The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

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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50 Years of Evidence-Based Investing (w/ David Booth) 2026-08-27 · 65m
The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney) 2026-08-25 · 84m Read →
The Biggest Myths in Personal Finance 2026-08-20 · 74m
80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein) 2026-08-13 · 54m
Barry Ritholtz: "90% of financial products are crap" 2026-08-06 · 89m
Answering Your Financial Questions 2026-07-30 · 96m
The State of Retirement Research | #419 (Jean-Pierre Aubry) 2026-07-23 · 62m
"I Sold 50% of My Portfolio. What Now?" | #418 (AMA) 2026-07-16 · 66m
A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan) 2026-07-09 · 60m
Is VEQT Costing You? (& Other Questions) 2026-07-02 · 59m
Shannon Lee Simmons: How To Stop Feeling Broke 2026-06-25 · 80m
Answering Your Financial Questions 2026-06-18 · 75m
How Canadian ETFs Actually Work | #413 (Morley Conn) 2026-06-11 · 68m
Ben Carlson: Investing at All-Time Highs 2026-06-04 · 50m
Market Simulations & Financial Planning | (John Yang) 2026-05-28 · 77m
The State of Investing in 2026 2026-05-21 · 58m
Investment Banker - What Private Equity Doesn't Tell You 2026-05-14 · 76m
Elroy Dimson – Investing & Optimism 2026-05-07 · 74m
Michael Kothakota - The Shape of Financial Planning 2026-04-30 · 79m
When Massive Private Companies Go Public 2026-04-23 · 71m
Timothy Edwards - Inside S&P DJ Indices 2026-04-16 · 64m
The Finance Paper that Changed Everything 2026-04-09 · 63m
Patrick Adams - When Stock Crashes Matter for Long-Term Investors 2026-04-02 · 64m
The Problem with Private Markets 2026-03-26 · 62m
Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE 2026-03-19 · 56m
The Evolution of Index Fund Investing 2026-03-12 · 83m
James Choi - Portfolio Theory in a Spreadsheet 2026-03-05 · 74m
Tom Hardin - Ethics, Financial Crime, and Redemption 2026-02-26 · 59m
Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes 2026-02-19 · 66m
Theresa Ebden - Protecting Investors at the OSC 2026-02-12 · 65m
Charles Chaffin - The Psychology of Financial Planning 2026-02-05 · 81m
Equal Weight vs. Market Cap Weight Index Funds 2026-01-29 · 66m
Engineering Financial Outcomes 2026-01-22 · 75m
The Rise of ETF Slop 2026-01-15 · 75m
How Assumptions Shape Financial Planning Outcomes 2026-01-08 · 76m
The "AI Bubble" and Stock Market Concentration 2026-01-01 · 70m
How the Rational Reminder Podcast is Made 2025-12-25 · 77m
AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion 2025-12-18 · 81m
Lessons from The Wealthy Barber (2025) 2025-12-11 · 86m
Is anyone doing dd? with Aravind Sithamparapillai 2025-12-04 · 76m
A Case Study on Pension Benefits vs. Commuted Values 2025-11-27 · 55m
Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance 2025-11-20 · 81m
AMA #10 - Dollar cost averaging & mutual funds vs. ETFs 2025-11-13 · 67m
Ted Cadsby - The Power of Index Funds, and Being Human 2025-11-06 · 79m
Investing 101 2025-10-30 · 85m
John Y. Campbell - Fixing Personal Finance 2025-10-23 · 83m
AMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions 2025-10-16 · 83m
Learning from Market History 2025-10-09 · 52m
Investing in Your Health 2025-10-02 · 76m
Climbing The Wealth Ladder 2025-09-25 · 57m
Covered Calls: A Devil's Bargain 2025-09-18 · 74m
The Underperformance of Target Date Funds 2025-09-11 · 56m
