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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Episoder(449)

Episode 339 - 2024 Year-End AMA Pt 2

Episode 339 - 2024 Year-End AMA Pt 2

In our second episode of 2025, Ben, Mark, and Dan continue to work through the listener questions we received in our 2024 AMA. We begin with home country biases and how to continue to grow your money ...

9 Jan 20251h 24min

Episode 338 - Peter Mladina: Factor Betas and ICAPM in Practice

Episode 338 - Peter Mladina: Factor Betas and ICAPM in Practice

In today's episode, we unpack how rigorous research translates into actionable strategies for wealth management. Ben and Mark are joined by Peter Mladina, Executive Director of Portfolio Research at N...

2 Jan 20251h 8min

Episode 337 - 2024 Year-End AMA

Episode 337 - 2024 Year-End AMA

As the year draws to a close, the Rational Reminder Podcast team delivers an engaging year-end special with a unique twist. Rather than curating clips from previous episodes, Ben Felix, Dan Bortolotti...

26 Des 20241h 33min

Episode 336 - Steve Utkus: Investor Beliefs and Financial Advice

Episode 336 - Steve Utkus: Investor Beliefs and Financial Advice

What shapes investor beliefs and behaviours? Steve Utkus, a leading expert in investor behaviour and former Global Head of Investor and Retirement Research at Vanguard, brings decades of groundbreakin...

19 Des 20241h 22min

Episode 335 - "What About Warren Buffett?"

Episode 335 - "What About Warren Buffett?"

What makes Warren Buffett's investment legacy so iconic, and how has his advice shaped the world of investing? In this episode, we delve into Warren Buffet's investment philosophy and the lessons he o...

12 Des 20241h 8min

Episode 334 - Magnus Reitan: Managing (Significant) Family Wealth

Episode 334 - Magnus Reitan: Managing (Significant) Family Wealth

How do you balance family values, evidence-based investing, and building long-term wealth? In this episode, we are joined by Magnus Reitan, CEO of Reitan Kapital, to discuss his evidence-based approac...

5 Des 202430min

Episode 333 - The Presidential Puzzle: Trump's Win and Expected Stock Returns

Episode 333 - The Presidential Puzzle: Trump's Win and Expected Stock Returns

What does Trump's re-election mean for the markets? In this episode, Ben and Mark explore The Presidential Puzzle, a phenomenon revealing that equity risk premiums have historically been higher under ...

28 Nov 202443min

Episode 332 - Randolph Cohen & Michael Green: How Concerned Should We Be About Index Funds?

Episode 332 - Randolph Cohen & Michael Green: How Concerned Should We Be About Index Funds?

Are index funds a silent disruptor? Or are the concerns overblown? In this grab-your-popcorn episode, Michael Green returns to the show after his previous appearance elicited a wave of compelling feed...

21 Nov 20241h 57min

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