podcast

The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

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.

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The Winners and Losers of Index Investing (Martin Schmalz) | #435 2026-11-12 · 81m
Breaking Down Our Investment Portfolios | #434 2026-11-05 · 90m
A Conversation With The Wealthy Barber (Dave Chilton) 2026-10-29 · 81m
How Leveraged ETFs Really Work (Marco Sammon & Chris Murray) | #432 2026-10-22 · 101m
The Madness of Markets (Alex Edmans) 2026-10-15 · 67m
The Truth About Leveraged ETFs 2026-10-08 · 66m
Who Causes Stock Market Anomalies? (w/ Victor Haghani) 2026-10-01 · 68m
Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) 2026-09-24 · 65m
What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) 2026-09-17 · 78m
The Finances of Marriage 2026-09-10 · 68m
The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) 2026-09-03 · 84m
50 Years of Evidence-Based Investing (w/ David Booth) 2026-08-27 · 65m
The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney) 2026-08-25 · 84m
The Biggest Myths in Personal Finance 2026-08-20 · 74m
80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein) 2026-08-13 · 54m
Barry Ritholtz: "90% of financial products are crap" 2026-08-06 · 89m
Answering Your Financial Questions 2026-07-30 · 96m
The State of Retirement Research | #419 (Jean-Pierre Aubry) 2026-07-23 · 62m
"I Sold 50% of My Portfolio. What Now?" | #418 (AMA) 2026-07-16 · 66m
A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan) 2026-07-09 · 60m
Is VEQT Costing You? (& Other Questions) 2026-07-02 · 59m
Shannon Lee Simmons: How To Stop Feeling Broke 2026-06-25 · 80m
Answering Your Financial Questions 2026-06-18 · 75m
How Canadian ETFs Actually Work | #413 (Morley Conn) 2026-06-11 · 68m
Ben Carlson: Investing at All-Time Highs 2026-06-04 · 50m
Market Simulations & Financial Planning | (John Yang) 2026-05-28 · 77m
The State of Investing in 2026 2026-05-21 · 58m
Investment Banker - What Private Equity Doesn't Tell You 2026-05-14 · 76m
Elroy Dimson – Investing & Optimism 2026-05-07 · 74m
Michael Kothakota - The Shape of Financial Planning 2026-04-30 · 79m
When Massive Private Companies Go Public 2026-04-23 · 71m
Timothy Edwards - Inside S&P DJ Indices 2026-04-16 · 64m
The Finance Paper that Changed Everything 2026-04-09 · 63m
Patrick Adams - When Stock Crashes Matter for Long-Term Investors 2026-04-02 · 64m
The Problem with Private Markets 2026-03-26 · 62m
Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE 2026-03-19 · 56m
The Evolution of Index Fund Investing 2026-03-12 · 83m
James Choi - Portfolio Theory in a Spreadsheet 2026-03-05 · 74m
Tom Hardin - Ethics, Financial Crime, and Redemption 2026-02-26 · 59m
Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes 2026-02-19 · 66m
Theresa Ebden - Protecting Investors at the OSC 2026-02-12 · 65m
Charles Chaffin - The Psychology of Financial Planning 2026-02-05 · 81m
Equal Weight vs. Market Cap Weight Index Funds 2026-01-29 · 66m
Engineering Financial Outcomes 2026-01-22 · 75m
The Rise of ETF Slop 2026-01-15 · 75m
How Assumptions Shape Financial Planning Outcomes 2026-01-08 · 76m
The "AI Bubble" and Stock Market Concentration 2026-01-01 · 70m
How the Rational Reminder Podcast is Made 2025-12-25 · 77m
AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion 2025-12-18 · 81m
Lessons from The Wealthy Barber (2025) 2025-12-11 · 86m
Is anyone doing dd? with Aravind Sithamparapillai 2025-12-04 · 76m
A Case Study on Pension Benefits vs. Commuted Values 2025-11-27 · 55m
Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance 2025-11-20 · 81m
AMA #10 - Dollar cost averaging & mutual funds vs. ETFs 2025-11-13 · 67m
Ted Cadsby - The Power of Index Funds, and Being Human 2025-11-06 · 79m
Investing 101 2025-10-30 · 85m
John Y. Campbell - Fixing Personal Finance 2025-10-23 · 83m
AMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions 2025-10-16 · 83m
Learning from Market History 2025-10-09 · 52m
Investing in Your Health 2025-10-02 · 76m
