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.
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Episodes (455)
How Leveraged ETFs Really Work (Marco Sammon & Chirs Murray)
Oct 22, 2026
Summary coming soon
The Madness of Markets (Alex Edmans)
Oct 15, 2026
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The Truth About Leveraged ETFs
Oct 8, 2026
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Who Causes Stock Market Anomalies? (w/ Victor Haghani)
Oct 1, 2026
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Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar)
Sep 24, 2026
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What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor)
Sep 17, 2026
Summary ready
The Finances of Marriage
Sep 10, 2026
Summary ready
The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann)
Sep 3, 2026
Summary ready
50 Years of Evidence-Based Investing (w/ David Booth)
Aug 27, 2026
Summary ready
The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)
Aug 25, 2026
Summary ready
The Biggest Myths in Personal Finance
Aug 20, 2026
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80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein)
Aug 13, 2026
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Barry Ritholtz: "90% of financial products are crap"
Aug 6, 2026
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Answering Your Financial Questions
Jul 30, 2026
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The State of Retirement Research | #419 (Jean-Pierre Aubry)
Jul 23, 2026
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"I Sold 50% of My Portfolio. What Now?" | #418 (AMA)
Jul 16, 2026
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A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)
Jul 9, 2026
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Is VEQT Costing You? (& Other Questions)
Jul 2, 2026
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Shannon Lee Simmons: How To Stop Feeling Broke
Jun 25, 2026
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Answering Your Financial Questions
Jun 18, 2026
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How Canadian ETFs Actually Work | #413 (Morley Conn)
Jun 11, 2026
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Ben Carlson: Investing at All-Time Highs
Jun 4, 2026
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Market Simulations & Financial Planning | (John Yang)
May 28, 2026
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The State of Investing in 2026
May 21, 2026
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Investment Banker - What Private Equity Doesn't Tell You
May 14, 2026
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Elroy Dimson – Investing & Optimism
May 7, 2026
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Michael Kothakota - The Shape of Financial Planning
Apr 30, 2026
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When Massive Private Companies Go Public
Apr 23, 2026
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Timothy Edwards - Inside S&P DJ Indices
Apr 16, 2026
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The Finance Paper that Changed Everything
Apr 9, 2026
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Patrick Adams - When Stock Crashes Matter for Long-Term Investors
Apr 2, 2026
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The Problem with Private Markets
Mar 26, 2026
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Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE
Mar 19, 2026
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The Evolution of Index Fund Investing
Mar 12, 2026
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James Choi - Portfolio Theory in a Spreadsheet
Mar 5, 2026
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Tom Hardin - Ethics, Financial Crime, and Redemption
Feb 26, 2026
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Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes
Feb 19, 2026
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Theresa Ebden - Protecting Investors at the OSC
Feb 12, 2026
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Charles Chaffin - The Psychology of Financial Planning
Feb 5, 2026
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Equal Weight vs. Market Cap Weight Index Funds
Jan 29, 2026
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Engineering Financial Outcomes
Jan 22, 2026
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The Rise of ETF Slop
Jan 15, 2026
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How Assumptions Shape Financial Planning Outcomes
Jan 8, 2026
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The "AI Bubble" and Stock Market Concentration
Jan 1, 2026
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How the Rational Reminder Podcast is Made
Dec 25, 2025
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AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Dec 18, 2025
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Lessons from The Wealthy Barber (2025)
Dec 11, 2025
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Is anyone doing dd? with Aravind Sithamparapillai
Dec 4, 2025
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A Case Study on Pension Benefits vs. Commuted Values
Nov 27, 2025
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Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance
Nov 20, 2025
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AMA #10 - Dollar cost averaging & mutual funds vs. ETFs
Nov 13, 2025
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Ted Cadsby - The Power of Index Funds, and Being Human
Nov 6, 2025
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Investing 101
Oct 30, 2025
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John Y. Campbell - Fixing Personal Finance
Oct 23, 2025
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AMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions
Oct 16, 2025
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Learning from Market History
Oct 9, 2025
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Investing in Your Health
Oct 2, 2025
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Climbing The Wealth Ladder
Sep 25, 2025
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Covered Calls: A Devil's Bargain
Sep 18, 2025
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The Underperformance of Target Date Funds
Sep 11, 2025
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Asset Allocation in Practice
Sep 4, 2025
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Elie Hassenfeld - (Approximately) Optimal Philanthropy
Aug 28, 2025
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Banks Sell Products, Not Advice
Aug 21, 2025
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Dave Chilton (The Wealthy Barber): Timeless Financial Advice
Aug 14, 2025
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The Most Important Quotes in Investing
Aug 7, 2025
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Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard
Jul 31, 2025
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AMA #8 + Insurance Needs Analysis with Louai Bibi
Jul 24, 2025
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Episode 366 - Avoiding Investment Scams
Jul 17, 2025
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Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance
Jul 10, 2025
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Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong?
