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

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 R...

14 Nov 20241h

Episode 330 - Davidson Heath: How Are Index Funds Affecting Financial Markets and Corporate Governance?

Episode 330 - Davidson Heath: How Are Index Funds Affecting Financial Markets and Corporate Governance?

What happens when index investing dominates the market? In this episode, we're joined by Davidson Heath, Assistant Professor of Finance at the University of Utah David Eccles School of Business, to ex...

7 Nov 202444min

Episode 329 - Optimal Education Savings, Withdrawals, and Asset Allocation

Episode 329 - Optimal Education Savings, Withdrawals, and Asset Allocation

Unlocking the power of education savings is often a complex task, but with the right strategies, a Registered Education Savings Plan (RESP) can be a game-changer for Canadian families planning their c...

31 Okt 20241h 21min

Episode 328 - Prof. Stephen R. Foerster: Pursuing the Perfect Portfolio

Episode 328 - Prof. Stephen R. Foerster: Pursuing the Perfect Portfolio

Have you ever wondered how the world's top financial thinkers shaped the way we invest today? In this episode, Ben and Cameron sit down with Professor Stephen Foerster from the Ivey Business School to...

24 Okt 20241h 9min

Episode 327 - Building Better Portfolios with Don Calcagni

Episode 327 - Building Better Portfolios with Don Calcagni

What does it take to manage a $60 billion wealth management firm while keeping investment strategies grounded in scientific thinking? In this episode, we're joined by Don Calcagni, Chief Investment Of...

17 Okt 202458min

Episode 326 - Dr. Sunil Wahal: Applying Financial Science

Episode 326 - Dr. Sunil Wahal: Applying Financial Science

What are the critical factors driving investment success? How can investors balance profitability and risk? In this episode, we sit down with Dr. Sunil Wahal, the Jack D. Furst Professor of Finance an...

10 Okt 20241h 16min

Episode 325: Addressing 200+ Comments on Renting vs. Owning a Home

Episode 325: Addressing 200+ Comments on Renting vs. Owning a Home

There are many different considerations behind housing when you are in the position to choose between renting or buying. During this episode, hosted by Ben Felix and Dan Bortolotti, we address user qu...

3 Okt 202443min

Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)

Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)

Have you ever wondered how financial markets performed centuries ago or how world events impacted stock prices? Today, we sit down with Dr. Bryan Taylor, President and Chief Economist at Global Financ...

26 Sep 20241h 4min

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