Climbing The Wealth Ladder 2025-09-25 · 57m
Covered Calls: A Devil's Bargain 2025-09-18 · 74m
The Underperformance of Target Date Funds 2025-09-11 · 56m
Asset Allocation in Practice 2025-09-04 · 82m
Elie Hassenfeld - (Approximately) Optimal Philanthropy 2025-08-28 · 67m
Banks Sell Products, Not Advice 2025-08-21 · 56m
Dave Chilton (The Wealthy Barber): Timeless Financial Advice 2025-08-14 · 92m
The Most Important Quotes in Investing 2025-08-07 · 74m
Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard 2025-07-31 · 73m
AMA #8 + Insurance Needs Analysis with Louai Bibi 2025-07-24 · 67m
Episode 366 - Avoiding Investment Scams 2025-07-17 · 53m
Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance 2025-07-10 · 58m
Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong? 2025-07-03 · 61m
The (Underappreciated) Risk of Individual Stocks 2025-06-26 · 49m
AMA #7 2025-06-19 · 72m
Alex Edmans - Finding "The Truth" in Economics, Finance, and Life 2025-06-12 · 65m
Gerard O'Reilly: The Components of Net Returns 2025-06-05 · 76m
The Most Controversial Topics in Personal Finance 2025-05-29 · 78m
Dr. Eli Beracha: Renting versus Buying a Home 2025-05-22 · 67m
AMA #6 2025-05-15 · 56m
Abby Davisson: How to Make Decisions About Money and Love 2025-05-08 · 59m
Do Index Funds Incur Adverse Selection Costs? 2025-05-01 · 63m
Jason Pereira: Expert Financial Planning 2025-04-24 · 77m
AMA #5 2025-04-17 · 68m
Jessica Moorhouse: Everything But Money 2025-04-10 · 68m
DFA vs Vanguard 2025-04-03 · 55m
Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice 2025-03-27 · 72m
AMA #4 2025-03-20 · 82m
Andrew Barclay (StatCan): Measuring Inflation 2025-03-13 · 67m
The Case for Index Funds 2025-03-06 · 76m
Hendrik Bessembinder: Why It's So Hard to Beat the Market 2025-02-27 · 63m
Episode 345 - AMA #3 2025-02-20 · 74m
Michael Mauboussin: The One Job of an Equity Investor 2025-02-13 · 65m
How to Choose an Asset Allocation 2025-02-06 · 76m
Matthew Ringgenberg: When Do Anomaly Returns Happen? 2025-01-30 · 42m
PWL's Next Chapter 2025-01-23 · 63m
Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR) 2025-01-16 · 83m
2024 Year-End AMA Pt 2 2025-01-09 · 85m
Peter Mladina: Factor Betas and ICAPM in Practice 2025-01-02 · 69m
2024 Year-End AMA 2024-12-26 · 94m
Steve Utkus: Investor Beliefs and Financial Advice 2024-12-19 · 82m
"What About Warren Buffett?" 2024-12-12 · 68m
Magnus Reitan: Managing (Significant) Family Wealth 2024-12-05 · 30m
The Presidential Puzzle: Trump's Win and Expected Stock Returns 2024-11-28 · 44m
Randolph Cohen & Michael Green: How Concerned Should We Be About Index Funds? 2024-11-21 · 118m
Cameron in Norway: The Indexing Revolution, and Key Lessons from Past Guests 2024-11-14 · 61m
Davidson Heath: How Are Index Funds Affecting Financial Markets and Corporate Governance? 2024-11-07 · 44m
Optimal Education Savings, Withdrawals, and Asset Allocation 2024-10-31 · 82m
Prof. Stephen R. Foerster: Pursuing the Perfect Portfolio 2024-10-24 · 70m
Building Better Portfolios with Don Calcagni 2024-10-17 · 59m
Dr. Sunil Wahal: Applying Financial Science 2024-10-10 · 77m
Addressing 200+ Comments on Renting vs. Owning a Home 2024-10-03 · 43m
Dr. Bryan Taylor: Lessons from Market History (1600-2024) 2024-09-26 · 64m
Renting Versus Buying a Home in Canada 2005-2024 2024-09-19 · 79m
Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? 2024-09-12 · 69m
Evidence in Practice with Håkon Kavli 2024-09-05 · 96m
Kyla Scanlon: In This Economy?! 2024-08-29 · 54m
The Ultimate RRSP vs. TFSA Showdown 2024-08-22 · 60m
Assia Billig: Is Canada Pension Plan (CPP) Sustainable? 2024-08-15 · 46m
An Economist's Perspective on Capital Gains Taxes with Kevin Milligan 2024-08-08 · 83m
Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!" 2024-08-01 · 44m
An Update from Avantis with Eduardo Repetto 2024-07-25 · 59m
Professor Valentin Haddad: How Competitive is the Stock Market? 2024-07-18 · 61m
When Should You Hire a Financial Advisor? 2024-07-11 · 39m