Jul 3, 2025
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The (Underappreciated) Risk of Individual Stocks
Jun 26, 2025
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AMA #7
Jun 19, 2025
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Alex Edmans - Finding "The Truth" in Economics, Finance, and Life
Jun 12, 2025
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Gerard O'Reilly: The Components of Net Returns
Jun 5, 2025
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The Most Controversial Topics in Personal Finance
May 29, 2025
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Dr. Eli Beracha: Renting versus Buying a Home
May 22, 2025
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AMA #6
May 15, 2025
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Abby Davisson: How to Make Decisions About Money and Love
May 8, 2025
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Do Index Funds Incur Adverse Selection Costs?
May 1, 2025
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Jason Pereira: Expert Financial Planning
Apr 24, 2025
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AMA #5
Apr 17, 2025
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Jessica Moorhouse: Everything But Money
Apr 10, 2025
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DFA vs Vanguard
Apr 3, 2025
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Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice
Mar 27, 2025
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AMA #4
Mar 20, 2025
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Andrew Barclay (StatCan): Measuring Inflation
Mar 13, 2025
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The Case for Index Funds
Mar 6, 2025
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Hendrik Bessembinder: Why It's So Hard to Beat the Market
Feb 27, 2025
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Episode 345 - AMA #3
Feb 20, 2025
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Michael Mauboussin: The One Job of an Equity Investor
Feb 13, 2025
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How to Choose an Asset Allocation
Feb 6, 2025
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Matthew Ringgenberg: When Do Anomaly Returns Happen?
Jan 30, 2025
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PWL's Next Chapter
Jan 23, 2025
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Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR)
Jan 16, 2025
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2024 Year-End AMA Pt 2
Jan 9, 2025
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Peter Mladina: Factor Betas and ICAPM in Practice
Jan 2, 2025
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2024 Year-End AMA
Dec 26, 2024
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Steve Utkus: Investor Beliefs and Financial Advice
Dec 19, 2024
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"What About Warren Buffett?"
Dec 12, 2024
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Magnus Reitan: Managing (Significant) Family Wealth
Dec 5, 2024
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The Presidential Puzzle: Trump's Win and Expected Stock Returns
Nov 28, 2024
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Randolph Cohen & Michael Green: How Concerned Should We Be About Index Funds?
Nov 21, 2024
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Cameron in Norway: The Indexing Revolution, and Key Lessons from Past Guests
Nov 14, 2024
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Davidson Heath: How Are Index Funds Affecting Financial Markets and Corporate Governance?
Nov 7, 2024
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Optimal Education Savings, Withdrawals, and Asset Allocation
Oct 31, 2024
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Prof. Stephen R. Foerster: Pursuing the Perfect Portfolio
Oct 24, 2024
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Building Better Portfolios with Don Calcagni
Oct 17, 2024
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Dr. Sunil Wahal: Applying Financial Science
Oct 10, 2024
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Addressing 200+ Comments on Renting vs. Owning a Home
Oct 3, 2024
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Dr. Bryan Taylor: Lessons from Market History (1600-2024)
Sep 26, 2024
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Renting Versus Buying a Home in Canada 2005-2024
Sep 19, 2024
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Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market?
Sep 12, 2024
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Evidence in Practice with Håkon Kavli
Sep 5, 2024
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Kyla Scanlon: In This Economy?!
Aug 29, 2024
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The Ultimate RRSP vs. TFSA Showdown
Aug 22, 2024
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Assia Billig: Is Canada Pension Plan (CPP) Sustainable?
Aug 15, 2024
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An Economist's Perspective on Capital Gains Taxes with Kevin Milligan
Aug 8, 2024
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Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!"