Asset Allocation in Practice 2025-09-04 · 82m
Elie Hassenfeld - (Approximately) Optimal Philanthropy 2025-08-28 · 67m
Banks Sell Products, Not Advice 2025-08-21 · 56m
Dave Chilton (The Wealthy Barber): Timeless Financial Advice 2025-08-14 · 92m
The Most Important Quotes in Investing 2025-08-07 · 74m
Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard 2025-07-31 · 73m
AMA #8 + Insurance Needs Analysis with Louai Bibi 2025-07-24 · 67m
Episode 366 - Avoiding Investment Scams 2025-07-17 · 53m
Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance 2025-07-10 · 58m
Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong? 2025-07-03 · 61m
The (Underappreciated) Risk of Individual Stocks 2025-06-26 · 49m
AMA #7 2025-06-19 · 72m
Alex Edmans - Finding "The Truth" in Economics, Finance, and Life 2025-06-12 · 65m
Gerard O'Reilly: The Components of Net Returns 2025-06-05 · 76m
The Most Controversial Topics in Personal Finance 2025-05-29 · 78m
Dr. Eli Beracha: Renting versus Buying a Home 2025-05-22 · 67m
AMA #6 2025-05-15 · 56m
Abby Davisson: How to Make Decisions About Money and Love 2025-05-08 · 59m
Do Index Funds Incur Adverse Selection Costs? 2025-05-01 · 63m
Jason Pereira: Expert Financial Planning 2025-04-24 · 77m
AMA #5 2025-04-17 · 68m
Jessica Moorhouse: Everything But Money 2025-04-10 · 68m
DFA vs Vanguard 2025-04-03 · 55m
Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice 2025-03-27 · 72m
AMA #4 2025-03-20 · 82m
Andrew Barclay (StatCan): Measuring Inflation 2025-03-13 · 67m
The Case for Index Funds 2025-03-06 · 76m
Hendrik Bessembinder: Why It's So Hard to Beat the Market 2025-02-27 · 63m
Episode 345 - AMA #3 2025-02-20 · 74m
Michael Mauboussin: The One Job of an Equity Investor 2025-02-13 · 65m
How to Choose an Asset Allocation 2025-02-06 · 76m
Matthew Ringgenberg: When Do Anomaly Returns Happen? 2025-01-30 · 42m
PWL's Next Chapter 2025-01-23 · 63m
Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR) 2025-01-16 · 83m
2024 Year-End AMA Pt 2 2025-01-09 · 85m
Peter Mladina: Factor Betas and ICAPM in Practice 2025-01-02 · 69m
2024 Year-End AMA 2024-12-26 · 94m
Steve Utkus: Investor Beliefs and Financial Advice 2024-12-19 · 82m
"What About Warren Buffett?" 2024-12-12 · 68m
Magnus Reitan: Managing (Significant) Family Wealth 2024-12-05 · 30m
The Presidential Puzzle: Trump's Win and Expected Stock Returns 2024-11-28 · 44m
Randolph Cohen & Michael Green: How Concerned Should We Be About Index Funds? 2024-11-21 · 118m
Cameron in Norway: The Indexing Revolution, and Key Lessons from Past Guests 2024-11-14 · 61m
Davidson Heath: How Are Index Funds Affecting Financial Markets and Corporate Governance? 2024-11-07 · 44m
Optimal Education Savings, Withdrawals, and Asset Allocation 2024-10-31 · 82m
Prof. Stephen R. Foerster: Pursuing the Perfect Portfolio 2024-10-24 · 70m
Building Better Portfolios with Don Calcagni 2024-10-17 · 59m
Dr. Sunil Wahal: Applying Financial Science 2024-10-10 · 77m
Addressing 200+ Comments on Renting vs. Owning a Home 2024-10-03 · 43m
Dr. Bryan Taylor: Lessons from Market History (1600-2024) 2024-09-26 · 64m
Renting Versus Buying a Home in Canada 2005-2024 2024-09-19 · 79m
Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? 2024-09-12 · 69m
Evidence in Practice with Håkon Kavli 2024-09-05 · 96m
Kyla Scanlon: In This Economy?! 2024-08-29 · 54m
The Ultimate RRSP vs. TFSA Showdown 2024-08-22 · 60m
