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)

Craig Alexander: No Crisis Should Ever go to Waste (EP.110)

Craig Alexander: No Crisis Should Ever go to Waste (EP.110)

Often called a 'once in one hundred years event', the COVID-19 pandemic is having a profound impact on the economy. Today's guest is Craig Alexander, Deloitte's Chief Economist, who brings his 29 year...

6 Aug 20201h 7min

Understanding the Fed's Money Printer, and Lessons from the Crisis (EP.109)

Understanding the Fed's Money Printer, and Lessons from the Crisis (EP.109)

Quantitative easing is a monetary policy whereby a central bank buys government bonds or other financial assets in order to inject money into the economy to expand economic activity. But what exactly ...

30 Jul 20201h 3min

Dr. William Bernstein: Praying for a Bear Market (EP.108)

Dr. William Bernstein: Praying for a Bear Market (EP.108)

In keeping with our recent tide of incredible guests, today's one is no exception. Dr. William Bernstein, a financial theorist, advisor, and neurologist, joins us to share some of his incredible insig...

23 Jul 202043min

Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes (EP.107)

Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes (EP.107)

As the expression goes, another day, another dollar. Today's episode is a roundup of news and analysis with deeper dives into behavioural and risk-based market explanations, active management, and end...

16 Jul 20201h 9min

Jim Stanford on The Economics of Capitalism in a Crisis (EP.106)

Jim Stanford on The Economics of Capitalism in a Crisis (EP.106)

Today's guest is Dr. Jim Stanford, Economist and Director of the Centre for Future Work and author of Economics for Everyone. We kick things off with Jim hearing his perspectives on what makes this re...

9 Jul 202056min

Dimensional's ETFs, Private Equity, and Prescribed Rate Loans (EP.105)

Dimensional's ETFs, Private Equity, and Prescribed Rate Loans (EP.105)

With private equity investments increasing in popularity, you may feel the pressure to expand your portfolio. Today's episode, we look at the data behind private equity returns to see if these investm...

2 Jul 20201h 9min

Fred Vettese: A Complete Guide to Retirement Income (EP.104)

Fred Vettese: A Complete Guide to Retirement Income (EP.104)

Today, we get into a masterclass on retirement planning with a true expert in the field whose perspectives are distinctly evidence-based, Fred Vettese. Fred is a Partner and former Actuary at Morneau ...

25 Jun 20201h

Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz (EP.103)

Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz (EP.103)

Welcome to another episode of the Rational Reminder Podcast! Today's main topic is how to pick an actively managed fund to invest in despite funds of this type producing lower returns than passive one...

18 Jun 20201h 1min

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