Rephonic
Artwork for The Rational Reminder Podcast
Financial Planning
Index Funds
Investment Strategies
Asset Allocation
Behavioral Finance
Retirement Planning
Risk Management
Market Efficiency
Active Management
PWL Capital
Private Equity
Risk Tolerance
Inflation
Personal Finance
Factor Investing
Diversification
Canada Pension Plan
Financial Markets
Investing
Financial Literacy

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.

PublishesWeeklyEpisodes431Founded8 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for The Rational Reminder Podcast

Latest Episodes

In this episode, we are joined by Jeff Hooke, former investment banking, private equity, and private debt executive turned academic critic of alternative investments, for a rigorous and provocative examination of private equity, private credit, and i... more

YouTube

In this episode, we are joined by Elroy Dimson, Professor of Finance at Cambridge Judge Business School and co-creator of the Dimson-Marsh-Staunton (DMS) dataset, for a sweeping and deeply insightful conversation on financial history, market behavior... more

In this episode, we are joined by Michael Kothakota for a deeply technical and thought-provoking conversation on interdependent integrative financial planning theory. Drawing from his background in academic research and real-world advisory practice, ... more

In this episode, the Rational Reminder team unpacks the mechanics and implications of mega IPOs like SpaceX, OpenAI, and Anthropic potentially entering public indices. They explore how index funds handle IPO inclusion, why newly public stocks tend to... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Wealthy Barber Podcast
The Wealthy Barber PodcastThe Wealthy Barber Inc.
The Long View
The Long ViewMorningstar
Build Wealth Canada Podcast
Build Wealth Canada PodcastKornel Szrejber: Investor
The Canadian Investor
The Canadian InvestorBraden Dennis & Simon Belanger

Recent Guests

Jeff Hooke
Former investment banking, private debt and private equity executive;Senior lecturer at Johns Hopkins University
Independent researcher/academic
Episode: Episode 409: Investment Banker - What Private Equity Doesn't Tell You
Elroy Dimson
Professor of Finance and Research Director at Cambridge Judge Business School; Emeritus Professor of Finance at London Business School
Cambridge Judge Business School; London Business School
Episode: Episode 408: Elroy Dimson – Investing & Optimism
Michael Kothakota
PhD in personal financial planning, CFP; lecturer and former head of research at CFP Board; CEO of WolfBridge Wealth
WolfBridge Wealth
Episode: Episode 407: Michael Kothakota - The Shape of Financial Planning
Patrick Adams
PhD candidate at MIT working on asset pricing, household finance, international finance, macroeconomics
Massachusetts Institute of Technology
Episode: Episode 403: Patrick Adams - When Stock Crashes Matter for Long-Term Investors
Caitlin Ebanks
Director of ETF Strategy at CIBC
CIBC
Episode: Episode 401: Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE
Tim Edwards
Managing Director and Global Head of Index Investment Strategy
S&P Dow Jones Indices
Episode: Episode 400: The Evolution of Index Fund Investing
Jim Rowley
Global Head of Investment Implementation Research
Vanguard
Episode: Episode 400: The Evolution of Index Fund Investing
Shelly Antoniewicz
Chief Economist
ICI (Investment Company Institute)
Episode: Episode 400: The Evolution of Index Fund Investing
James Choi
Professor of Finance at the Yale School of Management
Yale School of Management
Episode: Episode 399: James Choi - Portfolio Theory in a Spreadsheet

Hosts

Benjamin Felix
Chief Investment Officer at PWL Capital, co-host of the Rational Reminder Podcast. Benjamin is known for providing evidence-based financial insights and focusing on sensible investing strategies.
Dan Bortolotti
Portfolio Manager at PWL Capital, co-host of the Rational Reminder Podcast. Dan specializes in promoting sensible investment strategies and financial literacy.
Cameron Passmore
Chief Executive Officer at PWL Capital, co-host of the Rational Reminder Podcast. Cameron focuses on investor education and practical finance solutions.

Reviews

4.9 out of 5 stars from 3k ratings
  • One of the best financial podcast around for investors

    As newer investor, this is one of the most informative, interesting, and fun podcasts to listen to. I love learning and geeking out with these guys. OK, I’ve been listening for well over a year and apparently I haven’t listened to the disclaimers at the end before. (At least Apr 2. #403) I’ve never laughed that hard in my life. I won’t give spoilers You’ll have to listen to it yourself. You guys are amazing and I really appreciate the content. It is so helpful for learning and has increased my c... more

    Apple Podcasts
    5
    hldixon
    Canada24 days ago
  • Real unbiased information

    This podcast, run by wonderful and insightful Canadians, offers continued insights into investing, wealth, and how to money works. it is useful to me as American in highly complicated and confusing times. I didn't grow up with info on how the stock market works or even what a mutual fund was. These guys make sure we know how the system works and how to have the system work for us. Thank you for all you do.

    Apple Podcasts
    5
    Nate Dram
    United Statesa month ago
  • Absolute Hidden Gem

    French listener here. I found this via Ben Felix's YouTube and it's an absolute hidden gem! I love the unapologetically nerdy, rigorous approach. I often use AI while listening to unpack complex concepts, and I've learned so much.

