The Rational Reminder Podcast14 Nov 2024

Episode 331 - Cameron in Norway: The Indexing Revolution, and Key Lessons from Past Guests

In today's episode, Cameron sits down with Mark McGrath to talk about his trip to Trondheim, Norway, the event he attended there, and his presentation in which he shared top lessons from prestigious Rational Reminder Podcast guests. Tuning in, you'll hear Cameron's top takeaways from conversations with Nobel laureate Eugene Fama and his collaborator Kenneth French, as well as Robert Merton, Antti Ilmanen, Professor Ludovic Phalippou, and more. We also delve into the changing industry trends regarding index investing and the many benefits that come with embracing it, including how it helps financial advisors better serve their clients. Stay tuned for our after-show section, where we discuss advice for new advisors, from developing a robust investment philosophy to building a network, along with insights to help consumers navigate the industry and much more. To learn all about Cameron's trip to Norway, top guest takeaways, and industry trends around index investing, be sure to tune in!

Key Points From This Episode:

(0:01:13) An overview of today's episode and a discussion on industry trends.

(0:03:56) Our conversation with Håkon Kavli on managing Reitan Kapital.

(0:04:38) What it was like for Cameron to meet Håkon Kavli and Magnus Reitan in Norway.

(0:05:42) The excellent event in Trondheim, Norway, and their impressive lineup of speakers.

(0:08:56) Unpacking industry trends in index investing and why more people are embracing it.

(0:09:42) The light bulb moment for Mark and Cameron regarding index investing.

(0:19:07) Highlights from our interviews with Eugene Fama, Ken French, and Robert Merton.

(0:25:28) Dr. Annamaria Lusardi's insights and takeaways from our John Cochrane interview.

(0:29:05) Top lessons from our conversation with Antti Ilmanen on low-expected returns.

(0:30:58) Insights from talking with Professor Ludovic Phalippou about private equity.

(0:32:22) Closing thoughts on Cameron's presentation in Norway and index investing trends.

(0:39:44) Our aftershow segment: advice for new advisors, ways the industry has changed, tips for consumers, technology insights, personal updates, and more.

Links From Today's Episode:

Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p

Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.
Rational Reminder Website — https://rationalreminder.ca/

Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/

Rational Reminder on X — https://x.com/RationalRemind
Rational Reminder on TikTok — www.tiktok.com/@rationalreminder

Rational Reminder on YouTube — https://www.youtube.com/channel/

Rational Reminder Email — info@rationalreminder.ca
Benjamin Felix — https://pwlcapital.com/our-team/

Benjamin on X — https://x.com/benjaminwfelix

Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/

Cameron Passmore — https://pwlcapital.com/our-team/

Cameron on X — https://x.com/CameronPassmore

Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/

Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/
Mark McGrath on X — https://x.com/MarkMcGrathCFP

Episode 321: Evidence in Practice with Håkon Kavli – https://rationalreminder.ca/podcast/321

Professor Marcos López de Prado — https://www.orie.cornell.edu/faculty-directory/marcos-lopez-de-prado

Erik Hilde — https://www.linkedin.com/in/erik-hilde-9570a785/?originalSubdomain=no

Dan Bortolotti — https://www.canadianmoneysaver.ca/authors/dan-bortolotti

Canadian Couch Potato Blog — https://canadiancouchpotato.com/

Canadian Couch Potato Podcast — https://canadiancouchpotato.com/podcast/

Justin Bender — https://www.linkedin.com/in/justin-bender-cfa-cfp%C2%AE-tep-195b8b27/?originalSubdomain=ca
Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200
Tune Out the Noise — https://www.dimensional.com/film
Episode 100: Prof. Kenneth French — https://rationalreminder.ca/podcast/100
Episode 234: Prof. Robert C. Merton — https://rationalreminder.ca/podcast/234

Episode 232: Dr. Annamaria Lusardi — https://rationalreminder.ca/podcast/232
Episode 169: Prof. John Cochrane — https://rationalreminder.ca/podcast/169

Episode 202: Antti Ilmanen – https://rationalreminder.ca/podcast/202

Episode 210: Prof. Ludovic Phalippou — https://rationalreminder.ca/podcast/210

Fama and French Three Factor Model — https://www.investopedia.com/terms/f/famaandfrenchthreefactormodel.asp

Books From Today's Episode:

Investing Amid Low Expected Returns — http://www.aqr.com/serenity

The Empowered Investor — https://www.amazon.ca/Empowered-Investor-Canadian-Investment-Experience/dp/0991978307

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