Learn more about the services we provide and our investment philosophy with our free guide.
Easily evaluate the performance of different planning outcomes with the detail required to make an informed decision. Access professional grade planning tools designed for Canadians, completely free.
Episode 322 – Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market?
Investing Responsibly: Solid Returns, Positive Impact
What Type of Investor Are You?
The Capital Gains Conundrum
Episode 302 – Michael Green: Market Efficiency Is Not The Question
Investor protection in Canada still has a long way to go
Episode 295: Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers
Episode 140: Where do Stock Returns Come From?
Episode 135: William Bengen: The 5% Rule for Retirement Spending
Episode 133 – Adriana Robertson: “Passive” Investing, and What Matters to Investors
Episode 132: Cullen Roche: Understanding the Modern Monetary System
Evaluating Investment Decisions: What If Bad Things Happen to Good Investors?
Episode 49: Insights into Horizons: Continuous Innovation in the Canadian ETF Market
Episode 64: Back to the Basics: Dividends and Explaining Factors to Benjamin’s Mom
Why You Shouldn’t Concentrate on Concentrated Stock Positions
Can You Beat Warren Buffett? (Better Question: Why Try?)
Do Low-Volatility/Low-Beta ETFs Make Sense?
Can Your Index Investments Be Too Diversified?
Are Markets More or Less Efficient?
Should You Invest in the S&P 500 Index?
The Irrelevance of Dividends: Still a Non-Starter
There Is No Such Thing as an Index Fund Bubble
Episode 292 – Rob Copeland: Ray Dalio and Bridgewater
Episode 284 – Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation
Episode 281: Lifecycle Asset Allocation, and Retiring Successfully with Justin King
Twelve Observations About the Big Canadian Pension Managers and Eight Takeaways for Individual Investors
Today’s 5% investments are not as safe as you think
Posted vs. Forward-Looking MERs 2023-2024
Embrace market pricing: The foundation of sound investing
How diversification allows you to sleep better at night
How to make sure diversification doesn’t turn into “di-worse-ification”
Studying past fund performance won’t get you where you want to go
Last year was a high-speed test in managing our emotions
The hidden dangers of dividend investing
A Dollar Saved is $2.43 Earned
Target Wealth: The Evolution of Target Date Funds
Index Mutual Funds vs. ETFs
Implicit Fees in Investing
2022 Economic and Financial Commentary
Episode 227: Who Should Invest in (Cap Weighted) Index Funds?
Episode 225: The Index Fund “Tipping Point”
What impact does politics have on your portfolio?
Episode 3 – Amazon Eating the Stock Market
Episode 6 – Asset Location
Episode 117: A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts
Episode 7: Buying Weed
Episode 11 – Simple vs. complex with Robb Engen
Episode 40: Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making
Episode 93: Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk
Understanding Crypto 2 – Igor Makarov: Economics of the Crypto Ecosystem
Understanding Crypto 3 – Eswar Prasad: Bitcoin, Banking, and the Future of Money
Understanding Crypto 6 – Bruce Schneier: Security, Trust, and Blockchain
Understanding Crypto 9 – Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)
Understanding Crypto 13 – Prof. William Magnuson: Blockchain and Democracy
High Interest Savings Account ETFs
Episode 220 – Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited
How are Mutual Funds Invested?
Episode 215: Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein)
Episode 213: Expected Returns and Factor Investing
Episode 211: Stocks for the Long Run…? (plus Reading Habits w/ Mark Sutcliffe)
Episode 205: Tech vs. Value, and Private Equity vs. Public Equity
Episode 202 – Antti Ilmanen: The Building Blocks of Long-Run Returns
Episode 201: The Relevance of Dividend Irrelevance
Episode 200 – Prof. Eugene Fama
Episode 199: What Happens after Bonds Crash? (plus Reading with Aydin Mirzaee)
Episode 198 – Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO
Episode 197: The Immortality of Bonds
Episode 196 – Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia
Episode 193: (Modern) Modern Portfolio Theory
Episode 185: Lighting your Money on Fire with Thematic ETFs
Episode 184 – Robin Wigglesworth: The Story of Index Funds
New evidence in favour of total market index funds (not that we needed it!)
Episode 179 – Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy
Episode 176: Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler
Episode 174: The “Good Company is a Good Investment” Fallacy
Episode 173: Antonio Picca: From Index Investing to Factor Investing at Vanguard
Episode 171: Campbell R. Harvey: The Past and Future of Finance
Episode 169 – John Cochrane: Modern Modern Portfolio Theory
Episode 167 – Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing
Episode 166: Lessons from 100+ Years of Global Stock Returns
Episode 165 – Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning
Episode 163 – Dave Plecha: The Long and Short of Investing in Bonds
Episode 160 – Day Trading in 2020: Did Free Trading Change Everything?
