Creator Post Archive
The Rational Reminder Podcast
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Jul 2, 2026
Is VEQT Costing You? (& Other Questions) | Rational Reminder 416
The Rational Reminder Podcast discusses the trade-offs between using a single asset allocation ETF like VEQT versus buying its individual component ETFs. While building a portfolio from individual ETFs can save on fees (estimated at 14 basis points), the hosts emphasize the significant value of simplicity and the potential for investors to underperform due to behavioral biases and implementation errors when managing multiple funds.
Jun 18, 2026
Answering Your Financial Questions | Rational Reminder 414
The Rational Reminder Podcast hosts Benjamin Felix and Ben Wilson are back for another Ask Me Anything (AMA) episode, addressing listener questions on topics ranging from model portfolios and ETFs to Warren Buffett's long-term performance. They also briefly touch on the success of PWL's institutional business, highlighting the difficulty in finding service providers that focus on low-cost index funds and holistic planning for institutions.
Jun 11, 2026
Morley Conn: How Canadian ETFs Actually Work | Rational Reminder 413
The Rational Reminder Podcast features Morley Conn, an ETF services expert from Scotia Bank, discussing the intricacies of how ETFs work, particularly in the Canadian market. The conversation highlights the fascinating behind-the-scenes mechanisms, market makers, and the evolution of ETFs as tools for personal investing, cost reduction, and liquidity creation. Conn also humorously presents a 'bucket of ETF slop' containing various types of ETFs, including single-stock, leveraged, thematic, and buffered ETFs.
Jun 4, 2026
Ben Carlson: Investing at All-Time Highs | Rational Reminder 412
The Rational Reminder Podcast hosts Benjamin Felix and Dan Bortolotti interview Ben Carlson, author of "Risk and Reward." They discuss investing at all-time highs, the difference between volatility and risk, and the stock market versus the economy. Carlson argues that returns are often better when investing from all-time highs than many investors assume.
May 28, 2026
Market Simulations & Financial Planning (With John Yang) | Rational Reminder 411
This episode of The Rational Reminder Podcast delves into the complexities of expected returns modeling for financial planning and portfolio management. Hosts Benjamin Felix and Braden Warwick discuss the importance of factors like volatility, correlations, and time series characteristics. They also introduce John Yang, a financial engineering student who worked with PWL Capital on improving expected returns modeling for their software, Conquest Planning.
May 21, 2026
Economist: The State of Investing in 2026 | Rational Reminder 410
This episode of The Rational Reminder Podcast features an interview with Shelley Anteneavich, Chief Economist at the Investment Company Institute (ICI). They discuss the ICI's annual Investment Company Fact Book, which provides a comprehensive overview of the global fund industry, including data on ETFs and mutual funds, and the reasons behind market trends. A key takeaway is that regulated funds account for a significant portion of global capital markets.
May 14, 2026
Ex-Investment Banker: What Private Equity Doesn't Tell You | Rational Reminder 409
This episode of The Rational Reminder Podcast features an interview with Jeff Hook, a former investment banker and private equity executive, who discusses his research on private markets, private equity, and private credit. Hook's work highlights performance shortfalls in private credit, challenging the narrative of superior returns often pushed to retail investors. The conversation also touches on the difficulties in measuring private market performance compared to public equities and the psychological impulses that drive investors towards more 'exotic' private investments.
May 7, 2026
Elroy Dimson: Investing & Optimism | Rational Reminder 408
This episode features a conversation with Professor Elroy Dimson, a prominent figure in investment research. The discussion highlights his extensive work on global investment returns, the Global Investment Returns Yearbook, and the book "Triumph of the Optimists." Dimson's research, particularly the DMS data, has significantly influenced the understanding of equity risk premiums by incorporating international market data beyond the historically exceptional US record. His experience also includes advising on investment policy for Norway's sovereign wealth fund.
Apr 23, 2026
When Massive Private Companies Go Public | Rational Reminder 406
The Rational Reminder Podcast discusses their recent acquisition of McDonald Shymko & Company in Vancouver, highlighting the expansion of their integrated wealth management firm. They also touch upon their monthly webinar series for advisors focused on succession planning and practice management. The main topic for the episode is the phenomenon of mega IPOs, which the host refers to as a potential "mega IPO grift."
Apr 16, 2026
Timothy Edwards: Inside S&P DJ Indices | Rational Reminder 405
This episode of The Rational Reminder Podcast features a discussion with Tim Edwards from S&P Dow Jones Indices about the SPIVA report, which compares the performance of actively managed funds against their benchmarks. The conversation also touches on whether indices time the market, the impact of large IPOs on indices, market concentration, and historical analysis of investing after market declines.
Apr 15, 2026
Patrick Adams: When Stock Crashes Matter for Long-Term Investors | Rational Reminder 403
This episode features Patrick Adams, a PhD candidate at MIT, discussing his research on how high-income households manage their finances during stock market downturns. The research suggests that contrary to the 'stocks for the long run' mantra, many high-income earners are forced to sell stocks during market crashes due to inflexible spending commitments and volatile income, leading to significant financial losses. The discussion also touches upon how this impacts optimal asset allocation, suggesting a need for larger emergency funds and potentially lower equity allocations for working-age individuals.
Mar 26, 2026
The Problem with Private Markets | Rational Reminder 402
The Rational Reminder Podcast hosts discuss the complexities and potential problems associated with private markets, noting that their firm, PWL Capital, offers comprehensive wealth management services beyond just asset management. They also mention an ongoing discussion with Larry Swedroe regarding points made in a previous video on the topic.
Mar 19, 2026
Eduardo Repetto & Caitlin Ebanks: Opening the Avantis CAGE | Rational Reminder 401
The Rational Reminder Podcast discusses the launch of Avantis ETFs in Canada, a significant development for Canadian investors interested in factor investing. The new Canadian-listed products, in partnership with CIBC ETFs, aim to make factor investing as accessible and affordable as market-cap investing, removing previous implementation complexities.
Mar 12, 2026
The Evolution of Index Fund Investing | Rational Reminder 400
The Rational Reminder Podcast celebrates its 400th episode, reflecting on its growth from a small project to a significant platform for sensible investing advice. The hosts discuss the evolution of podcasting and YouTube as content sources, noting the increasing quality and reach of financial creators. They also share impressive growth metrics, with January setting a new record for combined views and downloads.
Aug 21, 2025
Banks Sell Products, Not Advice | Rational Reminder 371
The Rational Reminder podcast introduces new team members Taylor and Connor Houston from TCM Financial Studio, highlighting their transition to PWL Capital. The hosts also plan to discuss a study on how banks prioritize selling financial products over providing advice.
Jun 26, 2025
The (Underappreciated) Risk of Individual Stocks | Rational Reminder 363
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