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The Rational Reminder Podcast — Business
The Rational Reminder Podcast

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.

Copyright: © 2024 copyright - PWL Capital, all rights reserved

Latest Episodes:

BUYING WEED (EP.7) Aug 28, 2018

Show notes

In Episode 7 of the Rational Reminder podcast we discussed the following:

Ottawa home prices
The longest bull market in history
What goes up does not have to come down
All time highs are normal and should be expected
Is the market overvalued?
Even the CAPE only explains 40% of future return differences
Should you dollar cost average or invest in a lump sum?
Your better off in the market than trying to time the market
Was WEED an obvious buy at $2.00?
There are still plenty of public companies to invest in
Small cap returns need to be taken in context
Bad behaviour is not always easy to spot

The stories we talked about:

The charts we talked about:

Image source: Dimensional Fund Advisors

Image source: Ben Felix, PWL Capital

For more information or to contact Cameron and Ben, visit pwlcapital.com

ASSET LOCATION (EP.6) Aug 17, 2018

Show notes

In Episode 6 of the Rational Reminder podcast we discussed the following:

Subscribe to the podcast on iTunes!
Wealthsimple's new no-commission trading platform
Do individual stocks ever play a role in a financial plan?
Can behavioural coaching be scaled?
Being aware of conflicts of interest
Wealth and happiness are not always connected
If you buy an R8, you'll want a McLaren next
Retiring does not mean doing nothing
How do you retire without a financial plan?
The 4% rule is false! If you want to retire early
Asset location is hard to do, and might not add value

The stories we talked about:

For more information or to contact Cameron and Ben, visit pwlcapital.com

RETHINKING MORTGAGE DEBT (EP.5) Aug 14, 2018

Show notes

In Episode 5 of the Rational Reminder podcast we discussed the following:

Checking your credit
Optimizing your credit score
Investing vs. paying off your mortgage
Asset allocation
Reframing mortgage debt
Are we in a tech bubble?
The rise in the US market is backed by fundamentals
How the largest Canadian pension funds invest
Skewness in VC returns
It's still really hard to beat index funds

The stories we talked about:

The charts we talked about:

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Correlation Ventures

For more information or to contact Cameron and Ben, visit pwlcapital.com

THE RACE TO 0% (EP.4) Aug 08, 2018

Show notes

After a successful launch, the podcast will live on! Thanks for the support and feedback.

In Episode 4 of the Rational Reminder podcast we discussed the following:

The longest bull market in history?
Are we repeating the tech bubble?
Why it still makes sense to hold bonds
Rebalancing isn't always easy
The Lost Decade, sort of
Is tax-loss selling worth it?
Horizons' marketing mistake
One decision funds
Index fund fees are finally at 0%
Sec lending is the future of index fund revenue
Charley Ellis on the history of active management
There are less willing losers today than there were in the past
The paradox of skill
Active managers underperform consistently
Daniel Kahneman does not believe active management works
If you think you have intuition about stocks, you're wrong
Corporate DB pension plans are not risk-free

The stories we talked about:

The charts we talked about:

Source: PWL Capital

Source: S&P Dow Jones Indices

For more information or to contact Cameron and Ben, visit pwlcapital.com

AMAZON EATING THE STOCK MARKET (EP.3) Aug 03, 2018

Show notes

In Episode 3 of the Rational Reminder podcast we discussed the following:

Should you lease or buy your vehicle?
How are the new mortgage stress tests affecting Canadian real estate?
Home ownership is not required to build wealth, with a little discipline
Amazon's size is not unprecedented
Successfully investing in growth stocks is really hard
Consolidation in the Canadian asset management industry
Independence benefits wealth management clients
Are backend loads on mutual funds still a thing?
Fund companies pushing anti-evidence
Financial advice is about more than just the portfolio
We are still waiting for lower stock valuations, high inflation, and high interest rates
If you're not worried, you don't have a high expected return
Are we living in exceptionally uncertain times?
Small cap and value returns comes from rebalancing

The stories we talked about:

The charts we talked about:

Source: Financial Market History: Reflections on the Past for Investors Today, CFA Institute

Source: Visual Capitalist

For more information or to contact Cameron and Ben, visit pwlcapital.com

THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1) Aug 02, 2018

Show notes

In our first ever episode of the Rational Reminder podcast we discussed the following:

The purpose of the podcast
How we invest
DFA
Factor investing
Our worst investment ever
Tripling our money in JDS
Hedge funds still can't beat the market
CSA won't deploy a statutory best interest standard
The cheapest financial advice may not be the best
Is a financial advisor worth it?
Cost vs. complexity

The stories we talked about:

For more information or to contact Cameron and Ben, visit pwlcapital.com

INDEXING IS HERE TO STAY (EP.2) Aug 02, 2018

Show notes

In Episode 2 of the Rational Reminder podcast we discussed the following:

The underperformance of value stocks
Are we in a Winner Take All market?
Facebook's crash
Global value performance
Canadian value premium at ~+5.5%
Rebalancing into the pain
Factor diversification
Having a philosophy and sticking with it
Index fund flows are slowing down in the US
Canadian active funds are still dominating passive ETFs
Markets are still efficient
Deciding to be an index investor takes work
Fewer highly skilled active managers make markets more efficient
Canadians might need to buy real estate to retire
Doctors were sold out by MD Management
Should you listen to the yield curve?
Michael Batnick's chart crimes
DFA's weights vs. the S&P 500 weights

The stories we talked about:

The charts we talked about:

Image source: Michael Batnick

For more information or to contact Cameron and Ben, visit pwlcapital.com

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