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The Rational Reminder Podcast

by Benjamin Felix, Cameron Passmore, and Dan Bortolotti
InvestingBusiness

Not on the United States charts we track today.

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Canadian advisors talk through investing research with the academics who did it, and they're careful about what the evidence does and doesn't show.

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    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 Business School, for an exceptionally nerdy deep dive into leveraged…

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    October 15, 2026 · 1 hr 7 min

    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. Drawing on academic research and real-world market examples, Alex…

  • The Truth About Leveraged ETFs

    October 8, 2026 · 1 hr 6 min

    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 into a deeply nerdy discussion about leveraged ETFs. Kelly brings a…

  • Who Causes Stock Market Anomalies? (w/ Victor Haghani)

    October 1, 2026 · 1 hr 8 min

    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 types of investors shape financial markets. Victor explains the framework…

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    September 24, 2026 · 1 hr 5 min

    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 behind that concentration?   In this episode, we are joined by Owen…

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    September 17, 2026 · 1 hr 18 min

    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 class actions. We take a deep dive into what makes a successful…

  • The Finances of Marriage

    September 10, 2026 · 1 hr 8 min

    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 to wedding costs, joint accounts, financial infidelity, and household…

  • The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann)

    September 3, 2026 · 1 hr 24 min

    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 deep dive into why good people can do bad things with other people's…

  • 50 Years of Evidence-Based Investing (w/ David Booth)

    August 27, 2026 · 1 hr 5 min

    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 reflects on his remarkable career at the center of the evidence-based…

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

    August 25, 2026 · 1 hr 24 min

    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 discuss their new book, Workforce Intelligence: The People-First…

  • The Biggest Myths in Personal Finance

    August 20, 2026 · 1 hr 14 min

    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 possible dollar to benefit from compounding, to assumptions about economic…

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

    August 13, 2026 · 54 min

    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, inheritance, and the…

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About the show

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.