The Rational Reminder Podcast
Episodes
Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)
29 Jul 2022
Contributed by Lukas
For this week's episode, we are revisiting a portion of our conversation with the legendary Professor Campbell R. Harvey and and his more optimistic v...
Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) (EP.211)
28 Jul 2022
Contributed by Lukas
Welcome to another episode of the Rational Reminder Podcast! We start by reviewing The Fearless Organization, and learn some important concepts such...
Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0?
22 Jul 2022
Contributed by Lukas
Welcome back to another comprehensive and informative episode in this limited series of the Rational Reminder Podcast, a weekly reality check about th...
Prof. Ludovic Phalippou: Private Equity, Under the Hood (EP.210)
21 Jul 2022
Contributed by Lukas
If you have any interest in private equity or have thought about it as an asset class, then this episode is for you! What is private equity? This migh...
Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain
15 Jul 2022
Contributed by Lukas
Dr. Nicholas Weaver's well-known lectures on cryptocurrencies explain why he believes it needs to be "burned with fire." Today, we speak to Dr. Weaver...
Optimal Allocations to Owned Housing & Gender Equality in Financial Planning (EP.209)
14 Jul 2022
Contributed by Lukas
Welcome to another episode of the Rational Reminder Podcast! In today's jam-packed episode, we start by going through the feedback received on our lim...
Understanding Crypto 6: Bruce Schneier: Security, Trust, and Blockchain
08 Jul 2022
Contributed by Lukas
Welcome back to another episode of our limited addition Crypto Series on the Rational Reminder Podcast, a weekly reality check about sensible investin...
Rebecca Walker: Women Talk Money (EP.208)
07 Jul 2022
Contributed by Lukas
There's no doubt about it; money is a taboo topic in our society. But not talking about money only serves to uphold inequalities and injustices. Rebec...
Understanding Crypto 5: Stephen Diehl: The Case Against Crypto
01 Jul 2022
Contributed by Lukas
Welcome back to another limited series of Rational Reminder Podcast, focused on learning about cryptocurrencies. Our journey about cryptocurrencies ha...
What is Money? (plus Reading Habits w/ Dan Solin) (EP.207)
30 Jun 2022
Contributed by Lukas
In today's episode, we share some updates from our Financial Goals Survey, respond to a listener who says we are wrong about dividends, and talk about...
Understanding Crypto 4: Prof. Tobin Hanspal: The Characteristics of Crypto Investors
24 Jun 2022
Contributed by Lukas
Welcome to another special episode of Rational Reminder Podcast, a show to help us learn about cryptocurrencies and their role in our current and futu...
Prof. Vanessa Bohns: You Have More Influence Than You Think (EP.206)
23 Jun 2022
Contributed by Lukas
Welcome back to another exciting and informative episode of the Rational Reminder Podcast, a show all about finances and how to get the most of your m...
Understanding Crypto 3: Eswar Prasad: Bitcoin, Banking, and the Future of Money
17 Jun 2022
Contributed by Lukas
Welcome back to another episode of our series focusing on cryptocurrencies. In this episode, we dive into conceptual complexities surrounding cryptocu...
Tech vs. Value, and Private Equity vs. Public Equity (EP.205)
16 Jun 2022
Contributed by Lukas
Welcome to another episode of the Rational Reminder Podcast. In today's jam-packed episode, hear updates regarding our goals survey, the schedule for ...
Understanding Crypto 2: Igor Makarov: Economics of the Crypto Ecosystem
10 Jun 2022
Contributed by Lukas
Understanding the complexity surrounding cryptocurrencies is essential in making the correct decisions regarding investing in DeFi technology. To help...
John A. List: Improving the World with Economics (EP.204)
09 Jun 2022
Contributed by Lukas
John List is the recently appointed Chief Economist at Walmart, and is also a Professor of Economics at the University of Chicago, having worked as th...
Understanding Crypto 1: Daniel Mescheder: What Problem Do Blockchains Actually Solve?
03 Jun 2022
Contributed by Lukas
Fundamentals of the Blockchain with Daniel Mescheder Episode 1: Show Notes Welcome to the first episode of our limited series focusing on crypto...
S*** (Misguided) Financial Advisors Say (EP.203)
02 Jun 2022
Contributed by Lukas
We have a jam-packed episode for all of our listeners today, with two guests, a lot of news, and many great resource recommendations. We start off by ...
Antti Ilmanen: The Building Blocks of Long-Run Returns (EP.202)
26 May 2022
Contributed by Lukas
To carry on the trend of amazing guests on the show, today we welcome Antti Ilmanen. Antti is the co-head of the Portfolio Solutions Group at AQR, and...
