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Investment Strategies
Lifecycle Asset Allocation
Clear Thinking
Wealth 3.0
Decision-Making
Scott Cederburg
Factor Investing
Decision Making
Private Equity
Ordinary Moments
Wealth Psychology
Comprehensive Financial Planning
Market Efficiency
Family Offices
Retirement Planning
Habits
Personal Goals
Active Management
Canada Pension Plan
Emotional Responses

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.

PublishesWeeklyEpisodes422Founded8 years ago
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InvestingBusiness

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Artwork for The Rational Reminder Podcast

Latest Episodes

In this special 400th episode, the Rational Reminder hosts reflect on 50 years of index investing and the profound impact it has had on financial markets, investor behavior, and the cost of investing. The episode features a panel moderated by Ben Fel... more

In this episode, we welcome back James Choi, Professor of Finance at the Yale School of Management, to unpack one of the most important—and misunderstood—questions in personal finance: How much of your portfolio should be in stocks? Drawing on his ne... more

In this episode, we sit down with Tom Hardin, also known as "Tipper X," the former hedge fund analyst who became one of the most prolific informants in the largest insider trading crackdown in U.S. history. Tom walks us through his journey from rule-... more

In this episode, we welcome back return guest Hank Bessembinder for a deeply analytical conversation spanning leveraged ETFs, volatility, and the future of performance measurement. Hank walks us through his latest research on leveraged single-stock E... more

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Recent Guests

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
Tom Hardin
Former financial analyst turned informant for the SEC, author, and speaker
Episode: Episode 398: Tom Hardin - Ethics, Financial Crime, and Redemption
Hank Bessembinder
Professor and researcher focusing on investment outcomes and ETFs.
Episode: Episode 397: Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes
Theresa Ebden
Vice President of the Investor Office at the Ontario Securities Commission
Ontario Securities Commission
Episode: Episode 396: Theresa Ebden - Protecting Investors at the OSC
Dr. Charles Chaffin
An expert in psychology and financial planning, author of several related books
Iowa State University, Money and Risk Inventory
Episode: Episode 395: Charles Chaffin - The Psychology of Financial Planning
Aravind Sithamparapillai
Financial planner known for his deep knowledge of alternative investments.
Independent Financial Planner
Episode: Episode 386: Is anyone doing dd? with Aravind Sithamparapillai
Trevor Daigle
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Brett Watt
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Phil Briggs
Portfolio Manager and Financial Planner
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values

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
  • Tom Hardin

    Riveting

    Apple Podcasts
    5
    Drew Burgasser
    United States17 days ago
  • The best!

    This pod balances technical analysis and behavioural finance perfectly. Enjoying going back to the beginning and listening from the start now! Thank you Ben, Cameron, and team!

    Apple Podcasts
    5
    ChrisK519
    Canada23 days ago
  • I was already on the right track, but the Rational Reminder podcast provided the essential fine-tuning my strategy needed. Ben and Cameron’s evidence-based insights helped me optimize the details of my portfolio and gave me the conviction to stay the course. An invaluable resource for serious investors.

    Podcast Addict
    5
    a month ago
  • Review/Question

    This podcast is phenomenal. I have been listening for over a year, and look forward to Thursday mornings to catch the latest episodes. The reliance on evidence to drive portfolio construction is refreshing. I am coupling this review with a question. I’m curious to know what clients of yours are invested in the five factor model portfolios that you announced years ago. Because the premiums can take a while to capture, I guess I am curious as to if there is a preferred time horizon (number of year... more

    Apple Podcasts
    5
    Patrick Gus
    United Statesa month ago
  • A Gem of truth and nuance in a see of financial slop

    Absolutely brilliant show, and great to see that the best finance podcast anywhere is hosted by 2 (and sometimes more) Canadians. Sad at the lack of after show lately, hopefully the 6 of us that listened to it will be coming back soon.

    Would love an episode discussing planning in the context of mixed currency compensation for Canadians, especially for those that receive CAD + Euros/USD

    Apple Podcasts
    5
    FelixCLC
    Canada2 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
#86
United States/Business/Investing
Apple Podcasts
#7
Canada/Business/Investing
Apple Podcasts
#12
Canada/Business
Apple Podcasts
#58
United Kingdom/Business/Investing
Apple Podcasts
#183
United Kingdom/Business
Apple Podcasts
#85
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 399: James Choi - Portfolio Theory in a Spreadsheet
Q: How close are the approximate solutions to the precise numerical solutions?
Across thousands of parameter sets, the average deviation is about three to four percentage points, and the scatter follows a near-one slope when comparing approximate versus exact allocations, indicating a very close approximation overall.
Episode 397: Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes
Q: How do you think most investors should approach the use of single stock levered ETFs?
Most investors should be hesitant, as these are complicated products that can have counter-intuitive performance outcomes.
Episode 398: Tom Hardin - Ethics, Financial Crime, and Redemption
Q: How did your life change once your identity as Tipper X was revealed?
His life changed drastically; after his name was revealed, it caused significant strain in his marriage and led to public shame, revealing the personal impact of his actions.
Episode 398: Tom Hardin - Ethics, Financial Crime, and Redemption
Q: What crime were you convicted of?
Tom Hardin pled guilty to one count of securities fraud and one count conspiracy to commit securities fraud, which is insider trading related to four illegal stock trades.
Episode 395: Charles Chaffin - The Psychology of Financial Planning
Q: How does risk tolerance relate to setting and achieving long-term financial goals?
Proper alignment of risk tolerance with an investment portfolio helps to reduce stress and maintain the client's commitment to their financial plan.

Audience Metrics

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

Listeners per Episode
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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.

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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. Bogleheads On Investing Podcast
4. Masters in Business
5. Stay Wealthy Retirement Podcast

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 8 years ago and published 422 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Rational Reminder Podcast?

Recent guests on The Rational Reminder Podcast include:

1. James Choi
2. Tom Hardin
3. Hank Bessembinder
4. Theresa Ebden
5. Dr. Charles Chaffin
6. Aravind Sithamparapillai
7. Trevor Daigle
8. Brett Watt

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