Aug 1, 2024
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An Update from Avantis with Eduardo Repetto
Jul 25, 2024
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Professor Valentin Haddad: How Competitive is the Stock Market?
Jul 18, 2024
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When Should You Hire a Financial Advisor?
Jul 11, 2024
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Prof. John M. Griffin: Forensic Finance and the Power of Research
Jul 4, 2024
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Is Roaring Kitty a Good Role Model?
Jun 27, 2024
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Professor Antoinette Schoar: Consumer Finance, Crypto, and Private Equity
Jun 20, 2024
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Are Robo-Advisors Passive Investors?
Jun 13, 2024
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Episode 308 - Dan Bortolotti: The Canadian Couch Potato
Jun 6, 2024
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How Much Life Insurance Do You Need?
May 30, 2024
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Wei Dai: Fighting for Every Basis Point
May 23, 2024
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Is Private Credit Special?
May 16, 2024
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Budget 2024: The Capital Gains Inclusion Rate
May 9, 2024
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Scott Galloway: The Algebra of Wealth
May 2, 2024
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Michael Green: Market Efficiency Is Not The Question
Apr 25, 2024
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Optimal Government Pension Claiming, and Life Well-Being w/ Prof. Meir Statman
Apr 18, 2024
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Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being
Apr 18, 2024
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Abby Sussman: Financial Judgment and Decision Making
Apr 11, 2024
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The Most Important Lessons in Investing
Apr 4, 2024
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Randall Stutman: Admired Leadership for Financial Decision-Making
Mar 28, 2024
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Do Stocks Return 10-12% On Average? & Zero to Millionaire with Nicolas Bérubé
Mar 21, 2024
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Adam Alter: The Anatomy of a Breakthrough
Mar 14, 2024
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Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers
Mar 7, 2024
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Dan Harris: 10% Happier
Feb 29, 2024
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Eric Balchunas: Spot Bitcoin ETFs
Feb 22, 2024
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Rob Copeland: Ray Dalio and Bridgewater
Feb 15, 2024
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The Quant Winter, and is Canada Pension Plan a Scam?
Feb 8, 2024
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Morgan Housel: Same as Ever
Feb 1, 2024
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Retiring Retirement Income Myths with the Retirement Income Dream Team
Jan 25, 2024
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Scott Rick - Navigating the Money Minefield in Real Relationships
Jan 18, 2024
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A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen
Jan 11, 2024
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Errol Morris: Tuning out the Noise
Jan 4, 2024
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A Year in Review
Dec 28, 2023
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Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation
Dec 21, 2023
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When Volatility is Risk, and Introducing The Money Scope Podcast
Dec 14, 2023
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Dr. Jim Grubman: The Psychology of Wealth
Dec 7, 2023
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Lifecycle Asset Allocation, and Retiring Successfully with Justin King
Nov 30, 2023
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Shane Parrish: Clear Thinking in Everyday Life
Nov 23, 2023
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Stock Returns in Recessions, and FSRA's Approach to Regulation
Nov 16, 2023
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Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns
Nov 9, 2023
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The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning
Nov 2, 2023
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Darin Soat: The Problem with Finfluencers, and Why it Won't Get Better Anytime Soon
Oct 26, 2023
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Live from Future Proof 2023: Decoding Financial Decision-Making with Hal Hershfield
Oct 19, 2023
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A Live 5-Year Rational Reminder Retrospective (and Creating Superfans with Brittany Hodak)
Oct 12, 2023
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Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings
Oct 4, 2023
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Rob Carrick: Canadian Personal Finance in 2023
Sep 28, 2023
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Expected Returns of the AI Revolution (plus People are Lying to you About Money w/ Anthony Walsh)
Sep 21, 2023
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Episode 270: Victor Haghani and James White: The Missing Billionaires
Sep 14, 2023
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Preet Banerjee: A multi-dimensional analysis of the value of financial advice
Sep 7, 2023
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Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees
Aug 31, 2023
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The (Expected) Cost of Pessimism (Plus Matthew Dicks on the Value of Storytelling)
Aug 24, 2023
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Prof. Cass Sunstein: Practical Reason in Ordinary Life
Aug 17, 2023
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5% HISA... for the Long-run? (Plus Stoicism with Michael Tremblay)
Aug 10, 2023
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Pim van Vliet: The Volatility Effect, Revisited
Aug 3, 2023
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A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow
Jul 27, 2023
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Francisco Gomes: Consumption and Portfolio Choice over the Life Cycle
Jul 20, 2023
