The Rational Reminder Podcast
By Benjamin Felix, Cameron Passmore, and Dan Bortolotti
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Category: Investing
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Subscribers: 814
Reviews: 4
Episodes: 403
May 21, 2022
Jul 20, 2021
May 21, 2021
Mar 25, 2021
Description
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.
| Episode | Date |
|---|---|
|
Episode 381: Investing 101
|
Oct 30, 2025 |
|
Episode 380: John Y. Campbell - Fixing Personal Finance
|
Oct 23, 2025 |
|
Episode 379: AMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions
|
Oct 16, 2025 |
|
Episode 378: Learning from Market History
|
Oct 09, 2025 |
|
Episode 377: Investing in Your Health
|
Oct 02, 2025 |
|
Episode 376: Climbing The Wealth Ladder
|
Sep 25, 2025 |
|
Episode 375: Covered Calls: A Devil's Bargain
|
Sep 18, 2025 |
|
Episode 374: The Underperformance of Target Date Funds
|
Sep 11, 2025 |
|
Episode 373: Asset Allocation in Practice
|
Sep 04, 2025 |
|
Episode 372: Elie Hassenfeld - (Approximately) Optimal Philanthropy
|
Aug 28, 2025 |
|
Episode 371: Banks Sell Products, Not Advice
|
Aug 21, 2025 |
|
Episode 370: Dave Chilton (The Wealthy Barber): Timeless Financial Advice
|
Aug 14, 2025 |
|
Episode 369: The Most Important Quotes in Investing
|
Aug 07, 2025 |
|
Episode 368: Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard
|
Jul 31, 2025 |
|
Episode 367: AMA #8 + Insurance Needs Analysis with Louai Bibi
|
Jul 24, 2025 |
|
Episode 366 - Avoiding Investment Scams
|
Jul 17, 2025 |
|
Episode 365 – Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance
|
Jul 10, 2025 |
|
Episode 364 – Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong?
|
Jul 03, 2025 |
|
Episode 363 - The (Underappreciated) Risk of Individual Stocks
|
Jun 26, 2025 |
|
Episode 362 – AMA #7
|
Jun 19, 2025 |
|
Episode 361: Alex Edmans - Finding "The Truth" in Economics, Finance, and Life
|
Jun 12, 2025 |
|
Episode 360 – Gerard O'Reilly: The Components of Net Returns
|
Jun 05, 2025 |
|
Episode 359 - The Most Controversial Topics in Personal Finance
|
May 29, 2025 |
|
Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home
|
May 22, 2025 |
|
Episode 357 – AMA #6
|
May 15, 2025 |
|
Episode 356 – Abby Davisson: How to Make Decisions About Money and Love
|
May 08, 2025 |
|
Episode 355 – Do Index Funds Incur Adverse Selection Costs?
|
May 01, 2025 |
|
Episode 354 - Jason Pereira: Expert Financial Planning
|
Apr 24, 2025 |
|
Episode 353 – AMA #5
|
Apr 17, 2025 |
|
Episode 352 – Jessica Moorhouse: Everything But Money
|
Apr 10, 2025 |
|
Episode 351 – DFA vs Vanguard
|
Apr 03, 2025 |
|
Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice
|
Mar 27, 2025 |
|
Episode 349 – AMA #4
|
Mar 20, 2025 |
|
Episode 348 - Andrew Barclay (StatCan): Measuring Inflation
|
Mar 13, 2025 |
|
Episode 347 - The Case for Index Funds
|
Mar 06, 2025 |
|
Episode 346 - Hendrik Bessembinder: Why It's So Hard to Beat the Market
|
Feb 27, 2025 |
|
Episode 345 - AMA #3
|
Feb 20, 2025 |
|
Episode 344 - Michael Mauboussin: The One Job of an Equity Investor
|
Feb 13, 2025 |
|
Episode 343 - How to Choose an Asset Allocation
|
Feb 06, 2025 |
|
Episode 342 - Matthew Ringgenberg: When Do Anomaly Returns Happen?
|
Jan 30, 2025 |
|
Episode 341 - PWL's Next Chapter
|
Jan 23, 2025 |
|
Episode 340 - Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR)
|
Jan 16, 2025 |
|
Episode 339 - 2024 Year-End AMA Pt 2
|
Jan 09, 2025 |
|
Episode 338 - Peter Mladina: Factor Betas and ICAPM in Practice
|
Jan 02, 2025 |
|
Episode 337 - 2024 Year-End AMA
|
Dec 26, 2024 |
|
Episode 336 - Steve Utkus: Investor Beliefs and Financial Advice
|
Dec 19, 2024 |
|
Episode 335 - "What About Warren Buffett?"
|
Dec 12, 2024 |
|
Episode 334 - Magnus Reitan: Managing (Significant) Family Wealth
|
Dec 05, 2024 |
|
Episode 333 - The Presidential Puzzle: Trump's Win and Expected Stock Returns
|
Nov 28, 2024 |
|
Episode 332 - Randolph Cohen & Michael Green: How Concerned Should We Be About Index Funds?
