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The Rational Reminder Podcast

by Benjamin Felix, Cameron Passmore, and Dan Bortolotti
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About the show

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.
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.

Latest episodes

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

    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…

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

    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…

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

    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 | #426

    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) | #425

    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) | #424

    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…