The Rational Reminder Podcast

The Winners and Losers of Index Investing (Martin Schmalz) | #435

In this episode, we're joined by Martin Schmalz, Professor of Finance, Economics, and Real Estate at the University of Oxford's Saïd Business School, for a wide-ranging c

Breaking Down Our Investment Portfolios | #434

In this episode, we begin with our first client story, featuring Dr. Simon Bérubé, an interventional cardiologist and professor at the Université de Sherbrooke. Simon sha

A Conversation With The Wealthy Barber (Dave Chilton) | #433

In this episode, we welcome back Dave Chilton, author of The Wealthy Barber and one of Canada's most influential voices in personal finance. With his retirement approachi

How Leveraged ETFs Really Work (Marco Sammon & Chris Murray) | #432

In this episode, we are joined by Chris Murray, quantitative researcher and former equity quant and trader, and Marco Sammon, Assistant Professor of Finance at Harvard Bu

The Madness of Markets (Alex Edmans) | #431

In this episode, we welcome back Alex Edmans, Professor of Finance at London Business School and author of Grow the Pie, May Contain Lies, and The Madness of Markets. Dra

The Truth About Leveraged ETFs | #430

In this episode, Ben Felix, Dan Bortolotti, and Kelly Thomas revisit some of the blind spots from their recent discussion about the finances of marriage before diving int

Who Causes Stock Market Anomalies? (w/ Victor Haghani) | #429

In this episode, we're joined by Victor Haghani, founder of Elm Wealth and co-author of The Missing Billionaires, for a wide-ranging conversation about how different type

Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) | #428

What happens when a small group of exceptionally wealthy people holds a growing share of a country's income and wealth? And what can economics tell us about the forces be

What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427

In this episode, we're joined by Matthew Taylor, a litigation lawyer with Sotos Class Actions in Toronto who represents retail investors and pension funds in securities c

The Finances of Marriage | #426

In this episode, Ben Felix, Dan Bortolotti, and Ben Wilson take a research-driven look at the finances of marriage, from spending personalities and prenuptial agreements

The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

In this episode, we're joined by Philippa Hann and Dr. Moira Somers, co-authors of The Fault Lines of Finance: Understanding and Preventing Financial Misconduct, for a de

50 Years of Evidence-Based Investing (w/ David Booth) | #424

In this episode, we welcome back David Booth, Co-Founder of Dimensional Fund Advisors and author of Stay Calm: Learn to Embrace Uncertainty in Investing and Life. David r

The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

In this special episode, we are joined by Mike Sullivan, Co-Founder and Chief Growth Officer at OneDigital, and Vinay Gidwaney, OneDigital's Chief Product Officer, to dis

The Biggest Myths in Personal Finance

In this episode, Ben Felix and Dan Bortolotti take on 10 of the biggest myths in personal finance and investing. From the idea that young people should save every possibl

80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein)

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 abo

Barry Ritholtz: "90% of financial products are crap" | #421

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 i

Answering Your Financial Questions | #420

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 finan

The State of Retirement Research | #419 (Jean-Pierre Aubry)

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 res

"I Sold 50% of My Portfolio. What Now?" | #418 (AMA)

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 o

A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)

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 Ad