Prof. John M. Griffin: Forensic Finance and the Power of Research 2024-07-04 · 63m
Is Roaring Kitty a Good Role Model? 2024-06-27 · 24m
Professor Antoinette Schoar: Consumer Finance, Crypto, and Private Equity 2024-06-20 · 73m
Are Robo-Advisors Passive Investors? 2024-06-13 · 69m
Episode 308 - Dan Bortolotti: The Canadian Couch Potato 2024-06-06 · 65m
How Much Life Insurance Do You Need? 2024-05-30 · 67m
Wei Dai: Fighting for Every Basis Point 2024-05-23 · 72m
Is Private Credit Special? 2024-05-16 · 44m
Budget 2024: The Capital Gains Inclusion Rate 2024-05-09 · 57m
Scott Galloway: The Algebra of Wealth 2024-05-02 · 67m
Michael Green: Market Efficiency Is Not The Question 2024-04-25 · 66m
Optimal Government Pension Claiming, and Life Well-Being w/ Prof. Meir Statman 2024-04-18 · 54m
Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being 2024-04-18 · 36m
Abby Sussman: Financial Judgment and Decision Making 2024-04-11 · 57m
The Most Important Lessons in Investing 2024-04-04 · 83m
Randall Stutman: Admired Leadership for Financial Decision-Making 2024-03-28 · 58m
Do Stocks Return 10-12% On Average? & Zero to Millionaire with Nicolas Bérubé 2024-03-21 · 72m
Adam Alter: The Anatomy of a Breakthrough 2024-03-14 · 53m
Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers 2024-03-07 · 94m
Dan Harris: 10% Happier 2024-02-29 · 49m
Eric Balchunas: Spot Bitcoin ETFs 2024-02-22 · 52m
Rob Copeland: Ray Dalio and Bridgewater 2024-02-15 · 47m
The Quant Winter, and is Canada Pension Plan a Scam? 2024-02-08 · 83m
Morgan Housel: Same as Ever 2024-02-01 · 68m
Retiring Retirement Income Myths with the Retirement Income Dream Team 2024-01-25 · 73m
Scott Rick - Navigating the Money Minefield in Real Relationships 2024-01-18 · 60m
A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen 2024-01-11 · 96m
Errol Morris: Tuning out the Noise 2024-01-04 · 61m
A Year in Review 2023-12-28 · 125m
Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation 2023-12-21 · 69m
When Volatility is Risk, and Introducing The Money Scope Podcast 2023-12-14 · 53m
Dr. Jim Grubman: The Psychology of Wealth 2023-12-07 · 74m
Lifecycle Asset Allocation, and Retiring Successfully with Justin King 2023-11-30 · 65m
Shane Parrish: Clear Thinking in Everyday Life 2023-11-23 · 59m
Stock Returns in Recessions, and FSRA's Approach to Regulation 2023-11-16 · 95m
Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns 2023-11-09 · 58m
The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning 2023-11-02 · 49m
Darin Soat: The Problem with Finfluencers, and Why it Won't Get Better Anytime Soon 2023-10-26 · 54m
Live from Future Proof 2023: Decoding Financial Decision-Making with Hal Hershfield 2023-10-19 · 39m
A Live 5-Year Rational Reminder Retrospective (and Creating Superfans with Brittany Hodak) 2023-10-12 · 83m
Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings 2023-10-04 · 82m
Rob Carrick: Canadian Personal Finance in 2023 2023-09-28 · 53m
Expected Returns of the AI Revolution (plus People are Lying to you About Money w/ Anthony Walsh) 2023-09-21 · 65m
Episode 270: Victor Haghani and James White: The Missing Billionaires 2023-09-14 · 96m
Preet Banerjee: A multi-dimensional analysis of the value of financial advice 2023-09-07 · 93m
Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees 2023-08-31 · 85m
The (Expected) Cost of Pessimism (Plus Matthew Dicks on the Value of Storytelling) 2023-08-24 · 60m
Prof. Cass Sunstein: Practical Reason in Ordinary Life 2023-08-17 · 67m
5% HISA... for the Long-run? (Plus Stoicism with Michael Tremblay) 2023-08-10 · 63m
Pim van Vliet: The Volatility Effect, Revisited 2023-08-03 · 59m
A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow 2023-07-27 · 65m
Francisco Gomes: Consumption and Portfolio Choice over the Life Cycle 2023-07-20 · 58m
Episode 261: Structured Products with Felix Fattinger and Petra Vokata & Jill Schlesinger 2023-07-13 · 117m
Prof. James Choi: Practical Finance 2023-07-06 · 71m
Episode 259: Comprehensive Overview: Estimating Expected Returns 2023-06-29 · 75m
