Rephonic
Artwork for The Rational Reminder Podcast
Investment Strategies
Lifecycle Asset Allocation
Clear Thinking
Wealth 3.0
Decision-Making
Scott Cederburg
Factor Investing
Decision Making
Private Equity
Ordinary Moments
Wealth Psychology
Comprehensive Financial Planning
Market Efficiency
Family Offices
Retirement Planning
Habits
Personal Goals
Active Management
Canada Pension Plan
Emotional Responses

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.

PublishesWeeklyEpisodes408Founded7 years ago
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BusinessInvesting

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Artwork for The Rational Reminder Podcast

Latest Episodes

What happens when alternative investments shift from niche products to the industry's go-to value proposition? In this episode, we're joined by financial planner and self-described "pathological nerd" Aravind Sithamparapillai for a rigorous explorati... more

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In this episode, we feature two conversations that highlight PWL's culture, values, and intentional approach to advice. We first sit down with Trevor Daigle and Brett Watt, founders of EB Wealth in Halifax, to talk about why they chose to merge their... more

In this episode, we're joined by Mamdouh Medhat, VP and Senior Researcher at Dimensional Fund Advisors, for an exceptionally deep, exceptionally nerdy exploration of factor investing—focusing on profitability, value, defensive equity, and the persist... more

In this episode of Rational Reminder, Ben Felix, Cameron Passmore, and Ben Wilson return with a classic AMA format—answering listener questions that dig deep into the behavioral and evidence-based foundations of sensible investing. From lump-sum inve... more

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Recent Guests

Aravind Sithamparapillai
Financial planner known for his deep knowledge of alternative investments.
Independent Financial Planner
Episode: Episode 386: Is anyone doing dd? with Aravind Sithamparapillai
Trevor Daigle
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Brett Watt
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Phil Briggs
Portfolio Manager and Financial Planner
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Mamdouh Medhat
VP and Senior Researcher at Dimensional Fund Advisors
Dimensional Fund Advisors
Episode: Episode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance
Ted Cadsby
Former president and CEO of CIBC Securities, Inc., and author focused on index funds and human cognition
Formerly CIBC
Episode: Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human
John Y. Campbell
Morden, Ellen, Carroll S. Olshan Professor of Economics at Harvard University
Harvard University
Episode: Episode 380: John Y. Campbell - Fixing Personal Finance
Mark Higgins
Senior Vice President at IFA Institutionals and author of 'Investing in US Financial History'
IFA
Episode: Episode 378: Learning from Market History
Ben Nick Maggiulli
Chief Operating Officer at Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Episode 376: Climbing The Wealth Ladder

Hosts

Benjamin Felix
Chief Investment Officer and host, dedicated to delivering evidence-based insights to enhance financial literacy.
Cameron Passmore
Chief Executive Officer and host, bringing a collaborative approach to financial decision-making and client management.
Dan Bortolotti
Portfolio Manager and host, focused on client engagement and understanding investor psychology in financial decisions.

Reviews

4.9 out of 5 stars from 2.9k ratings
  • Started listening after the Canadian Couch Potato podcast (which I

    also/still recommend to friends) wrapped up. The hosts Ben, Cameron, Dan, Mark and new Ben come well-prepared to discuss the topic(s) at hand. The guests they host are experts in their field and often seem to be fans of the podcast themselves. Best of all, the hosts are not afraid to challenge their own well-informed perspectives and leave room for disagreement (thinking factor tilt vs. cap weighted). All around amazing podcast!... more

    Podcast Addict
    5
    Ian Barrett
    a month ago
  • A truly valuable evidence based podcast

    I’ve been listening to The Rational Reminder for a while now, and it’s become one of my favorite sources of insight on investing, personal finance, and decision making. Ben and company do a great job of blending evidence-based thinking with humility & curiosity.

