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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.
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The Money Scope is a weekly limited-run podcast about personal financial decision-making for Canadian professionals. The podcast follows a curriculum deliberately designed to make you a better, more thoughtful financial decision maker. It is hosted by Benjamin Felix - Portfolio Manager and Head of Research at PWL Capital, and Dr. Mark Soth - the Loonie Doctor. The moneyscope.ca site is peppered with photoshopped fun, and each episode page is deliberately designed to be a multi-media curricul ...
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Two long time value investors discuss one new stock idea in detail per episode. The discussions are focused around the value investing principles of Benjamin Graham and Warren Buffett. Email Questions or Feedback to [email protected]
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A platform to share stories and plant seeds of social change BLYNKT Issue 1 "Family" is now available: http://www.blynkt.com/issues.html
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In the Engineered-Mind podcast, Jousef Murad is talking to researchers, scientists and engineers and how their work is shaping the world around us. The podcast covers topics around engineering, artificial intelligence, technology and more to inspire and educate people all around the world.
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websynradio : a radio program hosted by Dominique Balaÿ. WebSYNradio is an independent radio program whose broadcast is streamed 24/7. WebSYNradio brings together propositions from artists or intellectuals that are for the most part well-established on the international scene.http://synradio.fr/ Parmi les artistes participants : 0 (Joël Merah, Stéphane Garin, Sylvain Chauveau), Adam Nankervis, Alan Dunn, Alfredo Costa Monteiro, Amanda Belantara, Anna O et Alain Descarmes, Anna Raimondo, Anne ...
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The Armitage Account is a narrative audio drama inspired by the works of H.P. Lovecraft and is set in the fictitious city of Arkham, Massachusetts. Isaac Andrews, plagued with guilt over the events of the last year, begins to search for a connection to his supposed great-grandfather, and the long-deceased head librarian of Miskatonic University, Henry Armitage. If you enjoy this experience, please give us a 5-star rating on your preferred podcasting platform and consider joining our Patreo ...
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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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AI Agents in Engineering - Sam Bydlon and Ram Seetharaman | Podcast #151
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AI agents are the next big thing in automation, but how do they actually work, and where do they fit into the broader landscape of AI?In this episode, we sit down with Sam Bydlon, a Senior Specialist Solutions Architect at AWS, and Ram Seetharaman, an AI Lead at Synera, to explore how agentic AI is transforming engineering, automation, and decision…
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CFD & Wind Tunnel Testing in High-Performance Engineering - Adrian Villar Collazo | Podcast #150
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CFD and wind tunnel testing are the backbone of high-performance engineering — but how do they complement each other, and what are the biggest challenges engineers face?In this episode, we sit down with Adrian Villar Collazo, Managing Director at VFluid Advanced Technologies and CTO at Deflect Inc, to explore the aerodynamic simulations, motorsport…
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Automatic Differentiation and Adjoint Methods - Felix Köhler | Podcast #149
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In this episode, we sit down with Felix, a YouTube educator and PhD researcher in computational science, to explore the intersection of engineering, AI, and simulation. We dive into his journey of growing a YouTube channel from scratch and discuss whether AI can truly replace physics-based simulations. The conversation also touches on the importanc…
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The Hidden Struggles of Being an Influencer on YouTube - Phil Parisi | Podcast #148 P1
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In this episode, we dive deep into the world of content making, with Phil Parisi, an online educator, engineer, and YouTuber. We discuss the highs and lows of running a YouTube channel, the challenges of monetization, and the truth about passive income. From the struggles of growing a channel and why ad revenue alone isn’t enough to the challenges …
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Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
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55:28
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In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential practitioners of value investing, Seth shares his formative stories — from arbitraging coins as a kid to launching Baupost in 1982 — and reflects on his decades-long investment philosophy. They explore ti…
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Episode 368: Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard
1:12:46
1:12:46
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What if index funds weren’t as “passive” as you think? In this episode of the Rational Reminder, we are joined by Jim Rowley, Global Head of Investment Implementation Research, and Andy Mack, Head of US Equity Portfolio Management at Vanguard. These two experts offer a rare, behind-the-scenes look into what it really takes to run some of the world’…
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Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
1:11:53
1:11:53
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In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Business School, to discuss his journey from physics at Caltech to leading research in behavioral finance and quantitative investing. Kent shares insights from his academic work and his years at Goldman Sac…
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Episode 367: AMA #8 + Insurance Needs Analysis with Louai Bibi
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What if early RRSP withdrawals aren’t always the tax-smart move they’re made out to be? In this special AMA edition of the Rational Reminder podcast, Ben and Cameron are joined by PWL Financial Planner Louai Bibi for a wide-ranging discussion on RRSP decumulation strategies, insurance planning, and the practical complexities that real clients face …
