The Rational Reminder Podcast

Episodes

• Episode 355 – Do Index Funds Incur Adverse Selection Costs?

  May 1, 2025

  Not summarized yet

• Episode 354 - Jason Pereira: Expert Financial Planning

  Apr 24, 2025

  Jason Pereira emphasizes the importance of evidence-based investing, urging advisors to start with broad-based index strategies and consider clients' ESG values.

• Episode 353 – AMA #5

  Apr 17, 2025

  Market volatility is a normal part of investing; staying calm and keeping a long-term perspective is crucial.

• Episode 352 – Jessica Moorhouse: Everything But Money

  Apr 10, 2025

  Financial counseling differs from financial planning by focusing on clients' emotional relationships with money.

• Episode 351 – DFA vs Vanguard

  Apr 3, 2025

  DFA and Vanguard are pioneers in investment strategies with linked histories, but they differ significantly in their investment philosophies.

• Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice

  Mar 27, 2025

  Investing consistently in diversified international stocks throughout one's life can lead to better long-term outcomes compared to traditional target date funds that favor bonds.

• Episode 349 – AMA #4

  Mar 20, 2025

  Factor investing can provide additional sources of returns, but a simple market cap-weighted approach remains effective for many investors.

• Episode 348 - Andrew Barclay (StatCan): Measuring Inflation

  Mar 13, 2025

  Inflation measurement is crucial for understanding the economy's health, impacting government benefits and tax rates.

• Episode 347 - The Case for Index Funds

  Mar 6, 2025

  Index funds are generally a more prudent investment choice for most investors due to their lower fees and historical performance.

• Episode 346 - Hendrik Bessembinder: Why It's So Hard to Beat the Market

  Feb 27, 2025

  A small number of stocks drive the majority of market gains, highlighting the impact of skewness on stock returns.

• Episode 345 - AMA #3

  Feb 20, 2025

  Bitcoin's past performance does not guarantee its future viability as an investment.

• Episode 344 - Michael Mauboussin: The One Job of an Equity Investor

  Feb 13, 2025

  The primary role of an equity investor is to find an edge by analyzing expectations versus fundamentals.

• Episode 343 - How to Choose an Asset Allocation

  Feb 6, 2025

  Choosing an asset allocation is one of the most consequential decisions for an investor.

• Episode 342 - Matthew Ringgenberg: When Do Anomaly Returns Happen?

  Jan 30, 2025

  An asset pricing anomaly is a trading signal that predicts future stock returns.

• Episode 341 - PWL's Next Chapter

  Jan 23, 2025

  PWL Capital has been acquired by OneDigital, marking a significant transformation in their service and outreach to clients.

• Episode 340 - Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR)

  Jan 16, 2025

  Not summarized yet

• Episode 339 - 2024 Year-End AMA Pt 2

  Jan 9, 2025

  Home country bias should be assessed carefully when investing, factoring in property ownership.

• Episode 338 - Peter Mladina: Factor Betas and ICAPM in Practice

  Jan 2, 2025

  The importance of aligning investment strategies with individual client goals through the ICAPM framework.

• Episode 337 - 2024 Year-End AMA

  Dec 26, 2024

  Not summarized yet

• Episode 336 - Steve Utkus: Investor Beliefs and Financial Advice

  Dec 19, 2024

  Not summarized yet