Assia Billig: Is Canada Pension Plan (CPP) Sustainable? 2024-08-15 · 46m
An Economist's Perspective on Capital Gains Taxes with Kevin Milligan 2024-08-08 · 83m
Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!" 2024-08-01 · 44m
An Update from Avantis with Eduardo Repetto 2024-07-25 · 59m
Professor Valentin Haddad: How Competitive is the Stock Market? 2024-07-18 · 61m
When Should You Hire a Financial Advisor? 2024-07-11 · 39m
Prof. John M. Griffin: Forensic Finance and the Power of Research 2024-07-04 · 63m
Is Roaring Kitty a Good Role Model? 2024-06-27 · 24m
Professor Antoinette Schoar: Consumer Finance, Crypto, and Private Equity 2024-06-20 · 73m
Are Robo-Advisors Passive Investors? 2024-06-13 · 69m
Episode 308 - Dan Bortolotti: The Canadian Couch Potato 2024-06-06 · 65m
How Much Life Insurance Do You Need? 2024-05-30 · 67m
Wei Dai: Fighting for Every Basis Point 2024-05-23 · 72m
Is Private Credit Special? 2024-05-16 · 44m
Budget 2024: The Capital Gains Inclusion Rate 2024-05-09 · 57m
Scott Galloway: The Algebra of Wealth 2024-05-02 · 67m
Michael Green: Market Efficiency Is Not The Question 2024-04-25 · 66m
Optimal Government Pension Claiming, and Life Well-Being w/ Prof. Meir Statman 2024-04-18 · 54m
Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being 2024-04-18 · 36m
Abby Sussman: Financial Judgment and Decision Making 2024-04-11 · 57m
The Most Important Lessons in Investing 2024-04-04 · 83m
Randall Stutman: Admired Leadership for Financial Decision-Making 2024-03-28 · 58m
Do Stocks Return 10-12% On Average? & Zero to Millionaire with Nicolas Bérubé 2024-03-21 · 72m
Adam Alter: The Anatomy of a Breakthrough 2024-03-14 · 53m
Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers 2024-03-07 · 94m
Dan Harris: 10% Happier 2024-02-29 · 49m
Eric Balchunas: Spot Bitcoin ETFs 2024-02-22 · 52m
Rob Copeland: Ray Dalio and Bridgewater 2024-02-15 · 47m
The Quant Winter, and is Canada Pension Plan a Scam? 2024-02-08 · 83m
Morgan Housel: Same as Ever 2024-02-01 · 68m
Retiring Retirement Income Myths with the Retirement Income Dream Team 2024-01-25 · 73m
Scott Rick - Navigating the Money Minefield in Real Relationships 2024-01-18 · 60m
A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen 2024-01-11 · 96m
Errol Morris: Tuning out the Noise 2024-01-04 · 61m
A Year in Review 2023-12-28 · 125m
Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation 2023-12-21 · 69m
When Volatility is Risk, and Introducing The Money Scope Podcast 2023-12-14 · 53m
Dr. Jim Grubman: The Psychology of Wealth 2023-12-07 · 74m
Lifecycle Asset Allocation, and Retiring Successfully with Justin King 2023-11-30 · 65m
Shane Parrish: Clear Thinking in Everyday Life 2023-11-23 · 59m
Stock Returns in Recessions, and FSRA's Approach to Regulation 2023-11-16 · 95m
Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns 2023-11-09 · 58m
The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning 2023-11-02 · 49m
Darin Soat: The Problem with Finfluencers, and Why it Won't Get Better Anytime Soon 2023-10-26 · 54m
Live from Future Proof 2023: Decoding Financial Decision-Making with Hal Hershfield 2023-10-19 · 39m
A Live 5-Year Rational Reminder Retrospective (and Creating Superfans with Brittany Hodak) 2023-10-12 · 83m
Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings 2023-10-04 · 82m
Rob Carrick: Canadian Personal Finance in 2023 2023-09-28 · 53m