Episode 258: Prof. Meir Statman: Financial Decisions for Normal People 2023-06-22 · 72m
Giorgio Ugazio (Mr. RIP): Life Design, In Progress 2023-06-15 · 57m
Prof. Hal Hershfield: Your Future Self 2023-06-08 · 54m
Structured Products (Plus Just Keep Buying with Nick Maggiulli) 2023-06-01 · 69m
David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income 2023-05-25 · 68m
Complex Financial Instruments with Prof. Paul Calluzzo (Plus Sean Silcoff on Losing the Signal) 2023-05-18 · 85m
Prof. Burton Malkiel: 50 Years of A Random Walk Down Wall Street (EP.252) 2023-05-11 · 83m
Covered Calls (Plus Robin Powell and Jonathan Hollow on How to Fund the Life You Want) 2023-05-04 · 64m
Prof. John Y. Campbell: Financial Decisions for Long-term Investors 2023-04-27 · 78m
What are financial advisors (measurably) useful for? 2023-04-20 · 66m
Prof. William Goetzmann: Learning from Financial Market History 2023-04-13 · 68m
Bank Runs (plus Jonathan Clements on "My Money Journey") 2023-04-06 · 65m
Daniel H. Pink: How to Use Regret 2023-03-30 · 48m
Deeper Goals, and Retiring with Purpose 2023-03-23 · 67m
Charles D. Ellis: The Loser's Game 2023-03-16 · 67m
The Role of Debt in Financial Planning 2023-03-09 · 69m
Erica Alini: Personal Finance Tactics for the Real World 2023-03-02 · 62m
Basic Personal Finance Concepts 2023-02-23 · 76m
Prof. Eric J. Johnson: Choice Architecture and Financial Decisions 2023-02-16 · 51m
The Math of Financial Planning 2023-02-09 · 62m
Prof. Ralph Keeney: Decision Analysis and Value-focused Thinking 2023-02-02 · 73m
Who are you, and who do you want to be? 2023-01-26 · 76m
Harold Geller: "I Sue Financial Advisors" 2023-01-19 · 64m
Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson) (EP.235) 2023-01-12 · 83m
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance 2023-01-05 · 121m
2022: A Year in Review 2022-12-29 · 102m
Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy 2022-12-22 · 69m
RR 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi) 2022-12-15 · 83m
Prof. Robert Frank: Success, Luck, and Luxury 2022-12-08 · 81m
The 2% (!?) Rule for Retirement Spending 2022-12-01 · 73m
Eduardo Repetto: Deep Dive with Avantis Investors' CIO 2022-11-24 · 96m
Who Should Invest in (Cap Weighted) Index Funds? 2022-11-17 · 71m
Colonel Chris Hadfield: An Astronaut's Guide to Life on Earth 2022-11-10 · 49m
The Index Fund "Tipping Point" (EP.225) 2022-11-03 · 74m
Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills 2022-10-27 · 70m
A Financial Goals Master List (n=310) 2022-10-20 · 66m
Cassie Holmes: Being Happier 2022-10-13 · 72m
Permanent Life Insurance 2022-10-06 · 76m
Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited 2022-09-29 · 83m
Understanding Crypto 17: Ari Juels: The Technical Case for Blockchain 2022-09-23 · 83m
Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra). 2022-09-22 · 89m
Understanding Crypto 16: Chris DeRose: Uncensored Crypto Perspectives 2022-09-16 · 97m
Colleen Ammerman: Gender and Human Capital 2022-09-15 · 68m
Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power 2022-09-09 · 67m
The Expected Returns of Financial Literacy 2022-09-08 · 63m
Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom 2022-09-02 · 104m
Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity 2022-09-01 · 82m
Understanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy 2022-08-26 · 54m
Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) 2022-08-25 · 67m
Understanding Crypto 12: David Gerard: Crypto Realities 2022-08-19 · 60m
Jay Van Bavel: Shared Identities and Decision Making 2022-08-18 · 72m
Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach 2022-08-12 · 93m
Expected Returns and Factor Investing 2022-08-11 · 61m
Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0? 2022-08-05 · 48m
Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets 2022-08-04 · 80m
Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast) 2022-07-29 · 47m
Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) 2022-07-28 · 69m
Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0? 2022-07-22 · 52m
Prof. Ludovic Phalippou: Private Equity, Under the Hood 2022-07-21 · 56m
Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain 2022-07-15 · 69m
Optimal Allocations to Owned Housing & Gender Equality in Financial Planning 2022-07-14 · 55m
Understanding Crypto 6: Bruce Schneier: Security, Trust, and Blockchain 2022-07-08 · 55m
Rebecca Walker: Women Talk Money 2022-07-07 · 39m
Understanding Crypto 5: Stephen Diehl: The Case Against Crypto 2022-07-01 · 54m
What is Money? (plus Reading Habits w/ Dan Solin) 2022-06-30 · 76m
Understanding Crypto 4: Prof. Tobin Hanspal: The Characteristics of Crypto Investors 2022-06-24 · 47m
Prof. Vanessa Bohns: You Have More Influence Than You Think 2022-06-23 · 70m
Understanding Crypto 3: Eswar Prasad: Bitcoin, Banking, and the Future of Money 2022-06-17 · 48m
Tech vs. Value, and Private Equity vs. Public Equity 2022-06-16 · 60m
Understanding Crypto 2: Igor Makarov: Economics of the Crypto Ecosystem 2022-06-10 · 87m
John A. List: Improving the World with Economics 2022-06-09 · 101m
Understanding Crypto 1: Daniel Mescheder: What Problem Do Blockchains Actually Solve? 2022-06-03 · 72m
S*** (Misguided) Financial Advisors Say 2022-06-02 · 84m
Antti Ilmanen: The Building Blocks of Long-Run Returns 2022-05-26 · 70m
The Relevance of Dividend Irrelevance 2022-05-19 · 58m
Prof. Eugene Fama 2022-05-12 · 68m
What Happens after Bonds Crash? (plus Reading with Aydin Mirzaee) 2022-05-05 · 69m
Gerard O'Reilly: Deep Dive with Dimensional's co-CEO & CIO 2022-04-28 · 103m
The Immortality of Bonds 2022-04-21 · 58m
Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia 2022-04-14 · 77m
Common Misconceptions Among Beginner Investors 2022-04-07 · 64m
Bill Janeway: Investing in the Innovation Economy 2022-03-31 · 56m
(Modern) Modern Portfolio Theory 2022-03-24 · 78m
Alex Edmans: Growing the Pie: A Different Take on ESG 2022-03-17 · 63m
Emerging Markets: Diversifying Asset or a Reverse Lottery? 2022-03-10 · 61m
Leonard Mlodinow: Emotions are Rational 2022-03-03 · 53m
BONUS: Stocks, Bonds, and War 2022-02-28 · 32m
Regret (and How to Read More w/ Neil Pasricha) 2022-02-24 · 66m
Ayelet Fishbach: The Science of Motivation 2022-02-17 · 65m
How to Set Financial Goals 2022-02-10 · 76m
Andrew Hallam: Balancing Money, Relationships, Health, and Purpose 2022-02-03 · 61m
Lighting your Money on Fire with Thematic ETFs 2022-01-27 · 66m
Robin Wigglesworth: The Story of Index Funds 2022-01-20 · 81m
Market Efficiency Myths and Misconceptions 2022-01-13 · 90m
John 'Mac' McQuown: The Data Will Sort That Out 2022-01-06 · 47m
A Year in Review 2021-12-23 · 97m
Is Canada Really in a Housing Bubble? 2021-12-16 · 63m
Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy 2021-12-09 · 51m
Are Inflation Concerns Inflated? 2021-12-02 · 62m
Dr. Anna Lembke: Dopamine & Decision-Making 2021-11-25 · 61m
Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler 2021-11-18 · 52m
Robin Taub: The Wisest Investment: Teaching Kids About Money 2021-11-11 · 67m
The "Good Company is a Good Investment" Fallacy 2021-11-04 · 51m
Antonio Picca: From Index Investing to Factor Investing at Vanguard 2021-10-28 · 56m
Is the debate over renting vs. buying a home really over? Featuring Rob Carrick 2021-10-21 · 78m
Campbell R. Harvey: The Past and Future of Finance 2021-10-14 · 121m
Are Homeowners Happier than Renters? 2021-10-07 · 60m
John Cochrane: Modern Modern Portfolio Theory 2021-09-30 · 83m
A Replication Crisis and a Housing Crisis 2021-09-23 · 80m
Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing 2021-09-16 · 73m
Lessons from 100+ Years of Global Stock Returns 2021-09-09 · 63m
Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning 2021-09-02 · 41m
Comprehensive Overview: The 4% Rule 2021-08-26 · 56m
Dave Plecha: The Long and Short of Investing in Bonds 2021-08-19 · 73m
How to Select a (Good) Financial Advisor 2021-08-12 · 64m
Katy Milkman: How to Change your Financial Habits 2021-08-05 · 58m
