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
Structured Products (Plus Just Keep Buying with Nick Maggiulli) (EP.255)
Structured products can offer unique investment opportunities and customization but also come with risks and complexities. It is vital to thoroughly understand…
- The Rational Reminder Podcast
David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income (EP.254)
There are many different objective functions you can use when building optimal portfolios. The majority of these approaches define risk from the perspective of…
- The Rational Reminder Podcast
Complex Financial Instruments with Prof. Paul Calluzzo (Plus Sean Silcoff on Losing the Signal) (EP.253)
We have two guests joining us for this episode of the Rational Reminder podcast. First up, we have Paul Calluzzo, who is the Assistant Professor of Finance and…
- The Rational Reminder Podcast
Prof. Burton Malkiel: 50 Years of A Random Walk Down Wall Street (EP.252)
Understanding market efficiency is an important part of investment decision-making. It can help investors to identify the most appropriate investment…
- The Rational Reminder Podcast
Covered Calls (Plus Robin Powell and Jonathan Hollow on How to Fund the Life You Want) (EP.251)
We all have different levels of risk tolerance. But how is that risk measured for complex investment strategies like covered calls? And how can you be sure…
- The Rational Reminder Podcast
Prof. John Y. Campbell: Financial Decisions for Long-term Investors (EP.250)
Navigating the world of finance and investing is undeniably complicated, sometimes unnecessarily so. And all too often the people who end up making the most…
- The Rational Reminder Podcast
What are financial advisors (measurably) useful for? (EP.249)
Our focus for this episode is the real utility of financial advisors, and Ben shares a host of research and findings about the supposed and actual value that…
- The Rational Reminder Podcast
Prof. William Goetzmann: Learning from Financial Market History (EP.248)
How the financial system works and how we interact with it has grown in complex ways and is a fascinating but nuanced topic. To guide us through the history of…
- The Rational Reminder Podcast
Bank Runs (plus Jonathan Clements on "My Money Journey") (EP.247)
There's been a lot of interest in the topic of bank runs lately, and in today's episode, we take a look at the most relevant research to help us better…
- The Rational Reminder Podcast
Daniel H. Pink: How to Use Regret (EP.246)
Human beings are undeniably complex, and what motivates us can often be a mystery, even to ourselves. So, how do we go about gathering and analyzing the data…
- The Rational Reminder Podcast
Deeper Goals, and Retiring with Purpose (EP.245)
Goal-setting is essential for personal and professional growth, helping individuals clarify their priorities, stay focused, and achieve success. We are pleased…
- The Rational Reminder Podcast
Charles D. Ellis: The Loser's Game (EP.244)
When it comes to the world of investing, there are many options available to consumers. The range of financial products available can be overwhelming and…
- The Rational Reminder Podcast
The Role of Debt in Financial Planning (EP.243)
Debt can play an essential role in financial planning in several ways, such as financing large purchases, building credit, managing cash flow, and leveraging…
- The Rational Reminder Podcast
Erica Alini: Personal Finance Tactics for the Real World (EP.242)
The intersection between economics and psychology makes the subject of personal finance complex. To help us elucidate this topic is personal finance reporter…
- The Rational Reminder Podcast
Basic Personal Finance Concepts (EP.241)
Today we are spending most of the episode going further into the basic concepts that ground good financial practices and the personal finance topics that are…
- The Rational Reminder Podcast
Prof. Eric J. Johnson: Choice Architecture and Financial Decisions (EP.240)
The decisions we make may be further out of our control than we'd like to imagine. Today we are joined by Professor Eric J. Johnson to discuss choice…
- The Rational Reminder Podcast
The Math of Financial Planning (EP.239)
The concept of financial math is another foundational element of investing and good economic decision-making, and today we are carrying on the recent string of…
- The Rational Reminder Podcast
Prof. Ralph Keeney: Decision Analysis and Value-focused Thinking (EP.238)
A large portion of what we talk about on this show boils down to decision-making, and today we have our focus squarely on the fundamentals of this process…
- The Rational Reminder Podcast
Who are you, and who do you want to be? (EP.237)
Identifying your personal values is the foundation for making future decisions. In this episode, we discuss the profound ways in which personal values impact…
- The Rational Reminder Podcast
Harold Geller: "I Sue Financial Advisors" (EP.236)
