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
Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships (EP.153)
Today we speak to Professor Johanna Peetz about how the errors people make about predicting their futures affect financial planning and relationships…
- The Rational Reminder Podcast
Evaluating Systematic Equity Strategies (EP.152)
Welcome back to your favourite Canadian podcast about sensible investing! Today we are focusing on evaluating equity strategies and wondering aloud whether you…
- The Rational Reminder Podcast
Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Returns (EP.151)
There is an overarching investment philosophy that permeates most of what we do here at the Rational Reminder Podcast, and while some guests' positions might…
- The Rational Reminder Podcast
The Ultimate Inflation Hedge (EP.150)
Is it possible to hedge your investments against different levels of inflation? This is the question we ask in today's episode, as we run through a variety of…
- The Rational Reminder Podcast
Professor Robert Novy-Marx: The Other Side of Value (EP.149)
Today's guest is Professor Robert Novy-Marx, the Lori and Alan Zekelman Distinguished Professor of Business Administration at Simon Business School of the…
- The Rational Reminder Podcast
Investing in Happiness (EP.148)
Today we dive deep into the connection between happiness and money, looking at a host of theories and studies that have examined the important factors in this…
- The Rational Reminder Podcast
Paul Merriman: We are Talking Millions (EP.147)
It takes only a handful of smart choices to convert regular savings into a secure future. Today we welcome famed financial educator Paul Merriman onto the show…
- The Rational Reminder Podcast
Do Expected Stock Returns Wear a CAPE? (EP.146)
As many of you already know, we have been working hard to figure out the best way to model expected stock returns for financial planning and asset allocation…
- The Rational Reminder Podcast
Jennifer Risher: Talking About Money (EP.145)
From YouTube channels to get-rich playbooks, whole industries are devoted to the subject of building wealth. But few books present a clear and honest view of…
- The Rational Reminder Podcast
"Buying the Dip" (EP.144)
Today's episode doesn't have an external guest, but Benjamin and Cameron provide fascinating information on a vast range of topics. First, the discussion…
- The Rational Reminder Podcast
Ashley Whillans: How to be (Time) Rich (EP.143)
Technology has made our lives easier but it has also fragmented our leisure time, creating a near-universal feeling that we have too much to do and not enough…
- The Rational Reminder Podcast
What is Financial Advice? (EP.142)
While there is no way of knowing what the best portfolio is, empirical data and financial economics have fixed the problems surrounding investing. But if we've…
- The Rational Reminder Podcast
Hal Hershfield: The Psychology of Long-term Decision Making (EP.141)
How do your perceptions of time influence your long-term decision-making and financial well-being? Today we speak with psychologist and UCLA Associate…
- The Rational Reminder Podcast
Where do Stock Returns Come From? (EP.140)
Where do stock returns actually come from? The answers to this deceptively simple question might change your investing perspective. We dive into this…
- The Rational Reminder Podcast
Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 (EP.139)
We've previously compared IPOs to lotteries that are prone to inflated valuations and low returns. Today we welcome "Mr. IPO," Professor Jay Ritter onto the…
- The Rational Reminder Podcast
Factor Investing in Fixed Income (EP.138)
How we model our expected returns hugely impacts our financial decision-making, with poor models leading us to retire either too early or too late. Today's…
- The Rational Reminder Podcast
David Blanchett: Researching Retirement (EP.137)
Today's extensive conversation with David Blanchett covers nearly all aspects of retirement planning. As the Head of Retirement Research for Morningstar, David…
- The Rational Reminder Podcast
Chasing Top Fund Managers (EP.136)
When you see funds performing monumentally well, you may feel regretful for not investing in them earlier. There is, however, a long history of funds that…
- The Rational Reminder Podcast
William Bengen: The 5% Rule for Retirement Spending (EP.135)
At a time when the financial community provided inconsistent retirement advice, the 4% withdrawal rate was a data-backed strategy that revolutionized…
- The Rational Reminder Podcast
The IPO Lottery, Planning for Wellness, and Talking Cents (EP.134)
Skewed Factor IPO Investing and Financial Well-being Episode 134: Show Notes. Many IPOs start with a bang, resulting in high first-day closing prices that…
- The Rational Reminder Podcast
Adriana Robertson: "Passive" Investing, and What Matters to Investors (EP.133)
