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Benjamin Felix, Cameron Passmore, and Dan Bortolotti ยท Investment

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.

Episodes

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Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio (EP.113)

27 Aug 2020
57m
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Michael Kitces on Retirement Research and the Business of Financial Advice (EP.112)

20 Aug 2020
1h 16m
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Gold, Insuring your Insurance, and Bank Sales Pitches (EP.111)

13 Aug 2020
1h 8m
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Craig Alexander: No Crisis Should Ever go to Waste (EP.110)

06 Aug 2020
1h 7m
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Understanding the Fed's Money Printer, and Lessons from the Crisis (EP.109)

30 Jul 2020
1h 3m
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Dr. William Bernstein: Praying for a Bear Market (EP.108)

23 Jul 2020
43m
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Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes (EP.107)

16 Jul 2020
1h 9m
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Jim Stanford on The Economics of Capitalism in a Crisis (EP.106)

09 Jul 2020
56m
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Dimensional's ETFs, Private Equity, and Prescribed Rate Loans (EP.105)

02 Jul 2020
1h 9m
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Fred Vettese: A Complete Guide to Retirement Income (EP.104)

25 Jun 2020
1h 0m
AI processed

The podcast explores Canadian retirement planning, addressing common questions and misconceptions. Fred Vettese, formerly an actuary with Morneau Shepell, dispels the myth of a retirement crisis in Canada, arguing that seniors today have lower poverty rates than working-age individuals, and the common 70% income replac...

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Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz (EP.103)

18 Jun 2020
1h 1m
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Dr. Brian Portnoy: Underwriting a Meaningful Life (EP.102)

11 Jun 2020
59m
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Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic (EP.101)

04 Jun 2020
1h 8m
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Prof. Ken French: Expect the Unexpected (EP.100)

28 May 2020
57m
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Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy) (EP.99)

21 May 2020
55m
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Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing (EP.98)

14 May 2020
1h 12m
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Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market? (EP.97)

07 May 2020
43m
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Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics (EP.96)

30 Apr 2020
55m
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Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom (EP.95)

23 Apr 2020
1h 4m
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The Stock Market vs. The Economy, and Assessing Risk Tolerance (EP.94)

16 Apr 2020
1h 17m
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