|
Nov 21, 2024 |
|
Episode 331 - Cameron in Norway: The Indexing Revolution, and Key Lessons from Past Guests
|
Nov 14, 2024 |
|
Episode 330 - Davidson Heath: How Are Index Funds Affecting Financial Markets and Corporate Governance?
|
Nov 07, 2024 |
|
Episode 329 - Optimal Education Savings, Withdrawals, and Asset Allocation
|
Oct 31, 2024 |
|
Episode 328 - Prof. Stephen R. Foerster: Pursuing the Perfect Portfolio
|
Oct 24, 2024 |
|
Episode 327 - Building Better Portfolios with Don Calcagni
|
Oct 17, 2024 |
|
Episode 326 - Dr. Sunil Wahal: Applying Financial Science
|
Oct 10, 2024 |
|
Episode 325: Addressing 200+ Comments on Renting vs. Owning a Home
|
Oct 03, 2024 |
|
Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)
|
Sep 26, 2024 |
|
Episode 323 - Renting Versus Buying a Home in Canada 2005-2024
|
Sep 19, 2024 |
|
Episode 322 - Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market?
|
Sep 12, 2024 |
|
Episode 321 - Evidence in Practice with Håkon Kavli
|
Sep 05, 2024 |
|
Episode 320 - Kyla Scanlon: In This Economy?!
|
Aug 29, 2024 |
|
Episode 319 - The Ultimate RRSP vs. TFSA Showdown
|
Aug 22, 2024 |
|
Episode 318 - Assia Billig: Is Canada Pension Plan (CPP) Sustainable?
|
Aug 15, 2024 |
|
Episode 317 - An Economist's Perspective on Capital Gains Taxes with Kevin Milligan
|
Aug 08, 2024 |
|
Episode 316 - Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!"
|
Aug 01, 2024 |
|
Episode 315 - An Update from Avantis with Eduardo Repetto
|
Jul 25, 2024 |
|
Episode 314 - Professor Valentin Haddad: How Competitive is the Stock Market?
|
Jul 18, 2024 |
|
Episode 313 - When Should You Hire a Financial Advisor?
|
Jul 11, 2024 |
|
Episode 312 - Prof. John M. Griffin: Forensic Finance and the Power of Research
|
Jul 04, 2024 |
|
Episode 311 - Is Roaring Kitty a Good Role Model?
|
Jun 27, 2024 |
|
Episode 310 - Professor Antoinette Schoar: Consumer Finance, Crypto, and Private Equity
|
Jun 20, 2024 |
|
Episode 309 - Are Robo-Advisors Passive Investors?
|
Jun 13, 2024 |
|
Episode 308 - Dan Bortolotti: The Canadian Couch Potato
|
Jun 06, 2024 |
|
Episode 307 - How Much Life Insurance Do You Need?
|
May 30, 2024 |
|
Episode 306 - Wei Dai: Fighting for Every Basis Point
|
May 23, 2024 |
|
Episode 305 - Is Private Credit Special?
|
May 16, 2024 |
|
Episode 304 - Budget 2024: The Capital Gains Inclusion Rate
|
May 09, 2024 |
|
Episode 303 - Scott Galloway: The Algebra of Wealth
|
May 02, 2024 |
|
Episode 302 - Michael Green: Market Efficiency Is Not The Question
|
Apr 25, 2024 |
|
Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being
|
Apr 18, 2024 |
|
Episode 301 - Optimal Government Pension Claiming
|
Apr 18, 2024 |
|
Episode 300 - Abby Sussman: Financial Judgment and Decision Making
|
Apr 11, 2024 |
|
Episode 299: The Most Important Lessons in Investing
|
Apr 04, 2024 |
|
Episode 298 - Randall Stutman: Admired Leadership for Financial Decision-Making
|
Mar 28, 2024 |
|
Episode 297 - Do Stocks Return 10-12% On Average? & Zero to Millionaire with Nicolas Bérubé
|
Mar 21, 2024 |
|
Epidose 296 - Adam Alter: The Anatomy of a Breakthrough
|
Mar 14, 2024 |
|
Episode 295 - Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers
|
Mar 07, 2024 |
|
Episode 294 - Dan Harris: 10% Happier
|
Feb 29, 2024 |
|
Episode 293 - Eric Balchunas: Spot Bitcoin ETFs
|
Feb 22, 2024 |
|
Episode 292 - Rob Copeland: Ray Dalio and Bridgewater
|
Feb 15, 2024 |
|
Episode 291 - The Quant Winter, and is Canada Pension Plan a Scam?