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Episode 261: Structured Products with Felix Fattinger and Petra Vokata & Jill Schlesinger
Jul 13, 2023
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Prof. James Choi: Practical Finance
Jul 6, 2023
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Episode 259: Comprehensive Overview: Estimating Expected Returns
Jun 29, 2023
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Episode 258: Prof. Meir Statman: Financial Decisions for Normal People
Jun 22, 2023
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Giorgio Ugazio (Mr. RIP): Life Design, In Progress
Jun 15, 2023
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Prof. Hal Hershfield: Your Future Self
Jun 8, 2023
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Structured Products (Plus Just Keep Buying with Nick Maggiulli)
Jun 1, 2023
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David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income
May 25, 2023
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Complex Financial Instruments with Prof. Paul Calluzzo (Plus Sean Silcoff on Losing the Signal)
May 18, 2023
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Prof. Burton Malkiel: 50 Years of A Random Walk Down Wall Street (EP.252)
May 11, 2023
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Covered Calls (Plus Robin Powell and Jonathan Hollow on How to Fund the Life You Want)
May 4, 2023
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Prof. John Y. Campbell: Financial Decisions for Long-term Investors
Apr 27, 2023
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What are financial advisors (measurably) useful for?
Apr 20, 2023
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Prof. William Goetzmann: Learning from Financial Market History
Apr 13, 2023
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Bank Runs (plus Jonathan Clements on "My Money Journey")
Apr 6, 2023
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Daniel H. Pink: How to Use Regret
Mar 30, 2023
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Deeper Goals, and Retiring with Purpose
Mar 23, 2023
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Charles D. Ellis: The Loser's Game
Mar 16, 2023
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The Role of Debt in Financial Planning
Mar 9, 2023
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Erica Alini: Personal Finance Tactics for the Real World
Mar 2, 2023
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Basic Personal Finance Concepts
Feb 23, 2023
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Prof. Eric J. Johnson: Choice Architecture and Financial Decisions
Feb 16, 2023
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The Math of Financial Planning
Feb 9, 2023
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Prof. Ralph Keeney: Decision Analysis and Value-focused Thinking
Feb 2, 2023
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Who are you, and who do you want to be?
Jan 26, 2023
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Harold Geller: "I Sue Financial Advisors"
Jan 19, 2023
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Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson) (EP.235)
Jan 12, 2023
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Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance
Jan 5, 2023
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2022: A Year in Review
Dec 29, 2022
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Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy
Dec 22, 2022
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RR 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi)
Dec 15, 2022
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Prof. Robert Frank: Success, Luck, and Luxury
Dec 8, 2022
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The 2% (!?) Rule for Retirement Spending
Dec 1, 2022
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Eduardo Repetto: Deep Dive with Avantis Investors' CIO
Nov 24, 2022
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Who Should Invest in (Cap Weighted) Index Funds?
Nov 17, 2022
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Colonel Chris Hadfield: An Astronaut's Guide to Life on Earth
Nov 10, 2022
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The Index Fund "Tipping Point" (EP.225)
Nov 3, 2022
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Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills
Oct 27, 2022
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A Financial Goals Master List (n=310)
Oct 20, 2022
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Cassie Holmes: Being Happier
Oct 13, 2022
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Permanent Life Insurance
Oct 6, 2022
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Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited
Sep 29, 2022
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Understanding Crypto 17: Ari Juels: The Technical Case for Blockchain
Sep 23, 2022
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Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra).
Sep 22, 2022
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Understanding Crypto 16: Chris DeRose: Uncensored Crypto Perspectives
Sep 16, 2022
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Colleen Ammerman: Gender and Human Capital
Sep 15, 2022
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Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power
Sep 9, 2022
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The Expected Returns of Financial Literacy
Sep 8, 2022
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Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom
Sep 2, 2022
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Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity
Sep 1, 2022
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Understanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy
Aug 26, 2022
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Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein)
Aug 25, 2022
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Understanding Crypto 12: David Gerard: Crypto Realities
Aug 19, 2022
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Jay Van Bavel: Shared Identities and Decision Making
Aug 18, 2022
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Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach
Aug 12, 2022
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Expected Returns and Factor Investing
Aug 11, 2022
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Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0?
