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 problem-solving. Now the Co-CEO and Chief Investmen...
28 Huhti 20221h 43min
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. After a vicarious trip to The Masters, an ...
21 Huhti 202258min
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 is an Associate Professor of Finance at De...
14 Huhti 20221h 17min
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 to underperformance and unnecessary loss...
7 Huhti 20221h 3min
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 in our contemporary climate is often overl...
31 Maalis 202255min
(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 brilliant shows and books we are watchin...
24 Maalis 20221h 17min
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. Today we have an eye-opening conversatio...
17 Maalis 20221h 2min
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 fact that emerging markets and your i...
10 Maalis 20221h 1min
