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.

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Jaksot(449)

Episode 355 – Do Index Funds Incur Adverse Selection Costs?

Episode 355 – Do Index Funds Incur Adverse Selection Costs?

Marco Sammon joins Ben and Dan to unpack his latest paper, 'Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winne...

1 Touko 20251h 2min

Episode 354 - Jason Pereira: Expert Financial Planning

Episode 354 - Jason Pereira: Expert Financial Planning

Beyond the sales pitches, acronyms, and product talk, what does it mean to be a financial planner? In this episode of the Rational Reminder Podcast, we sit down with long-time industry leader and advo...

24 Huhti 20251h 17min

Episode 353 – AMA #5

Episode 353 – AMA #5

The fifth installment of our Ask Me Anything sessions begins with the inevitable volatility of the stock market as we urge investors to remain calm amidst recent US stock declines. Similarly, we unpac...

17 Huhti 20251h 7min

Episode 352 – Jessica Moorhouse: Everything But Money

Episode 352 – Jessica Moorhouse: Everything But Money

What if the key to financial success isn't just a better budget, but a better understanding of your relationship with money? In this episode of the Rational Reminder Podcast, Ben and Dan sit down with...

10 Huhti 20251h 7min

Episode 351 – DFA vs Vanguard

Episode 351 – DFA vs Vanguard

Dimensional Fund Advisors (DFA) and Vanguard have intersecting histories rooted in the development of the first-ever index fund. Vanguard's market-cap weighted index funds have been nothing short of r...

3 Huhti 202554min

Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice

Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice

Our conversations with Professor Scott Cederburg from Eller College of Management have led to the most heated debates among our listeners! Today, Prof. Cederburg returns to discuss the changes he's ma...

27 Maalis 20251h 11min

Episode 349 – AMA #4

Episode 349 – AMA #4

In this episode, Ben, Dan, and Mark tackle another Ask Me Anything (AMA) session, covering a wide range of investing and financial planning topics. They begin with a highly requested debate on factor ...

20 Maalis 20251h 22min

Episode 348 - Andrew Barclay (StatCan): Measuring Inflation

Episode 348 - Andrew Barclay (StatCan): Measuring Inflation

Is the government manipulating inflation data? Why do so many people feel like their personal costs are rising faster than official inflation numbers suggest? In this episode of the Rational Reminder ...

13 Maalis 20251h 7min

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