Aug 5, 2022
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Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets
Aug 4, 2022
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Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)
Jul 29, 2022
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Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe)
Jul 28, 2022
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Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0?
Jul 22, 2022
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Prof. Ludovic Phalippou: Private Equity, Under the Hood
Jul 21, 2022
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Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain
Jul 15, 2022
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Optimal Allocations to Owned Housing & Gender Equality in Financial Planning
Jul 14, 2022
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Understanding Crypto 6: Bruce Schneier: Security, Trust, and Blockchain
Jul 8, 2022
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Rebecca Walker: Women Talk Money
Jul 7, 2022
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Understanding Crypto 5: Stephen Diehl: The Case Against Crypto
Jul 1, 2022
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What is Money? (plus Reading Habits w/ Dan Solin)
Jun 30, 2022
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Understanding Crypto 4: Prof. Tobin Hanspal: The Characteristics of Crypto Investors
Jun 24, 2022
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Prof. Vanessa Bohns: You Have More Influence Than You Think
Jun 23, 2022
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Understanding Crypto 3: Eswar Prasad: Bitcoin, Banking, and the Future of Money
Jun 17, 2022
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Tech vs. Value, and Private Equity vs. Public Equity
Jun 16, 2022
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Understanding Crypto 2: Igor Makarov: Economics of the Crypto Ecosystem
Jun 10, 2022
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John A. List: Improving the World with Economics
Jun 9, 2022
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Understanding Crypto 1: Daniel Mescheder: What Problem Do Blockchains Actually Solve?
Jun 3, 2022
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S*** (Misguided) Financial Advisors Say
Jun 2, 2022
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Antti Ilmanen: The Building Blocks of Long-Run Returns
May 26, 2022
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The Relevance of Dividend Irrelevance
May 19, 2022
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Prof. Eugene Fama
May 12, 2022
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What Happens after Bonds Crash? (plus Reading with Aydin Mirzaee)
May 5, 2022
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Gerard O'Reilly: Deep Dive with Dimensional's co-CEO & CIO
Apr 28, 2022
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The Immortality of Bonds
Apr 21, 2022
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Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia
Apr 14, 2022
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Common Misconceptions Among Beginner Investors
Apr 7, 2022
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Bill Janeway: Investing in the Innovation Economy
Mar 31, 2022
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(Modern) Modern Portfolio Theory
Mar 24, 2022
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Alex Edmans: Growing the Pie: A Different Take on ESG
Mar 17, 2022
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Emerging Markets: Diversifying Asset or a Reverse Lottery?
Mar 10, 2022
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Leonard Mlodinow: Emotions are Rational
Mar 3, 2022
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BONUS: Stocks, Bonds, and War
Feb 28, 2022
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Regret (and How to Read More w/ Neil Pasricha)
Feb 24, 2022
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Ayelet Fishbach: The Science of Motivation
Feb 17, 2022
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How to Set Financial Goals
Feb 10, 2022
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Andrew Hallam: Balancing Money, Relationships, Health, and Purpose
Feb 3, 2022
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Lighting your Money on Fire with Thematic ETFs
Jan 27, 2022
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Robin Wigglesworth: The Story of Index Funds
Jan 20, 2022
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Market Efficiency Myths and Misconceptions
Jan 13, 2022
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John 'Mac' McQuown: The Data Will Sort That Out
Jan 6, 2022
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A Year in Review
Dec 23, 2021
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Is Canada Really in a Housing Bubble?
Dec 16, 2021
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Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy
Dec 9, 2021
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Are Inflation Concerns Inflated?
Dec 2, 2021
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Dr. Anna Lembke: Dopamine & Decision-Making
Nov 25, 2021
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Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler
Nov 18, 2021
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Robin Taub: The Wisest Investment: Teaching Kids About Money
Nov 11, 2021
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The "Good Company is a Good Investment" Fallacy
Nov 4, 2021
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Antonio Picca: From Index Investing to Factor Investing at Vanguard
Oct 28, 2021
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Is the debate over renting vs. buying a home really over? Featuring Rob Carrick
Oct 21, 2021
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Campbell R. Harvey: The Past and Future of Finance
Oct 14, 2021
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Are Homeowners Happier than Renters?