|
Feb 08, 2024 |
|
Episode 290 - Morgan Housel: Same as Ever
|
Feb 01, 2024 |
|
Episode 289 - Retiring Retirement Income Myths with the Retirement Income Dream Team
|
Jan 25, 2024 |
|
Episode 288 - Scott Rick: Navigating the Money Minefield in Real Relationships
|
Jan 18, 2024 |
|
Episode 287: A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen
|
Jan 11, 2024 |
|
Episode 286: Errol Morris: Tuning out the Noise
|
Jan 04, 2024 |
|
Episode 285: A Year in Review
|
Dec 28, 2023 |
|
Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation
|
Dec 21, 2023 |
|
Episode 283: When Volatility is Risk, and Introducing The Money Scope Podcast
|
Dec 14, 2023 |
|
Episode 282: Dr. Jim Grubman: The Psychology of Wealth
|
Dec 07, 2023 |
|
Episode 281: Lifecycle Asset Allocation, and Retiring Successfully with Justin King
|
Nov 30, 2023 |
|
Episode 280: Shane Parrish: Clear Thinking in Everyday Life
|
Nov 23, 2023 |
|
Episode 279: Stock Returns in Recessions, and FSRA's Approach to Regulation
|
Nov 16, 2023 |
|
Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns
|
Nov 09, 2023 |
|
Episode 277: The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning
|
Nov 02, 2023 |
|
Episode 276: Darin Soat: The Problem with Finfluencers, and Why it Won't Get Better Anytime Soon
|
Oct 26, 2023 |
|
Episode 275: Live from Future Proof 2023: Decoding Financial Decision-Making with Hal Hershfield
|
Oct 19, 2023 |
|
Episode 274: A Live 5-Year Rational Reminder Retrospective (and Creating Superfans with Brittany Hodak)
|
Oct 12, 2023 |
|
Episode 273: Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings
|
Oct 04, 2023 |
|
Episode 272: Rob Carrick: Canadian Personal Finance in 2023
|
Sep 28, 2023 |
|
Episode 271: Expected Returns of the AI Revolution (plus People are Lying to you About Money w/ Anthony Walsh)
|
Sep 21, 2023 |
|
Episode 270: Victor Haghani and James White: The Missing Billionaires
|
Sep 14, 2023 |
|
Episode 269: Preet Banerjee: A multi-dimensional analysis of the value of financial advice
|
Sep 07, 2023 |
|
Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees
|
Aug 31, 2023 |
|
Episode 267: The (Expected) Cost of Pessimism (Plus Matthew Dicks on the Value of Storytelling)
|
Aug 24, 2023 |
|
Episode 266: Prof. Cass Sunstein: Practical Reason in Ordinary Life
|
Aug 17, 2023 |
|
Episode 265: 5% HISA... for the Long-run? (Plus Stoicism with Michael Tremblay)
|
Aug 10, 2023 |
|
Episode 264: Pim van Vliet: The Volatility Effect, Revisited
|
Aug 03, 2023 |
|
Episode 263: A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow
|
Jul 27, 2023 |
|
Episode 262: Francisco Gomes: Consumption and Portfolio Choice over the Life Cycle
|
Jul 20, 2023 |
|
Episode 261: Structured Products with Felix Fattinger and Petra Vokata & Jill Schlesinger
|
Jul 13, 2023 |
|
Episode 260: Prof. James Choi: Practical Finance
|
Jul 06, 2023 |
|
Episode 259: Comprehensive Overview: Estimating Expected Returns
|
Jun 29, 2023 |
|
Episode 258: Prof. Meir Statman: Financial Decisions for Normal People
|
Jun 22, 2023 |
|
Episode 257: Giorgio Ugazio (Mr. RIP): Life Design, In Progress
|
Jun 15, 2023 |
|
Episode 256: Prof. Hal Hershfield: Your Future Self
|
Jun 08, 2023 |
|
Structured Products (Plus Just Keep Buying with Nick Maggiulli) (EP.255)
|
Jun 01, 2023 |
|
David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income (EP.254)
|
May 25, 2023 |
|
Complex Financial Instruments with Prof. Paul Calluzzo (Plus Sean Silcoff on Losing the Signal) (EP.253)
|
May 18, 2023 |
|
Prof. Burton Malkiel: 50 Years of A Random Walk Down Wall Street (EP.252)
|
May 11, 2023 |
|
Covered Calls (Plus Robin Powell and Jonathan Hollow on How to Fund the Life You Want) (EP.251)
|
May 04, 2023 |
|
Prof. John Y. Campbell: Financial Decisions for Long-term Investors (EP.250)
|
Apr 27, 2023 |
|
What are financial advisors (measurably) useful for? (EP.249)
|
Apr 20, 2023 |
|
Prof. William Goetzmann: Learning from Financial Market History (EP.248)
|
Apr 13, 2023 |
|
Bank Runs (plus Jonathan Clements on "My Money Journey") (EP.247)
|
Apr 06, 2023 |
|
Daniel H. Pink: How to Use Regret (EP.246)
|
Mar 30, 2023 |
|
Deeper Goals, and Retiring with Purpose (EP.245)
|
Mar 23, 2023 |
|
Charles D. Ellis: The Loser's Game (EP.244)
|
Mar 16, 2023 |
|
The Role of Debt in Financial Planning (EP.243)
|
Mar 09, 2023 |
|
Erica Alini: Personal Finance Tactics for the Real World (EP.242)
|
Mar 02, 2023 |
|
Basic Personal Finance Concepts (EP.241)
|
Feb 23, 2023 |
|
Prof. Eric J. Johnson: Choice Architecture and Financial Decisions (EP.240)
|
Feb 16, 2023 |
|
The Math of Financial Planning (EP.239)
|
Feb 09, 2023 |
|