The terms passive investing and index investing are often intertwined, but they are not exactly the same thing. Today's guest is Adriana Robertson, the…
- The Rational Reminder Podcast
Cullen Roche: Understanding the Modern Monetary System (EP.132)
With so many moving parts, it's difficult to develop a clear view of the US monetary system. Today we speak with Pragmatic Capitalism author and Founder of…
- The Rational Reminder Podcast
David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple (EP.131)
At its core, managing wealth is about finding the best solutions for your clients. As he mentions in today's discussion with him, this sentiment has guided…
- The Rational Reminder Podcast
A Year In Review (EP.130)
For this episode of the Rational Reminder Podcast, we review our year by playing back and discussing a collection of the most impactful moments of the show…
- The Rational Reminder Podcast
Five Factor Investing with ETFs (EP.129)
After months of research, number-crunching, and receiving listener requests on the subject, today's episode is devoted to introducing our new model ETF…
- The Rational Reminder Podcast
Morgan Housel: The Psychology of Money (EP.128)
As author and financial expert Morgan Housel explains this episode, "people don't make financial decisions on a spreadsheet. They make financial decisions at…
- The Rational Reminder Podcast
Fooled by Dividends, and the Future of Financial Planning Research (EP.127)
There is a sharp divide between those who invest in dividend-paying stocks and those who don't. Underpinning this is the question of whether dividends are…
- The Rational Reminder Podcast
Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Invest (EP.126)
Dr. Brian Portnoy and Josh Brown's book How I Invest My Money, captures the stories and investment strategies of 25 top financial advisors. The book highlights…
- The Rational Reminder Podcast
(Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation (EP.125)
On today's show, we explore rational explanations for pricing bubbles, how the concept of human capital relates to financial decisions, and a whole lot more!…
- The Rational Reminder Podcast
Prof. Lubos Pastor: Equilibrium Models vs. Intuition (EP.124)
Professor Lubos Pastor's brilliant and varied research has been consistently referenced on this podcast. From how politics impacts stock returns to measuring…
- The Rational Reminder Podcast
(Irrationally) Investing in Technological Revolutions, Household CFO Job Analysis, and Learning to Sell Mutual Funds (EP.123)
As counter-intuitive as it may seem, most of the companies that push us into the next technological revolution deliver poor investment returns. Today we look…
- The Rational Reminder Podcast
Prof. Moshe Milevsky: Solving the Retirement Equation (EP.122)
There are seven equations that, if understood, will put you in the best possible position to tackle your retirement plan. Today we speak with business…
- The Rational Reminder Podcast
Day Trading and Overconfidence (EP.121)
Despite the mountain of evidence against it, day trading is thriving. Today we dive into the research and explore why the practice is alive and well before…
- The Rational Reminder Podcast
Annie Duke: How to Decide (EP.120)
Good decision-making is a fundamental part of achieving our goals, so getting better at it would be in anybody's best interest. Here to talk about making…
- The Rational Reminder Podcast
The Stock Market vs. Elections, and Incentives in Financial Planning (EP.119)
Thank you for tuning in to this episode of the Rational Reminder. We start this show with some great news about the comment section and our migration to…
- The Rational Reminder Podcast
The Psychology of Investing — Bounded Rationality with Victor Ricciardi (EP.118)
What are the psychological conditions that allow investors to make rational decisions, and how do these processes of decision-making occur? These are the…
- The Rational Reminder Podcast
A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts (EP.117)
For the first part of today's discussion, we are joined by Don Coletti from The Central Bank of Canada. He is here to talk about their upcoming recommendation…
- The Rational Reminder Podcast
Recovering from Active Management through Education (EP.116)
Joining us on the Rational Reminder today is one of the pioneers in the space of evidence-based investing, and someone who has been a massive inspiration to…
- The Rational Reminder Podcast
Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update (EP.115)
Our focus for this episode of the Rational Reminder is split into two sections; first, we cycle through our regular features, looking at a number of studies…
- The Rational Reminder Podcast
Patricia Lovett-Reid: Financial Wellness in a Crisis (EP.114)
When it comes to your financial life, you can have endless conversations about asset allocation but we often neglect the impact of communication and asking…
- The Rational Reminder Podcast
Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio (EP.113)
