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)

Being Frugal: The Crux of Financial Happiness (EP.55)

Being Frugal: The Crux of Financial Happiness (EP.55)

Joining us on the podcast today is Jonathan Clements, former Wall Street Journal columnist, founder of HumbleDollar and author of From Here to Financial Happiness, How to Think About Money and several...

18 Jul 201936min

The S&P Dow Jones & S&P 500: A Brief History (EP.54)

The S&P Dow Jones & S&P 500: A Brief History (EP.54)

Today on the Rational Reminder Podcast we have joining us Dr. David Blitzer who is the Managing Director and Chairman of the S&P Dow Jones index committee. He has been there from the time when indexes...

11 Jul 201953min

The Real Value of Financial Advice: An Empirical Perspective (EP.53)

The Real Value of Financial Advice: An Empirical Perspective (EP.53)

Live in the studio with us today is Preet Banerjee, renowned speaker, personal finance expert, consultant and author of Stop Overthinking Your Money. He is also the founder of MoneyGaps, a hybrid-advi...

4 Jul 201941min

What drives the value premium? (EP.52)

What drives the value premium? (EP.52)

Welcome to this week's Rational Reminded Podcast! Today we're diving into the recent CPPIB report that portrays actively managed funds in the most optimistic light. But before you trade in your index ...

27 Jun 201941min

Writing About Money: Advocating for Consumer Rights with Ellen Roseman (EP.51)

Writing About Money: Advocating for Consumer Rights with Ellen Roseman (EP.51)

On the Rational Reminder today we are joined by Ellen Roseman from The Toronto Star, who has been writing and working in the realm of Canadian personal finance and consumer rights for many years. We h...

20 Jun 201939min

Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs (EP.50)

Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs (EP.50)

Welcome back to the Rational Reminder Podcast! We're nearing our one-year anniversary, and we are still getting more listeners every episode and we have some incredible guests lined up for you! Today ...

13 Jun 201934min

Insights into Horizons: Continuous Innovation in the Canadian ETF Market (EP.49)

Insights into Horizons: Continuous Innovation in the Canadian ETF Market (EP.49)

On today's episode, we are joined by Jaime Purvis, Executive Vice President at Horizons ETFs. Having been the company's third ever employee, he has worked at the company for nearly 24 years and provid...

6 Jun 201943min

Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate (EP.48)

Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate (EP.48)

Welcome back to your weekly reality check on sensible investing and financial decision making for Canadians. On today's episode we kick it off with a combo of a current topics, answering listener ques...

30 Mai 201940min

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