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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Avsnitt(450)

Robin Taub: The Wisest Investment: Teaching Kids About Money (EP.175)

Robin Taub: The Wisest Investment: Teaching Kids About Money (EP.175)

Today we are tackling the vitally important subject of financial literacy from the standpoint of parents wanting to educate their children. We have a true expert on the show today to help us with this...

11 Nov 20211h 7min

The "Good Company is a Good Investment" Fallacy (EP.174)

The "Good Company is a Good Investment" Fallacy (EP.174)

It sounds reasonable to say that investing in the most popular companies would produce the best returns, but this is just not how asset pricing works. Today on the show, we unpack the 'good company is...

4 Nov 202150min

Antonio Picca: From Index Investing to Factor Investing at Vanguard (EP.173)

Antonio Picca: From Index Investing to Factor Investing at Vanguard (EP.173)

In our conversation this week, we take a deep dive into factor investing. We are joined by the formidable Antonio Picca, Head of Factor Strategies at Vanguard, to help us navigate this complicated top...

28 Okt 202155min

Is the debate over renting vs. buying a home really over? Featuring Rob Carrick (EP.172)

Is the debate over renting vs. buying a home really over? Featuring Rob Carrick (EP.172)

Today we welcome Rob Carrick back to the show to talk about a range of interesting topics, focusing on the Canadian housing market and some of the recent developments from the banking and investment s...

21 Okt 20211h 18min

Campbell R. Harvey: The Past and Future of Finance (EP.171)

Campbell R. Harvey: The Past and Future of Finance (EP.171)

For this week's episode (our longest to date), we get together with the legendary Professor Campbell R. Harvey and take a deep dive into a diverse range of topics that draw on his incredible breadth o...

14 Okt 20212h 1min

Are Homeowners Happier than Renters? (EP.170)

Are Homeowners Happier than Renters? (EP.170)

For decades, owning a home has been seen as a hallmark of the 'American dream' and a major life milestone. While we take it for granted that home ownership is good, we make the argument in today's epi...

7 Okt 20211h

John Cochrane: Modern Modern Portfolio Theory (EP.169)

John Cochrane: Modern Modern Portfolio Theory (EP.169)

Today's conversation is an extremely enlightened and highly detailed one, that you may want to return to, in order to accrue all of its value. We host John Cochrane, an economist specializing in finan...

30 Sep 20211h 23min

A Replication Crisis and a Housing Crisis (EP.168)

A Replication Crisis and a Housing Crisis (EP.168)

Today we have a somewhat unique episode for all of our listeners, rounding up the news and information from the world of finance and investment before we welcome Ben Rabidoux back to the show. Ben was...

23 Sep 20211h 19min

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