Podcast · 184 episodes
The Rational Reminder Podcast, page 2
by Benjamin Felix, Cameron Passmore, and Dan Bortolotti · English
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.
All episodes, page 2
Episode 405: Timothy Edwards - Inside S&P DJ IndicesS&P Dow Jones Indices’ SPIVA (S&P Index vs. Active) report—what it measures, how it controls for survivorship bias, and what it consistently finds about active vs. passive performance.16 Apr 2026 · 1 h 4 min · 30 chapters
Episode 404: The Finance Paper that Changed EverythingA deep dive on Eugene Fama and Kenneth French’s 1993 Journal of Financial Economics paper “The Cross-Section of Expected Stock Returns,” framed as “the finance paper that changed everything.” The…9 Apr 2026 · 1 h 3 min · 23 chapters
Episode 403: Patrick Adams - When Stock Crashes Matter for Long-Term InvestorsWhy “stocks are safe for long-term investors” can fail for high-income households when stock crashes coincide with income shocks and sticky expenses, forcing sales of stocks at depressed prices.2 Apr 2026 · 1 h 4 min · 28 chapters
Episode 402: The Problem with Private MarketsPrivate markets (private equity, private credit, private real estate) and why their “lower risk/higher return” sales pitch may be misleading, especially for retail investors.26 Mar 2026 · 1 h 2 min · 33 chapters
Episode 401: Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGEEpisode 401: Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE19 Mar 2026 · 56 min · 24 chapters
Episode 400: The Evolution of Index Fund InvestingIn the 400th episode of the Rational Reminder Podcast, hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti reflect on 50 years of index investing and its impact on financial markets and…12 Mar 2026 · 1 h 23 min · 35 chapters
Episode 399: James Choi - Portfolio Theory in a SpreadsheetBenjamin Felix, Cameron Passmore, Dan Bortolotti (PWL Capital Portfolio Managers)5 Mar 2026 · 1 h 14 min · 29 chapters
Episode 398: Tom Hardin - Ethics, Financial Crime, and RedemptionIn this episode, the hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti converse with Tom Hardin, known as "Tipper X," who became one of the most significant informants in the largest insider…26 Feb 2026 · 59 min · 26 chapters
Episode 397: Hendrik Bessembinder - Constant Leverage & Measuring Investor OutcomesIn this episode, Hank Bessembinder returns to discuss his recent research on leveraged ETFs, volatility, and performance measurement.19 Feb 2026 · 1 h 6 min · 23 chapters
Episode 396: Theresa Ebden - Protecting Investors at the OSCEpisode 396: Theresa Ebden - Protecting Investors at the OSC12 Feb 2026 · 1 h 5 min · 32 chapters
Episode 395: Charles Chaffin - The Psychology of Financial PlanningIn this episode, Benjamin Felix and Braden Warwick are joined by Dr. Charles Chaffin, a prominent figure in financial psychology.5 Feb 2026 · 1 h 21 min · 32 chapters
Episode 394: Equal Weight vs. Market Cap Weight Index FundsBenjamin Felix, Cameron Passmore, Dan Bortolotti, and Ben Wilson29 Jan 2026 · 1 h 6 min · 26 chapters
Episode 393: Engineering Financial OutcomesBenjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital22 Jan 2026 · 1 h 15 min · 29 chapters
Episode 392: The Rise of ETF SlopIn this episode of the Rational Reminder Podcast, hosts Benjamin Felix, Dan Bortolotti, and Ben Wilson delve into the concept of "ETF slop," discussing the evolution of Exchange-Traded Funds (ETFs)…15 Jan 2026 · 1 h 15 min · 32 chapters
Episode 391: How Assumptions Shape Financial Planning OutcomesActuary with pension & longevity expertise8 Jan 2026 · 1 h 16 min · 29 chapters
Episode 390: The "AI Bubble" and Stock Market ConcentrationIn this episode, the hosts discuss concerns regarding the concentration of the U.S. stock market and potential signs of an AI bubble.1 Jan 2026 · 1 h 10 min · 23 chapters
Episode 389: How the Rational Reminder Podcast is MadeIn this special year-end episode of *The Rational Reminder Podcast*, hosts Benjamin Felix and Cameron Passmore reflect on the behind-the-scenes workings of the podcast alongside their extended team.25 Dec 2025 · 1 h 17 min
Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 BillionAMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion18 Dec 2025 · 1 h 21 min
Episode 387: Lessons from The Wealthy Barber (2025)In this episode, the hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti dive into the updated 2025 edition of "The Wealthy Barber," a classic Canadian personal finance book by Dave Chilton.11 Dec 2025 · 1 h 26 min
Episode 386: Is anyone doing dd? with Aravind SithamparapillaiIn this episode, the hosts Benjamin Felix, Cameron Passmore, and guest Aravind Sithamparapillai, a financial planner known for his analytical depth, discuss the complex landscape of alternative…4 Dec 2025 · 1 h 16 min
Episode 385: A Case Study on Pension Benefits vs. Commuted ValuesIn this episode, the hosts, Benjamin Felix, Cameron Passmore, and Dan Bortolotti, discuss two significant conversations that underscore PWL's commitment to a client-first approach and its cultural…27 Nov 2025 · 55 min
Episode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund PerformanceEpisode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance20 Nov 2025 · 1 h 21 min
Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFsIn this episode of *The Rational Reminder Podcast*, hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti tackle a variety of listener questions in an Ask Me Anything (AMA) format.13 Nov 2025 · 1 h 7 min
Episode 382: Ted Cadsby - The Power of Index Funds, and Being HumanIn this episode, hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti converse with Ted Cadsby, a former executive at CIBC and the author of several notable financial and psychology books.6 Nov 2025 · 1 h 19 min