The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

Financial Planning

Index Funds

Asset Allocation

Investment Strategies

Retirement Planning

Behavioral Finance

Risk Management

Market Efficiency

PWL Capital

Active Management

Private Equity

Inflation

Risk Tolerance

Personal Finance

Investing

Diversification

Factor Investing

Canada Pension Plan

Investor Behavior

Financial Markets

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.

3.1k ratings

Publishes	Weekly	Episodes	456	Founded	8 years ago
Number of Listeners		Categories	InvestingBusiness

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Latest Episodes

A Conversation With The Wealthy Barber (Dave Chilton) | #433

In this episode, we welcome back Dave Chilton, author of The Wealthy Barber and one of Canada's most influential voices in personal finance. With his retirement approaching, Dave joins Ben Felix and Cameron Passmore for a wide-ranging conversation ab... more

Yesterday • 1 hr 21 min

How Leveraged ETFs Really Work (Marco Sammon & Chris Murray) | #432

In this episode, we are joined by Chris Murray, quantitative researcher and former equity quant and trader, and Marco Sammon, Assistant Professor of Finance at Harvard Business School, for an exceptionally nerdy deep dive into leveraged exchange-trad... more

22 Oct 2026 • 1 hr 41 min • Most popular

YouTube

The Madness of Markets (Alex Edmans) | #431

In this episode, we welcome back Alex Edmans, Professor of Finance at London Business School and author of Grow the Pie, May Contain Lies, and The Madness of Markets. Drawing on academic research and real-world market examples, Alex explores how emot... more

15 Oct 2026 • 1 hr 6 min • Popular

YouTube

The Truth About Leveraged ETFs | #430

In this episode, Ben Felix, Dan Bortolotti, and Kelly Thomas revisit some of the blind spots from their recent discussion about the finances of marriage before diving into a deeply nerdy discussion about leveraged ETFs. Kelly brings a different persp... more

8 Oct 2026 • 1 hr 6 min

YouTube

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Recent Guests

Alex Edmans

Professor of Finance at London Business School and author of The Madness of Markets

London Business School

Episode: The Madness of Markets (Alex Edmans) | #431

Kelly Thomas

Associate Wealth Advisor at PWL Capital

PWL Capital

Episode: The Truth About Leveraged ETFs | #430

Victor Haghani

Founder of Elm Wealth and co-author of The Missing Billionaires

Elm Wealth

Episode: Who Causes Stock Market Anomalies? (w/ Victor Haghani) | #429

Owen Zidar

Professor of Economics and Public Affairs, Princeton

Princeton University

Episode: Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) | #428

Matthew Taylor

Litigation lawyer with Sotos Class Action; represents retail investors and pension funds in securities class actions

Sotos Class Action

Episode: What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427

Philippa Hann

Lawyer specialized in financial services litigation and CEO of Paradigm Norton

Paradigm Norton

Episode: The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

Moira Somers

Clinical neuropsychologist who coaches financial professionals on the human side of money

Independent (UK/Canada)

Episode: The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

David Booth

Co-founded Dimensional Fund Advisors; author of Stay Calm, Learn to Embrace Uncertainty in Investing and Life