Prof. Ralph Keeney: Decision Analysis and Value-focused Thinking (EP.238)
|
Feb 02, 2023 |
|
Who are you, and who do you want to be? (EP.237)
|
Jan 26, 2023 |
|
Harold Geller: "I Sue Financial Advisors" (EP.236)
|
Jan 19, 2023 |
|
Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson) (EP.235)
|
Jan 12, 2023 |
|
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance (EP.234)
|
Jan 05, 2023 |
|
2022: A Year in Review (EP.233)
|
Dec 29, 2022 |
|
Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy (EP.232)
|
Dec 22, 2022 |
|
RR 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi) (EP.231)
|
Dec 15, 2022 |
|
Prof. Robert Frank: Success, Luck, and Luxury (EP.230)
|
Dec 08, 2022 |
|
The 2% (!?) Rule for Retirement Spending (EP.229)
|
Dec 01, 2022 |
|
Eduardo Repetto: Deep Dive with Avantis Investors' CIO (EP.228)
|
Nov 24, 2022 |
|
Who Should Invest in (Cap Weighted) Index Funds? (EP.227)
|
Nov 17, 2022 |
|
Colonel Chris Hadfield: An Astronaut's Guide to Life on Earth (EP.226)
|
Nov 10, 2022 |
|
The Index Fund "Tipping Point" (EP.225)
|
Nov 03, 2022 |
|
Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills (EP.224)
|
Oct 27, 2022 |
|
A Financial Goals Master List (n=310) (EP.223)
|
Oct 20, 2022 |
|
Cassie Holmes: Being Happier (EP.222)
|
Oct 13, 2022 |
|
Permanent Life Insurance (EP.221)
|
Oct 06, 2022 |
|
Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited (EP.220)
|
Sep 29, 2022 |
|
Understanding Crypto 17: Ari Juels: The Technical Case for Blockchain
|
Sep 23, 2022 |
|
Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra) (EP.219)
|
Sep 22, 2022 |
|
Understanding Crypto 16: Chris DeRose: Uncensored Crypto Perspectives
|
Sep 16, 2022 |
|
Colleen Ammerman: Gender and Human Capital (EP.218)
|
Sep 15, 2022 |
|
Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power
|
Sep 09, 2022 |
|
The Expected Returns of Financial Literacy (EP.217)
|
Sep 08, 2022 |
|
Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom
|
Sep 02, 2022 |
|
Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity (EP.216)
|
Sep 01, 2022 |
|
Understanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy
|
Aug 26, 2022 |
|
Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) (EP.215)
|
Aug 25, 2022 |
|
Understanding Crypto 12: David Gerard: Crypto Realities
|
Aug 19, 2022 |
|
Jay Van Bavel: Shared Identities and Decision Making (EP.214)
|
Aug 18, 2022 |
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Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach
|
Aug 12, 2022 |
|
Expected Returns and Factor Investing (EP.213)
|
Aug 11, 2022 |
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Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0?
|
Aug 05, 2022 |
|
Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets (EP.212)
|
Aug 04, 2022 |
|
Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)
|
Jul 29, 2022 |
|
Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) (EP.211)
|
Jul 28, 2022 |
|
Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0?
|
Jul 22, 2022 |
|
Prof. Ludovic Phalippou: Private Equity, Under the Hood (EP.210)
|
Jul 21, 2022 |
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Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain
|
Jul 15, 2022 |
|
Optimal Allocations to Owned Housing & Gender Equality in Financial Planning (EP.209)
|
Jul 14, 2022 |
|
Understanding Crypto 6: Bruce Schneier: Security, Trust, and Blockchain
|
Jul 08, 2022 |
|
Rebecca Walker: Women Talk Money (EP.208)
|
Jul 07, 2022 |
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Understanding Crypto 5: Stephen Diehl: The Case Against Crypto
|
Jul 01, 2022 |
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What is Money? (plus Reading Habits w/ Dan Solin) (EP.207)
|
Jun 30, 2022 |
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Understanding Crypto 4: Prof. Tobin Hanspal: The Characteristics of Crypto Investors
|
Jun 24, 2022 |
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Prof. Vanessa Bohns: You Have More Influence Than You Think (EP.206)
|
Jun 23, 2022 |
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Understanding Crypto 3: Eswar Prasad: Bitcoin, Banking, and the Future of Money
|
Jun 17, 2022 |
|
Tech vs. Value, and Private Equity vs. Public Equity (EP.205)
|
Jun 16, 2022 |
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Understanding Crypto 2: Igor Makarov: Economics of the Crypto Ecosystem
|
Jun 10, 2022 |
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John A. List: Improving the World with Economics (EP.204)
|
Jun 09, 2022 |
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Understanding Crypto 1: Daniel Mescheder: What Problem Do Blockchains Actually Solve?
