Episode 7 – Buying WEED

In Episode 7 of the Rational Reminder podcast we discussed the following:

• Ottawa home prices
• The longest bull market in history
• What goes up does not have to come down
• All time highs are normal and should be expected
• Is the market overvalued?
• Even the CAPE only explains 40% of future return differences
• Should you dollar cost average or invest in a lump sum?
• Your better off in the market than trying to time the market
• Was WEED an obvious buy at $2.00?
• There are still plenty of public companies to invest in
• Small cap returns need to be taken in context
• Bad behaviour is not always easy to spot

The stories we talked about:

• The longest bull run in history comes with a jumbo-sized asterisk
• All time highs are normal
• What if investing right before a market crash isn’t that bad?
• Is Now the Best Time to Invest?
• With Constellation Deal, Canopy Has the Chance to Be Google of Pot
• The Stock Market Is Shrinking. That’s a Problem for Everyone.

The charts we talked about:

Image source: Dimensional Fund Advisors

Image source: Ben Felix, PWL Capital