    What I really appreciate is how the show avoids hype. Instead, it focuses on clarity, education, and practical wisdom grounded in research. Even complex topics are, most of the time, explained in a way that’s engaging and easy to follow... more

    Apple Podcasts
    5
    Ec0rren on X
    Swedena month ago
  • Like a drug

    This podcast is SO good it makes me sad. I’ve now finished every episode of Rational Reminder, watched every video on CSI, and even read Ben’s original Globe and Mail article in 2013. Switching from daily to weekly listening makes me sad as I’ve enjoyed listening to the wide range of topics from Andrew Chen’s cross-sectional asset pricing to Ben talking about his man-bits and gassy lentil diet. Since listening I’ve learned a lot about my own investing shortcomings and utilized the evidence based... more

    Apple Podcasts
    5
    AVeryStableGenius
    Canada2 months ago
  • The Best Finance Podcast

    The Rational Reminder Podcast is the only finance podcast that I feel comfortable recommending to friends and colleagues. The latest episode with Mark Higgins was great. I’m fascinated by the intersection between history and finance. I just finished reading his book “Investing in U.S Financial History”. I would encourage anyone with similar interests to give it a go.

    To Ben and team - have you considered doing an episode on the differences between money market funds, short term treasury ETFs, h... more

    Apple Podcasts
    5
    jtesears
    United States2 months ago
  • Favorite Podcast

    This podcast has changed my life. I started listening as a senior in high school, and it was the reason I chose to study finance in college. I stumbled upon Ben's Common Sense Investing videos on YouTube (awesome, btw) which led me here. I loved the recent episode on covered calls, and I would be very interested to know Ben's take on buying long-term call options (LEAPS) on indices like the S&P500 that are deep in-the-money. Would this be ok as a portion of a portfolio for someone like me in the... more

    Apple Podcasts
    5
    ChrisHarrison007
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the compassionate and community-focused approach of the hosts resonates deeply, creating a loyal and satisfied audience.
Regular contributors to the podcast mention positive impacts on their own financial journeys, crediting the shows with enhancing their financial literacy and decision-making.
Listeners appreciate the emphasis on evidence-based content and practical advice, often noting how the discussions help clarify complex financial topics.
Many feel that the hosts blend professionalism with genuine curiosity, making the show not just informative but also engaging.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#129
United States/Business/Investing
Apple Podcasts
#5
Canada/Business/Investing
Apple Podcasts
#11
Canada/Business
Apple Podcasts
#148
United Kingdom/Business/Investing
Apple Podcasts
#47
Italy/Business/Investing
Apple Podcasts
#126
Germany/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFs
Q: What are your thoughts on buffered or structured strategies in ETFs?
Buffered funds typically underperform compared to simpler investment strategies, thus caution is advised when considering such products.
Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFs
Q: If someone has the financial flexibility to fully top up their accounts, should they invest it all at once or space out their investments?
It's typically better to invest a lump sum rather than dollar cost averaging because of opportunity costs, despite some behavioral advantages to averaging.
Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human
Q: What role do you think meditation can play in engaging metacognition?
Meditation can serve as a form of unhooking from excessive thinking and promoting a mindful stance toward our thoughts.
Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human
Q: How did you apply the concept of index investing to your work at CIBC?
I aimed to make CIBC the index fund leader despite internal pushback from traditional managers.
Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human
Q: What made you actually see the light, so to speak, about index funds?
Part of it was skepticism over active management and the realization of the unpredictability of markets.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Rational Reminder Podcast

What is The Rational Reminder Podcast about and what kind of topics does it cover?

Content centers on evidence-based discussions around sensible investing, personal finance, and critical financial concepts. Topics range from alternative investments and behavioral finance to the evolving landscape of index funds and financial literacy. Notably, the hosts often engage with industry experts and academics, encouraging listeners to reflect on their own financial decisions while providing practical guidance backed by research. Episodes also explore various investment strategies, emphasizing the importance of understanding market complexities and individual psychology in finance.

Unique or noteworthy aspects include an approachable yet academically rigorous style, aiming to educate listeners on how to navigate the often opaque ... more

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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 Canadian Investor

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 7 years ago and published 408 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. Aravind Sithamparapillai
2. Trevor Daigle
3. Brett Watt
4. Phil Briggs
5. Mamdouh Medhat
6. Ted Cadsby
7. John Y. Campbell
8. Mark Higgins

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