Our guest today, Harold Gellar, is a lawyer who helps clients dealing with fraud and negligence perpetrated by financial advisors, and is a passionate advocate…
- The Rational Reminder Podcast
Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson) (EP.235)
As we kick off the new year, we wanted to look back at our biggest areas of learning from last year. So this episode serves as a great companion piece to our…
- The Rational Reminder Podcast
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance (EP.234)
Few people have impacted the way the world works, and today, we have the privilege of speaking to one of them. Professor Robert C. Merton is the Distinguished…
- The Rational Reminder Podcast
2022: A Year in Review (EP.233)
It has been an amazing year for the podcast. We have had some incredible guests during 2022 who have provided us and listeners with insights and…
- The Rational Reminder Podcast
Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy (EP.232)
Gaining financial literacy is critical if you want to thrive in today's society. And yet, only about a third of the global population can be described as being…
- The Rational Reminder Podcast
RR 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi) (EP.231)
Today is our final episode featuring just the two of us before our annual wrap-up show, and we thought we would use this opportunity to cover some important…
- The Rational Reminder Podcast
Prof. Robert Frank: Success, Luck, and Luxury (EP.230)
The world is a highly competitive place, and becoming successful requires hard work, dedication, and luck. This is the view of today's guest, Professor Robert…
- The Rational Reminder Podcast
The 2% (!?) Rule for Retirement Spending (EP.229)
Traditionally, people saving for retirement and financial advisors relied on the 4% rule when calculating how much to save for retirement and the associated…
- The Rational Reminder Podcast
Eduardo Repetto: Deep Dive with Avantis Investors' CIO (EP.228)
In this episode, we are joined by the CIO of Avantis Investors, Eduardo Repetto, to have an in-depth conversation about his philosophy and approach to many of…
- The Rational Reminder Podcast
Who Should Invest in (Cap Weighted) Index Funds? (EP.227)
In today's episode, we pull relevant quotes from past guests (namely John Cochrane, Gene Fama, and Jonathan Berk) to extricate who should own market cap funds…
- The Rational Reminder Podcast
Colonel Chris Hadfield: An Astronaut's Guide to Life on Earth (EP.226)
In this episode, we speak to renowned Canadian figure Colonel Chris Hadfield. For those who don't know, Chris is a heavily decorated astronaut, engineer, and…
- The Rational Reminder Podcast
The Index Fund "Tipping Point" (EP.225)
Are index funds a menace to the market? Are pension funds still a wise way to secure your financial future? In this episode, we discuss index funds, the…
- The Rational Reminder Podcast
Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills (EP.224)
Are stocks and bonds good in the long game? What are the best long-term investment options? In this episode, we speak to Professor Scott Cederburg about the…
- The Rational Reminder Podcast
A Financial Goals Master List (n=310) (EP.223)
We recently created and conducted a very interesting survey based on financial goals, and today, we get to share some of the data we collected and the answers…
- The Rational Reminder Podcast
Cassie Holmes: Being Happier (EP.222)
There is more and more research on the determinants and results of happiness in human life, and on the show today we get to do an amazing deep dive on this…
- The Rational Reminder Podcast
Permanent Life Insurance (EP.221)
Of course, you want to protect your family and your savings from unforeseen consequences, but is life insurance the best option? Can life insurance be an…
- The Rational Reminder Podcast
Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited (EP.220)
Do you feel like you have a good grasp of financial markets? Think again! In this episode, we take a plunge into the world of financial markets with experts…
- The Rational Reminder Podcast
Understanding Crypto 17: Ari Juels: The Technical Case for Blockchain
Critics of blockchain often say that it is nothing more than a database, but today's guest, Ari Juels, has a different opinion. His technical expertise (he is…
- The Rational Reminder Podcast
Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra) (EP.219)
The type of assets which usually come to mind when considering investments are stocks, bonds, or cash, but what are the alternatives? And what kind of returns…
- The Rational Reminder Podcast
Understanding Crypto 16: Chris DeRose: Uncensored Crypto Perspectives
In this episode, we speak to Chris DeRose, software developer and former co-host of the Bitcoin Uncensored podcast, about both the downsides and upsides of…
- The Rational Reminder Podcast
Colleen Ammerman: Gender and Human Capital (EP.218)
The gender pay gap is still a persistent problem in today's society, reflecting the overall state of gender inequality. It is full of complexity and comprises…
