Progress
What are your guiding philosophies on work and life? And how do they influence your daily decisions and the trajectory of your career? If these questions feel…
- The Rational Reminder Podcast
Episode 256: Prof. Hal Hershfield: Your Future Self
How does the connection we have with our future self impact the decisions we make today? And what active steps can we take to improve our connection with our…