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Ben Felix

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Jul 12, 2026

Renting vs. Buying a Home: The Case for Owning

Ben Felix discusses the financial case for owning a home in Canada, arguing that while commonly cited reasons are often incorrect, home ownership can be a beneficial decision for specific situations and goals. He explains that owned homes act like long-term bonds indexed to the cost of living, providing a hedge against rising rents, especially for long-term owners. The video contrasts this with renting, which offers short-term certainty but long-term risk from rising rents.

2 mentions · 0 linked signals

Jun 28, 2026

The Truth About Investing at All-Time Highs

Ben Felix discusses the concept of all-time highs in stock market indices, explaining that they are not necessarily a cause for concern due to factors like dividends, inflation, and the inherent long-term positive returns of stocks. He uses total return indices for his analysis, which include reinvested dividends, and notes that all-time highs occur frequently, particularly in markets like the US and Canada.

1 mentions · 0 linked signals

Jun 11, 2026

SpaceX IPO Situation is Crazy

This video discusses the upcoming SpaceX IPO and its potential impact on index funds. It covers rule changes by major index providers like Nasdaq and FTSE Russell that could allow for earlier inclusion of large IPOs, while S&P opted not to change its rules for the S&P 500. The creator explains the implications for investors regarding index fund purchases and retail participation in the IPO.

1 mentions · 0 linked signals

May 31, 2026

The Biggest Problem in Investing Right Now

Ben Felix discusses how financial product advertisements often prioritize firm profitability over consumer benefit, using psychological tactics like transference, framing, salience, shrouding, and complexity. He highlights that heavily marketed products tend to be more expensive and underperform, contrasting them with low-cost index funds. Felix plans to delve into specific products like private assets, margin loans, options trading, thematic ETFs, and covered call ETFs, explaining how their marketing exploits cognitive biases.

1 mentions · 0 linked signals

May 3, 2026

Using Your Money To Be Happier

Ben Felix discusses the concept of a good life, emphasizing that personal finance is about funding that life, not just accumulating wealth. He introduces the PERMA V model of well-being, which includes positive emotion, engagement, relationships, meaning, accomplishment, and vitality, as ingredients for a good life. Felix touches on how investing decisions are informed by the life one wants to live and poses questions about the trade-offs between work, money, and happiness.

1 mentions · 0 linked signals

Apr 26, 2026

Canada's New Evidence-Based ETFs

Ben Felix introduces a new suite of evidence-based ETFs from Avantis (CIBC) in Canada, highlighting their potential to improve expected returns over traditional cap-weighted index funds by tilting towards factors like size and value. He contrasts these with actively managed funds and standard index funds, explaining the theoretical and empirical basis for factor investing.

0 mentions · 0 linked signals

Apr 5, 2026

SpaceX and OpenAI: The Mega IPO Grift

This video discusses the implications of upcoming mega IPOs from companies like SpaceX and OpenAI for index fund investors. It explains how index funds are forced to buy IPO shares, potentially leading to losses due to historically poor IPO performance and front-running by other investors. The creator also touches on index inclusion rules and the concept of free float.

1 mentions · 0 linked signals

Mar 22, 2026

This Paper Could Change How You Invest

Ben Felix discusses a foundational 1993 paper by Eugene Fama and Kenneth French that revolutionized financial economics by identifying multiple factors beyond market beta that explain stock returns. The paper's findings, which suggest that factors like size and value influence expected returns, form the basis of modern portfolio management and investment strategies.

1 mentions · 0 linked signals

Mar 15, 2026

Renting vs. Buying a Home: The Reckoning

This video analyzes the financial outcomes of renting versus owning a home in Canada, using historical data from 2005 to 2025. It challenges the narrative that owning is always financially superior, showing that in 2025, hypothetical renters invested in the stock market built 14% more wealth on average than homeowners due to falling real estate prices and strong stock market performance. The analysis highlights that real estate is a risky asset and renting, combined with disciplined saving and investing in diversified assets like stocks, can offer comparable long-term financial outcomes.

0 mentions · 0 linked signals

Mar 8, 2026

The Problem with Private Markets

Ben Felix expresses skepticism towards private markets (private equity, credit, real estate), arguing that their perceived lower volatility and higher returns are misleading. He highlights current liquidity issues and gating in private funds, suggesting these problems should not be surprising given the nature of private assets and the incentives for fund managers to push them onto retail investors.

1 mentions · 0 linked signals

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