- The Rational Reminder Podcast
Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power
Today, we speak to Vili Lehdonvirta, Professor of Economics, Sociology, and Digital Social Research at the Oxford Internet Institute at the University of…
- The Rational Reminder Podcast
The Expected Returns of Financial Literacy (EP.217)
What impact does financial literacy have on decision-making and financial outcomes? How is financial literacy tested? In this episode, we help listeners…
- The Rational Reminder Podcast
Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom
Welcome to our limited edition crypto series. In this episode, we welcome back Professor John Cochrane, who was a guest on the Rational Reminder series, to…
- The Rational Reminder Podcast
Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity (EP.216)
The indexing revolution is something that underpins all of our work here at the Rational Reminder and is a subject we reference in different ways in almost all…
The Rational Reminder PodcastUnderstanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy
Welcome to another episode from our limited edition crypto series. The previous guests we have spoken to about crypto generally have experience in economics…
- The Rational Reminder Podcast
Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) (EP.215)
We start the show with a brief highlight of recent episodes, upcoming guests, and feedback we have received about the show. We then review the book Running…
- The Rational Reminder Podcast
Understanding Crypto 12: David Gerard: Crypto Realities
What is the real value of cryptocurrencies? Can crypto technology be applied to traditional financial markets? In this episode, we welcome David Gerard, a…
- The Rational Reminder Podcast
Jay Van Bavel: Shared Identities and Decision Making (EP.214)
Identity helps shape our perception and thinking about the world around us. What is identity? How does it influence our perspective? These are some of the…
- The Rational Reminder Podcast
Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach
In this episode, we speak to Quinn DuPont, a self-described technology historian and researcher of everything crypto. He is fascinated by what humans do and…
- The Rational Reminder Podcast
Expected Returns and Factor Investing (EP.213)
In today's episode, we beg the question: is factor investing worth it? Factor-tilted portfolios tend to perform independently of the market and today, we break…
- The Rational Reminder Podcast
Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0?
There is a lot of hype surrounding cryptocurrencies and DeFi technology, with excitement around the potential innovations they offer financial systems. Often…
- The Rational Reminder Podcast
Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets (EP.212)
If you're ready for a serious education on market elasticity, demand system pricing, and stock market flows, you've come to the right place (disclaimer: don't…
- The Rational Reminder Podcast
Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)
For this week's episode, we are revisiting a portion of our conversation with the legendary Professor Campbell R. Harvey and and his more optimistic viewpoint…
- The Rational Reminder Podcast
Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) (EP.211)
Welcome to another episode of the Rational Reminder Podcast! We start by reviewing The Fearless Organization, and learn some important concepts such as…
- The Rational Reminder Podcast
Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0?
Welcome back to another comprehensive and informative episode in this limited series of the Rational Reminder Podcast, a weekly reality check about the world…
- The Rational Reminder Podcast
Prof. Ludovic Phalippou: Private Equity, Under the Hood (EP.210)
If you have any interest in private equity or have thought about it as an asset class, then this episode is for you! What is private equity? This might seem a…
- The Rational Reminder Podcast
Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain
Dr. Nicholas Weaver's well-known lectures on cryptocurrencies explain why he believes it needs to be "burned with fire." Today, we speak to Dr. Weaver, an…
- The Rational Reminder Podcast
Optimal Allocations to Owned Housing & Gender Equality in Financial Planning (EP.209)
Welcome to another episode of the Rational Reminder Podcast! In today's jam-packed episode, we start by going through the feedback received on our limited…
- The Rational Reminder Podcast
Understanding Crypto 6: Bruce Schneier: Security, Trust, and Blockchain
Welcome back to another episode of our limited addition Crypto Series on the Rational Reminder Podcast, a weekly reality check about sensible investing and…
- The Rational Reminder Podcast
Rebecca Walker: Women Talk Money (EP.208)
There's no doubt about it; money is a taboo topic in our society. But not talking about money only serves to uphold inequalities and injustices. Rebecca Walker…