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Financial Planning
Index Funds
Investment Strategies
Asset Allocation
Behavioral Finance
Retirement Planning
Risk Management
Market Efficiency
Active Management
PWL Capital
Risk Tolerance
Private Equity
Inflation
Personal Finance
Diversification
Factor Investing
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.

PublishesWeeklyEpisodes428Founded8 years ago
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BusinessInvesting

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Artwork for The Rational Reminder Podcast

Latest Episodes

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

What if the decades-long debate between active and passive investing wasn't really a debate—but a data problem?

In this episode, Ben Felix and Cameron Passmore are joined by Tim Edwards, Managing Director and Global Head of Index Investment Strateg... more

What if the way we think about investing—and expected returns—was fundamentally incomplete?

In this episode, Ben Felix and Dan Bortolotti take a deep dive into one of the most influential papers in financial economics: Fama and French (1993). With ... more

What if your biggest investment risk isn't the stock market—but your own income?

In this episode, we are joined by Patrick Adams, a PhD candidate at MIT, for a fascinating deep dive into how income risk, spending commitments, and liquidity constrai... more

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Recent Guests

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
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

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 States2 months 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
    Canada2 months 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
    2 months 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 States3 months 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
    Canada3 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
#89
United States/Business/Investing
Apple Podcasts
#249
United States/Business
Apple Podcasts
#6
Canada/Business/Investing
Apple Podcasts
#14
Canada/Business
Apple Podcasts
#63
United Kingdom/Business/Investing
Apple Podcasts
#184
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Episode 405: Timothy Edwards - Inside S&P DJ Indices
Q: How has SPIVA evolved over time?
SPIVA expanded from a US-centric view to ten regions, added persistence and tax-related analyses, and built a robust methodology to ensure comparability across years and markets.
Episode 405: Timothy Edwards - Inside S&P DJ Indices
Q: What is the SPIVA Report?
SPIVA stands for S&P Index Versus Active and is a semi-annual set of reports that compare actively managed funds to benchmarks across regions and categories, aiming to inform conversations with data about active versus passive performance.
Episode 403: Patrick Adams - When Stock Crashes Matter for Long-Term Investors
Q: Why is 100% stock not always optimal for working-age households?
Because labor income risk and large, sticky consumption commitments can force drawing down liquid wealth during crashes, eroding wealth and delaying recovery; the model shows lower optimal equity shares for working-age households under realistic frictions.

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?

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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How many listeners does The Rational Reminder Podcast get?

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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. Build Wealth Canada Podcast
4. Bogleheads On Investing Podcast
5. The Meb Faber Show - Better Investing

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 8 years ago and published 428 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. Patrick Adams
2. Caitlin Ebanks
3. Tim Edwards
4. Jim Rowley
5. Shelly Antoniewicz
6. James Choi
7. Tom Hardin
8. Hank Bessembinder

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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