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What Should We Expect from Expected Returns?
Financial Planning Assumptions (Market Capitalization Weighted Portfolio)
Financial Planning Assumptions (Factor Tilted Portfolio)
What Type of Investor Are You?
How The 2024 Budget Changes Affect Your Stock Options
Choosing Between Passive Mutual Fund Share Classes and ETFs
Mutual Fund Share Classes
The Passive Fund Revolution
Financial Planning Assumptions for Market-Cap Weighted and Factor-Tilted Portfolios (Methodology Guide)
The Passive Vs. Active Fund Monitor (2023)
2023 Economic and Financial Commentary
Three Abusive Uses of Markowitz’s Portfolio Theory
How diversification allows you to sleep better at night
Learning the lessons of the bond market sell-off
Should you be worried about high inflation?
The Passive Vs. Active Fund Monitor (2022)
New year’s update
2022 Economic and Financial Commentary
Posted vs. Forward-Looking MERs
Dimensional Equity Funds
Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited
Episode 219: Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra)
Changes in PWL’s Financial Planning Assumptions
Understanding Crypto 16: Chris DeRose: Uncensored Crypto Perspectives
Episode 218: Colleen Ammerman: Gender and Human Capital
Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power
Episode 216: Gus Sauter: Vanguard’s Former CIO on Indexing, Active Management, and Private Equity
Posted vs. Forward-Looking MERs 2022-2023
Episode 212: Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets
Episode 210: Prof. Ludovic Phalippou: Private Equity, Under the Hood
VRE vs. XRE: Not as similar as you may think
Episode 204: John A. List: Improving the World with Economics
Episode 200: Prof. Eugene Fama
Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO
The Passive Vs. Active Fund Monitor (2021)
Episode 194: Bill Janeway: Investing in the Innovation Economy
Episode 193: (Modern) Modern Portfolio Theory
Episode 192: Alex Edmans: Growing the Pie: A Different Take on ESG
Episode 191: Emerging Markets: Diversifying Asset or a Reverse Lottery?
Episode 183: Market Efficiency Myths and Misconceptions
Episode 182: John ‘Mac’ McQuown: The Data Will Sort That Out
Episode 180: Is Canada Really in a Housing Bubble?
Episode 168: A Replication Crisis and a Housing Crisis
Episode 160 – Day Trading in 2020: Did Free Trading Change Everything?
The Passive Vs. Active Fund Monitor (2020)
“Buy the Dip”
Five Factor Investing with ETFs
Expected Investment Returns
The Value Premium: Fact or Fantasy?
Dollar Cost Averaging vs. Lump Sum Investing
Episode 100: Prof. Kenneth French: Expect the Unexpected
Episode 97: Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market?
Episode 96: Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics
The Passive Vs. Active Fund Monitor (Year-end 2019)
Episode 92: Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch
Episode 90- Part 2: Bear Markets: Always Different, Always the Same
Episode 90: COVID-19: A Rational Reminder
Episode 79: Marlena Lee: Financial Theory in Practice: Gaining Insight from Models
Is Factor Investing Active Management in Disguise?
A Guide to Fixed-Income Investing
Optimal Asset Location
Episode 66: Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis.
The Passive Vs. Active Fund Monitor (Year-end 2018)
Factor Investing with ETFs
Great Expectations – How to estimate future stock and bond returns when creating a financial plan (2019)
Episode 29: Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up
Episode 28: Brad Steiman: Staying Ahead of the Curve: The History of Dimensional Fund Advisors
Bonus Episode: Robert Little: The Yield Curve Is Not Out To Get You
Episode 16 – Market Volatility
Episode 15 – Dimensional Advanced Conference 2018
Episode 14 – An inside look at Canadian consumer debt
Housing: The Best Investment in History (On Paper)
The Passive vs. Active Fund Monitor (Year-end 2017)
The Passive vs. Active Fund Monitor (2017)
Passive versus Active Report (2016)
Are Bond ETFs Dangerous?
Value Proposition Twelve Value-Added Services Performed by Investment Advisors
A Rebalancing Act – Estimating the Value Added through Portfolio Rebalancing
Episode 39: Steering Away from the Financial Extremes with Rob Carrick
