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
Understanding Crypto 5: Stephen Diehl: The Case Against Crypto
Welcome back to another limited series of Rational Reminder Podcast, focused on learning about cryptocurrencies. Our journey about cryptocurrencies has led us…
- The Rational Reminder Podcast
What is Money? (plus Reading Habits w/ Dan Solin) (EP.207)
In today's episode, we share some updates from our Financial Goals Survey, respond to a listener who says we are wrong about dividends, and talk about Scout…
- The Rational Reminder Podcast
Understanding Crypto 4: Prof. Tobin Hanspal: The Characteristics of Crypto Investors
Welcome to another special episode of Rational Reminder Podcast, a show to help us learn about cryptocurrencies and their role in our current and future…
- The Rational Reminder Podcast
Prof. Vanessa Bohns: You Have More Influence Than You Think (EP.206)
Welcome back to another exciting and informative episode of the Rational Reminder Podcast, a show all about finances and how to get the most of your money…
- The Rational Reminder Podcast
Understanding Crypto 3: Eswar Prasad: Bitcoin, Banking, and the Future of Money
Welcome back to another episode of our series focusing on cryptocurrencies. In this episode, we dive into conceptual complexities surrounding cryptocurrencies…
- The Rational Reminder Podcast
Tech vs. Value, and Private Equity vs. Public Equity (EP.205)
Welcome to another episode of the Rational Reminder Podcast. In today's jam-packed episode, hear updates regarding our goals survey, the schedule for upcoming…
- The Rational Reminder Podcast
Understanding Crypto 2: Igor Makarov: Economics of the Crypto Ecosystem
Understanding the complexity surrounding cryptocurrencies is essential in making the correct decisions regarding investing in DeFi technology. To help us…
- The Rational Reminder Podcast
John A. List: Improving the World with Economics (EP.204)
John List is the recently appointed Chief Economist at Walmart, and is also a Professor of Economics at the University of Chicago, having worked as the Chief…
- The Rational Reminder Podcast
Understanding Crypto 1: Daniel Mescheder: What Problem Do Blockchains Actually Solve?
Fundamentals of the Blockchain with Daniel Mescheder Episode 1: Show Notes Welcome to the first episode of our limited series focusing on cryptocurrencies and…
- The Rational Reminder Podcast
S*** (Misguided) Financial Advisors Say (EP.203)
We have a jam-packed episode for all of our listeners today, with two guests, a lot of news, and many great resource recommendations. We start off by rounding…
- The Rational Reminder Podcast
Antti Ilmanen: The Building Blocks of Long-Run Returns (EP.202)
To carry on the trend of amazing guests on the show, today we welcome Antti Ilmanen. Antti is the co-head of the Portfolio Solutions Group at AQR, and the…
- The Rational Reminder Podcast
The Relevance of Dividend Irrelevance (EP.201)
Today, on the Rational Reminder Podcast, we are tackling a few interesting topics that tie into recent and forthcoming conversations with our amazing guests…
- The Rational Reminder Podcast
Prof. Eugene Fama (EP.200)
We are so happy to bring you all our 200th episode, and who better to have on the podcast on this auspicious occasion than the legendary, Professor Gene Fama?…
- The Rational Reminder Podcast
What Happens after Bonds Crash? (plus Reading with Aydin Mirzaee) (EP.199)
As we near the 200th episode of our little podcast, we wanted to have a chat with our friend Aydin Mirzaee about one of our favourite topics: books. Before…
- The Rational Reminder Podcast
Gerard O'Reilly: Deep Dive with Dimensional's co-CEO & CIO (EP.198)
You don't need to be a rocket scientist to work at Dimensional Fund Advisors, but Gerard O'Reilly sees it as an asset, particularly when it comes to…
- The Rational Reminder Podcast
The Immortality of Bonds (EP.197)
Many people have been contemplating the death of bonds, which is why for the main topic of today's episode we're going to be talking about their immortality…
- The Rational Reminder Podcast
Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia (EP.196)
Welcome back to the show all about sensible investing in Canada! Today we have yet another masterclass with a wonderful guest, Sebastien Betermier. Sebastian…
- The Rational Reminder Podcast
Common Misconceptions Among Beginner Investors (EP.195)
The world of personal finance is full of axioms, and new investors can get caught up in investing myths and 'rules of thumb' that are limiting at best and lead…
- The Rational Reminder Podcast
Bill Janeway: Investing in the Innovation Economy (EP.194)
When it comes to the uncertain future of financial markets and technological innovation, a deep understanding of history and the roots of the systems at play…
- The Rational Reminder Podcast
(Modern) Modern Portfolio Theory (EP.193)
Today on Rational Reminder we take a deep dive into the evolution of modern portfolio theory. We kick the show off with some updates and reviews on some of the…
