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)

Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Returns (EP.151)

Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Returns (EP.151)

There is an overarching investment philosophy that permeates most of what we do here at the Rational Reminder Podcast, and while some guests' positions might differ at times, it is rare that we have s...

27 Mai 202150min

The Ultimate Inflation Hedge (EP.150)

The Ultimate Inflation Hedge (EP.150)

Is it possible to hedge your investments against different levels of inflation? This is the question we ask in today's episode, as we run through a variety of different investment approaches and commo...

20 Mai 202159min

Professor Robert Novy-Marx: The Other Side of Value (EP.149)

Professor Robert Novy-Marx: The Other Side of Value (EP.149)

Today's guest is Professor Robert Novy-Marx, the Lori and Alan Zekelman Distinguished Professor of Business Administration at Simon Business School of the University of Rochester. Professor Novy-Marx ...

13 Mai 20211h 5min

Investing in Happiness (EP.148)

Investing in Happiness (EP.148)

Today we dive deep into the connection between happiness and money, looking at a host of theories and studies that have examined the important factors in this discussion. The main material referenced ...

6 Mai 20211h 1min

Paul Merriman: We are Talking Millions (EP.147)

Paul Merriman: We are Talking Millions (EP.147)

It takes only a handful of smart choices to convert regular savings into a secure future. Today we welcome famed financial educator Paul Merriman onto the show to discuss how the right habits and inve...

29 Apr 20211h 19min

Do Expected Stock Returns Wear a CAPE? (EP.146)

Do Expected Stock Returns Wear a CAPE? (EP.146)

As many of you already know, we have been working hard to figure out the best way to model expected stock returns for financial planning and asset allocation. It has a lot of history in financial lite...

22 Apr 202159min

Jennifer Risher: Talking About Money (EP.145)

Jennifer Risher: Talking About Money (EP.145)

From YouTube channels to get-rich playbooks, whole industries are devoted to the subject of building wealth. But few books present a clear and honest view of what it's like to have a lot of money. Tod...

15 Apr 202154min

"Buying the Dip" (EP.144)

"Buying the Dip" (EP.144)

Today's episode doesn't have an external guest, but Benjamin and Cameron provide fascinating information on a vast range of topics. First, the discussion centers around the book that Cameron is curren...

8 Apr 202159min

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