Episode 158: Loss Harvesting and the Myth of Tax Alpha
Rational Reminder Episode 157 – Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum
Episode 156: Climate Change vs. The Stock Market
Episode 149 – Professor Robert Novy-Marx: The Other Side of Value
Five Factor Investing with ETFs
Episode 141 – Hal Hershfield: The Psychology of Long-term Decision Making
Episode 138: Factor Investing in Fixed Income
Episode 136: Chasing Top Fund Managers
Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents
Investing in Technological Revolutions
U.S. Presidential Elections vs. the Stock Market: Who’s Really in Charge?
Are the Largest Large-Cap Growth Stocks Where It’s At?
Episode 116 – Mark Hebner: Recovering from Active Management through Education
Episode 101: Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic
Episode 100 – Prof. Kenneth French: Expect the Unexpected
Episode 99: Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy)
Episode 98: Rapid Fire Listener Questions, Wealthsimple’s Victory Lap, and the Historic State of Value Investing
Episode 90- Part 2: Bear Markets: Always Different, Always the Same
Episode 89 – Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau.
Renaissance Technologies Medallion Fund: An Exception to the Indexing Rule
Sustainable Investing: How Will It Impact Your Returns?
Episode 84: Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash
Will Gold Save the Day?
For Investors, a Little Home Country Bias Goes a Long Way
Episode 83: Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein
Episode 82: Sustainable Investing, Retiring on Index Funds, and Fee Location
Episode 80: A Planning Checklist, Portfolio Concentration, and Leverage
Episode 76 – Over the Horizon: Forecasting Tips on Expected Returns, Property Cap Rates, and Capital Leveraging.
Is Factor Investing Active Management in Disguise?
Episode 74: Playing with FIRE, Having a Belief System, and Term Life Insurance
Episode 73: The Loonie Doctor: Finance for Physicians: Personal Finance for High Income Earners
Efficient Capital Markets Explained (At Last)
Episode 71: Everything that you could ever know about ETFs with Dave Nadig
Is Investing Risky? Yes … and No
Episode 70: Fee-only Financial Planning, Home Country Bias, and Big RRSPs
Episode 69: Quantitative Investing: The Solution to Human Bias with Wes Gray
Episode 68: Listener Questions and Re-Framing Risk
Passive vs. Active: Nothing to fear but fear itself
Are You Ready for a Recession?
Episode 67 – Jill Schlesinger: The Pursuit of Finances and Fun
Episode 65: Dr. Wendall Mascarenhas: Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession.
A Guide to Responsible Investing – Doing Well by Doing Good
Episode 42: IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth
Reconsidering REITs in Your Investment Portfolio
Episode 59: Alexandra Macqueen: Financial Economics and Annuities: Rational Planning for Retirement
Episode 54 – The S&P Dow Jones & S&P 500: A Brief History
Dimensional Versus Vanguard
Should GICs Replace Bonds in a Portfolio?
Does Market-Timing Ever Work?
Episode 43: Life at Dimensional: The Constant Pursuit with Dave Butler
No More Excuses for Mutual Fund Advisors
A Common Sense Confession: I’ve Been Unfaithful to Market-Cap Weighting
Calculating and Understanding your Portfolio Returns
Episode 36 – ETF Model Portfolios: For Performance and Comparison Purposes
Episode 44: Interactions with Trolls: Who Should You Listen To?
Episode 33 – Low Cost Index Investing: What You Need To Be a Successful Index Investor
Episode 31: Steven Leong: Single Decision ETFs: Unpacking XGRO and XBAL from BlackRock
Episode 30: The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe
Some Tough Love About Dividend Investing
Episode 27: Robin Powell: Evidence Based Investing: Changing the Minds of Advisors and Investors
Episode 24 – Evidence: What To Follow And What Not To Follow
Bonus Episode – Robert Little: The Yield Curve Is Not Out To Get You
Optimizing Your After-Tax Asset Allocations: Is It Worth It?
Portfolio Asset Allocation: Good, Better and Best Practices
Episode 17: Evidence Based Investing: Sticking to Science When It Comes To Your Money
What’s a Normal Stock Return?
Episode 14: An inside look at Canadian consumer debt
How rigorous is ESG research?
Episode 12 – Living through the financial crisis
Ignoring Factor Diversification is an Oversight
What is Socially Responsible Investing?
Keep the Deferred Sales Charge, More for Us
Fundamental Indexing
Bond Index Funds in Rising-Rate Environments
FIRE? Here’s Why The 4% Spending Rule Does Not Apply to You
Why Is It So Hard To Beat the Market?
Academic Research and Financial Decision Making
Debunking Canadian Dividends for Taxable Investors
Mortgage Debt and Asset Allocation
Episode 2: Indexing is Here to Stay
The Map is Not the Territory
Should You be Trend Following with Managed Futures?
A Deep (But Sensible) Dive Into Risks and Returns
Tuning Out the Noise for a Better Return
Does Active Management Work for Institutional Investors?
The Illusionary Allure of Hedge Funds (Alternative Investments, Part 3)
Asset Location & Uncertainty
Why Your Financial Advisor Doesn’t Like Index Funds
Do I Need Downside Protection?
A Rebalancing Act – Estimating the Value Added through Portfolio Rebalancing
The Grossman-Stiglitz Paradox