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What happens when your favourite financial educator’s identity is hijacked by scammers? In this episode, Ben and Cameron pull back the curtain on a disturbing but increasingly common reality: sophisticated scammers using Ben’s name, voice, and online content to steal from unsuspecting investors. Ben breaks down exactly how these scams work—everythi…
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Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
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In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons from market crises, and the enduring tension between risk and behavioral explanations in finance. From his formative years at the University of Chicago under Gene Fama to building AQR into a quant pow…
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Episode 365 – Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance
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In this episode, we welcome back Rob Carrick—one of Canada’s most trusted personal finance journalists—for his third appearance on the Rational Reminder podcast. Rob recently retired after an incredible 27-year career at The Globe and Mail, where he shaped how millions of Canadians think about investing, advice, and their money habits. Rob joins Be…
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Episode 364 – Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong?
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In this episode, we’re joined by Martijn Cremers, Dean of the Mendoza College of Business at the University of Notre Dame and co-author of the groundbreaking 2009 paper that introduced the concept of Active Share. Martijn brings fresh nuance to the long-standing debate over active versus passive management, challenging decades of conventional wisdo…
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Episode 363 - The (Underappreciated) Risk of Individual Stocks
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What if holding just a few “winning” stocks is riskier than it seems? In this episode, Ben and Cameron explore the hidden dangers of concentrated portfolios and unpack the data that makes a strong case for diversification. Drawing from research by Hendrik Bessembinder, J.P. Morgan, and others, Ben lays out the harsh reality behind individual stock …
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Pièce inédite de Pascal Deleuze pour webSYNradio : mon tout premier bruit. Lamentation pour un deuil impossible, cette pièce pour trompette en multipistes est aussi bien la trompe des légions romaines que la voix du kaddish de Maurice Ravel.Pascal Deleuze : trompette, voix. Guillaume Contré : enregistrement, montage, mixage. http://synradio.fr/pasc…
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What if the hardest part of investing isn’t building a portfolio—but sticking to it? In this AMA edition of the Rational Reminder podcast, Ben Felix and Dan Bortolotti tackle listener questions ranging from sustainable retirement withdrawals to the dangers of structured products, with plenty of philosophical insights on risk, behavior, and financia…
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Episode 361: Alex Edmans - Finding "The Truth" in Economics, Finance, and Life
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Today, Ben plays lone host for the first time as we welcome Alex Edmans to the show. Alex is a Professor of Finance at London Business School as well as an accomplished speaker, author, investment banker, and financial advisor. To start, Alex describes his involvement in the formation of a new law in the UK before defining ‘misinformation’ and wher…
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Episode 360 – Gerard O'Reilly: The Components of Net Returns
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1:15:52
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What if “just buying the market” isn’t the end of the story? In this episode, we are joined by Gerard O’Reilly, Co-CEO and Co-CIO of Dimensional Fund Advisors, for a deep dive into what really drives net investment returns. Gerard returns to the Rational Reminder podcast to explain the key principles that differentiate Dimensional’s approach from t…
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Episode 359 - The Most Controversial Topics in Personal Finance
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1:18:19
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For the first time as a host combination, Ben, Dan, and Cameron sit down to discuss the most controversial topics in personal finance. We begin with identity and how it informs decision-making. Then, we revisit the renting versus buying debate, why this remains a highly controversial topic, the ins and outs of income investing, and understating the…
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Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home
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Dr. Eli Beracha has recently been recognized by The Journal of Real Estate Literature as the world’s third best in research productivity, and today, we are honoured to be joined by this top industry expert to bring more clarity to the renting versus buying debate. We use Dr. Beracha’s ‘Lessons from Over 30 Years of Buy Versus Rent Decisions: Is the…
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Cameron joins Ben for his first AMA as we bring you the sixth edition of our Listener Questions and Investing Lessons mini-series. Diving right in, Ben and Cameron share their stance on the multi-host format of the Rational Reminder podcast before walking us through the new PWL Retirement Planning Tool. Then, we unpack our venture with OneDigital, …
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Playlist de Philippe Poirier pour webSYNradio avec trois de ses compositions entremêlés des sons de David Garland, Christopher Hobbs, Carlos Gardel, Philip Glass, Elvis Presley, Isidore Isou, Eric Satie, kristin Oppenheim, Sonic Youth, David Toop, Morton Feldman, Brooks Williams, Dariush Dolat-Shahi, Marcel Broodthaers. Les morceaux choisis (pas to…
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Episode 356 – Abby Davisson: How to Make Decisions About Money and Love
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58:31
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How do we make the most important decisions in life with intention rather than impulse? In this episode, we are joined by Abby Davisson to unpack her practical framework for better decision-making. Abby is a Yale and Stanford alumnus, a former executive at Gap Inc., and the co-author of Money and Love. She is also the founder of the Money and Love …
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Episode 355 – Do Index Funds Incur Adverse Selection Costs?
