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The Rational Reminder Podcast · 2025-10-30 · 85 min · 15,155 words

Episode 381: Investing 101

Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from three Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer, Dan Bordellotti, portfolio manager, and Ben Wilson, head of MNA and portfolio manager at PWL Capital. All right, good to do another episode with all three of us. Looking forward to it. Yeah, it's fun bringing on different PWL-focused episodes.

Always a different dynamic. It's kind of neat. I had a an interaction with someone recently who was all excited to come up and tell me that they've been listening to this podcast and that that's encouraged them to move away from their bank's high-fee mutual funds and start investing in ETF. So I'm like listening to them, like, oh, that's great, that's great. As we continued talking, I realized that there were still a lot of blanks that needed to be filled in, which makes sense.

Like if you listen to 20 Rational Reminder podcast episodes, you might not actually come away equipped to implement the general ideas that we talk about on the podcast. You'll get all these bits and pieces and you might get sort of very, very broad strokes, but that interaction kind of got me thinking back to when I first started working at PWL with Cameron almost 12 years ago now. One of my first big like take the training wheels off assignments after I'd been working with Cameron for a bit was giving this 45 minute investing 101 talk to employees at a local tech company, which was like I was super nervous, whatever, did a bunch of preparation, spent the whole weekend like recording myself and testing out the presentation to try and making good is probably still terrible.

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