|
Jun 03, 2022 |
|
S*** (Misguided) Financial Advisors Say (EP.203)
|
Jun 02, 2022 |
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Antti Ilmanen: The Building Blocks of Long-Run Returns (EP.202)
|
May 26, 2022 |
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The Relevance of Dividend Irrelevance (EP.201)
|
May 19, 2022 |
|
Prof. Eugene Fama (EP.200)
|
May 12, 2022 |
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What Happens after Bonds Crash? (plus Reading with Aydin Mirzaee) (EP.199)
|
May 05, 2022 |
|
Gerard O'Reilly: Deep Dive with Dimensional's co-CEO & CIO (EP.198)
|
Apr 28, 2022 |
|
The Immortality of Bonds (EP.197)
|
Apr 21, 2022 |
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Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia (EP.196)
|
Apr 14, 2022 |
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Common Misconceptions Among Beginner Investors (EP.195)
|
Apr 07, 2022 |
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Bill Janeway: Investing in the Innovation Economy (EP.194)
|
Mar 31, 2022 |
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(Modern) Modern Portfolio Theory (EP.193)
|
Mar 24, 2022 |
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Alex Edmans: Growing the Pie: A Different Take on ESG (EP.192)
|
Mar 17, 2022 |
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Emerging Markets: Diversifying Asset or a Reverse Lottery? (EP.191)
|
Mar 10, 2022 |
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Leonard Mlodinow: Emotions are Rational (EP.190)
|
Mar 03, 2022 |
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BONUS: Stocks, Bonds, and War
|
Feb 28, 2022 |
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Regret (and How to Read More w/ Neil Pasricha) (EP.189)
|
Feb 24, 2022 |
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Ayelet Fishbach: The Science of Motivation (EP.188)
|
Feb 17, 2022 |
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How to Set Financial Goals (EP.187)
|
Feb 10, 2022 |
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Andrew Hallam: Balancing Money, Relationships, Health, and Purpose (EP.186)
|
Feb 03, 2022 |
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Lighting your Money on Fire with Thematic ETFs (EP.185)
|
Jan 27, 2022 |
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Robin Wigglesworth: The Story of Index Funds (EP.184)
|
Jan 20, 2022 |
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Market Efficiency Myths and Misconceptions (EP.183)
|
Jan 13, 2022 |
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John 'Mac' McQuown: The Data Will Sort That Out (EP.182)
|
Jan 06, 2022 |
|
A Year in Review (EP.181)
|
Dec 23, 2021 |
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Is Canada Really in a Housing Bubble? (EP.180)
|
Dec 16, 2021 |
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Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy (EP.179)
|
Dec 09, 2021 |
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Are Inflation Concerns Inflated? (EP.178)
|
Dec 02, 2021 |
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Dr. Anna Lembke: Dopamine & Decision-Making (EP.177)
|
Nov 25, 2021 |
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Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler (EP.176)
|
Nov 18, 2021 |
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Robin Taub: The Wisest Investment: Teaching Kids About Money (EP.175)
|
Nov 11, 2021 |
|
The "Good Company is a Good Investment" Fallacy (EP.174)
|
Nov 04, 2021 |
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Antonio Picca: From Index Investing to Factor Investing at Vanguard (EP.173)
|
Oct 28, 2021 |
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Is the debate over renting vs. buying a home really over? Featuring Rob Carrick (EP.172)
|
Oct 21, 2021 |
|
Campbell R. Harvey: The Past and Future of Finance (EP.171)
|
Oct 14, 2021 |
|
Are Homeowners Happier than Renters? (EP.170)
|
Oct 07, 2021 |
|
John Cochrane: Modern Modern Portfolio Theory (EP.169)
|
Sep 30, 2021 |
|
A Replication Crisis and a Housing Crisis (EP.168)
|
Sep 23, 2021 |
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Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing (EP.167)
|
Sep 16, 2021 |
|
Lessons from 100+ Years of Global Stock Returns (EP.166)
|
Sep 09, 2021 |
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Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning (EP.165)
|
Sep 02, 2021 |
|
Comprehensive Overview: The 4% Rule (EP.164)
|
Aug 26, 2021 |
