Benjamin Felix, Cameron Passmore, and Dan Bortolotti · 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

Episode 353 – AMA #5

17 Apr 2025

1h 7m

Episode 352 – Jessica Moorhouse: Everything But Money

10 Apr 2025

1h 7m

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This episode explores the intersection of psychology and personal finance, specifically focusing on how emotional and behavioral factors influence financial decision-making. Against the backdrop of a discussion differentiating financial counseling from financial planning, the interview delves into the role of shame, g...

Episode 351 – DFA vs Vanguard

03 Apr 2025

54m

Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice

27 Mar 2025

1h 11m

This podcast features an interview with Michael Mauboussin, discussing equity investing strategies. The conversation covers key topics such as the role of cash flow in stock returns, the (un)importance of dividends, the limitations of using valuation multiples alone, and the impact of intangible assets on firm valuati...