The hype to invest in high-cap tech companies is deafening. In this episode, we share what you need to know before buying FANG company stocks. Although FANG is…
- The Rational Reminder Podcast
Michael Kitces on Retirement Research and the Business of Financial Advice (EP.112)
Michael Kitces is one of the world's leading experts in financial services but is also a trusted authority in retirement planning research, and today he joins…
- The Rational Reminder Podcast
Gold, Insuring your Insurance, and Bank Sales Pitches (EP.111)
With the gold price reaching record highs, we revisit the contentious issue of whether you should add gold to your portfolio. Before mining that topic, we talk…
- The Rational Reminder Podcast
Craig Alexander: No Crisis Should Ever go to Waste (EP.110)
Often called a 'once in one hundred years event', the COVID-19 pandemic is having a profound impact on the economy. Today's guest is Craig Alexander…
- The Rational Reminder Podcast
Understanding the Fed's Money Printer, and Lessons from the Crisis (EP.109)
Quantitative easing is a monetary policy whereby a central bank buys government bonds or other financial assets in order to inject money into the economy to…
- The Rational Reminder Podcast
Dr. William Bernstein: Praying for a Bear Market (EP.108)
In keeping with our recent tide of incredible guests, today's one is no exception. Dr. William Bernstein, a financial theorist, advisor, and neurologist, joins…
- The Rational Reminder Podcast
Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes (EP.107)
As the expression goes, another day, another dollar. Today's episode is a roundup of news and analysis with deeper dives into behavioural and risk-based market…
- The Rational Reminder Podcast
Jim Stanford on The Economics of Capitalism in a Crisis (EP.106)
Today's guest is Dr. Jim Stanford, Economist and Director of the Centre for Future Work and author of Economics for Everyone. We kick things off with Jim…
- The Rational Reminder Podcast
Dimensional's ETFs, Private Equity, and Prescribed Rate Loans (EP.105)
With private equity investments increasing in popularity, you may feel the pressure to expand your portfolio. Today's episode, we look at the data behind…
- The Rational Reminder Podcast
Fred Vettese: A Complete Guide to Retirement Income (EP.104)
Today, we get into a masterclass on retirement planning with a true expert in the field whose perspectives are distinctly evidence-based, Fred Vettese. Fred is…
- The Rational Reminder Podcast
Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz (EP.103)
Welcome to another episode of the Rational Reminder Podcast! Today's main topic is how to pick an actively managed fund to invest in despite funds of this type…
- The Rational Reminder Podcast
Dr. Brian Portnoy: Underwriting a Meaningful Life (EP.102)
Even though we learn that money is merely a means of exchange, a store of value, or a unit of account, it's so much more than this. Money captures so much of…
- The Rational Reminder Podcast
Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic (EP.101)
We kick off today's episode of the Rational Reminder by discussing when Ben will be publishing his new model portfolios and a quick look at some of our…
- The Rational Reminder Podcast
Prof. Ken French: Expect the Unexpected (EP.100)
Who better to have on the Rational Reminder Podcast than Professor Ken French? Ken has been a massive inspiration to us and has remained a guiding light for…
- The Rational Reminder Podcast
Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy) (EP.99)
We often talk about better planning, reduced spending and a consistent long-term strategy on the show and today we have a guest who not only gives that advice…
- The Rational Reminder Podcast
Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing (EP.98)
We spend the bulk of today's episode considering whether Wealthsimple's use of long bonds and low volatility stocks is really protecting their clients'…
- The Rational Reminder Podcast
Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market? (EP.97)
Today on the Rational Reminder Podcast we interview a seasoned journalist from The Wall Street Journal, Greg Zuckerman. With 23 years of experience with the…
- The Rational Reminder Podcast
Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics (EP.96)
The economic effects of the coronavirus pandemic have been unprecedented and the seismic shifts have caused numerous unforeseen challenges. While no-one could…
- The Rational Reminder Podcast
Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom (EP.95)
The recent film, Playing with FIRE details the particulars of the FIRE Movement in a way that is accessible, informative, and impactful. Both Cameron and Ben…
- The Rational Reminder Podcast
The Stock Market vs. The Economy, and Assessing Risk Tolerance (EP.94)
When it comes to the question of whether the economy affects the stock market, it's not about whether the former is in a good or bad state, but how that…