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A Recast of ‘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.

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What is Recast?

Recast is a podcast rebroadcasting service. You can get your own personalised feed of a podcast which will deliver you the episodes from the start at a schedule of your choosing.

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Recastable Episodes (419)

1. THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1) Aug. 2, 2018
2. INDEXING IS HERE TO STAY (EP.2) Aug. 2, 2018
3. AMAZON EATING THE STOCK MARKET (EP.3) Aug. 3, 2018
4. THE RACE TO 0% (EP.4) Aug. 8, 2018
5. RETHINKING MORTGAGE DEBT (EP.5) Aug. 14, 2018
6. ASSET LOCATION (EP.6) Aug. 17, 2018
7. BUYING WEED (EP.7) Aug. 28, 2018
8. SELL EVERYTHING! (EP.8) Sept. 5, 2018
9. DIMENSIONAL'S BIG FLAW (EP.9) Sept. 10, 2018
10. KEEP THE DEFERRED SALES CHARGE, MORE FOR US (EP.10) Sept. 17, 2018
11. SIMPLE vs. COMPLEX WITH ROBB ENGEN (EP.11) Sept. 24, 2018
12. LIVING THROUGH THE FINANCIAL CRISIS (EP.12) Sept. 28, 2018
13. UNAFFORDABLE HOUSING (EP.13) Oct. 2, 2018
14. AN INSIDE LOOK AT CANADIAN CONSUMER DEBT (EP.14) Oct. 11, 2018
15. DIMENSIONAL ADVANCED CONFERENCE 2018 (EP.15) Oct. 15, 2018
16. MARKET VOLATILITY (EP.16) Oct. 17, 2018
17. Evidence Based Investing: Sticking to Science When It Comes To Your Money (EP.17) Oct. 26, 2018
18. A Passion for Ottawa: Running, Luck, and the Ovarian Lottery with Mark Sutcliffe. (EP.18) Nov. 1, 2018
19. Decision Making: Mental Models, Knowing Your Variables, and Achieving Positive Outcomes With Shane Parrish (EP.19) Nov. 7, 2018
20. The Cost of Financial Advice: Should You Pay For It and If You Do, How Much Should You Pay For It? (EP.20) Nov. 15, 2018
21. Buying or Leasing: Weighing the Costs of Real Estate Choices (EP.21) Nov. 22, 2018
22. Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness (EP.22) Nov. 29, 2018
23. The Yield Curve Is Not Out To Get You Dec. 6, 2018
24. The Basic Rules of Purchasing Insurance: What, Why, When and How Much! (EP.23) Dec. 6, 2018
25. Evidence: What To Follow And What Not To Follow (EP.24) Dec. 13, 2018
26. The Year End Round Up: Recapping Recent Market Performance (EP.25) Dec. 20, 2018
27. Embracing Uncertainty: Planning Ahead and Taking On the Risk with Big Bang Theory Writer, David Goetsch (EP.26) Dec. 26, 2018
28. Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell (EP.27) Jan. 2, 2019
29. Staying Ahead of the Curve: The History of Dimensional Fund Advisors (EP.28) Jan. 9, 2019
30. Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up (EP.29) Jan. 17, 2019
31. The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe (EP.30) Jan. 23, 2019
32. Single Decision ETFs: Unpacking XGRO and XBAL from BlackRock (EP.31) Jan. 30, 2019
33. Active or Passive Management: The Behavioural Explanations of Factors (EP.32) Feb. 7, 2019
34. Building a Future for the City: An Interview with Mayor of Ottawa, Jim Watson Feb. 11, 2019
35. Low Cost Index Investing with Rick Ferri: What You Need To Be a Successful Index Investor (EP.33) Feb. 14, 2019
36. The Safe Savings Rate: Shifting the Focus Away from Wealth Accumulation (EP.34) Feb. 22, 2019
37. Findependence: Finding Financial Independence While Still Engaging In The Things You Love (EP.35) Feb. 28, 2019
38. ETF Model Portfolios: For Performance and Comparison Purposes (EP.36) March 7, 2019
39. Spending and Budgeting: Aligning Your Values and Goals To Your Finances (EP.37) March 14, 2019
40. Feelings in the Decision Making Process: A Reminder About Rationality (EP.38) March 21, 2019
41. Steering Away from the Financial Extremes with Rob Carrick (EP.39) March 28, 2019
42. Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making (EP.40) April 4, 2019
43. The Future of Canadian Fintech: Leading the Charge with Robo-Advisors (EP.41) April 11, 2019
44. IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth (EP.42) April 18, 2019
45. Life at Dimensional: The Constant Pursuit with Dave Butler (EP.43) April 25, 2019
46. Interactions with Trolls: Who Should You Listen To? (EP.44) May 2, 2019
47. Preparing for a Changing World: Advice that Sticks with Dr. Moira Somers (EP.45) May 9, 2019
48. Raw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart (EP.46) May 16, 2019
49. The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme (EP.47) May 23, 2019
50. Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate (EP.48) May 30, 2019
51. Insights into Horizons: Continuous Innovation in the Canadian ETF Market (EP.49) June 6, 2019
52. Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs (EP.50) June 13, 2019
53. Writing About Money: Advocating for Consumer Rights with Ellen Roseman (EP.51) June 20, 2019
54. What drives the value premium? (EP.52) June 27, 2019
55. The Real Value of Financial Advice: An Empirical Perspective (EP.53) July 4, 2019
56. The S&P Dow Jones & S&P 500: A Brief History (EP.54) July 11, 2019
57. Being Frugal: The Crux of Financial Happiness (EP.55) July 18, 2019
58. GIC's, Portfolio Questions and Education Saving Plans: What's Right for You in Your Retirement and Education Preparations? (EP.56) July 25, 2019
59. A Masterclass in Business: Money Philosophy with Barry Ritholtz (EP.57) Aug. 1, 2019
60. The Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities (EP.58) Aug. 8, 2019
61. Financial Economics and Annuities: Rational Planning for Retirement (EP.59) Aug. 15, 2019
62. Valuation Theory and the Imminent Recession (EP.60) Aug. 22, 2019
63. Ted Seides: Much More Than a Betting Man (EP.61) Aug. 29, 2019
64. The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More! (EP.62) Sept. 5, 2019
65. Sustainable Investing: A Philosophical and Environmental Perspective on Your Money, with Tim Nash (EP.63) Sept. 12, 2019
66. Back to the Basics: Dividends and Explaining Factors to Benjamin's Mom (EP.64) Sept. 19, 2019
67. Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas (EP.65) Sept. 26, 2019
68. Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis (EP.66) Oct. 3, 2019
69. The Pursuit of Finances and Fun with Jill Schlesinger (EP.67) Oct. 10, 2019
70. Listener Questions and Re-Framing Risk (EP.68) Oct. 17, 2019
71. Quantitative Investing: The Solution to Human Bias with Wes Gray (EP.69) Oct. 24, 2019
72. Fee-only Financial Planning, Home Country Bias, and Big RRSPs (EP.70) Oct. 31, 2019
73. Everything that you could ever know about ETFs with Dave Nadig (EP.71) Nov. 7, 2019
74. Interest Rates, Optimal Asset Location, and Reverse Mortgages (EP.72) Nov. 14, 2019
75. Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor (EP.73) Nov. 21, 2019
76. Playing with FIRE, Having a Belief System, and Term Life Insurance (EP.74) Nov. 28, 2019
77. Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75) Dec. 5, 2019
78. Risk Parity, Rental Properties, and the Smith Maneuver (EP.76) Dec. 12, 2019
79. The Ins and Outs of Estate Planning: Making the Right Arrangements with the Blunt Bean Counter (EP.77) Dec. 19, 2019
80. 2019 Retrospective: A Review and Discussion of the Year's Guest Episodes (EP.78) Dec. 26, 2019
81. Financial Theory in Practice: Gaining Insight from Models with Marlena Lee (EP.79) Jan. 2, 2020
82. A Planning Checklist, Portfolio Concentration, and Leverage (EP.80) Jan. 9, 2020
83. Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81) Jan. 16, 2020
84. Sustainable Investing, Retiring on Index Funds, and Fee Location (EP.82) Jan. 23, 2020
85. Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein (EP.83) Jan. 30, 2020
86. Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash (EP.84) Feb. 6, 2020
87. Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85) Feb. 13, 2020
88. Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking (EP.86) Feb. 20, 2020
89. Risk is Everywhere with Allison Schrager (EP.87) Feb. 27, 2020
90. Market Drops, Biological Age, and FIRE any Time (EP.88) March 5, 2020
91. Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau (EP.89) March 12, 2020
92. COVID-19: A Rational Reminder (EP.90) March 15, 2020
93. Bear Markets: Always Different, Always the Same (EP.90b) March 23, 2020
94. Tax Efficiency & Leverage: The Smith Maneuver with Robinson Smith (EP.91) March 26, 2020
95. Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch (EP.92) April 2, 2020
96. Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk (EP.93) April 9, 2020
97. The Stock Market vs. The Economy, and Assessing Risk Tolerance (EP.94) April 16, 2020
98. Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom (EP.95) April 23, 2020
99. Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics (EP.96) April 30, 2020
100. Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market? (EP.97) May 7, 2020
319 more episodes