Podcast · 184 episodes
The Rational Reminder Podcast, page 5
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 5
Episode 333 - The Presidential Puzzle: Trump's Win and Expected Stock ReturnsIn this episode, Ben and Mark explore the implications of Donald Trump's re-election on stock market performance through the lens of "The Presidential Puzzle"—a phenomenon indicating that equity risk…28 Nov 2024 · 44 min
Episode 332 - Randolph Cohen & Michael Green: How Concerned Should We Be About Index Funds?The Rational Reminder Podcast features a weekly discussion on investing and financial decision-making, hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti—portfolio managers at PWL Capital.21 Nov 2024 · 1 h 58 min
Episode 331 - Cameron in Norway: The Indexing Revolution, and Key Lessons from Past GuestsIn this episode, hosts Cameron Passmore and Mark McGrath discuss Cameron's presentation at an event in Trondheim, Norway, where he shared key lessons learned from previous guests on the Rational…14 Nov 2024 · 1 h 1 min
Episode 330 - Davidson Heath: How Are Index Funds Affecting Financial Markets and Corporate Governance?In this episode, the hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti speak with Davidson Heath, an Assistant Professor of Finance at the University of Utah.7 Nov 2024 · 44 min
Episode 329 - Optimal Education Savings, Withdrawals, and Asset AllocationBenjamin Felix, Cameron Passmore, Dan Bortolotti, and Mark McGrath31 Oct 2024 · 1 h 22 min
Episode 328 - Prof. Stephen R. Foerster: Pursuing the Perfect PortfolioIn this episode, hosts Benjamin Felix and Cameron Passmore engage with Professor Stephen Foerster from the Ivey Business School.24 Oct 2024 · 1 h 10 min
Episode 327 - Building Better Portfolios with Don CalcagniBenjamin Felix, Cameron Passmore, Dan Bortolotti17 Oct 2024 · 59 min
Episode 326 - Dr. Sunil Wahal: Applying Financial ScienceBenjamin Felix, Cameron Passmore, Dan Bortolotti10 Oct 2024 · 1 h 17 min
Episode 325: Addressing 200+ Comments on Renting vs. Owning a HomeIn this episode, hosts Benjamin Felix and Dan Bortolotti delve into the ongoing discussion sparked by their previous podcast episode on renting versus owning a home.3 Oct 2024 · 43 min
Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)26 Sep 2024 · 1 h 4 min
Episode 323 - Renting Versus Buying a Home in Canada 2005-2024Renting Versus Buying a Home in Canada 2005-202419 Sep 2024 · 1 h 19 min
Episode 322 - Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market?Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market?12 Sep 2024 · 1 h 9 min
Episode 321 - Evidence in Practice with Håkon KavliIn this episode, the hosts Benjamin Felix, Cameron Passmore, and Mark McGrath welcome back Dan Bortolotti as a regular guest and engage in a deep discussion with Håkon Kavli, the CIO of Reitan…5 Sep 2024 · 1 h 36 min
Episode 320 - Kyla Scanlon: In This Economy?!Episode 320 - Kyla Scanlon: In This Economy?!29 Aug 2024 · 54 min
Episode 319 - The Ultimate RRSP vs. TFSA ShowdownIn this episode, hosts Benjamin Felix, Cameron Passmore, and Mark McGrath dive deep into a common financial dilemma faced by many Canadians: whether to invest in a Registered Retirement Savings Plan…22 Aug 2024 · 1 h
Episode 318 - Assia Billig: Is Canada Pension Plan (CPP) Sustainable?Benjamin Felix, Cameron Passmore, and Dan Bortolotti from PWL Capital.15 Aug 2024 · 46 min
Episode 317 - An Economist's Perspective on Capital Gains Taxes with Kevin MilliganAn Economist's Perspective on Capital Gains Taxes with Kevin Milligan8 Aug 2024 · 1 h 23 min
Episode 316 - Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!""Is everything I was taught about cross-sectional asset pricing wrong?!"1 Aug 2024 · 44 min
Episode 315 - An Update from Avantis with Eduardo RepettoAn Update from Avantis with Eduardo Repetto25 Jul 2024 · 59 min
Episode 314 - Professor Valentin Haddad: How Competitive is the Stock Market?In this episode, the hosts Benjamin Felix, Cameron Passmore, and Dan Bortolotti engage with Professor Valentin Haddad, an Associate Professor of Finance at UCLA Anderson School of Management.18 Jul 2024 · 1 h 1 min
Episode 313 - When Should You Hire a Financial Advisor?When Should You Hire a Financial Advisor?11 Jul 2024 · 39 min
Episode 312 - Prof. John M. Griffin: Forensic Finance and the Power of ResearchIn episode 312 of *The Rational Reminder Podcast*, hosts Benjamin Felix and Cameron Passmore engage with Professor John M.4 Jul 2024 · 1 h 3 min
Episode 311 - Is Roaring Kitty a Good Role Model?The episode focuses on the allure of options trading in the current financial climate, particularly in light of the resurgence of a well-known trader, Roaring Kitty (Keith Gill), and examines whether…27 Jun 2024 · 24 min
Episode 310 - Professor Antoinette Schoar: Consumer Finance, Crypto, and Private EquityIn this episode of the Rational Reminder Podcast, hosts Benjamin Felix and Cameron Passmore engage in a wide-ranging discussion with Professor Antoinette Schoar, a renowned expert in consumer…20 Jun 2024 · 1 h 13 min