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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Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom

Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom

Welcome to our limited edition crypto series. In this episode, we welcome back Professor John Cochrane, who was a guest on the Rational Reminder series, to talk everything money. Professor Cochrane ha...

2 Sep 20221h 44min

Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity (EP.216)

Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity (EP.216)

The indexing revolution is something that underpins all of our work here at the Rational Reminder and is a subject we reference in different ways in almost all of our episodes. Today we have a special...

1 Sep 20221h 22min

Understanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy

Understanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy

Welcome to another episode from our limited edition crypto series. The previous guests we have spoken to about crypto generally have experience in economics, finance, or technology. In this episode, w...

26 Aug 202253min

Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) (EP.215)

Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) (EP.215)

We start the show with a brief highlight of recent episodes, upcoming guests, and feedback we have received about the show. We then review the book Running Remote, which provides evidence for the bene...

25 Aug 20221h 7min

Understanding Crypto 12: David Gerard: Crypto Realities

Understanding Crypto 12: David Gerard: Crypto Realities

What is the real value of cryptocurrencies? Can crypto technology be applied to traditional financial markets? In this episode, we welcome David Gerard, a technologist and author of the books Libra Sh...

19 Aug 20221h

Jay Van Bavel: Shared Identities and Decision Making (EP.214)

Jay Van Bavel: Shared Identities and Decision Making (EP.214)

Identity helps shape our perception and thinking about the world around us. What is identity? How does it influence our perspective? These are some of the questions we answer in this episode of the Ra...

18 Aug 20221h 11min

Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach

Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach

In this episode, we speak to Quinn DuPont, a self-described technology historian and researcher of everything crypto. He is fascinated by what humans do and how technology affects what humans do. Quin...

12 Aug 20221h 33min

Expected Returns and Factor Investing (EP.213)

Expected Returns and Factor Investing (EP.213)

In today's episode, we beg the question: is factor investing worth it? Factor-tilted portfolios tend to perform independently of the market and today, we break down a few of the characteristics associ...

11 Aug 20221h 1min

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