Expected Returns of the AI Revolution (plus People are Lying to you About Money w/ Anthony Walsh) 2023-09-21 · 65m
Episode 270: Victor Haghani and James White: The Missing Billionaires 2023-09-14 · 96m
Preet Banerjee: A multi-dimensional analysis of the value of financial advice 2023-09-07 · 93m
Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees 2023-08-31 · 85m
The (Expected) Cost of Pessimism (Plus Matthew Dicks on the Value of Storytelling) 2023-08-24 · 60m
Prof. Cass Sunstein: Practical Reason in Ordinary Life 2023-08-17 · 67m
5% HISA... for the Long-run? (Plus Stoicism with Michael Tremblay) 2023-08-10 · 63m
Pim van Vliet: The Volatility Effect, Revisited 2023-08-03 · 59m
A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow 2023-07-27 · 65m
Francisco Gomes: Consumption and Portfolio Choice over the Life Cycle 2023-07-20 · 58m
Episode 261: Structured Products with Felix Fattinger and Petra Vokata & Jill Schlesinger 2023-07-13 · 117m
Prof. James Choi: Practical Finance 2023-07-06 · 71m
Episode 259: Comprehensive Overview: Estimating Expected Returns 2023-06-29 · 75m
Episode 258: Prof. Meir Statman: Financial Decisions for Normal People 2023-06-22 · 72m
Giorgio Ugazio (Mr. RIP): Life Design, In Progress 2023-06-15 · 57m
Prof. Hal Hershfield: Your Future Self 2023-06-08 · 54m
Structured Products (Plus Just Keep Buying with Nick Maggiulli) 2023-06-01 · 69m
David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income 2023-05-25 · 68m
Complex Financial Instruments with Prof. Paul Calluzzo (Plus Sean Silcoff on Losing the Signal) 2023-05-18 · 85m
Prof. Burton Malkiel: 50 Years of A Random Walk Down Wall Street (EP.252) 2023-05-11 · 83m
Covered Calls (Plus Robin Powell and Jonathan Hollow on How to Fund the Life You Want) 2023-05-04 · 64m
Prof. John Y. Campbell: Financial Decisions for Long-term Investors 2023-04-27 · 78m
What are financial advisors (measurably) useful for? 2023-04-20 · 66m
Prof. William Goetzmann: Learning from Financial Market History 2023-04-13 · 68m
Bank Runs (plus Jonathan Clements on "My Money Journey") 2023-04-06 · 65m
Daniel H. Pink: How to Use Regret 2023-03-30 · 48m
Deeper Goals, and Retiring with Purpose 2023-03-23 · 67m
Charles D. Ellis: The Loser's Game 2023-03-16 · 67m
The Role of Debt in Financial Planning 2023-03-09 · 69m
Erica Alini: Personal Finance Tactics for the Real World 2023-03-02 · 62m
Basic Personal Finance Concepts 2023-02-23 · 76m
Prof. Eric J. Johnson: Choice Architecture and Financial Decisions 2023-02-16 · 51m
The Math of Financial Planning 2023-02-09 · 62m
Prof. Ralph Keeney: Decision Analysis and Value-focused Thinking 2023-02-02 · 73m
Who are you, and who do you want to be? 2023-01-26 · 76m
Harold Geller: "I Sue Financial Advisors" 2023-01-19 · 64m
Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson) (EP.235) 2023-01-12 · 83m
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance 2023-01-05 · 121m
2022: A Year in Review 2022-12-29 · 102m
Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy 2022-12-22 · 69m
RR 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi) 2022-12-15 · 83m
Prof. Robert Frank: Success, Luck, and Luxury 2022-12-08 · 81m
The 2% (!?) Rule for Retirement Spending 2022-12-01 · 73m
Eduardo Repetto: Deep Dive with Avantis Investors' CIO 2022-11-24 · 96m
Who Should Invest in (Cap Weighted) Index Funds? 2022-11-17 · 71m
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