Ben Felix

Ben Felix, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast, shares his transition from mechanical engineering to finance. He discusses his journey from early disappointments with actively managed funds to advocating for evidence-based portfolio strategies. The conversation dives into home country bias in investments, the role of cryptocurrency, and the importance of transparency in investment fees. Ben emphasizes personalized financial strategies and reflects on the evolving landscape of Canadian retail investing.

Ben Felix, Chief Investment Officer at PWL Capital and co-host of The Rational Reminder podcast, dives into the complexities of investing. He discusses the challenges of beating the market and why active managers often underperform. The power of passive investing and the risks of thematic ETFs are explored, along with the importance of understanding individual risk tolerance. Personal finance planning versus investment planning is also highlighted, emphasizing the need for informed decision-making and expert advice in an evolving financial landscape.

Join Ben Felix, a savvy portfolio manager and head of research at PWL Capital, as he dives into the world of AI in investing. He discusses the promising yet precarious role of AI in selecting ETFs and its tendency to provide misleading advice. Ben emphasizes the importance of verifying AI-generated information and the limitations of AI in emotional financial decisions. He highlights that while AI is a valuable tool, it should complement, not replace, human advisors, especially during market downturns.

Ben Felix, esperto di investimenti, si immerge nel mondo degli investimenti azionari. Discute perché le azioni possano generare rendimenti nel lungo termine e analizza il rendimento medio dell'S&P 500. Viene esaminato l'impatto delle valutazioni di mercato e del rischio percepito, includendo concetti come il 'rischio di sequenza'. Inoltre, offre strategie pratiche per ottimizzare i rendimenti e chiarisce la differenza tra media aritmetica e geometrica, aiutando così gli investitori a calibrare le loro aspettative.

In this discussion, Ben Felix, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast, challenges the stigma surrounding renting. He highlights how renters can build wealth just as effectively as homeowners through disciplined saving and smart investments. The conversation dives into the hidden costs of homeownership and how psychological factors shape perceptions of success. Felix shares insights on maintaining flexibility and quality of life while advocating for a mindset shift towards financial freedom.

Join Ben Felix, an expert on investment strategies, and Tyler from Portfolio Charts as they engage in a lively debate about the role of gold in modern portfolios. They share insights on basic accumulation principles using stock market index funds, likening the journey to financial independence to the Wizard of Oz. The conversation shifts to the importance of diversification and the recent performance of various sample portfolios amidst market volatility. Plus, don’t miss their promotion for charitable contributions to the Father McKenna Center!

Ben Felix, CFA and CFP, is the Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast. In this chat, he emphasizes the importance of investing over saving to outpace inflation and reduce future savings needs. Ben shares insights on behavioral coaching in finance, the risks of DIY investing, and the pitfalls of target-date funds. He also discusses the evolving role of advisors and how to navigate market volatility. Tune in for expert advice that blends rational thinking with practical strategies for personal finance!

In this discussion, Ben Felix, Chief Investment Officer at PWL Capital, shares his expertise on common sense investing. He breaks down practical strategies for navigating today's economic landscape. Listeners will find insights into the benefits of index investing versus actively managed funds, and learn about the often-hidden costs of homeownership explained by the '5% rule.' Felix emphasizes the importance of financial literacy and proactive planning for retirement, making a compelling case for informed investment decisions.

Oggi parliamo del portafoglio modello di Ben Felix, portfolio manager e superstar internazionale nel settore finanziario. Discutiamo della sua allocazione geografica, dei fattori Value e Small Caps, e di come questo portafoglio si adatta agli investitori europei. Focus sull'investimento fattoriale, confronto di rendimenti nel lungo periodo e diversificazione.

Ben Felix, co-host of the Rational Reminder podcast and wealth manager at PWL Capital, dives into the intricacies of investing with Ted Seides. They tackle the active versus passive investing debate, discussing strategies for effective decision-making. Felix shares insights on selecting hedge fund managers, emphasizing the importance of a clear philosophy and discipline. The conversation also touches on the evolving landscape of public equities and alternative assets, alongside reflections on time management and the true meaning of success in personal and professional life.