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Dave Plecha: The Long and Short of Investing in Bonds (EP.163)
|
Aug 19, 2021 |
|
How to Select a (Good) Financial Advisor (EP.162)
|
Aug 12, 2021 |
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Katy Milkman: How to Change your Financial Habits (EP.161)
|
Aug 05, 2021 |
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Day Trading in 2020: Did Free Trading Change Everything? (EP.160)
|
Jul 29, 2021 |
|
Bill Schultheis: Build Wealth and Get on With Your Life (EP.159)
|
Jul 22, 2021 |
|
Loss Harvesting and the Myth of Tax Alpha (EP.158)
|
Jul 15, 2021 |
|
Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum (EP.157)
|
Jul 08, 2021 |
|
Climate Change vs. The Stock Market (EP.156)
|
Jul 01, 2021 |
|
Don Ezra: Planning for Life After Full Time Work (EP.155)
|
Jun 24, 2021 |
|
Renting vs. Buying a Home: How to Decide (EP.154)
|
Jun 17, 2021 |
|
Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships (EP.153)
|
Jun 10, 2021 |
|
Evaluating Systematic Equity Strategies (EP.152)
|
Jun 03, 2021 |
|
Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Returns (EP.151)
|
May 27, 2021 |
|
The Ultimate Inflation Hedge (EP.150)
|
May 20, 2021 |
|
Professor Robert Novy-Marx: The Other Side of Value (EP.149)
|
May 13, 2021 |
|
Investing in Happiness (EP.148)
|
May 06, 2021 |
|
Paul Merriman: We are Talking Millions (EP.147)
|
Apr 29, 2021 |
|
Do Expected Stock Returns Wear a CAPE? (EP.146)
|
Apr 22, 2021 |
|
Jennifer Risher: Talking About Money (EP.145)
|
Apr 15, 2021 |
|
"Buying the Dip" (EP.144)
|
Apr 08, 2021 |
|
Ashley Whillans: How to be (Time) Rich (EP.143)
|
Apr 01, 2021 |
|
What is Financial Advice? (EP.142)
|
Mar 25, 2021 |
|
Hal Hershfield: The Psychology of Long-term Decision Making (EP.141)
|
Mar 18, 2021 |
|
Where do Stock Returns Come From? (EP.140)
|
Mar 11, 2021 |
|
Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 (EP.139)
|
Mar 04, 2021 |
|
Factor Investing in Fixed Income (EP.138)
|
Feb 25, 2021 |
|
David Blanchett: Researching Retirement (EP.137)
|
Feb 18, 2021 |
|
Chasing Top Fund Managers (EP.136)
|
Feb 11, 2021 |
|
William Bengen: The 5% Rule for Retirement Spending (EP.135)
|
Feb 04, 2021 |
|
The IPO Lottery, Planning for Wellness, and Talking Cents (EP.134)
|
Jan 28, 2021 |
|
Adriana Robertson: "Passive" Investing, and What Matters to Investors (EP.133)
|
Jan 21, 2021 |
|
Cullen Roche: Understanding the Modern Monetary System (EP.132)
|
Jan 14, 2021 |
|
David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple (EP.131)
|
Jan 07, 2021 |
|
A Year In Review (EP.130)
|
Dec 24, 2020 |
|
Five Factor Investing with ETFs (EP.129)
|
Dec 17, 2020 |
|
Morgan Housel: The Psychology of Money (EP.128)
|
Dec 10, 2020 |
|
Fooled by Dividends, and the Future of Financial Planning Research (EP.127)
|
Dec 03, 2020 |
|
Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Invest (EP.126)
|
Nov 26, 2020 |
|
(Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation (EP.125)
|
Nov 19, 2020 |
|
Prof. Lubos Pastor: Equilibrium Models vs. Intuition (EP.124)
|
Nov 12, 2020 |
|
(Irrationally) Investing in Technological Revolutions, Household CFO Job Analysis, and Learning to Sell Mutual Funds (EP.123)
|
Nov 05, 2020 |
|
Prof. Moshe Milevsky: Solving the Retirement Equation (EP.122)
|
Oct 29, 2020 |
|
Day Trading and Overconfidence (EP.121)
|
Oct 22, 2020 |
|
Annie Duke: How to Decide (EP.120)
|
Oct 15, 2020 |
|
The Stock Market vs. Elections, and Incentives in Financial Planning (EP.119)
|
Oct 08, 2020 |
|
The Psychology of Investing — Bounded Rationality with Victor Ricciardi (EP.118)
|
Oct 01, 2020 |
|
A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts (EP.117)
|
Sep 24, 2020 |
|
Recovering from Active Management through Education (EP.116)
|
Sep 17, 2020 |
|
Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update (EP.115)
|
Sep 10, 2020 |
|
Patricia Lovett-Reid: Financial Wellness in a Crisis (EP.114)
|
Sep 03, 2020 |
|
Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio (EP.113)
|
Aug 27, 2020 |
|
Michael Kitces on Retirement Research and the Business of Financial Advice (EP.112)
|
Aug 20, 2020 |
|
Gold, Insuring your Insurance, and Bank Sales Pitches (EP.111)
|
Aug 13, 2020 |
|
Craig Alexander: No Crisis Should Ever go to Waste (EP.110)
|
Aug 06, 2020 |
|
Understanding the Fed's Money Printer, and Lessons from the Crisis (EP.109)
|
Jul 30, 2020 |
|
Dr. William Bernstein: Praying for a Bear Market (EP.108)
|
Jul 23, 2020 |
|
Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes (EP.107)
|
Jul 16, 2020 |
|
