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.
This podcast episode explores how to apply an engineering mindset to financial planning, emphasizing the importance of aligning strategies with client goals. It distinguishes between financial plans (designs) and financial projections (modeling), advocating for confident communication of planning decisions despite inhe...
In this episode of The Rational Reminder Podcast, the hosts reflect on the past year's market surprises and discuss PWL Capital's experiences, including joining One Digital. They address listener-submitted AMA questions, including navigating high advisor fees, the appropriateness of 100% equity portfolios for inexperie...
In this episode of The Rational Reminder Podcast, Benjamin Felix and Cameron Passmore interview Mamdouh Medhat, a researcher and investment manager at Dimensional Fund Advisors, about his research on profitability, global diversification, and private investments. The discussion covers a retrospective analysis of the pr...
In this episode of the Rational Reminder Podcast, the hosts discuss investing 101, covering the importance of investing to combat inflation and achieve financial independence. They explain the basics of stocks and bonds as financial assets, highlighting the trade-offs between risk and expected returns. The hosts advoca...
The US financial system's history, particularly the role of debt, central banking, and speculative bubbles, is examined through a conversation with Mark Higgins, Senior Vice President for IFA Institutionals and author of "Investing in US Financial History." Higgins emphasizes Alexander Hamilton's crucial role in establ...
In this episode of The Rational Reminder Podcast, hosts Benjamin Felix and Cameron Passmore interview Nick Maggiulli, Chief Operating Officer of Ritholtz Wealth Management, about his new book, "The Wealth Ladder." Maggiulli introduces the wealth ladder framework, which divides wealth into six levels and suggests that f...
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