Day Trading in 2020: Did Free Trading Change Everything? 2021-07-29 · 64m
Bill Schultheis: Build Wealth and Get on With Your Life 2021-07-22 · 55m
Loss Harvesting and the Myth of Tax Alpha 2021-07-15 · 62m
Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum 2021-07-08 · 68m
Climate Change vs. The Stock Market 2021-07-01 · 59m
Don Ezra: Planning for Life After Full Time Work 2021-06-24 · 63m
Renting vs. Buying a Home: How to Decide 2021-06-17 · 63m
Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships 2021-06-10 · 50m
Evaluating Systematic Equity Strategies 2021-06-03 · 60m
Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Returns 2021-05-27 · 51m
The Ultimate Inflation Hedge 2021-05-20 · 60m
Professor Robert Novy-Marx: The Other Side of Value 2021-05-13 · 65m
Investing in Happiness 2021-05-06 · 62m
Paul Merriman: We're Talking Millions 2021-04-29 · 80m
Do Expected Stock Returns Wear a CAPE? 2021-04-22 · 60m
Jennifer Risher: Talking About Money 2021-04-15 · 55m
"Buying the Dip" 2021-04-08 · 60m
Ashley Whillans: How to be (Time) Rich 2021-04-01 · 51m
What is Financial Advice? 2021-03-25 · 59m
Hal Hershfield: The Psychology of Long-term Decision Making 2021-03-18 · 55m
Where do Stock Returns Come From? 2021-03-11 · 63m
Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 2021-03-04 · 68m
Approaching Fixed Income Bonds and Modelling Expected Returns 2021-02-25 · 65m
David Blanchett: Researching Retirement 2021-02-18 · 53m
Chasing Top Fund Managers 2021-02-11 · 62m
William Bengen: The 5% Rule for Retirement Spending 2021-02-04 · 39m
The IPO Lottery, Planning for Wellness, and Talking Cents 2021-01-28 · 75m
Adriana Robertson: "Passive" Investing, and What Matters to Investors 2021-01-21 · 48m
Cullen Roche: Understanding the Modern Monetary System 2021-01-14 · 72m
David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple 2021-01-07 · 69m
A Year In Review 2020-12-24 · 95m
Five Factor Investing with ETFs 2020-12-17 · 69m
Morgan Housel: The Psychology of Money 2020-12-10 · 52m
Fooled by Dividends, and the Future of Financial Planning Research 2020-12-03 · 54m
Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Invest 2020-11-26 · 57m
(Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation 2020-11-19 · 70m
Prof. Lubos Pastor: Equilibrium Models vs. Intuition 2020-11-12 · 67m
(Irrationally) Investing in Technological Revolutions, Household CFO Job Analysis, and Learning to Sell Mutual Funds 2020-11-05 · 79m
Prof. Moshe Milevsky: Solving the Retirement Equation 2020-10-29 · 54m
Day Trading and Overconfidence 2020-10-22 · 65m
Annie Duke: How to Decide 2020-10-15 · 54m
The Stock Market vs. Elections, and Incentives in Financial Planning 2020-10-08 · 72m
The Psychology of Investing — Bounded Rationality with Victor Ricciardi 2020-10-01 · 44m
A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts 2020-09-24 · 81m
Recovering from Active Management through Education 2020-09-17 · 58m
Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update 2020-09-10 · 82m
Patricia Lovett-Reid: Financial Wellness in a Crisis 2020-09-03 · 45m
Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio 2020-08-27 · 58m
Michael Kitces on Retirement Research and the Business of Financial Advice 2020-08-20 · 76m
Gold, Insuring your Insurance, and Bank Sales Pitches 2020-08-13 · 69m
Craig Alexander: No Crisis Should Ever go to Waste 2020-08-06 · 67m
Understanding the Fed's Money Printer, and Lessons from the Crisis 2020-07-30 · 63m
Dr. William Bernstein: Praying for a Bear Market 2020-07-23 · 44m
Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes 2020-07-16 · 70m
Jim Stanford on The Economics of Capitalism in a Crisis 2020-07-09 · 57m
Dimensional's ETFs, Private Equity, and Prescribed Rate Loans 2020-07-02 · 70m
Fred Vettese: A Complete Guide to Retirement Income 2020-06-25 · 61m
Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz 2020-06-18 · 62m
Dr. Brian Portnoy: Underwriting a Meaningful Life 2020-06-11 · 60m
Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic 2020-06-04 · 69m
