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Hosted by Unknown Host · 🇺🇸 US · EN · 444 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts The Rational Reminder Podcast, a business show with 444 episodes published.
In this episode, we welcome back William Bernstein to discuss the final book of his longtime friend Jonathan Clements, Money and Me. Bill reflects on Jonathan's ideas about spending, happiness, retirement, investing, inh
Barry Ritholtz returns to the Rational Reminder podcast to discuss the biggest mistakes investors make—and why avoiding them may matter more than finding the next great investment. Drawing on decades of experience in mar
In this Ask Me Anything episode, Ben Felix, Ben Wilson, and Louai Bibi tackle a wide-ranging collection of listener questions spanning investing, retirement, family finance, and financial planning. Along the way, they co
In this episode, we are joined by Jean-Pierre Aubry, Associate Director of Retirement Plans and Finance at the Center for Retirement Research at Boston College, for a research-driven conversation about retirement investi
In this AMA episode, Ben Felix, Dan Bortolotti, and Ben Wilson tackle a wide range of practical investing questions submitted by listeners. They begin by discussing one of the most common investing mistakes—market timing
In this episode, we are joined by Dr. Paul Kaplan, economist, CFA charterholder, former Director of Research at Morningstar Canada, and co-author of Lifetime Financial Advice, for a fascinating exploration of life cycle
In this AMA episode, Benjamin Felix, Dan Bortolotti, and Ben Wilson tackle a wide range of listener questions covering portfolio construction, diversification, active management, pensions, fiduciary duty, and short-term
In this episode, we are joined by Shannon Lee Simmons—Certified Financial Planner, Chartered Investment Manager, bestselling author, and founder of the New School of Finance—for a wide-ranging conversation about the emot
In this episode, Ben Felix and Ben Wilson tackle a wide range of listener questions covering portfolio construction, home-country bias, currency exposure, ETF selection, retirement decumulation, leasing versus buying a c
In this episode, we are joined by Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and author of Risk & Reward, for a wide-ranging conversation about market history, investor psycholo
In this episode, Ben Felix and Braden Warwick unpack the surprisingly complex world of expected return modeling and why it matters so much for retirement projections, portfolio construction, and financial advice. They ex
In this episode, we are joined by Shelly Antoniewicz, Chief Economist at the Investment Company Institute (ICI), for a data-rich exploration of the modern fund industry. Shelly walks us through the staggering scale of gl
In this episode, we are joined by Jeff Hooke, former investment banking, private equity, and private debt executive turned academic critic of alternative investments, for a rigorous and provocative examination of private
In this episode, we are joined by Elroy Dimson, Professor of Finance at Cambridge Judge Business School and co-creator of the Dimson-Marsh-Staunton (DMS) dataset, for a sweeping and deeply insightful conversation on fina
In this episode, we are joined by Michael Kothakota for a deeply technical and thought-provoking conversation on interdependent integrative financial planning theory. Drawing from his background in academic research and
In this episode, the Rational Reminder team unpacks the mechanics and implications of mega IPOs like SpaceX, OpenAI, and Anthropic potentially entering public indices. They explore how index funds handle IPO inclusion, w
What if the decades-long debate between active and passive investing wasn't really a debate—but a data problem? In this episode, Ben Felix and Cameron Passmore are joined by Tim Edwards, Managing Director and Global Head
What if the way we think about investing—and expected returns—was fundamentally incomplete? In this episode, Ben Felix and Dan Bortolotti take a deep dive into one of the most influential papers in financial economics: F
What if your biggest investment risk isn't the stock market—but your own income? In this episode, we are joined by Patrick Adams, a PhD candidate at MIT, for a fascinating deep dive into how income risk, spending commitm
In this episode, we unpack the growing tension in private markets—private equity, private credit, and private real estate—and examine whether their long-standing appeal holds up under scrutiny. With increasing pressure t
Ben Carlson
director of institutional asset management · SAFE’s Center for Strategic Industrial Materials
1 appearance on this show
Ben Felix
Chief Investment Officer · PWL Capital
6 appearances on this show
Patrick Adams
PhD candidate at MIT · Lean Solutions
1 appearance on this show
Dr. Tim Edwards
Managing Director and Global Head of Index Investment Strategy · Edwards Marketing Solutions
1 appearance on this show
Tom Hardin
former Wall Street analyst, convicted insider trader, author · Tipper X
1 appearance on this show
Ben Wilson
Real Estate Mogul & Legendary Happy Hustler · Blues Traveler
5 appearances on this show
Adam Chapman
Senior Lecturer in Education · Comic Shenanigans
1 appearance on this show
Aravind Sithamparapillai
CFP® Gold Medalist · Ironwood Wealth Management Group
1 appearance on this show
Nick Maggiulli
Author of Just Keep Buying: Proven Ways to Save Money and Build Your Wealth; Creator of DollarsandData.com · Ritholtz Wealth Management
1 appearance on this show
Shelly Antoniewicz
Investment Company Institute
1 appearance on this show
Elroy Dimson
Cambridge Judge Business School
1 appearance on this show
Timothy Edwards
S&P Dow Jones Indices
1 appearance on this show
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The Rational Reminder Podcast is hosted by Unknown Host. The show is categorised under business (investing) and has published 444 episodes.
The Rational Reminder Podcast has published 444 episodes.
The Rational Reminder Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The Rational Reminder Podcast average 69 minutes, giving guests a long-form format with plenty of time to expand on their expertise.
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