Alle afleveringen
457 afleveringen, van nieuw naar oud
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BUYING WEED (EP.7)
28 augustus 2018 · 30 min
In Episode 7 of the Rational Reminder podcast we discussed the following: Lees meer
Ottawa home prices
The longest bull market in history
What goes up does not have to come down
All time highs are normal and should be expected
Is the market overvalued?
Even the CAPE only explains 40% of future return differences
Should you dollar cost average or invest in a lump sum?
Your better off in the market than trying to time the market
Was WEED an obvious buy at $2.00?
There are still plenty of public companies to invest in
Small cap returns need to be taken in context
Bad behaviour is not always easy to spot
The stories we talked about:
The longest bull run in history comes with a jumbo-sized asterisk
All time highs are normal
What if investing right before a market crash isn't that bad?
Is Now the Best Time to Invest?
With Constellation Deal, Canopy Has the Chance to Be Google of Pot
The Stock Market Is Shrinking. That's a Problem for Everyone.
The charts we talked about:
Image source: Dimensional Fund Advisors
Image source: Ben Felix, PWL Capital
For more information or to contact Cameron and Ben, visit pwlcapital.com
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ASSET LOCATION (EP.6)
17 augustus 2018 · 32 min
In Episode 6 of the Rational Reminder podcast we discussed the following: Lees meer
Subscribe to the podcast on iTunes!
Wealthsimple's new no-commission trading platform
Do individual stocks ever play a role in a financial plan?
Can behavioural coaching be scaled?
Being aware of conflicts of interest
Wealth and happiness are not always connected
If you buy an R8, you'll want a McLaren next
Retiring does not mean doing nothing
How do you retire without a financial plan?
The 4% rule is false! If you want to retire early
Asset location is hard to do, and might not add value
The stories we talked about:
Wealthsimple CEO Katchen says he would 'certainly' consider IPO
The best of Carrick on Money: Who wants to retire really early, anyway?
Asset Location
Asset Location Gets REALLY Complex
"Optimal" Asset Location, Applied
For more information or to contact Cameron and Ben, visit pwlcapital.com
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RETHINKING MORTGAGE DEBT (EP.5)
14 augustus 2018 · 31 min
In Episode 5 of the Rational Reminder podcast we discussed the following: Lees meer
Checking your credit
Optimizing your credit score
Investing vs. paying off your mortgage
Asset allocation
Reframing mortgage debt
Are we in a tech bubble?
The rise in the US market is backed by fundamentals
How the largest Canadian pension funds invest
Skewness in VC returns
It's still really hard to beat index funds
The stories we talked about:
Mortgage debt and asset allocation
Fed Up
Andrew Coyne: Canada Pension Plan's active management strategy is a crock
Tiny Wisconsin College Using Index Funds Trounces Endowment Rivals
The charts we talked about:
Source: Raymond Kerzhéro, PWL Capital
Source: Raymond Kerzhéro, PWL Capital
Source: Raymond Kerzhéro, PWL Capital
Source: Correlation Ventures
For more information or to contact Cameron and Ben, visit pwlcapital.com
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THE RACE TO 0% (EP.4)
8 augustus 2018 · 29 min
After a successful launch, the podcast will live on! Thanks for the support and feedback. Lees meer
In Episode 4 of the Rational Reminder podcast we discussed the following:
The longest bull market in history?
Are we repeating the tech bubble?
Why it still makes sense to hold bonds
Rebalancing isn't always easy
The Lost Decade, sort of
Is tax-loss selling worth it?
Horizons' marketing mistake
One decision funds
Index fund fees are finally at 0%
Sec lending is the future of index fund revenue
Charley Ellis on the history of active management
There are less willing losers today than there were in the past
The paradox of skill
Active managers underperform consistently
Daniel Kahneman does not believe active management works
If you think you have intuition about stocks, you're wrong
Corporate DB pension plans are not risk-free
The stories we talked about:
This bull market could become the longest in history this month
Tax-Loss Harvesting: Should Investors Believe the Hype?