- The Rational Reminder Podcast
Alex Edmans: Growing the Pie: A Different Take on ESG (EP.192)
We always appreciate research-based arguments here at the Rational Reminder and when those arguments might rattle some assumptions we get particularly excited…
- The Rational Reminder Podcast
Emerging Markets: Diversifying Asset or a Reverse Lottery? (EP.191)
There seem to be many differing opinions out there about investing in emerging markets, and unfortunately, many of these are inaccurate. This is mostly due to…
- The Rational Reminder Podcast
Leonard Mlodinow: Emotions are Rational (EP.190)
It is commonly believed that rational thought is threatened by emotion, but contemporary understandings of the brain paint a more complicated picture. Today's…
- The Rational Reminder Podcast
BONUS: Stocks, Bonds, and War
In this special episode, we review the relationship between war and financial markets. War is a tragedy. We are not minimizing the humanitarian tragedy of what…
- The Rational Reminder Podcast
Regret (and How to Read More w/ Neil Pasricha) (EP.189)
Today's guest is Neil Pasricha and he joins us to discuss how to read more. Before our time with Neil, Ben and Cameron lead the discussion, working through a…
- The Rational Reminder Podcast
Ayelet Fishbach: The Science of Motivation (EP.188)
Goal-setting has been a divisive subject of discussion for us here on the Rational Reminder Podcast, and today we dive a bit deeper into the topic with the…
- The Rational Reminder Podcast
How to Set Financial Goals (EP.187)
Identifying investment goals is a critical step in developing a sound financial plan that helps investors reach their objectives. Studies have shown that using…
- The Rational Reminder Podcast
Andrew Hallam: Balancing Money, Relationships, Health, and Purpose (EP.186)
One of our favorite things to do on this show is talk with the amazing authors of new books related to sensible investing. Today we do just that, welcoming…
- The Rational Reminder Podcast
Lighting your Money on Fire with Thematic ETFs (EP.185)
As we all know, not all investments are equally exciting, but on today's show, we make the case that you should not put your money into an ETF just because it…
- The Rational Reminder Podcast
Robin Wigglesworth: The Story of Index Funds (EP.184)
Episode 184: Robin Wigglesworth: Unpacking and Understanding Trillions Episode 184: Show Notes. We have often spoken about the book Trillions on the show, and…
- The Rational Reminder Podcast
Market Efficiency Myths and Misconceptions (EP.183)
While there is certainly room for rigorous debate regarding market efficiency versus inefficiency, there are many who dismiss Eugene Fama's Efficient Market…
- The Rational Reminder Podcast
John 'Mac' McQuown: The Data Will Sort That Out (EP.182)
One of the pillars of our approach at The Rational Reminder Podcast and PWL Capital is the idea of index investing, a concept that is both fundamental and…
- The Rational Reminder Podcast
A Year in Review (EP.181)
We have reached the end of another year, our third while doing this podcast. We are spending this episode on our customary year-end review, and we will be…
- The Rational Reminder Podcast
Is Canada Really in a Housing Bubble? (EP.180)
There is no doubt that housing in Canada is expensive, but are we really in a bubble? Today on the show we explore the user cost equation and how it can help…
- The Rational Reminder Podcast
Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy (EP.179)
Of all of the possible disruptive uses of cryptocurrency and blockchain, decentralised finance (or DeFi) might be the one most likely to bring this technology…
- The Rational Reminder Podcast
Are Inflation Concerns Inflated? (EP.178)
In today's episode of The Rational Reminder, we tackle the subject of inflation in a twofold manner. Firstly, there are details around how people perceive…
- The Rational Reminder Podcast
Dr. Anna Lembke: Dopamine & Decision-Making (EP.177)
The contemporary world is saturated with ways in which we can experience rewards that were historically much more difficult to access. Although this idea of a…
- The Rational Reminder Podcast
Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler (EP.176)
Today we have a guest join us on one of our 'us episodes', and we are very lucky to welcome Mathias Hasler to take part in the last section of today's podcast…
- The Rational Reminder Podcast
Robin Taub: The Wisest Investment: Teaching Kids About Money (EP.175)
Today we are tackling the vitally important subject of financial literacy from the standpoint of parents wanting to educate their children. We have a true…
- The Rational Reminder Podcast
The "Good Company is a Good Investment" Fallacy (EP.174)
It sounds reasonable to say that investing in the most popular companies would produce the best returns, but this is just not how asset pricing works. Today on…
