The Rational Reminder Podcast
von Benjamin Felix, Cameron Passmore, and Dan Bortolotti
- wöchentlichErscheinungsrhythmus
- 1 h 14typische Länge
- vor 3 Tagenletzte Folge
Folgenzu den neuesten
Episode 374: The Underperformance of Target Date Funds
In this episode, we're joined by David C. Brown, Associate Professor of Finance at the University of Arizona, for a deep dive into the mechanics, performance, and pitfalls of target date funds (TDFs)—the most common investment vehicle in U.
Episode 373: Asset Allocation in Practice
What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are joined by PWL Capital's Louai Bibi and Ben Wilson for a deep dive into how advisors guide clients thr
Episode 372: Elie Hassenfeld - (Approximately) Optimal Philanthropy
In this episode, we are joined by Elie Hassenfeld, Co-Founder and CEO of GiveWell to discuss how data, transparency, and moral trade-offs can guide charitable giving with maximum impact. Elie brings his background in finance and philosophy
Episode 371: Banks Sell Products, Not Advice
In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system's mutual fund advice model. A newly released study by the Ontario Securities Commission (OSC) and the Canadian Investment Regulatory Organiz
Episode 370: Dave Chilton (The Wealthy Barber): Timeless Financial Advice
What if the most impactful financial advice isn't about picking the right investment—but about understanding human behaviour, simplifying your life, and laughing along the way? In this episode of the Rational Reminder podcast, we're joined
Episode 369: The Most Important Quotes in Investing
In this episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti celebrate the show's 7th anniversary with a conversation centered around timeless investing wisdom. Drawing from a vibrant thread in the Rational Reminder commun
Episode 368: Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard
What if index funds weren't as "passive" as you think? In this episode of the Rational Reminder, we are joined by Jim Rowley, Global Head of Investment Implementation Research, and Andy Mack, Head of US Equity Portfolio Management at Vangua
Episode 367: AMA #8 + Insurance Needs Analysis with Louai Bibi
What if early RRSP withdrawals aren't always the tax-smart move they're made out to be? In this special AMA edition of the Rational Reminder podcast, Ben and Cameron are joined by PWL Financial Planner Louai Bibi for a wide-ranging discussi
Episode 366 - Avoiding Investment Scams
What happens when your favourite financial educator's identity is hijacked by scammers? In this episode, Ben and Cameron pull back the curtain on a disturbing but increasingly common reality: sophisticated scammers using Ben's name, voice,
Episode 365 – Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance
In this episode, we welcome back Rob Carrick—one of Canada's most trusted personal finance journalists—for his third appearance on the Rational Reminder podcast. Rob recently retired after an incredible 27-year career at The Globe and Mail,
Episode 364 – Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong?
In this episode, we're joined by Martijn Cremers, Dean of the Mendoza College of Business at the University of Notre Dame and co-author of the groundbreaking 2009 paper that introduced the concept of Active Share. Martijn brings fresh nuanc
Episode 363 - The (Underappreciated) Risk of Individual Stocks
What if holding just a few "winning" stocks is riskier than it seems? In this episode, Ben and Cameron explore the hidden dangers of concentrated portfolios and unpack the data that makes a strong case for diversification. Drawing from rese
Episode 362 – AMA #7
What if the hardest part of investing isn't building a portfolio—but sticking to it? In this AMA edition of the Rational Reminder podcast, Ben Felix and Dan Bortolotti tackle listener questions ranging from sustainable retirement withdrawal
Episode 361: Alex Edmans - Finding "The Truth" in Economics, Finance, and Life
Today, Ben plays lone host for the first time as we welcome Alex Edmans to the show. Alex is a Professor of Finance at London Business School as well as an accomplished speaker, author, investment banker, and financial advisor. To start, Al
Episode 360 – Gerard O'Reilly: The Components of Net Returns
What if "just buying the market" isn't the end of the story? In this episode, we are joined by Gerard O'Reilly, Co-CEO and Co-CIO of Dimensional Fund Advisors, for a deep dive into what really drives net investment returns. Gerard returns t
Episode 359 - The Most Controversial Topics in Personal Finance
For the first time as a host combination, Ben, Dan, and Cameron sit down to discuss the most controversial topics in personal finance. We begin with identity and how it informs decision-making. Then, we revisit the renting versus buying deb
Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home
Dr. Eli Beracha has recently been recognized by The Journal of Real Estate Literature as the world's third best in research productivity, and today, we are honoured to be joined by this top industry expert to bring more clarity to the renti
Episode 357 – AMA #6
Cameron joins Ben for his first AMA as we bring you the sixth edition of our Listener Questions and Investing Lessons mini-series. Diving right in, Ben and Cameron share their stance on the multi-host format of the Rational Reminder podcast
Episode 356 – Abby Davisson: How to Make Decisions About Money and Love
How do we make the most important decisions in life with intention rather than impulse? In this episode, we are joined by Abby Davisson to unpack her practical framework for better decision-making. Abby is a Yale and Stanford alumnus, a for
Episode 355 – Do Index Funds Incur Adverse Selection Costs?
Marco Sammon joins Ben and Dan to unpack his latest paper, 'Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe's paper, 'Arithmetic of Ac
Episode 354 - Jason Pereira: Expert Financial Planning
Beyond the sales pitches, acronyms, and product talk, what does it mean to be a financial planner? In this episode of the Rational Reminder Podcast, we sit down with long-time industry leader and advocate Jason Pereira. Jason is a Canadian
Episode 353 – AMA #5
The fifth installment of our Ask Me Anything sessions begins with the inevitable volatility of the stock market as we urge investors to remain calm amidst recent US stock declines. Similarly, we unpack the historical resilience of stock mar
Episode 352 – Jessica Moorhouse: Everything But Money
What if the key to financial success isn't just a better budget, but a better understanding of your relationship with money? In this episode of the Rational Reminder Podcast, Ben and Dan sit down with Jessica Moorhouse to delve into the ins
Episode 351 – DFA vs Vanguard
Dimensional Fund Advisors (DFA) and Vanguard have intersecting histories rooted in the development of the first-ever index fund. Vanguard's market-cap weighted index funds have been nothing short of revolutionary and they became synonymous
Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice
Our conversations with Professor Scott Cederburg from Eller College of Management have led to the most heated debates among our listeners! Today, Prof. Cederburg returns to discuss the changes he's made to his paper that was the foundation
Episode 349 – AMA #4
In this episode, Ben, Dan, and Mark tackle another Ask Me Anything (AMA) session, covering a wide range of investing and financial planning topics. They begin with a highly requested debate on factor investing versus market cap-weighted por
Episode 348 - Andrew Barclay (StatCan): Measuring Inflation
Is the government manipulating inflation data? Why do so many people feel like their personal costs are rising faster than official inflation numbers suggest? In this episode of the Rational Reminder Podcast, we dive deep into one of the mo
Episode 347 - The Case for Index Funds
Are index funds the best investment strategy for most investors? In this episode of Rational Reminder, Benjamin Felix, Dan Bortolotti, and Mark McGrath explore why low-cost index funds should be the primary investment strategy for most peop
Episode 346 - Hendrik Bessembinder: Why It's So Hard to Beat the Market
Did you know that just a handful of stocks drive nearly all of the stock market's long-term gains? In this episode, we sit down with Hendrik Bessembinder to discuss his groundbreaking research on why most stocks fail to outperform Treasury
Episode 345 - AMA #3
As we continue to answer your questions from our most recent AMA, Ben, Mark, and Dan begin today's episode with Bitcoin and how its value as an investment has changed over the years. Then, after briefly explaining how to find short clips of