Prof. Ken French: Expect the Unexpected 2020-05-28 · 57m
Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy) 2020-05-21 · 55m
Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing 2020-05-14 · 73m
Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market? 2020-05-07 · 43m
Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics 2020-04-30 · 55m
Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom 2020-04-23 · 65m
The Stock Market vs. The Economy, and Assessing Risk Tolerance 2020-04-16 · 78m
Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk 2020-04-09 · 53m
Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch 2020-04-02 · 71m
Tax Efficiency & Leverage: The Smith Maneuver with Robinson Smith 2020-03-26 · 46m
Bear Markets: Always Different, Always the Same 2020-03-23 · 76m
COVID-19: A Rational Reminder 2020-03-15 · 82m
Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau. 2020-03-12 · 53m
The Market and Pandemics: What Really Affects Financial Ups and Downs? 2020-03-05 · 60m
The Inevitability of Risk: Gearing Up for the Open Waters with Allison Schrager 2020-02-27 · 33m
Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking 2020-02-20 · 53m
Growth of the Experience Economy: A Transformation of the Financial Service Industry with Dennis Moseley-Williams 2020-02-13 · 73m
Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash 2020-02-06 · 73m
A New Safety in Crypto: Why You Should Drop Gold for Bitcoin with Michael Sonnenshein of Grayscale 2020-01-30 · 42m
Sustainable Investing: Understanding the Trade-offs of Socially Responsible Investments 2020-01-23 · 51m
Estate and Family Law in Ontario: The Importance of Your Will with Kim Melanson 2020-01-16 · 37m
New Year, New Strategy: Unpacking the Concentrated Portfolio and Why Leveraging is No Joke 2020-01-09 · 59m
Financial Theory in Practice: Gaining Insight from Models with Marlena Lee 2020-01-02 · 52m
2019 Retrospective: A Review and Discussion of the Year's Guest Episodes 2019-12-26 · 56m
The Ins and Outs of Estate Planning: Making the Right Arrangements 2019-12-19 · 34m
Risk Parity, Rental Properties, and the Smith Maneuver 2019-12-12 · 35m
Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby 2019-12-05 · 41m
Playing with FIRE, Having a Belief System, and Term Life Insurance 2019-11-28 · 52m
Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor 2019-11-21 · 41m
Interest Rates, Optimal Asset Location, and Reverse Mortgages 2019-11-14 · 43m
The Future of ETFs: Understanding the Science of Investing with Dave Nadig 2019-11-07 · 48m
A Mixed Bag of Topics: DIY Investing, Home Country Investing, and RRSPs 2019-10-31 · 56m
Quantitative Value Investing: The Solution to Human Bias 2019-10-24 · 53m
This Week's Questions and Answers: Investment Ratios, Risk 101, Sustainability, Longevity, and More 2019-10-17 · 48m
The Pursuit of Finances and Fun with Jill Schlesinger 2019-10-10 · 41m
Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis. 2019-10-03 · 33m
Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas 2019-09-26 · 37m
Back to the Basics: Dividends and Explaining Factors to Benjamin's Mom 2019-09-19 · 44m
Sustainable Investing: A Philosophical and Environmental Perspective on Your Money, with Tim Nash 2019-09-12 · 50m
The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More! 2019-09-05 · 39m
Ted Seides: Much More Than a Betting Man 2019-08-29 · 42m
Valuation Theory and the Imminent Recession 2019-08-22 · 40m
Financial Economics and Annuities: Rational Planning for Retirement 2019-08-15 · 39m
The Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities 2019-08-08 · 30m
A Masterclass in Business: Money Philosophy with Barry Ritholtz 2019-08-01 · 71m
GIC's, Portfolio Questions and Education Saving Plans: What's Right for You in Your Retirement and Education Preparations? 2019-07-25 · 38m
Being Frugal: The Crux of Financial Happiness 2019-07-18 · 37m
The S&P Dow Jones & S&P 500: A Brief History 2019-07-11 · 53m
