Podcast Episodes
Back to SearchAMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions
Season 2 Episode 379
In this AMA episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti return to answer listener questions across a wide range of topics—from covered call ETFs and dividend tax credits to…
Published on 8 hours ago
Learning from Market History
Season 2 Episode 378
In this episode, we are joined by Mark Higgins, an award-winning author and institutional investment advisor, to discuss the power and importance of studying US financial history. Mark brings his wea…
Published on 1 week ago
Investing in Your Health
Season 2 Episode 377
Your health may well be the most important investment you ever make, and the earlier you start, the better your outcomes are likely to be. In this episode, Ben Felix is joined by Ben Wilson, Portfoli…
Published on 2 weeks ago
Climbing The Wealth Ladder
Season 2 Episode 376
Are your financial decisions evolving as your wealth grows? In this episode of the Rational Reminder Podcast, we welcome back Nick Maggiulli to unpack his approach to climbing the wealth ladder and c…
Published on 3 weeks ago
Covered Calls: A Devil's Bargain
Season 2 Episode 375
In this episode, Ben and Dan take a deep dive into covered call strategies—popular ETFs often marketed on their eye-catching distribution yields. While these products promise steady “income,” the rea…
Published on 4 weeks ago
The Underperformance of Target Date Funds
Season 2 Episode 374
In this episode, we’re joined by David C. Brown, Associate Professor of Finance at the University of Arizona, for a deep dive into the mechanics, performance, and pitfalls of target date funds (TDFs)…
Published on 1 month ago
Asset Allocation in Practice
Season 2 Episode 373
What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are joined by PWL Capital’s Louai Bibi and Ben Wilson for a deep…
Published on 1 month, 1 week ago
Elie Hassenfeld - (Approximately) Optimal Philanthropy
Season 2 Episode 372
In this episode, we are joined by Elie Hassenfeld, Co-Founder and CEO of GiveWell to discuss how data, transparency, and moral trade-offs can guide charitable giving with maximum impact. Elie brings …
Published on 1 month, 2 weeks ago
Banks Sell Products, Not Advice
Season 2 Episode 371
In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system’s mutual fund advice model. A newly released study by the Ontario Securities Commission (OSC) and t…
Published on 1 month, 3 weeks ago
Dave Chilton (The Wealthy Barber): Timeless Financial Advice
Season 2 Episode 370
What if the most impactful financial advice isn’t about picking the right investment—but about understanding human behaviour, simplifying your life, and laughing along the way? In this episode of the…
Published on 2 months ago