Podcast · 184 episodes
The Rational Reminder Podcast, page 4
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 4
Episode 357 – AMA #6Benjamin Felix, Cameron Passmore, Dan Bortolotti15 May 2025 · 56 min
Episode 356 – Abby Davisson: How to Make Decisions About Money and LoveIn this episode of the "Rational Reminder Podcast," hosts Benjamin Felix and Cameron Passmore converse with Abby Davisson, co-author of *Money and Love* and founder of the Money and Love Institute.8 May 2025 · 59 min
Episode 355 – Do Index Funds Incur Adverse Selection Costs?In this episode, hosts Benjamin Felix and Dan Bortolotti are joined by Marco Sammon to discuss his recent paper, *Index Rebalancing and Stock Market Composition*.1 May 2025 · 1 h 3 min
Episode 354 - Jason Pereira: Expert Financial PlanningIn this episode, hosts Benjamin Felix, Cameron Passmore, and guest Jason Pereira, a seasoned financial planner with dual CFP certifications from Canada and the U.S., delve into the essence of…24 Apr 2025 · 1 h 17 min
Episode 353 – AMA #5In the 353rd episode of The Rational Reminder Podcast, hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti engage in their fifth Ask Me Anything (AMA) session.17 Apr 2025 · 1 h 8 min
Episode 352 – Jessica Moorhouse: Everything But MoneyEpisode 352 – Jessica Moorhouse: Everything But Money10 Apr 2025 · 1 h 8 min
Episode 351 – DFA vs VanguardIn this episode, hosts Benjamin Felix and Dan Bortolotti discuss the historical and operational differences between Dimensional Fund Advisors (DFA) and Vanguard, two titans of asset management.3 Apr 2025 · 55 min
Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment AdviceScott Cederburg: A Critical Assessment of Lifecycle Investment Advice27 Mar 2025 · 1 h 12 min
Episode 349 – AMA #4In this episode, hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti tackle various investing and financial planning topics, including a debate on factor investing versus market cap-weighted…20 Mar 2025 · 1 h 22 min
Episode 348 - Andrew Barclay (StatCan): Measuring InflationEpisode 348 - Andrew Barclay (StatCan): Measuring Inflation13 Mar 2025 · 1 h 7 min
Episode 347 - The Case for Index FundsEpisode 347 - The Case for Index Funds6 Mar 2025 · 1 h 16 min
Episode 346 - Hendrik Bessembinder: Why It's So Hard to Beat the MarketEpisode 346 - Hendrik Bessembinder: Why It's So Hard to Beat the Market27 Feb 2025 · 1 h 3 min
Episode 345 - AMA #3A weekly reality check on sensible investing and financial decision-making, featuring Canadian portfolio managers Benjamin Felix, Cameron Passmore, and Dan Bortolotti from PWL Capital.20 Feb 2025 · 1 h 14 min
Episode 344 - Michael Mauboussin: The One Job of an Equity InvestorEpisode 344 - Michael Mauboussin: The One Job of an Equity Investor13 Feb 2025 · 1 h 5 min
Episode 343 - How to Choose an Asset AllocationIn this episode of The Rational Reminder Podcast, hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti delve into the critical topic of asset allocation.6 Feb 2025 · 1 h 16 min
Episode 342 - Matthew Ringgenberg: When Do Anomaly Returns Happen?Professor of Finance at the University of Utah30 Jan 2025 · 42 min
Episode 341 - PWL’s Next ChapterIn this episode of The Rational Reminder Podcast, hosts Benjamin Felix and Cameron Passmore discuss the exciting partnership of PWL Capital with OneDigital, featuring insights from Mike Sullivan,…23 Jan 2025 · 1 h 3 min
Episode 340 - Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR)Benjamin Felix, Cameron Passmore, and Dan Bortolotti16 Jan 2025 · 1 h 23 min
Episode 339 - 2024 Year-End AMA Pt 2Episode 339 - 2024 Year-End AMA Pt 29 Jan 2025 · 1 h 25 min
Episode 338 - Peter Mladina: Factor Betas and ICAPM in PracticeIn this episode, the hosts Benjamin Felix and Mark McGrath are joined by Peter Mladina, Executive Director of Portfolio Research at Northern Trust Wealth Management and professor at UCLA.2 Jan 2025 · 1 h 9 min
Episode 337 - 2024 Year-End AMAAs the year comes to a close, the Rational Reminder Podcast team hosts a special AMA (Ask Me Anything) episode, diverging from their usual year-end clip episode format.26 Dec 2024 · 1 h 34 min
Episode 336 - Steve Utkus: Investor Beliefs and Financial AdviceIn this episode of The Rational Reminder Podcast, hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti engage in a thought-provoking conversation with Steve Utkus, a prominent expert in…19 Dec 2024 · 1 h 22 min
Episode 335 - "What About Warren Buffett?"Benjamin Felix, Cameron Passmore, and Dan Bortolotti12 Dec 2024 · 1 h 8 min
Episode 334 - Magnus Reitan: Managing (Significant) Family WealthChief Investment Officer at PWL Capital5 Dec 2024 · 30 min