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The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

EN428 episodes
businessinvesting

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.

Notable Guests

Episodes (428)

The "Good Company is a Good Investment" Fallacy (EP.174)

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Nov 4, 202150:53pending

Antonio Picca: From Index Investing to Factor Investing at Vanguard (EP.173)

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Oct 28, 202155:37pending

Is the debate over renting vs. buying a home really over? Featuring Rob Carrick...

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Oct 21, 20211:18:21pending

Campbell R. Harvey: The Past and Future of Finance (EP.171)

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Oct 14, 20212:01:13pending

Are Homeowners Happier than Renters? (EP.170)

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Oct 7, 20211:00:17pending

John Cochrane: Modern Modern Portfolio Theory (EP.169)

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Sep 30, 20211:23:02pending

A Replication Crisis and a Housing Crisis (EP.168)

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Sep 23, 20211:19:51pending

Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing (EP.167)

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Sep 16, 20211:12:52pending

Lessons from 100+ Years of Global Stock Returns (EP.166)

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Sep 9, 20211:03:05pending

Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning (EP.165)

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Sep 2, 202141:02pending

Comprehensive Overview: The 4% Rule (EP.164)

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Aug 26, 202156:12pending

Dave Plecha: The Long and Short of Investing in Bonds (EP.163)

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Aug 19, 20211:12:30pending

How to Select a (Good) Financial Advisor (EP.162)

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Aug 12, 20211:04:07pending

Katy Milkman: How to Change your Financial Habits (EP.161)

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Aug 5, 202157:55pending

Day Trading in 2020: Did Free Trading Change Everything? (EP.160)

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Jul 29, 20211:03:37pending

Bill Schultheis: Build Wealth and Get on With Your Life (EP.159)

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Jul 22, 202154:54pending

Loss Harvesting and the Myth of Tax Alpha (EP.158)

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Jul 15, 20211:02:04pending

Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum (EP.157...

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Jul 8, 20211:08:25pending

Climate Change vs. The Stock Market (EP.156)

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Jul 1, 202158:39pending

Don Ezra: Planning for Life After Full Time Work (EP.155)

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Jun 24, 20211:02:56pending

Renting vs. Buying a Home: How to Decide (EP.154)

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Jun 17, 20211:03:24pending

Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships...

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Jun 10, 202150:09pending

Evaluating Systematic Equity Strategies (EP.152)

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Jun 3, 202159:35pending

Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Return...

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May 27, 202150:53pending

The Ultimate Inflation Hedge (EP.150)

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May 20, 202159:40pending

Professor Robert Novy-Marx: The Other Side of Value (EP.149)

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May 13, 20211:05:10pending

Investing in Happiness (EP.148)

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May 6, 20211:01:56pending

Paul Merriman: We are Talking Millions (EP.147)

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Apr 29, 20211:19:45pending

Do Expected Stock Returns Wear a CAPE? (EP.146)

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Apr 22, 202159:34pending

Jennifer Risher: Talking About Money (EP.145)

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Apr 15, 202154:58pending

"Buying the Dip" (EP.144)

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Apr 8, 202159:45pending

Ashley Whillans: How to be (Time) Rich (EP.143)

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Apr 1, 202150:56pending

What is Financial Advice? (EP.142)

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Mar 25, 202159:05pending

Hal Hershfield: The Psychology of Long-term Decision Making (EP.141)

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Mar 18, 202154:48pending

Where do Stock Returns Come From? (EP.140)

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Mar 11, 20211:02:49pending

Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 (EP.139)

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Mar 4, 20211:07:30pending

Factor Investing in Fixed Income (EP.138)

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Feb 25, 20211:05:23pending

David Blanchett: Researching Retirement (EP.137)

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Feb 18, 202153:05pending

Chasing Top Fund Managers (EP.136)

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Feb 11, 20211:02:17pending

William Bengen: The 5% Rule for Retirement Spending (EP.135)

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Feb 4, 202138:54pending

The IPO Lottery, Planning for Wellness, and Talking Cents (EP.134)

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Jan 28, 20211:14:39pending

Adriana Robertson: "Passive" Investing, and What Matters to Investors (EP.133)

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Jan 21, 202147:59pending

Cullen Roche: Understanding the Modern Monetary System (EP.132)

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Jan 14, 20211:12:03pending

David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple (EP...

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Jan 7, 20211:09:22pending

A Year In Review (EP.130)

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Dec 24, 20201:35:29pending

Five Factor Investing with ETFs (EP.129)

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Dec 17, 20201:08:30pending

Morgan Housel: The Psychology of Money (EP.128)

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Dec 10, 202051:44pending

Fooled by Dividends, and the Future of Financial Planning Research (EP.127)

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Dec 3, 202053:32pending

Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Inve...

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Nov 26, 202057:08pending

(Rationally) Investing in Technological Revolutions, Human Capital, and Asset Al...

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Nov 19, 20201:09:52pending
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