

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


Ben Carlson: Investing at All-Time Highs | #412

Market Simulations & Financial Planning | #411 (John Yang)

Economist: The State of Investing in 2026

Episode 409: Investment Banker - What Private Equity Doesn't Tell You

Episode 408: Elroy Dimson – Investing & Optimism
Historical financial market data provides the essential foundation for understanding future investment expectations and mitigating common analytical biases. Professor Elroy Dimson, a pioneer in global investment return research, emphasizes that relying solely on U.S. data creates a distorted view of performance. His an...

Episode 407: Michael Kothakota - The Shape of Financial Planning

Episode 406: When Massive Private Companies Go Public

Episode 405: Timothy Edwards - Inside S&P DJ Indices

Episode 404: The Finance Paper that Changed Everything

Episode 403: Patrick Adams - When Stock Crashes Matter for Long-Term Investors

Episode 402: The Problem with Private Markets

Episode 401: Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE

Episode 400: The Evolution of Index Fund Investing

Episode 399: James Choi - Portfolio Theory in a Spreadsheet
The podcast explores optimal portfolio allocation over a lifetime, particularly considering human capital. James Choi, a finance professor at Yale, discusses his research on practical finance and an approximate solution to lifecycle portfolio choice. Choi details how human capital, especially when uncorrelated with sto...

Episode 398: Tom Hardin - Ethics, Financial Crime, and Redemption

Episode 397: Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes

Episode 396: Theresa Ebden - Protecting Investors at the OSC

Episode 395: Charles Chaffin - The Psychology of Financial Planning

Episode 394: Equal Weight vs. Market Cap Weight Index Funds
The podcast explores the merits and drawbacks of equal-weighted index funds as an alternative to market-cap-weighted funds. It questions whether equal weighting is the most efficient way to achieve exposure to smaller, lower-priced stocks, given its tendency to introduce sector imbalances, higher portfolio turnover, an...
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