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Mid-Year Performance Report Letter
Stock Markets & Tariff Uncertainty: What Investors Can Learn
Real Returns and Equity Market Cycles 1970–2024
Market Volatility and Human Ingenuity
Market Cycles 1970–2024: The Nominal Returns Story
Uncertainty, thou hast a new name!
The Passive Vs. Active Fund Monitor (2024)
Financial Planning Assumptions (Factor Tilted Portfolio)
Financial Planning Assumptions (Market Capitalization Weighted Portfolio)
Performance Report Letter
Episode 322 – Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market?
Plan for Market Swings
Episode 320 – Kyla Scanlon: In This Economy?!
When discipline matters most
What Should We Expect from Expected Returns?
Episode 316 – Andrew Chen: “Is everything I was taught about cross-sectional asset pricing wrong?!”
Episode 310 – Professor Antoinette Schoar: Consumer Finance, Crypto, and Private Equity
What Type of Investor Are You?
How The 2024 Budget Changes Affect Your Stock Options
Episode 304 – Budget 2024: The Capital Gains Inclusion Rate
Choosing Between Passive Mutual Fund Share Classes and ETFs
Mutual Fund Share Classes
Episode 302 – Michael Green: Market Efficiency Is Not The Question
The Passive Fund Revolution
Financial Planning Assumptions for Market-Cap Weighted and Factor-Tilted Portfolios (Methodology Guide)
2024 Perspective: Discipline Meets Optimism
The Passive Vs. Active Fund Monitor (2023)
Are Markets More or Less Efficient?
Why emerging markets should still have a place in your portfolio
Don’t let global turmoil derail your investment plan
2023 Economic and Financial Commentary
A surprisingly strong end to a challenging year
Episode 287: A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen
Twelve Observations About the Big Canadian Pension Managers and Eight Takeaways for Individual Investors
Market Turbulence has been Painful, but it’s Led to a Healthier Outlook
Three Abusive Uses of Markowitz’s Portfolio Theory
US Total Market or S&P 500 ETFs?
Episode 259: Comprehensive Overview: Estimating Expected Returns
Should I Sell a Stock at a Loss?
Q1 Market Update
How diversification allows you to sleep better at night
Should you be worried about high inflation?
The Passive Vs. Active Fund Monitor (2022)
The Value of Discipline: Investing in 2023 and Beyond
Expected Returns – 2023 Update
New year’s update
2022 Economic and Financial Commentary
Episode 233: 2022: A Year in Review
Episode 9: Dimensional’s Big Flaw
Episode 106: Jim Stanford on The Economics of Capitalism in a Crisis
Episode 224 – Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills
Mr. Market’s mood swings
Dimensional Equity Funds
Understanding Crypto 11 – Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach
Episode 220 – Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited
Understanding Crypto 14 – Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom
Episode 219: Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra)
Understanding Crypto 16 – Chris DeRose: Uncensored Crypto Perspectives
Episode 218: Colleen Ammerman: Gender and Human Capital
Changes in PWL’s Financial Planning Assumptions
Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power
Is it time to give up on global diversification?
Episode 216: Gus Sauter: Vanguard’s Former CIO on Indexing, Active Management, and Private Equity
Posted vs. Forward-Looking MERs 2022-2023
Understanding Crypto 10 – Prof. Hilary Allen: DeFi: Shadow Banking 2.0?
Episode 212: Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets
Episode 210 – Prof. Ludovic Phalippou: Private Equity, Under the Hood
Understanding Crypto 7 – Nicholas Weaver: A Computer Scientist’s Perspective on Cryptocurrencies and Blockchain
Understanding Crypto 4 – Prof. Tobin Hanspal: The Characteristics of Crypto Investors
VRE vs. XRE: Not as similar as you may think
Episode 204 – John A. List: Improving the World with Economics
Lessons from the crash in high-risk investments
Episode 200 – Prof. Eugene Fama
Reassessing risk in a time of higher inflation
Episode 198 – Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO
Investing in the environment: Discussing sustainable finance with Alyson Slater
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?
Central Bank Digital Currency: An Interview with Katrin Tinn
Episode 185: Lighting your Money on Fire with Thematic ETFs
Episode 183: Market Efficiency Myths and Misconceptions
Episode 182: John ‘Mac’ McQuown: The Data Will Sort That Out
Episode 181: A Year in Review
Episode 180: Is Canada Really in a Housing Bubble?
Posted vs. Forward-Looking MERs
Episode 168: A Replication Crisis and a Housing Crisis
The Terrible Truth about Hedge Funds
Episode 160 – Day Trading in 2020: Did Free Trading Change Everything?
Episode 146: Do Expected Stock Returns Wear a CAPE?
The Passive Vs. Active Fund Monitor (2020)
“Buy the Dip”
Investing in 2021: Ready for the Unexpected
Five Factor Investing with ETFs
ESG Exchange Traded Funds: A few facts to help you navigate them
Could higher inflation derail the post-COVID recovery?
Expected Investment Returns
Episode 136: Chasing Top Fund Managers
Episode 130: A Year in Review
This time is not different when it comes to value stocks
The Value Premium: Fact or Fantasy?
Active Managers and Their ‘Pearls of Wisdom’
Episode 113 – Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio
Episode 111: Gold, Insuring your Insurance, and Bank Sales Pitches
Should You Be Worried That the Fed Is a “Money Printer”?
Dollar Cost Averaging vs. Lump Sum Investing
Episode 107: Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes
Responsible investments have held up in this year’s turbulent markets
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
Episode 94: The Stock Market vs. The Economy, and Assessing Risk Tolerance
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
Sustainable Investing: How Will It Impact Your Returns?
Will Gold Save the Day?
Tune out the gurus: A New Year’s resolution you should stick to
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
Efficient Capital Markets Explained (At Last)
Episode 66: Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis.
A Guide to Responsible Investing – Doing Well by Doing Good
It’s Wrong to Compare ETFs with CDOs
Episode 62 -The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More!
Episode 54 – The S&P Dow Jones & S&P 500: A Brief History
Does Market-Timing Ever Work?
Responsible Investing: Putting Your Money Where Your Values Are
A Common Sense Confession: I’ve Been Unfaithful to Market-Cap Weighting
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
What is Socially Responsible Investing?
When GICs beat bonds
What is Market Efficiency and How it Works
Episode 4: The Race to 0%
Episode 2: Indexing is Here to Stay
Don’t cry over underperforming US value stocks
The High Risk of High Stocks – Cannabis in the Market
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
