The Rational Reminder Podcast

Diving into the flaws of the 10% stock return myth, survivorship bias in U.S. equity premiums, and historical asset pricing behaviors. Contrasting U.S. and global stock returns, emphasizing long-term vision in investing, and navigating investment options. Also, discussing entertainment, dining experiences, basketball triumphs, Patagonia vests, and AI advancements.

Adam Alter discusses feeling stuck in life and provides insights on how to break free in his book 'Anatomy of a Breakthrough'. Topics include goal-setting, the nature of breakthroughs, the balance between excellence and perfection, and the role of luck and creativity in achieving success.

Exploring home-country bias in investments, segregated funds complexities, and the science behind effective communication. Unpacking Canadian home bias trends, dissecting the rationality behind bias, and discussing communication styles. Discovering the conditions for home-country bias, drawbacks of segregated funds, and tips for engaging writing. Unraveling the complexities of investing, navigating behavioral science, and sharing tools for financial success.

Explore the transformative power of mindfulness meditation with Dan Harris as he shares his journey from high-stress news to inner peace. Learn about the 10% Happier philosophy, applying mindfulness to financial decisions, and tips for starting a meditation practice. Discover how skeptics can embrace Buddhism, the intersection of mindfulness and happiness, and the importance of empathy for financial advisors.

Exploring the implications of SEC-approved spot Bitcoin ETFs, with insights on Bitcoin's mainstream journey, cash creation limitations, and anti-money laundering challenges. Discussions include leveraging ETFs for diversification, Bitwise's transparency efforts, and the impact of traditional finance colliding with decentralized finance. Discover Vanguard's conservative stance, client portfolio strategies, and the potential benefits of Bitcoin ETFs for investors.

Author Rob Copeland discusses the rise and unraveling of Ray Dalio and Bridgewater Associates. Topics include the company's investment portfolio, Dalio's model of economic cycles, criticism of his model, predicting market crashes, Bridgewater's investment success track record, employee experiences, and undisclosed aspects of Dalio's success story.

Author Robin Wigglesworth joins the podcast to discuss quantitative investing, the private credit trend, and the Canada Pension Plan. They explore the quant winter, value stocks, factor investing, and the history of the bond market. They also provide insights into the benefits and criticisms of the Canada Pension Plan and discuss annuities. The hosts share their upcoming paper, talk about podcast success, financial literacy, and recommend movies and books. They conclude with positive reviews and a discussion on dividend investing.

Renowned author and commentator Morgan Housel discusses his latest book 'Same as Ever: A Guide to What Never Changes' on the podcast. They explore timeless principles, the importance of holding cash, challenging traditional approaches, and the value of storytelling. They also discuss the recurrent nature of once-in-a-lifetime events, the pitfalls of seeking certainty, and the complex interplay between incentives and expectations. Gain insights into forecasting behaviors, the allure of pessimism, and embracing slight inefficiencies on the path to success.

Retirement income myths are debunked and the flaws in the 4% rule are exposed in this episode. Experts discuss sequence of return risk, investing in bonds for retirees, and the evolving risk profiles of stocks. The significance of variable spending rates and the fallacies behind aggressive withdrawal suggestions are uncovered. A safety-first approach in retirement finance is advocated, along with the importance of seeking second opinions and having a trustworthy advisor.

Marketing Professor and Author, Scott Rick, discusses the psychology of tightwad and spendthrift behaviors, the impact on relationships, financial infidelity, joint and individual accounts, gift-giving, marrying for love or money, giving kids a good financial education, and more in his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships.