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
Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk (EP.93)
No one credible ever said that investing was a simple endeavour. It might have some simple guidelines, that if followed are more likely to yield positive…
- The Rational Reminder Podcast
Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch (EP.92)
In today's episode, we take a less analytical position on the current situation to focus more on the behavioral side of things. Joining us are two returning…
- The Rational Reminder Podcast
Tax Efficiency & Leverage: The Smith Maneuver with Robinson Smith (EP.91)
The Smith Maneuver was developed by Fraser Smith as a smart way for Canadians to convert a traditional, non-deductible mortgage into a deductible mortgage by…
- The Rational Reminder Podcast
Bear Markets: Always Different, Always the Same (EP.90b)
In our second special release episode during the 2020 COVID-19 bear market we discussed a broad history of US bear markets from 1900 to 2020, the recent…
- The Rational Reminder Podcast
COVID-19: A Rational Reminder (EP.90)
How we are handling the situation as a firm, investing through a crisis, historical comparisons, and more.
- The Rational Reminder Podcast
Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau (EP.89)
It's not unreasonable to assume that a desirable retirement equates to having the financial freedom to meet one's lifestyle and personal goals. The more…
- The Rational Reminder Podcast
Market Drops, Biological Age, and FIRE any Time (EP.88)
Welcome back to the Rational Reminder Podcast everybody. Today we are using the opportunity to have a bit of a philosophical discussion about a bunch of things…
- The Rational Reminder Podcast
Risk is Everywhere with Allison Schrager (EP.87)
You can't get anything good out of life without taking a risk, and this holds true in the world of investing too. Depending on the situation, people are…
- The Rational Reminder Podcast
Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking (EP.86)
Let's say you make a choice that had you chosen differently, things would ostensibly have turned out more favourably. Later on, a similar situation comes up…
- The Rational Reminder Podcast
Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85)
The financial advice industry has always been a place of change, and yet certain old practices hang around for decades. Our guest today, Dennis…
- The Rational Reminder Podcast
Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash (EP.84)
On today's episode of The Rational Reminder, we once again cover a host of topics. We begin with Cameron sharing his thoughts on a book he recently finished…
- The Rational Reminder Podcast
Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein (EP.83)
The last ten years have seen so much said and done in the cryptocurrency space, and yet the future of bitcoin is still somewhat unclear. For Michael…
- The Rational Reminder Podcast
Sustainable Investing, Retiring on Index Funds, and Fee Location (EP.82)
Welcome to this week's episode of the Rational Reminder! Today, we get stuck into a commonly asked about investment topic – socially responsible or sustainable…
- The Rational Reminder Podcast
Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81)
On today's show, we are joined by Kim Melanson who is a local lawyer in Ottawa. The bulk of the conversation is spent on the particulars of drafting a will and…
- The Rational Reminder Podcast
A Planning Checklist, Portfolio Concentration, and Leverage (EP.80)
For our very first episode of 2020, we kick things off with some quick updates before sharing Cameron's ten best financial planning strategies for the new…
- The Rational Reminder Podcast
Financial Theory in Practice: Gaining Insight from Models with Marlena Lee (EP.79)
Today on the show we welcome the Head of Investment Solutions at Dimensional Fund Advisors, Marlena Lee. Marlena has a Ph.D. from the University of Chicago…
- The Rational Reminder Podcast
2019 Retrospective: A Review and Discussion of the Year's Guest Episodes (EP.78)
As we see 2019 out and enter a new decade, we thought it only fitting to do a round-up of some of our shows this year. While we had 26 guests throughout the…
The Rational Reminder PodcastThe Ins and Outs of Estate Planning: Making the Right Arrangements with the Blunt Bean Counter (EP.77)
On today's episode, we are joined by Mark Goodfield of The Blunt Bean Counter blog to talk about estate planning and wills. Mark is a partner at BDO Canada, a…
- The Rational Reminder Podcast
Risk Parity, Rental Properties, and the Smith Maneuver (EP.76)
Welcome to another episode of the Rational Reminder Podcast. We kick off the show today with some great listener feedback before diving into the content of a…
The Rational Reminder PodcastMoney & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75)
On today's episode, we have Dr. Daniel Crosby joining us for an insightful discussion about the psychology behind investing behaviour. Dr. Crosby is a…
The Rational Reminder PodcastPlaying with FIRE, Having a Belief System, and Term Life Insurance (EP.74)
Thanks for joining us for another episode of the Rational Reminder Podcast. We are proud to say that last week's show received our highest amount of downloads…
The Rational Reminder PodcastFinance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor (EP.73)
In today's episode, we are joined by an exciting guest, The Loonie Doctor, of The Loonie Doctor blog to talk about his work not only on physician finance but…
The Rational Reminder PodcastInterest Rates, Optimal Asset Location, and Reverse Mortgages (EP.72)
Today on The Rational Reminder Podcast, we talk about the relationship between asset allocation and outcome, the ins and outs of reverse mortgages, and…
The Rational Reminder PodcastEverything that you could ever know about ETFs with Dave Nadig (EP.71)
Today we welcome Dave Nadig onto the show, who joins us off the back of a brilliant presentation he gave at the Wealth Stack conference last month in…
The Rational Reminder PodcastFee-only Financial Planning, Home Country Bias, and Big RRSPs (EP.70)
On today's episode, we cover a variety of topics, such as some tips for DIY investors, highlights from a conference Cameron recently attended, home country…
The Rational Reminder PodcastQuantitative Investing: The Solution to Human Bias with Wes Gray (EP.69)
Today we are joined by Wesley Gray who is the CEO of Alpha Architect, a firm in the US that specializes in concentrated factor strategies. Having completed his…
The Rational Reminder PodcastListener Questions and Re-Framing Risk (EP.68)
Welcome back to the podcast everybody, we have another great round-up episode for you where we field questions that you sent in and cover a bunch of things we…
The Rational Reminder PodcastThe Pursuit of Finances and Fun with Jill Schlesinger (EP.67)
From a trader on Wall Street to a financial advisor with her own firm, our guest today, Jill Schlesinger, has accumulated a lifetime of knowledge in the…
The Rational Reminder PodcastAsset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis (EP.66)
Welcome back to Rational Reminder Podcast! We kick off today's episode with a discussion about the gap between investor performance and fund performance, the…
The Rational Reminder PodcastInvesting Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas (EP.65)
Our guest today on the Rational Reminder Podcast is Dr. Wendall Mascarenhas. Wendall is a listener, DIY investor a medical professional. He actually reached…
The Rational Reminder PodcastBack to the Basics: Dividends and Explaining Factors to Benjamin's Mom (EP.64)
Michael Burry says we should get out of indexing. Jim Cramer says it's time to jump in. These are interesting times in the world of investing! On today's…
The Rational Reminder PodcastSustainable Investing: A Philosophical and Environmental Perspective on Your Money, with Tim Nash (EP.63)
We have a really special episode in store today as we welcome Tim Nash, the Sustainable Economist! Tim shares a vast amount of knowledge and ideas with us on…
The Rational Reminder PodcastThe Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More! (EP.62)
Welcome back to another episode of the Rational Reminder! We are doing another variety show for all of you and this week we cover some news, current affairs…
The Rational Reminder PodcastTed Seides: Much More Than a Betting Man (EP.61)
We have another phenomenal guest joining us on the podcast today. You might know Ted Seides from his famous bet with Warren Buffett or, more recently, from his…
The Rational Reminder PodcastValuation Theory and the Imminent Recession (EP.60)
Welcome back to the Rational Reminder everybody! We are taking this episode to round up all the recent goings-on and tackle a few residual issues that we…
The Rational Reminder PodcastFinancial Economics and Annuities: Rational Planning for Retirement (EP.59)
Welcome to another episode of the Rational Reminder Podcast! We have a fantastic guest joining us today to talk about annuities, or in more general terms…
The Rational Reminder PodcastThe Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities (EP.58)
On today's episode, Benjamin and Cameron are talking real estate, specifically mortgage rates and REITs. For the first time since the early 90s, fixed mortgage…
The Rational Reminder PodcastA Masterclass in Business: Money Philosophy with Barry Ritholtz (EP.57)
On today's episode we are so happy to be joined by none other than Barry Ritholtz! As the founder and CIO of Ritholtz Wealth Management, host of the Masters in…
The Rational Reminder PodcastGIC's, Portfolio Questions and Education Saving Plans: What's Right for You in Your Retirement and Education Preparations? (EP.56)
On the show today we are going back to basics, just Cameron and Benjamin going through some useful topics for your financial benefit! We start talking about…
The Rational Reminder PodcastBeing Frugal: The Crux of Financial Happiness (EP.55)
Joining us on the podcast today is Jonathan Clements, former Wall Street Journal columnist, founder of HumbleDollar and author of From Here to Financial…
The Rational Reminder PodcastThe S&P Dow Jones & S&P 500: A Brief History (EP.54)
Today on the Rational Reminder Podcast we have joining us Dr. David Blitzer who is the Managing Director and Chairman of the S&P Dow Jones index committee. He…
The Rational Reminder PodcastThe Real Value of Financial Advice: An Empirical Perspective (EP.53)
Live in the studio with us today is Preet Banerjee, renowned speaker, personal finance expert, consultant and author of Stop Overthinking Your Money. He is…
The Rational Reminder PodcastWhat drives the value premium? (EP.52)
Welcome to this week's Rational Reminded Podcast! Today we're diving into the recent CPPIB report that portrays actively managed funds in the most optimistic…
The Rational Reminder PodcastWriting About Money: Advocating for Consumer Rights with Ellen Roseman (EP.51)
On the Rational Reminder today we are joined by Ellen Roseman from The Toronto Star, who has been writing and working in the realm of Canadian personal finance…
The Rational Reminder PodcastTax Tales: Considering The Tax Implications Of Asset Allocation ETFs (EP.50)
Welcome back to the Rational Reminder Podcast! We're nearing our one-year anniversary, and we are still getting more listeners every episode and we have some…
The Rational Reminder PodcastInsights into Horizons: Continuous Innovation in the Canadian ETF Market (EP.49)
On today's episode, we are joined by Jaime Purvis, Executive Vice President at Horizons ETFs. Having been the company's third ever employee, he has worked at…
The Rational Reminder PodcastCurrent Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate (EP.48)
Welcome back to your weekly reality check on sensible investing and financial decision making for Canadians. On today's episode we kick it off with a combo of…
The Rational Reminder PodcastThe Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme (EP.47)
Today we're talking about a slightly different topic from the usual – used cars. We have Brad Boehme joining us and he is the Dealer Principal/General Manager…
The Rational Reminder PodcastRaw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart (EP.46)
Welcome back to the podcast everybody! Today we are running through our weekly topics as usual, giving you the best, worst and everything in between on…
The Rational Reminder PodcastPreparing for a Changing World: Advice that Sticks with Dr. Moira Somers (EP.45)
Today on the show we are joined by Dr. Moira Somers, author of the book Advice That Sticks and expert on neuroscience, advising and leadership. Dr. Somers does…
The Rational Reminder PodcastInteractions with Trolls: Who Should You Listen To? (EP.44)
Have you ever received hate mail or negative comments on your social media posts? We're here to tell you you're not alone. On today's show we are talking at…
The Rational Reminder PodcastLife at Dimensional: The Constant Pursuit with Dave Butler (EP.43)
On the show today we welcome Dave Butler, who is now the co-CEO of Dimensional Fund Advisors. We have a great conversation about a wide range of topics from…
The Rational Reminder PodcastIPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth (EP.42)
Welcome to this episode of the Rational Reminder Podcast! We've decided to tweak the format of the show slightly, so you can look forward to a more focused…
The Rational Reminder PodcastThe Future of Canadian Fintech: Leading the Charge with Robo-Advisors (EP.41)
On the show today we welcome Randy Cass, owner and founder of Nest Wealth, who were the first financial firm to employ the use of robo-advisors in Canada…
The Rational Reminder PodcastFive Factor Thinking: Using Factors to Spot Trends and Guide Decision Making (EP.40)
On today's episode, Benjamin Felix and Cameron Passmore discuss a paper that Benjamin recently wrote called Factor Investing with ETF's, which unpacks what…
The Rational Reminder PodcastSteering Away from the Financial Extremes with Rob Carrick (EP.39)
Today on the show we are joined by Rob Carrick from The Globe and Mail! Rob has been writing about money and investing for almost 30 years and has a wealth of…
The Rational Reminder PodcastFeelings in the Decision Making Process: A Reminder About Rationality (EP.38)
Factor Investing with ETFs White Paper Today on the show we are taking about the influence of feelings in the decision making process. As investors and as…
The Rational Reminder PodcastSpending and Budgeting: Aligning Your Values and Goals To Your Finances (EP.37)
Welcome to Episode 37 of the Rational Reminder Podcast. On today's show we are joined by Lindsay Plumb, Chief Coach-ess of MOOLA Financial Coaches and…
The Rational Reminder PodcastETF Model Portfolios: For Performance and Comparison Purposes (EP.36)
Welcome to Episode 36 of the Rational Reminder Podcast. Today we are going to roll out our new ETF model portfolios. This includes only two new ETF's compared…
The Rational Reminder PodcastFindependence: Finding Financial Independence While Still Engaging In The Things You Love (EP.35)
Welcome to Episode 35 of the Rational Reminder Podcast. Today on the show we are joined by Jonathan Chevreau who is the founder of Independence Hub. He has…