Episode 378: Learning from Market History

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from two Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer, and Cameron Passmore, Chief Executive Officer at PWL Capital. Welcome to episode 378, and Ben, I gotta hand it to you another week, another great guest, and it's so much fun to dive into financial history and how Sometimes what's the old saying? It may not be the same tune, but it kind of rhymes the same way.

So this week's guest, you found Mark Higgins who joined us, and wow, what a great conversation and a real candid take on a lot of things that are happening in the industry these days. So Tell us the backstory. The backstory is that a mutual contact that Mark and I have told me that I've got to go look at his stuff. I went and looked him up and between his book, his writing, he's done some other podcasts, but not a ton.

And he's done a few things for the CFA Institute. I was like, oh man. He's just a perfect guest for our podcast because he's got a great historical perspective, which as listeners know, we thoroughly enjoy. And he's also got some very strong but well-founded opinions on the big boom that we've seen in recent history in private asset classes like private equity and private credit, venture capital. That's all interesting.

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