Jim Stanford on The Economics of Capitalism in a Crisis (EP.106)
|
Jul 09, 2020 |
|
Dimensional's ETFs, Private Equity, and Prescribed Rate Loans (EP.105)
|
Jul 02, 2020 |
|
Fred Vettese: A Complete Guide to Retirement Income (EP.104)
|
Jun 25, 2020 |
|
Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz (EP.103)
|
Jun 18, 2020 |
|
Dr. Brian Portnoy: Underwriting a Meaningful Life (EP.102)
|
Jun 11, 2020 |
|
Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic (EP.101)
|
Jun 04, 2020 |
|
Prof. Ken French: Expect the Unexpected (EP.100)
|
May 28, 2020 |
|
Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy) (EP.99)
|
May 21, 2020 |
|
Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing (EP.98)
|
May 14, 2020 |
|
Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market? (EP.97)
|
May 07, 2020 |
|
Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics (EP.96)
|
Apr 30, 2020 |
|
Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom (EP.95)
|
Apr 23, 2020 |
|
The Stock Market vs. The Economy, and Assessing Risk Tolerance (EP.94)
|
Apr 16, 2020 |
|
Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk (EP.93)
|
Apr 09, 2020 |
|
Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch (EP.92)
|
Apr 02, 2020 |
|
Tax Efficiency & Leverage: The Smith Maneuver with Robinson Smith (EP.91)
|
Mar 26, 2020 |
|
Bear Markets: Always Different, Always the Same (EP.90b)
|
Mar 23, 2020 |
|
COVID-19: A Rational Reminder (EP.90)
|
Mar 15, 2020 |
|
Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau (EP.89)
|
Mar 12, 2020 |
|
Market Drops, Biological Age, and FIRE any Time (EP.88)
|
Mar 05, 2020 |
|
Risk is Everywhere with Allison Schrager (EP.87)
|
Feb 27, 2020 |
|
Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking (EP.86)
|
Feb 20, 2020 |
|
Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85)
|
Feb 13, 2020 |
|
Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash (EP.84)
|
Feb 06, 2020 |
|
Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein (EP.83)
|
Jan 30, 2020 |
|
Sustainable Investing, Retiring on Index Funds, and Fee Location (EP.82)
|
Jan 23, 2020 |
|
Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81)
|
Jan 16, 2020 |
|
A Planning Checklist, Portfolio Concentration, and Leverage (EP.80)
|
Jan 09, 2020 |
|
Financial Theory in Practice: Gaining Insight from Models with Marlena Lee (EP.79)
|
Jan 02, 2020 |
|
2019 Retrospective: A Review and Discussion of the Year's Guest Episodes (EP.78)
|
Dec 26, 2019 |
|
The Ins and Outs of Estate Planning: Making the Right Arrangements with the Blunt Bean Counter (EP.77)
|
Dec 19, 2019 |
|
Risk Parity, Rental Properties, and the Smith Maneuver (EP.76)
|
Dec 12, 2019 |
|
Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75)
|
Dec 05, 2019 |
|
Playing with FIRE, Having a Belief System, and Term Life Insurance (EP.74)
|
Nov 28, 2019 |
|
Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor (EP.73)
|
Nov 21, 2019 |
|
Interest Rates, Optimal Asset Location, and Reverse Mortgages (EP.72)
|
Nov 14, 2019 |
|
Everything that you could ever know about ETFs with Dave Nadig (EP.71)
|
Nov 07, 2019 |
|
Fee-only Financial Planning, Home Country Bias, and Big RRSPs (EP.70)
|
Oct 31, 2019 |
|
Quantitative Investing: The Solution to Human Bias with Wes Gray (EP.69)
|
Oct 24, 2019 |
|
Listener Questions and Re-Framing Risk (EP.68)
|
Oct 17, 2019 |
|
The Pursuit of Finances and Fun with Jill Schlesinger (EP.67)
|
Oct 10, 2019 |
|
Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis (EP.66)
|
Oct 03, 2019 |
|
Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas (EP.65)
|
Sep 26, 2019 |
|
Back to the Basics: Dividends and Explaining Factors to Benjamin's Mom (EP.64)
|
Sep 19, 2019 |
|
Sustainable Investing: A Philosophical and Environmental Perspective on Your Money, with Tim Nash (EP.63)
|
Sep 12, 2019 |
|
The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More! (EP.62)
|
Sep 05, 2019 |
|
Ted Seides: Much More Than a Betting Man (EP.61)
|
Aug 29, 2019 |
|
Valuation Theory and the Imminent Recession (EP.60)
|
Aug 22, 2019 |
|
Financial Economics and Annuities: Rational Planning for Retirement (EP.59)
|
Aug 15, 2019 |
|
The Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities (EP.58)
|
Aug 08, 2019 |
|
A Masterclass in Business: Money Philosophy with Barry Ritholtz (EP.57)
|
Aug 01, 2019 |
|
GIC's, Portfolio Questions and Education Saving Plans: What's Right for You in Your Retirement and Education Preparations? (EP.56)
|
Jul 25, 2019 |
|
Being Frugal: The Crux of Financial Happiness (EP.55)
|
Jul 18, 2019 |
|