The Real Value of Financial Advice: An Empirical Perspective 2019-07-04 · 42m
A Closer Look at the CPPIB Report: What You Need to Know 2019-06-27 · 42m
Writing About Money: Advocating for Consumer Rights with Ellen Roseman 2019-06-20 · 40m
Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs 2019-06-13 · 34m
Insights into Horizons: Continuous Innovation in the Canadian ETF Market 2019-06-06 · 43m
Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate 2019-05-30 · 40m
The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme 2019-05-23 · 35m
Raw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart 2019-05-16 · 36m
Preparing for a Changing World: Advice that Sticks with Moira Somers 2019-05-09 · 36m
Interactions with Trolls: Who Should You Listen To? 2019-05-02 · 38m
Life at Dimensional: The Constant Pursuit with Dave Butler 2019-04-25 · 53m
IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth 2019-04-18 · 39m
The Future of Canadian Fintech: Leading the Charge with Robo-Advisors 2019-04-11 · 34m
Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making 2019-04-04 · 44m
Steering Away from the Financial Extremes with Rob Carrick 2019-03-28 · 36m
Feelings in the Decision Making Process: A Reminder About Rationality 2019-03-21 · 35m
Spending and Budgeting: Aligning Your Values and Goals To Your Finances 2019-03-14 · 31m
ETF Model Portfolios: For Performance and Comparison Purposes 2019-03-07 · 35m
Findependence: Finding Financial Independence While Still Engaging In The Things You Love 2019-02-28 · 31m
The Safe Savings Rate: Shifting the Focus Away from Wealth Accumulation 2019-02-22 · 31m
Low Cost Index Investing: What You Need To Be a Successful Index Investor. 2019-02-14 · 30m
Building a Future for the City: An Interview with Mayor of Ottawa, Jim Watson 2019-02-11 · 16m
Active or Passive Management: The Behavioural Explanations of Factors 2019-02-07 · 34m
Single Decision ETFs: Unpacking XGRO and XBAL from BlackRock 2019-01-30 · 29m
The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe 2019-01-23 · 45m
Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up 2019-01-17 · 30m
Staying Ahead of the Curve: The History of Dimensional Fund Advisors 2019-01-09 · 43m
Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell 2019-01-02 · 28m
Embracing Uncertainty: Planning Ahead and Taking On the Risk with Big Bang Theory Writer, David Goetsch 2018-12-26 · 44m
The Year End Round Up: Recapping Recent Market Performance 2018-12-20 · 31m
Evidence: What To Follow And What Not To Follow 2018-12-13 · 36m
The Basic Rules of Purchasing Insurance: What, Why, When and How Much! 2018-12-06 · 33m
The Yield Curve Is Not Out To Get You 2018-12-06 · 12m
Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness 2018-11-29 · 38m
Buying or Leasing: Weighing the Costs of Real Estate Choices 2018-11-22 · 27m
The Cost of Financial Advice: Should You Pay For It and If You Do, How Much Should You Pay For It? 2018-11-15 · 31m
Decision Making: Mental Models, Knowing Your Variables, and Achieving Positive Outcomes With Shane Parrish 2018-11-07 · 46m
A Passion for Ottawa: Running, Luck, and the Ovarian Lottery with Mark Sutcliffe 2018-11-01 · 34m
Evidence Based Investing: Sticking to Science When It Comes To Your Money 2018-10-26 · 32m
Market Volatility 2018-10-17 · 35m
Dimensional Advanced Conference 2018 2018-10-15 · 32m
An inside look at Canadian consumer debt 2018-10-11 · 31m
Unaffordable housing 2018-10-02 · 33m
Living through the financial crisis 2018-09-28 · 24m
Simple vs. complex with Robb Engen 2018-09-24 · 33m
Keep the deferred sales charge, more for us 2018-09-17 · 33m
Dimensional's Big Flaw 2018-09-10 · 32m
Sell Everything! 2018-09-05 · 34m
Buying WEED 2018-08-28 · 30m
Asset Location 2018-08-17 · 32m
Rethinking Mortgage Debt 2018-08-14 · 31m
The Race to 0% 2018-08-08 · 29m
Amazon Eating the Stock Market 2018-08-03 · 29m
The Cheapest Advice Probably isn't the Best 2018-08-02 · 30m
Indexing is Here to Stay 2018-08-02 · 34m
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