The Rational Reminder Podcast

The Rational Reminder Podcast is the show for people who want their investment advice backed by peer-reviewed research, not gut feelings or market punditry. Ben Felix and Cameron Passmore are portfolio managers at PWL Capital in Canada, and they bring an evidence-based approach that's grounded in academic finance. Ben in particular has a talent for translating dense financial research papers into plain language. He'll take a study about factor investing from the Journal of Financial Economics and explain what it actually means for how you should build a portfolio. Cameron adds the practitioner's perspective, drawing on decades of experience managing money for real clients. Together, they cover asset allocation, factor tilts, the value premium, retirement spending strategies, and the behavioral mistakes that cost investors the most money over time. Guest episodes feature conversations with researchers like Eugene Fama, Kenneth French, and other academics whose work literally shaped modern portfolio theory. The show doesn't shy away from complexity. If you want to understand why small-cap value stocks have historically outperformed, or what the research actually says about timing the market, or how to think about currency hedging in a global portfolio, you'll find rigorous answers here. Episodes run 60 to 90 minutes and release weekly. The community around the show is active and intellectually engaged. This is not a beginner's podcast. But if you've moved past the basics and want to understand the academic foundations of smart investing, nothing else comes close.