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Episode 141: Hal Hershfield: The Psychology of Long-term Decision Making
Episode 140: Where do Stock Returns Come From?
Episode 138: Factor Investing in Fixed Income
Episode 135: William Bengen: The 5% Rule for Retirement Spending
Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents
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?
Devilish Details Can Derail Your Small-Cap Stock Funds
Some Tough Love About Dividend Investing
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
Financial Planning Assumptions (Factor-Tilted Portfolio)
Financial Planning Assumptions (Market Capitalization Weighted Portfolio)
Embrace market pricing: The foundation of sound investing
How diversification allows you to sleep better at night
Studying past fund performance won’t get you where you want to go
Last year was a high-speed test in managing our emotions
Learning the lessons of the bond market sell-off
The hidden dangers of dividend investing
A Dollar Saved is $2.43 Earned
Index Mutual Funds vs. ETFs
Implicit Fees in Investing
2022 Economic and Financial Commentary
Episode 130: A Year in Review
Episode 40: Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making
Episode 224: Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills
High Interest Savings Account ETFs
Episode 67: Jill Schlesinger: The Pursuit of Finances and Fun
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 185: Lighting your Money on Fire with Thematic ETFs
Episode 184: Robin Wigglesworth: The Story of Index Funds
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 (EP.166)
Episode 163 – Dave Plecha: The Long and Short of Investing in Bonds
Episode 160 – Day Trading in 2020: Did Free Trading Change Everything?
Rational Reminder Episode 158 – Loss Harvesting and the Myth of Tax Alpha
Rational Reminder Episode 157 – Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum
Rational Reminder Episode 156 – Climate Change vs. The Stock Market
Episode 149 – Professor Robert Novy-Marx: The Other Side of Value
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 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
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
Are You Ready for a Recession?
Episode 65: Dr. Wendall Mascarenhas: Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession.
Episode 42: IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth
Episode 59: Alexandra Macqueen: Financial Economics and Annuities: Rational Planning for Retirement
Dimensional Versus Vanguard
Should GICs Replace Bonds in a Portfolio?
Episode 43: Life at Dimensional: The Constant Pursuit with Dave Butler
No More Excuses for Mutual Fund Advisors
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
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
Episode 12 – Living through the financial crisis
Ignoring Factor Diversification is an Oversight
Keep the Deferred Sales Charge, More for Us
Fundamental Indexing
The TFSA Is a Give-away, But It’s Not a Toy
Why Is It So Hard To Beat the Market?
FIRE? Here’s Why The 4% Spending Rule Does Not Apply to You
When GICs beat bonds
Academic Research and Financial Decision Making
Should You be Trend Following with Managed Futures?
Debunking Canadian Dividends for Taxable Investors
Mortgage Debt and Asset Allocation
The Map is Not the Territory
The Illusionary Allure of Hedge Funds (Alternative Investments, Part 3)
A Deep (But Sensible) Dive Into Risks and Returns
Does Active Management Work for Institutional Investors?
Tuning Out the Noise for a Better Return
Asset Location & Uncertainty
The Grossman-Stiglitz Paradox