    One note: as a non-native speaker listening on the go, audio quality is make-or-break. Some older episodes with poor guest audio demand too much focus and are practically unlistenable for me. Please continue prioritizing crystal-clear audio for your interviews, especi... more

    Apple Podcasts
    5
    Adaluin
    Francea month ago
  • Valuable and Insightful Podcast

    Love the podcast and always find the uninterrupted time to listen for content. Not being a finance nerd, I find some of the topics over my head, but over time my understanding is improving. I appreciate the scientific approach and listening always puts me in a ‘higher thinking’ mindset. Love the ‘rent/buy’ and ‘happiness index’ type topics as well. The banter before and after is great and really like to hear what Cameron is up to. His gentle nudges for Ben to share are always entertaining. Shou... more

    Apple Podcasts
    5
    Jeff in IT from Orillia
    Canada2 months ago
  • Tom Hardin

    Riveting

    Apple Podcasts
    5
    Drew Burgasser
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

While the majority provide positive feedback, a few have expressed concerns about certain episodes feeling too commercial or less focused on core investing topics.
Listeners appreciate the evidence-backed insights and practical advice on investing and personal finance.
The podcast has received accolades for its engaging format and ability to make financial topics accessible to a broad audience.
Many find the podcast to be a crucial resource for improving their financial literacy and making informed decisions.
Most reviews highlight the clarity and professionalism of the hosts in delivering complex financial concepts.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#57
United States/Business/Investing
Apple Podcasts
#192
United States/Business
Spotify
#177
Canada/Trending
Apple Podcasts
#193
Canada/Top Podcasts
Apple Podcasts
#6
Canada/Business/Investing
Apple Podcasts
#10
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 409: Investment Banker - What Private Equity Doesn't Tell You
Q: What are the main risks for retail investors considering private alternatives compared to public markets?
Liquidity risk and long lockups (10-12 years), high fees, opaque valuations, non-reporting funds with potential overstatement of value, and governance issues with gatekeepers and consultants leading to misalignment of incentives.
Episode 409: Investment Banker - What Private Equity Doesn't Tell You
Q: Jeff, could you explain how you assess the overall performance of allocations to private equity and private debt for institutions?
Performance depends on the measurement method (PME vs IRR vs TVPI), data quality, and whether you account for fees and unsold assets; overall, large studies show private alternatives often underperform public benchmarks net of fees, though early periods showed stronger results before competition drove up prices.
Episode 408: Elroy Dimson – Investing & Optimism
Q: Can you talk to us about why it's important to study financial market history when thinking about the future?
Dimson explains that understanding past markets is essential because it provides a context for what to expect in the future, helps identify long-run patterns, and informs how to think about risk and returns beyond short-term noise. History reveals biases to avoid and shows how global data can expand our view beyond a US-centric lens, guiding more robust investment decisions.
Episode 405: Timothy Edwards - Inside S&P DJ Indices
Q: What is the impact of fees on bond versus equity funds?
Fees tend to have a larger impact on bond fund performance, often turning gross-outperformance into net underperformance, whereas equities show relatively less sensitivity to fees.
Episode 405: Timothy Edwards - Inside S&P DJ Indices
Q: Do active funds outperform during bear markets or periods of high volatility?
The data show that even in challenging periods, persistent outperformance by active funds is not consistent across markets; the performance depends on dispersion, market conditions, and time horizon.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Rational Reminder Podcast

What is The Rational Reminder Podcast about and what kind of topics does it cover?

Focused on sensible investing and financial decision-making, this show offers weekly insights from three expert hosts who engage with a range of topics in finance. Listeners can expect discussions around practical investing strategies, financial ethics, behavioral finance, and the psychology that influences financial choices. The podcast stands out for its commitment to evidence-based financial advice and analysis, often featuring expert guests who share unique perspectives on investing and market trends. With a mix of academic underpinning and real-world application, it is particularly appealing for individuals looking to deepen their understanding of personal finance and investment strategies in a structured and thoughtful manner.

Where can I find podcast stats for The Rational Reminder Podcast?

Rephonic provides a wide range of podcast stats for The Rational Reminder Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Rational Reminder Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Rational Reminder Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Rational Reminder Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Rational Reminder Podcast?

Rephonic provides comprehensive predictive audience data for The Rational Reminder Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Rational Reminder Podcast have?

To see how many followers or subscribers The Rational Reminder Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Rational Reminder Podcast?

These podcasts share a similar audience with The Rational Reminder Podcast:

1. The Wealthy Barber Podcast
2. The Long View
3. Build Wealth Canada Podcast
4. Bogleheads On Investing Podcast
5. The Canadian Investor

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 8 years ago and published 431 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Rational Reminder Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Rational Reminder Podcast?

Rephonic pulls ratings and reviews for The Rational Reminder Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Rational Reminder Podcast?

Rephonic provides full transcripts for episodes of The Rational Reminder Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Rational Reminder Podcast?

Recent guests on The Rational Reminder Podcast include:

1. Jeff Hooke
2. Elroy Dimson
3. Michael Kothakota
4. Patrick Adams
5. Caitlin Ebanks
6. Tim Edwards
7. Jim Rowley
8. Shelly Antoniewicz

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days