Oct 7, 2021
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John Cochrane: Modern Modern Portfolio Theory
Sep 30, 2021
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A Replication Crisis and a Housing Crisis
Sep 23, 2021
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Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing
Sep 16, 2021
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Lessons from 100+ Years of Global Stock Returns
Sep 9, 2021
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Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning
Sep 2, 2021
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Comprehensive Overview: The 4% Rule
Aug 26, 2021
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Dave Plecha: The Long and Short of Investing in Bonds
Aug 19, 2021
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How to Select a (Good) Financial Advisor
Aug 12, 2021
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Katy Milkman: How to Change your Financial Habits
Aug 5, 2021
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Day Trading in 2020: Did Free Trading Change Everything?
Jul 29, 2021
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Bill Schultheis: Build Wealth and Get on With Your Life
Jul 22, 2021
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Loss Harvesting and the Myth of Tax Alpha
Jul 15, 2021
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Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum
Jul 8, 2021
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Climate Change vs. The Stock Market
Jul 1, 2021
Summary coming soon
Don Ezra: Planning for Life After Full Time Work
Jun 24, 2021
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Renting vs. Buying a Home: How to Decide
Jun 17, 2021
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Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships
Jun 10, 2021
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Evaluating Systematic Equity Strategies
Jun 3, 2021
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Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Returns
May 27, 2021
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The Ultimate Inflation Hedge
May 20, 2021
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Professor Robert Novy-Marx: The Other Side of Value
May 13, 2021
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Investing in Happiness
May 6, 2021
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Paul Merriman: We're Talking Millions
Apr 29, 2021
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Do Expected Stock Returns Wear a CAPE?
Apr 22, 2021
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Jennifer Risher: Talking About Money
Apr 15, 2021
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"Buying the Dip"
Apr 8, 2021
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Ashley Whillans: How to be (Time) Rich
Apr 1, 2021
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What is Financial Advice?
Mar 25, 2021
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Hal Hershfield: The Psychology of Long-term Decision Making
Mar 18, 2021
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Where do Stock Returns Come From?
Mar 11, 2021
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Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020
Mar 4, 2021
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Approaching Fixed Income Bonds and Modelling Expected Returns
Feb 25, 2021
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David Blanchett: Researching Retirement
Feb 18, 2021
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Chasing Top Fund Managers
Feb 11, 2021
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William Bengen: The 5% Rule for Retirement Spending
Feb 4, 2021
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The IPO Lottery, Planning for Wellness, and Talking Cents
Jan 28, 2021
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Adriana Robertson: "Passive" Investing, and What Matters to Investors
Jan 21, 2021
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Cullen Roche: Understanding the Modern Monetary System
Jan 14, 2021
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David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple
Jan 7, 2021
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A Year In Review
Dec 24, 2020
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Five Factor Investing with ETFs
Dec 17, 2020
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Morgan Housel: The Psychology of Money
Dec 10, 2020
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Fooled by Dividends, and the Future of Financial Planning Research
Dec 3, 2020
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Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Invest
Nov 26, 2020
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(Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation
Nov 19, 2020
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Prof. Lubos Pastor: Equilibrium Models vs. Intuition
Nov 12, 2020
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(Irrationally) Investing in Technological Revolutions, Household CFO Job Analysis, and Learning to Sell Mutual Funds
Nov 5, 2020
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Prof. Moshe Milevsky: Solving the Retirement Equation
Oct 29, 2020
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Day Trading and Overconfidence
Oct 22, 2020
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Annie Duke: How to Decide
Oct 15, 2020
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The Stock Market vs. Elections, and Incentives in Financial Planning
Oct 8, 2020
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The Psychology of Investing — Bounded Rationality with Victor Ricciardi
Oct 1, 2020
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A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts
Sep 24, 2020
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Recovering from Active Management through Education
Sep 17, 2020
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Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update
Sep 10, 2020
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Patricia Lovett-Reid: Financial Wellness in a Crisis
Sep 3, 2020
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Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio
Aug 27, 2020
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Michael Kitces on Retirement Research and the Business of Financial Advice
Aug 20, 2020
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Gold, Insuring your Insurance, and Bank Sales Pitches
Aug 13, 2020
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Craig Alexander: No Crisis Should Ever go to Waste
Aug 6, 2020
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Understanding the Fed's Money Printer, and Lessons from the Crisis
Jul 30, 2020
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Dr. William Bernstein: Praying for a Bear Market
Jul 23, 2020
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Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes
Jul 16, 2020
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Jim Stanford on The Economics of Capitalism in a Crisis
Jul 9, 2020
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Dimensional's ETFs, Private Equity, and Prescribed Rate Loans
Jul 2, 2020
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Fred Vettese: A Complete Guide to Retirement Income
Jun 25, 2020
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Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz
Jun 18, 2020
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Dr. Brian Portnoy: Underwriting a Meaningful Life
Jun 11, 2020
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Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic
Jun 4, 2020
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Prof. Ken French: Expect the Unexpected
May 28, 2020
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Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy)
May 21, 2020
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Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing
May 14, 2020
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Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market?
