Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

Business EN ↓ 453 episoder

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.

Husk at besøge podcastens hjemmeside og støtte skaberen: www.pwlcapital.com

Forfatter

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

Kategori

Business

Podcastens hjemmeside

www.pwlcapital.com

Seneste episode

8. okt. 2026

Hvor kan du lytte?

Podcasts i appen Replaio Radio Kommer snart

Podcasts kommer snart til appen. Installer nu, og vær den første til at se en helt ny tilgang til podcasts

Installer gratis Android næsten 10 mio. downloads · 4,8 i bedømmelse iOS snart

Episoder

AMAZON EATING THE STOCK MARKET (EP.3) 03.08.2018 29:02

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 indust...

THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1) 02.08.2018 30:14

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...

INDEXING IS HERE TO STAY (EP.2) 02.08.2018 33:57

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...