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A weekly reality check on sensible investing and financial decision-making for Canadians. Hosted by Benjamin Felix and Cameron Passmore.

Aug 3, 2018

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:

1900 United States Chart

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


Source: Visual Capitalist


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