Oct 28, 2022

Episode 3 – Amazon Eating the Stock Market

In Episode 3 of the Rational Reminder podcast we discussed the following:

  • 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:

The charts we talked about:

Source: Financial Market History: Reflections on the Past for Investors Today, CFA Institute

 

Source: Visual Capitalist

About The Author
Cameron Passmore
Cameron Passmore

Cameron Passmore has been a leading advocate for evidence-based, systemic investing for over 20 years in the Ottawa area. Today, Cameron and his team serve a broad range of affluent clients across Canada.

Benjamin Felix
Benjamin Felix

Benjamin is co-host of the Rational Reminder Podcast and the host of a popular YouTube series.

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