Horizons ETFs Launching 0% Management Fee ETF Portfolio Solutions
Free Fidelity Funds Stoke Price War in Bid to Catch Index Giants
ETFs still gathering assets, but inflows slow as investors favor lower-cost funds
CHARLEY ELLIS – INDEXING AND ITS ALTERNATIVES (EP.62)
Then, and now
Kahneman's Insights: Beyond Thinking Fast and Slow
'It's going to be hard': Sears pension payments cut by 30% this week
The charts we talked about:
Source: PWL Capital
Source: S&P Dow Jones Indices
For more information or to contact Cameron and Ben, visit pwlcapital.com
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AMAZON EATING THE STOCK MARKET (EP.3)
3 augustus 2018 · 29 min
In Episode 3 of the Rational Reminder podcast we discussed the following: Lees meer
Should you lease or buy your vehicle?
How are the new mortgage stress tests affecting Canadian real estate?
Home ownership is not required to build wealth, with a little discipline
Amazon's size is not unprecedented
Successfully investing in growth stocks is really hard
Consolidation in the Canadian asset management industry
Independence benefits wealth management clients
Are backend loads on mutual funds still a thing?
Fund companies pushing anti-evidence
Financial advice is about more than just the portfolio
We are still waiting for lower stock valuations, high inflation, and high interest rates
If you're not worried, you don't have a high expected return
Are we living in exceptionally uncertain times?
Small cap and value returns comes from rebalancing
The stories we talked about:
Report on the Housing and Mortgage Market in Canada
Federal policies suppressing housing activity, creating a negative shift in sentiment for homebuyers, according to latest consumer report
Amazon's eating the world – and the stock market
Is Amazon Changing the World, and the Stock Market?
The Most Valuable Companies of All-Time
TD Bank becomes Canada's biggest money manager with $792-million deal to buy Greystone Managed Investments
Banning Embedded Commissions Would Not Have Fixed Financial Advice in Canada
Transforming Practices in the Wealth Business: A preliminary assessment of the June 2018 CSA reforms to the client-advisor relationship
Not So Predictable
In these uncertain times
The charts we talked about:
Source: Financial Market History: Reflections on the Past for Investors Today, CFA Institute
Source: Visual Capitalist
For more information or to contact Cameron and Ben, visit pwlcapital.com
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THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1)
2 augustus 2018 · 30 min
In our first ever episode of the Rational Reminder podcast we discussed the following: Lees meer
The purpose of the podcast
How we invest
DFA
Factor investing
Our worst investment ever
Tripling our money in JDS
Hedge funds still can't beat the market
CSA won't deploy a statutory best interest standard
The cheapest financial advice may not be the best
Is a financial advisor worth it?
Cost vs. complexity
The stories we talked about:
Dave Butler Discusses Finance and Basketball
Hedge Funds Should Be Thriving Right Now. They Aren't.
2017 NACUBO-COMMONFUND STUDY OF ENDOWMENTS
It just became clear we'll never see an investment industry where clients must come first
Why hiring an adviser who's offering low fees could be a terrible move for your finances
Podcast 18: Boots on the Ground with Rob Carrick
Millennial looking to start investing asks: Should I go with Wealthsimple?
For more information or to contact Cameron and Ben, visit pwlcapital.com
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INDEXING IS HERE TO STAY (EP.2)
2 augustus 2018 · 34 min
In Episode 2 of the Rational Reminder podcast we discussed the following: Lees meer
The underperformance of value stocks
Are we in a Winner Take All market?
Facebook's crash
Global value performance
Canadian value premium at ~+5.5%
Rebalancing into the pain
Factor diversification
Having a philosophy and sticking with it
Index fund flows are slowing down in the US
Canadian active funds are still dominating passive ETFs
Markets are still efficient
Deciding to be an index investor takes work
Fewer highly skilled active managers make markets more efficient
Canadians might need to buy real estate to retire
Doctors were sold out by MD Management
Should you listen to the yield curve?
Michael Batnick's chart crimes
DFA's weights vs. the S&P 500 weights
The stories we talked about:
Don't cry over underperforming US value stocks
O'Shaughnessy Quarterly Investor Letter Q2 2018
Index Funds Are Going to Be Just Fine
The growth of index investing has not made markets less efficient
People Aren't Dumb. The World Is Hard.
Many doctors feel "betrayed" by sale of MD Financial Management
Earth to investment advisers: You're blowing it with millennials
Arguing With the Yield Curve
Robot vs. human: When you should invest with robo advisors
The charts we talked about:
Image source: Michael Batnick
For more information or to contact Cameron and Ben, visit pwlcapital.com