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Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition’, beginning with how Marco’s work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe’s paper, ‘Arithmetic of Active Management.’ We investigate the missing links in Sharpe’s logic before defining “the market” and ascertai…
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Programme inédit de EMMANUEL MIEVILLE pour webSYNradio : DES AIRS URBAINS - City mix of analog machines. Ce mix inédit regroupe une sélection de pièces acousmatiques et concrètes, réalisées et éditées sous le label français Baskaru, et des compositions de musique concrète et de field recordings, capturées dans des environnements urbains (au Portuga…
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Episode 354 - Jason Pereira: Expert Financial Planning
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1:17:18
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Beyond the sales pitches, acronyms, and product talk, what does it mean to be a financial planner? In this episode of the Rational Reminder Podcast, we sit down with long-time industry leader and advocate Jason Pereira. Jason is a Canadian financial planner with over 20 years of experience, dual CFP certification (Canada and US), and a passion for …
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The fifth installment of our Ask Me Anything sessions begins with the inevitable volatility of the stock market as we urge investors to remain calm amidst recent US stock declines. Similarly, we unpack the historical resilience of stock markets and offer advice for dealing with market crashes before discussing why bonds are not the best strategy fo…
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Episode 352 – Jessica Moorhouse: Everything But Money
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1:07:43
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What if the key to financial success isn’t just a better budget, but a better understanding of your relationship with money? In this episode of the Rational Reminder Podcast, Ben and Dan sit down with Jessica Moorhouse to delve into the ins and outs of personal finance. Jessica is a money expert, Accredited Financial Counsellor Canada®, speaker, an…
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Programme inédit de GUILLAUME CONTRÉ pour webSYNradio : PETITE MACHINE DE NUIT. Différences, répétitions, rouages, acouphènes et tautologies. Des sons hétéroclites, de la noble synthèse analogique au vulgaire bruit de micro, enregistrés à des moments divers pour des raisons variables, sont coupés, collés, montés, bouclés, superposés, filtrés, mixés…
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Dimensional Fund Advisors (DFA) and Vanguard have intersecting histories rooted in the development of the first-ever index fund. Vanguard's market-cap weighted index funds have been nothing short of revolutionary and they became synonymous with sensible investing for many good reasons, but Dimensional took implementing the ideas from academic finan…
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Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice
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Our conversations with Professor Scott Cederburg from Eller College of Management have led to the most heated debates among our listeners! Today, Prof. Cederburg returns to discuss the changes he’s made to his paper that was the foundation of previous conversations - ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice’. We …
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Podcast de Philippe Rahm pour webSYNradio : LA DISSOCIATION DU REEL - Gerard Grisey, Partiels - Tristan Murail, Desintegration - Giacinto Scelsi, Ohoi - Anton Webern, Cinq pièces Op. 10 - Iannis Xenakis, Metastasis - György Ligeti, Atmosphères - Hugues Dufourt, Le Déluge - http://synradio.fr/philippe-rahm-2/…
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