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(449)

Risk is Everywhere with Allison Schrager (EP.87)

Risk is Everywhere with Allison Schrager (EP.87)

You can't get anything good out of life without taking a risk, and this holds true in the world of investing too. Depending on the situation, people are willing to either pay more for high-risk or ris...

27 Feb 202033min

Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking (EP.86)

Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking (EP.86)

Let's say you make a choice that had you chosen differently, things would ostensibly have turned out more favourably. Later on, a similar situation comes up and you make the choice you think you shoul...

20 Feb 202052min

Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85)

Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85)

The financial advice industry has always been a place of change, and yet certain old practices hang around for decades. Our guest today, Dennis Moseley-Williams, is all about moving things forward for...

13 Feb 20201h 12min

Mawer, The Value Premium, and Investing Costs plus  ESG Follow-up with Tim Nash (EP.84)

Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash (EP.84)

On today's episode of The Rational Reminder, we once again cover a host of topics. We begin with Cameron sharing his thoughts on a book he recently finished, The Ride of a Lifetime, and some of the le...

6 Feb 20201h 12min

Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein (EP.83)

Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein (EP.83)

The last ten years have seen so much said and done in the cryptocurrency space, and yet the future of bitcoin is still somewhat unclear. For Michael Sonnenshein however, bitcoin and the crypto market ...

30 Jan 202041min

Sustainable Investing, Retiring on Index Funds, and Fee Location (EP.82)

Sustainable Investing, Retiring on Index Funds, and Fee Location (EP.82)

Welcome to this week's episode of the Rational Reminder! Today, we get stuck into a commonly asked about investment topic – socially responsible or sustainable investing. The show kicks off with Camer...

23 Jan 202051min

Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81)

Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81)

On today's show, we are joined by Kim Melanson who is a local lawyer in Ottawa. The bulk of the conversation is spent on the particulars of drafting a will and the considerations that have to go into ...

16 Jan 202036min

A Planning Checklist, Portfolio Concentration, and Leverage (EP.80)

A Planning Checklist, Portfolio Concentration, and Leverage (EP.80)

For our very first episode of 2020, we kick things off with some quick updates before sharing Cameron's ten best financial planning strategies for the new year. After laying out some statistics about ...

9 Jan 202058min

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