May 7, 2020
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Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics
Apr 30, 2020
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Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom
Apr 23, 2020
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The Stock Market vs. The Economy, and Assessing Risk Tolerance
Apr 16, 2020
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Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk
Apr 9, 2020
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Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch
Apr 2, 2020
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Tax Efficiency & Leverage: The Smith Maneuver with Robinson Smith
Mar 26, 2020
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Bear Markets: Always Different, Always the Same
Mar 23, 2020
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COVID-19: A Rational Reminder
Mar 15, 2020
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Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau.
Mar 12, 2020
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The Market and Pandemics: What Really Affects Financial Ups and Downs?
Mar 5, 2020
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The Inevitability of Risk: Gearing Up for the Open Waters with Allison Schrager
Feb 27, 2020
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Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking
Feb 20, 2020
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Growth of the Experience Economy: A Transformation of the Financial Service Industry with Dennis Moseley-Williams
Feb 13, 2020
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Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash
Feb 6, 2020
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A New Safety in Crypto: Why You Should Drop Gold for Bitcoin with Michael Sonnenshein of Grayscale
Jan 30, 2020
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Sustainable Investing: Understanding the Trade-offs of Socially Responsible Investments
Jan 23, 2020
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Estate and Family Law in Ontario: The Importance of Your Will with Kim Melanson
Jan 16, 2020
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New Year, New Strategy: Unpacking the Concentrated Portfolio and Why Leveraging is No Joke
Jan 9, 2020
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Financial Theory in Practice: Gaining Insight from Models with Marlena Lee
Jan 2, 2020
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2019 Retrospective: A Review and Discussion of the Year's Guest Episodes
Dec 26, 2019
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The Ins and Outs of Estate Planning: Making the Right Arrangements
Dec 19, 2019
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Risk Parity, Rental Properties, and the Smith Maneuver
Dec 12, 2019
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Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby
Dec 5, 2019
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Playing with FIRE, Having a Belief System, and Term Life Insurance
Nov 28, 2019
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Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor
Nov 21, 2019
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Interest Rates, Optimal Asset Location, and Reverse Mortgages
Nov 14, 2019
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The Future of ETFs: Understanding the Science of Investing with Dave Nadig
Nov 7, 2019
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A Mixed Bag of Topics: DIY Investing, Home Country Investing, and RRSPs
Oct 31, 2019
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Quantitative Value Investing: The Solution to Human Bias
Oct 24, 2019
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This Week's Questions and Answers: Investment Ratios, Risk 101, Sustainability, Longevity, and More
Oct 17, 2019
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The Pursuit of Finances and Fun with Jill Schlesinger
Oct 10, 2019
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Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis.
Oct 3, 2019
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Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas
Sep 26, 2019
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Back to the Basics: Dividends and Explaining Factors to Benjamin's Mom
Sep 19, 2019
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Sustainable Investing: A Philosophical and Environmental Perspective on Your Money, with Tim Nash
Sep 12, 2019
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The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More!
Sep 5, 2019
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Ted Seides: Much More Than a Betting Man
Aug 29, 2019
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Valuation Theory and the Imminent Recession
Aug 22, 2019
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Financial Economics and Annuities: Rational Planning for Retirement
Aug 15, 2019
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The Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities
Aug 8, 2019
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A Masterclass in Business: Money Philosophy with Barry Ritholtz
Aug 1, 2019
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GIC's, Portfolio Questions and Education Saving Plans: What's Right for You in Your Retirement and Education Preparations?
