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(450)

Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0?

Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0?

There is a lot of hype surrounding cryptocurrencies and DeFi technology, with excitement around the potential innovations they offer financial systems. Often lacking in the discussion is an objective ...

5 Aug 202248min

Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets (EP.212)

Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets (EP.212)

If you're ready for a serious education on market elasticity, demand system pricing, and stock market flows, you've come to the right place (disclaimer: don't expect light entertainment). Today's gues...

4 Aug 20221h 19min

Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)

Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)

For this week's episode, we are revisiting a portion of our conversation with the legendary Professor Campbell R. Harvey and and his more optimistic viewpoint on the crypto space.  Campbell is the Pro...

29 Jul 202247min

Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) (EP.211)

Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) (EP.211)

Welcome to another episode of the Rational Reminder Podcast! We start by reviewing The Fearless Organization, and learn some important concepts such as psychological safety in the workplace, allowing ...

28 Jul 20221h 8min

Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0?

Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0?

Welcome back to another comprehensive and informative episode in this limited series of the Rational Reminder Podcast, a weekly reality check about the world of cryptocurrencies. We are lucky to have ...

22 Jul 202252min

Prof. Ludovic Phalippou: Private Equity, Under the Hood (EP.210)

Prof. Ludovic Phalippou: Private Equity, Under the Hood (EP.210)

If you have any interest in private equity or have thought about it as an asset class, then this episode is for you! What is private equity? This might seem a simple question but the answer is more co...

21 Jul 202256min

Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain

Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain

Dr. Nicholas Weaver's well-known lectures on cryptocurrencies explain why he believes it needs to be "burned with fire." Today, we speak to Dr. Weaver, an expert in computer science and a long-time ob...

15 Jul 20221h 9min

Optimal Allocations to Owned Housing & Gender Equality in Financial Planning (EP.209)

Optimal Allocations to Owned Housing & Gender Equality in Financial Planning (EP.209)

Welcome to another episode of the Rational Reminder Podcast! In today's jam-packed episode, we start by going through the feedback received on our limited crypto series and outline upcoming guests. We...

14 Jul 202255min

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