The Relevance of Dividend Irrelevance (EP.201)
19 May 2022
Contributed by Lukas
Today, on the Rational Reminder Podcast, we are tackling a few interesting topics that tie into recent and forthcoming conversations with our amazing ...
Prof. Eugene Fama (EP.200)
12 May 2022
Contributed by Lukas
We are so happy to bring you all our 200th episode, and who better to have on the podcast on this auspicious occasion than the legendary, Professor Ge...
What Happens after Bonds Crash? (plus Reading with Aydin Mirzaee) (EP.199)
05 May 2022
Contributed by Lukas
As we near the 200th episode of our little podcast, we wanted to have a chat with our friend Aydin Mirzaee about one of our favourite topics: books. B...
Gerard O'Reilly: Deep Dive with Dimensional's co-CEO & CIO (EP.198)
28 Apr 2022
Contributed by Lukas
You don't need to be a rocket scientist to work at Dimensional Fund Advisors, but Gerard O'Reilly sees it as an asset, particularly when it comes to p...
The Immortality of Bonds (EP.197)
21 Apr 2022
Contributed by Lukas
Many people have been contemplating the death of bonds, which is why for the main topic of today's episode we're going to be talking about their immor...
Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia (EP.196)
14 Apr 2022
Contributed by Lukas
Welcome back to the show all about sensible investing in Canada! Today we have yet another masterclass with a wonderful guest, Sebastien Betermier. Se...
Common Misconceptions Among Beginner Investors (EP.195)
07 Apr 2022
Contributed by Lukas
The world of personal finance is full of axioms, and new investors can get caught up in investing myths and 'rules of thumb' that are limiting at be...
Bill Janeway: Investing in the Innovation Economy (EP.194)
31 Mar 2022
Contributed by Lukas
When it comes to the uncertain future of financial markets and technological innovation, a deep understanding of history and the roots of the systems ...
(Modern) Modern Portfolio Theory (EP.193)
24 Mar 2022
Contributed by Lukas
Today on Rational Reminder we take a deep dive into the evolution of modern portfolio theory. We kick the show off with some updates and reviews on so...
Alex Edmans: Growing the Pie: A Different Take on ESG (EP.192)
17 Mar 2022
Contributed by Lukas
We always appreciate research-based arguments here at the Rational Reminder and when those arguments might rattle some assumptions we get particularly...
Emerging Markets: Diversifying Asset or a Reverse Lottery? (EP.191)
10 Mar 2022
Contributed by Lukas
There seem to be many differing opinions out there about investing in emerging markets, and unfortunately, many of these are inaccurate. This is mostl...
Leonard Mlodinow: Emotions are Rational (EP.190)
03 Mar 2022
Contributed by Lukas
It is commonly believed that rational thought is threatened by emotion, but contemporary understandings of the brain paint a more complicated picture....
BONUS: Stocks, Bonds, and War
28 Feb 2022
Contributed by Lukas
In this special episode, we review the relationship between war and financial markets. War is a tragedy. We are not minimizing the humanitarian traged...
Regret (and How to Read More w/ Neil Pasricha) (EP.189)
24 Feb 2022
Contributed by Lukas
Today's guest is Neil Pasricha and he joins us to discuss how to read more. Before our time with Neil, Ben and Cameron lead the discussion, working th...
Ayelet Fishbach: The Science of Motivation (EP.188)
17 Feb 2022
Contributed by Lukas
Goal-setting has been a divisive subject of discussion for us here on the Rational Reminder Podcast, and today we dive a bit deeper into the topic wit...
How to Set Financial Goals (EP.187)
10 Feb 2022
Contributed by Lukas
Identifying investment goals is a critical step in developing a sound financial plan that helps investors reach their objectives. Studies have shown t...
Andrew Hallam: Balancing Money, Relationships, Health, and Purpose (EP.186)
03 Feb 2022
Contributed by Lukas
One of our favorite things to do on this show is talk with the amazing authors of new books related to sensible investing. Today we do just that, welc...
Lighting your Money on Fire with Thematic ETFs (EP.185)
27 Jan 2022
Contributed by Lukas
As we all know, not all investments are equally exciting, but on today's show, we make the case that you should not put your money into an ETF just be...
Robin Wigglesworth: The Story of Index Funds (EP.184)
20 Jan 2022
Contributed by Lukas
Episode 184: Robin Wigglesworth: Unpacking and Understanding Trillions Episode 184: Show Notes. We have often spoken about the book Trillions ...