Jul 25, 2019
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Being Frugal: The Crux of Financial Happiness
Jul 18, 2019
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The S&P Dow Jones & S&P 500: A Brief History
Jul 11, 2019
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The Real Value of Financial Advice: An Empirical Perspective
Jul 4, 2019
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A Closer Look at the CPPIB Report: What You Need to Know
Jun 27, 2019
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Writing About Money: Advocating for Consumer Rights with Ellen Roseman
Jun 20, 2019
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Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs
Jun 13, 2019
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Insights into Horizons: Continuous Innovation in the Canadian ETF Market
Jun 6, 2019
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Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate
May 30, 2019
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The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme
May 23, 2019
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Raw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart
May 16, 2019
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Preparing for a Changing World: Advice that Sticks with Moira Somers
May 9, 2019
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Interactions with Trolls: Who Should You Listen To?
May 2, 2019
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Life at Dimensional: The Constant Pursuit with Dave Butler
Apr 25, 2019
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IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth
Apr 18, 2019
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The Future of Canadian Fintech: Leading the Charge with Robo-Advisors
Apr 11, 2019
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Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making
Apr 4, 2019
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Steering Away from the Financial Extremes with Rob Carrick
Mar 28, 2019
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Feelings in the Decision Making Process: A Reminder About Rationality
Mar 21, 2019
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Spending and Budgeting: Aligning Your Values and Goals To Your Finances
Mar 14, 2019
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ETF Model Portfolios: For Performance and Comparison Purposes
Mar 7, 2019
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Findependence: Finding Financial Independence While Still Engaging In The Things You Love
Feb 28, 2019
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The Safe Savings Rate: Shifting the Focus Away from Wealth Accumulation
Feb 22, 2019
Summary coming soon
Low Cost Index Investing: What You Need To Be a Successful Index Investor.
Feb 14, 2019
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Building a Future for the City: An Interview with Mayor of Ottawa, Jim Watson
Feb 11, 2019
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Active or Passive Management: The Behavioural Explanations of Factors
Feb 7, 2019
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Single Decision ETFs: Unpacking XGRO and XBAL from BlackRock
Jan 30, 2019
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The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe
Jan 23, 2019
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Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up
Jan 17, 2019
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Staying Ahead of the Curve: The History of Dimensional Fund Advisors
Jan 9, 2019
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Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell
Jan 2, 2019
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Embracing Uncertainty: Planning Ahead and Taking On the Risk with Big Bang Theory Writer, David Goetsch
Dec 26, 2018
Summary coming soon
The Year End Round Up: Recapping Recent Market Performance
Dec 20, 2018
Summary coming soon
Evidence: What To Follow And What Not To Follow
Dec 13, 2018
Summary coming soon
The Basic Rules of Purchasing Insurance: What, Why, When and How Much!
Dec 6, 2018
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The Yield Curve Is Not Out To Get You
Dec 6, 2018
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Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness
Nov 29, 2018
Summary coming soon
Buying or Leasing: Weighing the Costs of Real Estate Choices
Nov 22, 2018
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The Cost of Financial Advice: Should You Pay For It and If You Do, How Much Should You Pay For It?
Nov 15, 2018
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Decision Making: Mental Models, Knowing Your Variables, and Achieving Positive Outcomes With Shane Parrish
Nov 7, 2018
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A Passion for Ottawa: Running, Luck, and the Ovarian Lottery with Mark Sutcliffe
Nov 1, 2018
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Evidence Based Investing: Sticking to Science When It Comes To Your Money
Oct 26, 2018
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Market Volatility
Oct 17, 2018
Summary coming soon
Dimensional Advanced Conference 2018
Oct 15, 2018
Summary coming soon
An inside look at Canadian consumer debt
Oct 11, 2018
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Unaffordable housing
Oct 2, 2018
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Living through the financial crisis
Sep 28, 2018
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Simple vs. complex with Robb Engen
Sep 24, 2018
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Keep the deferred sales charge, more for us
Sep 17, 2018
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Dimensional's Big Flaw
Sep 10, 2018
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Sell Everything!
Sep 5, 2018
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Buying WEED
Aug 28, 2018
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Asset Location
Aug 17, 2018
Summary coming soon
Rethinking Mortgage Debt
Aug 14, 2018
Summary coming soon
The Race to 0%
Aug 8, 2018
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Amazon Eating the Stock Market
Aug 3, 2018
Summary coming soon
The Cheapest Advice Probably isn't the Best
Aug 2, 2018
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Indexing is Here to Stay
Aug 2, 2018
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