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)

Market Efficiency Myths and Misconceptions (EP.183)

Market Efficiency Myths and Misconceptions (EP.183)

While there is certainly room for rigorous debate regarding market efficiency versus inefficiency, there are many who dismiss Eugene Fama's Efficient Market Hypothesis (EMH) as an incorrect model with...

13 Jan 20221h 29min

John 'Mac' McQuown: The Data Will Sort That Out (EP.182)

John 'Mac' McQuown: The Data Will Sort That Out (EP.182)

One of the pillars of our approach at The Rational Reminder Podcast and PWL Capital is the idea of index investing, a concept that is both fundamental and deeply embedded. Today we are very lucky to h...

6 Jan 202246min

A Year in Review (EP.181)

A Year in Review (EP.181)

We have reached the end of another year, our third while doing this podcast. We are spending this episode on our customary year-end review, and we will be pulling segments from some of the great inter...

23 Des 20211h 36min

Is Canada Really in a Housing Bubble? (EP.180)

Is Canada Really in a Housing Bubble? (EP.180)

There is no doubt that housing in Canada is expensive, but are we really in a bubble? Today on the show we explore the user cost equation and how it can help us answer this question. Before the main t...

16 Des 20211h 2min

Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy (EP.179)

Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy (EP.179)

Of all of the possible disruptive uses of cryptocurrency and blockchain, decentralised finance (or DeFi) might be the one most likely to bring this technology to a wider audience; and challenge the es...

9 Des 202150min

Are Inflation Concerns Inflated? (EP.178)

Are Inflation Concerns Inflated? (EP.178)

In today's episode of The Rational Reminder, we tackle the subject of inflation in a twofold manner. Firstly, there are details around how people perceive inflation that often get overlooked, and seco...

2 Des 20211h 2min

Dr. Anna Lembke: Dopamine & Decision-Making (EP.177)

Dr. Anna Lembke: Dopamine & Decision-Making (EP.177)

The contemporary world is saturated with ways in which we can experience rewards that were historically much more difficult to access. Although this idea of a world filled with dopamine fixes is not n...

25 Nov 20211h 1min

Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler (EP.176)

Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler (EP.176)

Today we have a guest join us on one of our 'us episodes', and we are very lucky to welcome Mathias Hasler to take part in the last section of today's podcast. Mathias is a Visiting Assistant Professo...

18 Nov 202151min

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