Market Efficiency Myths and Misconceptions (EP.183)
13 Jan 2022
Contributed by Lukas
While there is certainly room for rigorous debate regarding market efficiency versus inefficiency, there are many who dismiss Eugene Fama's Efficient ...
John 'Mac' McQuown: The Data Will Sort That Out (EP.182)
06 Jan 2022
Contributed by Lukas
One of the pillars of our approach at The Rational Reminder Podcast and PWL Capital is the idea of index investing, a concept that is both fundamental...
A Year in Review (EP.181)
23 Dec 2021
Contributed by Lukas
We have reached the end of another year, our third while doing this podcast. We are spending this episode on our customary year-end review, and we wil...
Is Canada Really in a Housing Bubble? (EP.180)
16 Dec 2021
Contributed by Lukas
There is no doubt that housing in Canada is expensive, but are we really in a bubble? Today on the show we explore the user cost equation and how it c...
Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy (EP.179)
09 Dec 2021
Contributed by Lukas
Of all of the possible disruptive uses of cryptocurrency and blockchain, decentralised finance (or DeFi) might be the one most likely to bring this te...
Are Inflation Concerns Inflated? (EP.178)
02 Dec 2021
Contributed by Lukas
In today's episode of The Rational Reminder, we tackle the subject of inflation in a twofold manner. Firstly, there are details around how people perc...
Dr. Anna Lembke: Dopamine & Decision-Making (EP.177)
25 Nov 2021
Contributed by Lukas
The contemporary world is saturated with ways in which we can experience rewards that were historically much more difficult to access. Although this i...
Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler (EP.176)
18 Nov 2021
Contributed by Lukas
Today we have a guest join us on one of our 'us episodes', and we are very lucky to welcome Mathias Hasler to take part in the last section of today's...
Robin Taub: The Wisest Investment: Teaching Kids About Money (EP.175)
11 Nov 2021
Contributed by Lukas
Today we are tackling the vitally important subject of financial literacy from the standpoint of parents wanting to educate their children. We have a ...
The "Good Company is a Good Investment" Fallacy (EP.174)
04 Nov 2021
Contributed by Lukas
It sounds reasonable to say that investing in the most popular companies would produce the best returns, but this is just not how asset pricing works....
Antonio Picca: From Index Investing to Factor Investing at Vanguard (EP.173)
28 Oct 2021
Contributed by Lukas
In our conversation this week, we take a deep dive into factor investing. We are joined by the formidable Antonio Picca, Head of Factor Strategies at ...
Is the debate over renting vs. buying a home really over? Featuring Rob Carrick (EP.172)
21 Oct 2021
Contributed by Lukas
Today we welcome Rob Carrick back to the show to talk about a range of interesting topics, focusing on the Canadian housing market and some of the rec...
Campbell R. Harvey: The Past and Future of Finance (EP.171)
14 Oct 2021
Contributed by Lukas
For this week's episode (our longest to date), we get together with the legendary Professor Campbell R. Harvey and take a deep dive into a diverse ran...
Are Homeowners Happier than Renters? (EP.170)
07 Oct 2021
Contributed by Lukas
For decades, owning a home has been seen as a hallmark of the 'American dream' and a major life milestone. While we take it for granted that home owne...
John Cochrane: Modern Modern Portfolio Theory (EP.169)
30 Sep 2021
Contributed by Lukas
Today's conversation is an extremely enlightened and highly detailed one, that you may want to return to, in order to accrue all of its value. We host...
A Replication Crisis and a Housing Crisis (EP.168)
23 Sep 2021
Contributed by Lukas
Today we have a somewhat unique episode for all of our listeners, rounding up the news and information from the world of finance and investment before...
Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing (EP.167)
16 Sep 2021
Contributed by Lukas
In many episodes of this podcast we refer to the psychological component of investing, and today we are very happy to host a global authority on the s...
Lessons from 100+ Years of Global Stock Returns (EP.166)
09 Sep 2021
Contributed by Lukas
In this week's episode, Cameron and Benjamin share what's on their mind and delve into listener questions on subjects ranging from the CAPE ratio to h...
Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning (EP.165)
02 Sep 2021
Contributed by Lukas
The evergreen subject of retirement planning is something that we prioritize here at the Rational Reminder Podcast, and today we have a very interesti...
Comprehensive Overview: The 4% Rule (EP.164)
26 Aug 2021
Contributed by Lukas
Today's episode is the first that takes a new format we are piloting, where we compile clips from the most valuable conversations we have had in diffe...
Dave Plecha: The Long and Short of Investing in Bonds (EP.163)
19 Aug 2021
Contributed by Lukas
Even among rational investors with diversified portfolios, there seems to be less known about the inner workings of the bond portion of their investme...