Dimensional Fund Advisors

Episode: 50 Years of Evidence-Based Investing (w/ David Booth) | #424

Mike Sullivan

Co-founder and Chief Growth Officer at OneDigital

OneDigital

Episode: The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

Hosts

Benjamin Felix

Co-host, Host, Portfolio Manager at PWL Capital

Cameron Passmore

Co-host, CEO of PWL Capital

Dan Bortolotti

Host, Principal at PWL Capital

Ben Wilson

Co-host and M&A lead at PWL Capital

Reviews

4.9 out of 5 stars from 3.1k ratings

In-depth financial analysis
I found Rational Reminder from an interview on the Bogleheads On Investing podcast. Since then I’ve been going through the archive. Excellent interviews and in-depth dives into the data. I’m looking forward to the next 400+ podcasts.
Apple Podcasts
5
tfschueller
United States3 months ago
My favorite investment podcast.
I recently discovered this podcast. It is my favorite investment podcast by far. Intelligent discourse based on recent data and papers translated in a way that investors can understand. It hits me right at my level.
Apple Podcasts
5
ThomasLE3
United States3 months ago
When the Client Experience Matches the Philosophy
I don't often write reviews, but in this case I felt one was deserved.
For transparency, I am a happy PWL client. I was not asked to write this review, I am not being compensated in any way, and I agree with the Rational Reminder hosts that paying people to leave reviews would be a strange way to build a business.
I was a happy and enthusiastic DIY investor, and I read as much excellent high quality material I could get my hands on. I eventually discovered PWL through the Rational Reminder an... more
Apple Podcasts
5
M DuVal
Canada4 months ago
Recently discovered
Absolutely Great Podcast
Apple Podcasts
5
Lendrick97
Germany4 months ago
Best personal finance podcast
Absolutely best personal finance podcast. Research based. Avoids hyperbole, marketing, etc. Please keep it up. Thank you!
Apple Podcasts
5
Lumen user
United States5 months ago

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Listeners Say

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

Feedback highlights high-quality guests and Canadian perspective, with occasional audio quality critiques.

Listeners praise the evidence-based approach and practical guidance.

Audience notes in-depth analysis and data-driven discussions as a standout.

Chart Rankings

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

Apple Podcasts	#97	United States/Business/Investing
Apple Podcasts	#7	Canada/Business/Investing
Apple Podcasts	#14	Canada/Business
Apple Podcasts	#82	United Kingdom/Business/Investing
Apple Podcasts	#194	United Kingdom/Business
Apple Podcasts	#13	Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Who Causes Stock Market Anomalies? (w/ Victor Haghani) | #429

Q: So when does it make sense to borrow to invest in stocks or any other risky assets?

Leverage can make theoretical sense for younger people with substantial human capital and little financial capital, especially if their earnings are not highly correlated with stocks. But borrowing costs, uncertain risk-adjusted returns, and the possibility of severe losses make it a difficult decision; keeping investments simple may be preferable for many people.

Who Causes Stock Market Anomalies? (w/ Victor Haghani) | #429

Q: Can you talk about what some of the most persistent puzzles in stock returns are?

Haghani cites excess volatility, momentum, persistent stochastic volatility, fat tails, and booms and busts. His paper proposes a framework connecting these anomalies to interactions among different types of investors.

The Madness of Markets (Alex Edmans) | #431

Q: What tools or how can people address all of the issues we've talked about to avoid making some of these investment mistakes or just decision-making mistakes in general?

Investors should know their edge and avoid active decisions unless they have better information or a credible advantage. If they cannot identify that advantage or choose skilled active managers, a diversified market portfolio and patience can be effective.

The Madness of Markets (Alex Edmans) | #431

Q: How can a football game's outcome affect a nation's stock market?

Research across more than 1,000 soccer games found that a country's market falls about half a percent the day after it is knocked out of the World Cup. Edmans attributes the effect to investor emotions influencing trading and company assessments.

Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) | #428

Q: How do you define success in your life, Owen?

Success is multi-dimensional, balancing a happy, healthy family and meaningful, impactful work that helps others prosper. It's about sustaining curiosity, continuing to learn, and being able to influence positive economic outcomes for a broad population, not just accumulating wealth.

Audience Metrics

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

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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?

A rigorous, data-driven look at investing and personal finance, guided by three Canadian portfolio managers. Episodes emphasize evidence-based decision making, long-horizon planning, and practical approaches to retirement spending, taxes, and risk. Regular guests include academics and field experts who challenge marketing hype and offer frameworks for asset allocation, lifecycle planning, and fee-aware investing. The show's Canadian perspective, clear skepticism of flashy trends, and emphasis on actionable takeaways make it useful for professionals and serious individual investors alike.

What stands out is the commitment to transparency, mortgageing complex ideas into practical models (like lifecycle planning and market simulations) and th... more

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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. Bogleheads On Investing Podcast
3. The Long View
4. Build Wealth Canada Podcast
5. Sound Investing

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 8 years ago and published 456 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. Alex Edmans
2. Kelly Thomas
3. Victor Haghani
4. Owen Zidar
5. Matthew Taylor
6. Philippa Hann
7. Moira Somers
8. David Booth

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.

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