The S&P Dow Jones & S&P 500: A Brief History (EP.54)
|
Jul 11, 2019 |
|
The Real Value of Financial Advice: An Empirical Perspective (EP.53)
|
Jul 04, 2019 |
|
What drives the value premium? (EP.52)
|
Jun 27, 2019 |
|
Writing About Money: Advocating for Consumer Rights with Ellen Roseman (EP.51)
|
Jun 20, 2019 |
|
Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs (EP.50)
|
Jun 13, 2019 |
|
Insights into Horizons: Continuous Innovation in the Canadian ETF Market (EP.49)
|
Jun 06, 2019 |
|
Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate (EP.48)
|
May 30, 2019 |
|
The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme (EP.47)
|
May 23, 2019 |
|
Raw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart (EP.46)
|
May 16, 2019 |
|
Preparing for a Changing World: Advice that Sticks with Dr. Moira Somers (EP.45)
|
May 09, 2019 |
|
Interactions with Trolls: Who Should You Listen To? (EP.44)
|
May 02, 2019 |
|
Life at Dimensional: The Constant Pursuit with Dave Butler (EP.43)
|
Apr 25, 2019 |
|
IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth (EP.42)
|
Apr 18, 2019 |
|
The Future of Canadian Fintech: Leading the Charge with Robo-Advisors (EP.41)
|
Apr 11, 2019 |
|
Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making (EP.40)
|
Apr 04, 2019 |
|
Steering Away from the Financial Extremes with Rob Carrick (EP.39)
|
Mar 28, 2019 |
|
Feelings in the Decision Making Process: A Reminder About Rationality (EP.38)
|
Mar 21, 2019 |
|
Spending and Budgeting: Aligning Your Values and Goals To Your Finances (EP.37)
|
Mar 14, 2019 |
|
ETF Model Portfolios: For Performance and Comparison Purposes (EP.36)
|
Mar 07, 2019 |
|
Findependence: Finding Financial Independence While Still Engaging In The Things You Love (EP.35)
|
Feb 28, 2019 |
|
The Safe Savings Rate: Shifting the Focus Away from Wealth Accumulation (EP.34)
|
Feb 22, 2019 |
|
Low Cost Index Investing with Rick Ferri: What You Need To Be a Successful Index Investor (EP.33)
|
Feb 14, 2019 |
|
Building a Future for the City: An Interview with Mayor of Ottawa, Jim Watson
|
Feb 11, 2019 |
|
Active or Passive Management: The Behavioural Explanations of Factors (EP.32)
|
Feb 07, 2019 |
|
Single Decision ETFs: Unpacking XGRO and XBAL from BlackRock (EP.31)
|
Jan 30, 2019 |
|
The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe (EP.30)
|
Jan 23, 2019 |
|
Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up (EP.29)
|
Jan 17, 2019 |
|
Staying Ahead of the Curve: The History of Dimensional Fund Advisors (EP.28)
|
Jan 09, 2019 |
|
Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell (EP.27)
|
Jan 02, 2019 |
|
Embracing Uncertainty: Planning Ahead and Taking On the Risk with Big Bang Theory Writer, David Goetsch (EP.26)
|
Dec 26, 2018 |
|
The Year End Round Up: Recapping Recent Market Performance (EP.25)
|
Dec 20, 2018 |
|
Evidence: What To Follow And What Not To Follow (EP.24)
|
Dec 13, 2018 |
|
The Basic Rules of Purchasing Insurance: What, Why, When and How Much! (EP.23)
|
Dec 06, 2018 |
|
The Yield Curve Is Not Out To Get You
|
Dec 06, 2018 |
|
Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness (EP.22)
|
Nov 29, 2018 |
|
Buying or Leasing: Weighing the Costs of Real Estate Choices (EP.21)
|
Nov 22, 2018 |
|
The Cost of Financial Advice: Should You Pay For It and If You Do, How Much Should You Pay For It? (EP.20)
|
Nov 15, 2018 |
|
Decision Making: Mental Models, Knowing Your Variables, and Achieving Positive Outcomes With Shane Parrish (EP.19)
|
Nov 07, 2018 |
|
A Passion for Ottawa: Running, Luck, and the Ovarian Lottery with Mark Sutcliffe. (EP.18)
|
Nov 01, 2018 |
|
Evidence Based Investing: Sticking to Science When It Comes To Your Money (EP.17)
|
Oct 26, 2018 |
|
MARKET VOLATILITY (EP.16)
|
Oct 17, 2018 |
|
DIMENSIONAL ADVANCED CONFERENCE 2018 (EP.15)
|
Oct 15, 2018 |
|
AN INSIDE LOOK AT CANADIAN CONSUMER DEBT (EP.14)
|
Oct 11, 2018 |
|
UNAFFORDABLE HOUSING (EP.13)
|
Oct 02, 2018 |
|
LIVING THROUGH THE FINANCIAL CRISIS (EP.12)
|
Sep 28, 2018 |
|
SIMPLE vs. COMPLEX WITH ROBB ENGEN (EP.11)
|
Sep 24, 2018 |
|
KEEP THE DEFERRED SALES CHARGE, MORE FOR US (EP.10)
|
Sep 17, 2018 |
|
DIMENSIONAL'S BIG FLAW (EP.9)
|
Sep 10, 2018 |
|
SELL EVERYTHING! (EP.8)
|
Sep 05, 2018 |
|
BUYING WEED (EP.7)
|
Aug 28, 2018 |
|
ASSET LOCATION (EP.6)
|
Aug 17, 2018 |
|
RETHINKING MORTGAGE DEBT (EP.5)
|
Aug 14, 2018 |
|
THE RACE TO 0% (EP.4)
|
Aug 08, 2018 |
|
AMAZON EATING THE STOCK MARKET (EP.3)
|
Aug 03, 2018 |
|
THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1)
|
Aug 02, 2018 |
|
INDEXING IS HERE TO STAY (EP.2)
|
Aug 02, 2018 |