- The Rational Reminder Podcast
Antonio Picca: From Index Investing to Factor Investing at Vanguard (EP.173)
In our conversation this week, we take a deep dive into factor investing. We are joined by the formidable Antonio Picca, Head of Factor Strategies at Vanguard…
- The Rational Reminder Podcast
Is the debate over renting vs. buying a home really over? Featuring Rob Carrick (EP.172)
Today we welcome Rob Carrick back to the show to talk about a range of interesting topics, focusing on the Canadian housing market and some of the recent…
- The Rational Reminder Podcast
Campbell R. Harvey: The Past and Future of Finance (EP.171)
For this week's episode (our longest to date), we get together with the legendary Professor Campbell R. Harvey and take a deep dive into a diverse range of…
- The Rational Reminder Podcast
Are Homeowners Happier than Renters? (EP.170)
For decades, owning a home has been seen as a hallmark of the 'American dream' and a major life milestone. While we take it for granted that home ownership is…
- The Rational Reminder Podcast
John Cochrane: Modern Modern Portfolio Theory (EP.169)
Today's conversation is an extremely enlightened and highly detailed one, that you may want to return to, in order to accrue all of its value. We host John…
- The Rational Reminder Podcast
A Replication Crisis and a Housing Crisis (EP.168)
Today we have a somewhat unique episode for all of our listeners, rounding up the news and information from the world of finance and investment before we…
- The Rational Reminder Podcast
Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing (EP.167)
In many episodes of this podcast we refer to the psychological component of investing, and today we are very happy to host a global authority on the subject…
- The Rational Reminder Podcast
Lessons from 100+ Years of Global Stock Returns (EP.166)
In this week's episode, Cameron and Benjamin share what's on their mind and delve into listener questions on subjects ranging from the CAPE ratio to how to go…
- The Rational Reminder Podcast
Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning (EP.165)
The evergreen subject of retirement planning is something that we prioritize here at the Rational Reminder Podcast, and today we have a very interesting…
- The Rational Reminder Podcast
Comprehensive Overview: The 4% Rule (EP.164)
Today's episode is the first that takes a new format we are piloting, where we compile clips from the most valuable conversations we have had in different…
- The Rational Reminder Podcast
Dave Plecha: The Long and Short of Investing in Bonds (EP.163)
Even among rational investors with diversified portfolios, there seems to be less known about the inner workings of the bond portion of their investments. Here…
- The Rational Reminder Podcast
How to Select a (Good) Financial Advisor (EP.162)
Today our main topic expands on a recent episode in which we talked about what constitutes good financial advice, and here we look at how to go about finding…
- The Rational Reminder Podcast
Katy Milkman: How to Change your Financial Habits (EP.161)
Today we are so happy to welcome the amazing Katy Milkman to the show. Katy is the author of the impressive and inspiring new book, How to Change: The Science…
- The Rational Reminder Podcast
Day Trading in 2020: Did Free Trading Change Everything? (EP.160)
Today we get the chance to take some very interesting listener questions and dig into fascinating findings on day trading in 2020. To kick things off we have a…
- The Rational Reminder Podcast
Bill Schultheis: Build Wealth and Get on With Your Life (EP.159)
The work of Bill Schultheis has had a profound effect on us here at the Rational Reminder Podcast, and eventually having him join us on the show is truly an…
- The Rational Reminder Podcast
Loss Harvesting and the Myth of Tax Alpha (EP.158)
Welcome back to another episode of the Rational Reminder Podcast, where we give you the most considered and evidence-based information about investing in…
- The Rational Reminder Podcast
Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum (EP.157)
Today we welcome Rob Arnott to the show! Rob is the founder of Research Affiliates and is a prolific writer who has published hundreds of articles for many…
- The Rational Reminder Podcast
Climate Change vs. The Stock Market (EP.156)
The looming issue of climate change has far-reaching implications, not least of which are relevant to the financial and investment world. Today we spend some…
- The Rational Reminder Podcast
Don Ezra: Planning for Life After Full Time Work (EP.155)
One of the major topics we hope to help our listeners with is retirement planning, and today we have a really informative and illuminating conversation with a…
- The Rational Reminder Podcast
Renting vs. Buying a Home: How to Decide (EP.154)
Welcome back to another episode of the sensible money show. The focus this week is the age-old question of housing; whether to buy or to rent. After our…