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)

Episode 363 - The (Underappreciated) Risk of Individual Stocks

Episode 363 - The (Underappreciated) Risk of Individual Stocks

What if holding just a few "winning" stocks is riskier than it seems? In this episode, Ben and Cameron explore the hidden dangers of concentrated portfolios and unpack the data that makes a strong cas...

26 Jun 202549min

Episode 362 – AMA #7

Episode 362 – AMA #7

What if the hardest part of investing isn't building a portfolio—but sticking to it? In this AMA edition of the Rational Reminder podcast, Ben Felix and Dan Bortolotti tackle listener questions rangin...

19 Jun 20251h 12min

Episode 361: Alex Edmans - Finding "The Truth" in Economics, Finance, and Life

Episode 361: Alex Edmans - Finding "The Truth" in Economics, Finance, and Life

Today, Ben plays lone host for the first time as we welcome Alex Edmans to the show. Alex is a Professor of Finance at London Business School as well as an accomplished speaker, author, investment ban...

12 Jun 20251h 5min

Episode 360 – Gerard O'Reilly: The Components of Net Returns

Episode 360 – Gerard O'Reilly: The Components of Net Returns

What if "just buying the market" isn't the end of the story? In this episode, we are joined by Gerard O'Reilly, Co-CEO and Co-CIO of Dimensional Fund Advisors, for a deep dive into what really drives ...

5 Jun 20251h 15min

Episode 359 - The Most Controversial Topics in Personal Finance

Episode 359 - The Most Controversial Topics in Personal Finance

For the first time as a host combination, Ben, Dan, and Cameron sit down to discuss the most controversial topics in personal finance. We begin with identity and how it informs decision-making. Then, ...

29 Mai 20251h 18min

Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home

Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home

Dr. Eli Beracha has recently been recognized by The Journal of Real Estate Literature as the world's third best in research productivity, and today, we are honoured to be joined by this top industry e...

22 Mai 20251h 7min

Episode 357 – AMA #6

Episode 357 – AMA #6

Cameron joins Ben for his first AMA as we bring you the sixth edition of our Listener Questions and Investing Lessons mini-series. Diving right in, Ben and Cameron share their stance on the multi-host...

15 Mai 202556min

Episode 356 – Abby Davisson: How to Make Decisions About Money and Love

Episode 356 – Abby Davisson: How to Make Decisions About Money and Love

How do we make the most important decisions in life with intention rather than impulse? In this episode, we are joined by Abby Davisson to unpack her practical framework for better decision-making. Ab...

8 Mai 202558min

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