How to Select a (Good) Financial Advisor (EP.162)
12 Aug 2021
Contributed by Lukas
Today our main topic expands on a recent episode in which we talked about what constitutes good financial advice, and here we look at how to go about ...
Katy Milkman: How to Change your Financial Habits (EP.161)
05 Aug 2021
Contributed by Lukas
Today we are so happy to welcome the amazing Katy Milkman to the show. Katy is the author of the impressive and inspiring new book, How to Change: Th...
Day Trading in 2020: Did Free Trading Change Everything? (EP.160)
29 Jul 2021
Contributed by Lukas
Today we get the chance to take some very interesting listener questions and dig into fascinating findings on day trading in 2020. To kick things off ...
Bill Schultheis: Build Wealth and Get on With Your Life (EP.159)
22 Jul 2021
Contributed by Lukas
The work of Bill Schultheis has had a profound effect on us here at the Rational Reminder Podcast, and eventually having him join us on the show is tr...
Loss Harvesting and the Myth of Tax Alpha (EP.158)
15 Jul 2021
Contributed by Lukas
Welcome back to another episode of the Rational Reminder Podcast, where we give you the most considered and evidence-based information about investing...
Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum (EP.157)
08 Jul 2021
Contributed by Lukas
Today we welcome Rob Arnott to the show! Rob is the founder of Research Affiliates and is a prolific writer who has published hundreds of articles for...
Climate Change vs. The Stock Market (EP.156)
01 Jul 2021
Contributed by Lukas
The looming issue of climate change has far-reaching implications, not least of which are relevant to the financial and investment world. Today we spe...
Don Ezra: Planning for Life After Full Time Work (EP.155)
24 Jun 2021
Contributed by Lukas
One of the major topics we hope to help our listeners with is retirement planning, and today we have a really informative and illuminating conversatio...
Renting vs. Buying a Home: How to Decide (EP.154)
17 Jun 2021
Contributed by Lukas
Welcome back to another episode of the sensible money show. The focus this week is the age-old question of housing; whether to buy or to rent. After o...
Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships (EP.153)
10 Jun 2021
Contributed by Lukas
Today we speak to Professor Johanna Peetz about how the errors people make about predicting their futures affect financial planning and relationships....
Evaluating Systematic Equity Strategies (EP.152)
03 Jun 2021
Contributed by Lukas
Welcome back to your favourite Canadian podcast about sensible investing! Today we are focusing on evaluating equity strategies and wondering aloud wh...
Professor Brad Cornell: A Skeptic's Look at the Cross Section of Expected Returns (EP.151)
27 May 2021
Contributed by Lukas
There is an overarching investment philosophy that permeates most of what we do here at the Rational Reminder Podcast, and while some guests' position...
The Ultimate Inflation Hedge (EP.150)
20 May 2021
Contributed by Lukas
Is it possible to hedge your investments against different levels of inflation? This is the question we ask in today's episode, as we run through a va...
Professor Robert Novy-Marx: The Other Side of Value (EP.149)
13 May 2021
Contributed by Lukas
Today's guest is Professor Robert Novy-Marx, the Lori and Alan Zekelman Distinguished Professor of Business Administration at Simon Business School of...
Investing in Happiness (EP.148)
06 May 2021
Contributed by Lukas
Today we dive deep into the connection between happiness and money, looking at a host of theories and studies that have examined the important factors...
Paul Merriman: We are Talking Millions (EP.147)
29 Apr 2021
Contributed by Lukas
It takes only a handful of smart choices to convert regular savings into a secure future. Today we welcome famed financial educator Paul Merriman onto...
Do Expected Stock Returns Wear a CAPE? (EP.146)
22 Apr 2021
Contributed by Lukas
As many of you already know, we have been working hard to figure out the best way to model expected stock returns for financial planning and asset all...
Jennifer Risher: Talking About Money (EP.145)
15 Apr 2021
Contributed by Lukas
From YouTube channels to get-rich playbooks, whole industries are devoted to the subject of building wealth. But few books present a clear and honest ...
"Buying the Dip" (EP.144)
08 Apr 2021
Contributed by Lukas
Today's episode doesn't have an external guest, but Benjamin and Cameron provide fascinating information on a vast range of topics. First, the discuss...
Ashley Whillans: How to be (Time) Rich (EP.143)
01 Apr 2021
Contributed by Lukas
Technology has made our lives easier but it has also fragmented our leisure time, creating a near-universal feeling that we have too much to do and no...
What is Financial Advice? (EP.142)
25 Mar 2021
Contributed by Lukas
While there is no way of knowing what the best portfolio is, empirical data and financial economics have fixed the problems surrounding investing. But...
Hal Hershfield: The Psychology of Long-term Decision Making (EP.141)
18 Mar 2021
Contributed by Lukas
How do your perceptions of time influence your long-term decision-making and financial well-being? Today we speak with psychologist and UCLA Associate...
Where do Stock Returns Come From? (EP.140)
11 Mar 2021
Contributed by Lukas
Where do stock returns actually come from? The answers to this deceptively simple question might change your investing perspective. We dive into this ...
Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 (EP.139)
04 Mar 2021
Contributed by Lukas
We've previously compared IPOs to lotteries that are prone to inflated valuations and low returns. Today we welcome "Mr. IPO," Professor Jay Ritter on...
Factor Investing in Fixed Income (EP.138)
25 Feb 2021
Contributed by Lukas
How we model our expected returns hugely impacts our financial decision-making, with poor models leading us to retire either too early or too late. To...
David Blanchett: Researching Retirement (EP.137)
18 Feb 2021
Contributed by Lukas
Today's extensive conversation with David Blanchett covers nearly all aspects of retirement planning. As the Head of Retirement Research for Morningst...
Chasing Top Fund Managers (EP.136)
11 Feb 2021
Contributed by Lukas
When you see funds performing monumentally well, you may feel regretful for not investing in them earlier. There is, however, a long history of funds ...
William Bengen: The 5% Rule for Retirement Spending (EP.135)
04 Feb 2021
Contributed by Lukas
At a time when the financial community provided inconsistent retirement advice, the 4% withdrawal rate was a data-backed strategy that revolutionized ...
The IPO Lottery, Planning for Wellness, and Talking Cents (EP.134)
28 Jan 2021
Contributed by Lukas
Skewed Factor IPO Investing and Financial Well-being Episode 134: Show Notes. Many IPOs start with a bang, resulting in high first-day closing p...
Adriana Robertson: "Passive" Investing, and What Matters to Investors (EP.133)
21 Jan 2021
Contributed by Lukas
The terms passive investing and index investing are often intertwined, but they are not exactly the same thing. Today's guest is Adriana Robertson, th...
Cullen Roche: Understanding the Modern Monetary System (EP.132)
14 Jan 2021
Contributed by Lukas
With so many moving parts, it's difficult to develop a clear view of the US monetary system. Today we speak with Pragmatic Capitalism author and Found...
David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple (EP.131)
07 Jan 2021
Contributed by Lukas
At its core, managing wealth is about finding the best solutions for your clients. As he mentions in today's discussion with him, this sentiment has g...
A Year In Review (EP.130)
24 Dec 2020
Contributed by Lukas
For this episode of the Rational Reminder Podcast, we review our year by playing back and discussing a collection of the most impactful moments of the...
Five Factor Investing with ETFs (EP.129)
17 Dec 2020
Contributed by Lukas
After months of research, number-crunching, and receiving listener requests on the subject, today's episode is devoted to introducing our new model ET...
Morgan Housel: The Psychology of Money (EP.128)
10 Dec 2020
Contributed by Lukas
As author and financial expert Morgan Housel explains this episode, "people don't make financial decisions on a spreadsheet. They make financial decis...
Fooled by Dividends, and the Future of Financial Planning Research (EP.127)
03 Dec 2020
Contributed by Lukas
There is a sharp divide between those who invest in dividend-paying stocks and those who don't. Underpinning this is the question of whether dividends...
Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Invest (EP.126)
26 Nov 2020
Contributed by Lukas
Dr. Brian Portnoy and Josh Brown's book How I Invest My Money, captures the stories and investment strategies of 25 top financial advisors. The book h...
(Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation (EP.125)
19 Nov 2020
Contributed by Lukas
On today's show, we explore rational explanations for pricing bubbles, how the concept of human capital relates to financial decisions, and a whole lo...
Prof. Lubos Pastor: Equilibrium Models vs. Intuition (EP.124)
12 Nov 2020
Contributed by Lukas
Professor Lubos Pastor's brilliant and varied research has been consistently referenced on this podcast. From how politics impacts stock returns to me...
(Irrationally) Investing in Technological Revolutions, Household CFO Job Analysis, and Learning to Sell Mutual Funds (EP.123)
05 Nov 2020
Contributed by Lukas
As counter-intuitive as it may seem, most of the companies that push us into the next technological revolution deliver poor investment returns. Today ...
Prof. Moshe Milevsky: Solving the Retirement Equation (EP.122)
29 Oct 2020
Contributed by Lukas
There are seven equations that, if understood, will put you in the best possible position to tackle your retirement plan. Today we speak with business...