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V
Value Stocks

1
Value Stocks

Alex Middleton/Felix Nothnagel

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Two long time value investors discuss one new stock idea in detail per episode. The discussions are focused around the value investing principles of Benjamin Graham and Warren Buffett. Email Questions or Feedback to valuestockspodcast@gmail.com
 
W
We Don't Even Know

1
We Don't Even Know

Shonali Bhowmik and Christian Felix

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Christian Felix and Shonali Bhowmik became fast friends while working as temporary workers at a huge law firm in Manhattan. They share a love of laughing and giving each other hell. They may be called hipsters, old school, mainstream, irreverent, classic, country, gangster, or rock n' roll. All labels apply. Special guests, music, and attitude every episode. Past guests include: Jeremy O. Harris, Chelsea Peretti, Hannibal Buress, Keisha Zollar, H Jon Benjamin, Amber Tamblyn, JD Samson, Sanji ...
 
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show series
 
For this week’s episode (our longest to date), we get together with the legendary Professor Campbell R. Harvey and take a deep dive into a diverse range of topics that draw on his incredible breadth of knowledge and extensive research. Campbell is the Professor of International Business at Duke University and is also a Research Associate at the Nat…
 
For decades, owning a home has been seen as a hallmark of the ‘American dream’ and a major life milestone. While we take it for granted that home ownership is good, we make the argument in today’s episode that, from the perspective of subjective well-being, owning a home isn’t necessarily the key to happiness. This conversation covers the non-finan…
 
It's September! Fall has arrived and WDEK is not looking forward to the pumpkin spice lattes signage that will soon be everywhere! Justin the Intern joins us from Duluth, Minnesota. Christian and Shonali have just returned from visiting their parents in Chicago and Nashville. They discuss the Jedi mind tricks of their respective parents. The brilli…
 
Today's conversation is an extremely enlightened and highly detailed one, that you may want to return to, in order to accrue all of its value. We host John Cochrane, an economist specializing in financial economics and macroeconomics. John has a popular blog and podcast called The Grumpy Economist and also hosts the GoodFellows Podcast. He is a Ros…
 
Today we have a somewhat unique episode for all of our listeners, rounding up the news and information from the world of finance and investment before we welcome Ben Rabidoux back to the show. Ben was a guest on Episode 96, which aired early during the pandemic last year, and we are so happy to have him here for another appearance, to touch in with…
 
In many episodes of this podcast we refer to the psychological component of investing, and today we are very happy to host a global authority on the subject and share an absolute masterclass about behavioural psychology as it relates to our finances and the decisions we make. We welcome Professor Hersh Shefrin to the show, who is the author of many…
 
In this week’s episode, Cameron and Benjamin share what’s on their mind and delve into listener questions on subjects ranging from the CAPE ratio to how to go about changing someone’s mind. Tuning in you’ll get a preview of some of the formidable guests featured on future episodes, like John Cochrane and Hersh Shefrin. We also cover book recommenda…
 
Justin The Intern is the father of a month old baby! Whoa! Christian was mask shamed in Justin's home state. Shonali learns what "bussin" means. It's US Open Tennis Tournament time in NYC and we needed this! Our guests are comedian, performers, writers Merrill Davis and Táhlia Audrí! Merrill currently lives in Los Angeles. She generously shares her…
 
The evergreen subject of retirement planning is something that we prioritize here at the Rational Reminder Podcast, and today we have a very interesting conversation in which we explore the topic from a slightly different perspective. We are joined by Gordon Irlam, who is a notable researcher with a wealth of experience from the world of tech and b…
 
Today’s episode is the first that takes a new format we are piloting, where we compile clips from the most valuable conversations we have had in different episodes on a given topic. To kick it all off we will be devoting this episode to inflation-adjusted retirement spending and the nuances of the 4% rule. We start off with a clip from our conversa…
 
Even among rational investors with diversified portfolios, there seems to be less known about the inner workings of the bond portion of their investments. Here on the show today to help us get a better understanding of fixed income investments is none other than Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors. Dave is one of t…
 
Today our main topic expands on a recent episode in which we talked about what constitutes good financial advice, and here we look at how to go about finding the kind of advice that you want and need. It is one thing to know what it is, but that does mean it is straightforward to locate an advisor or firm that provides it. After our opening salvo o…
 
Congratulations to Justin the Intern and his fiancée Laura on the birth of their baby boy Zachary! While Justin is having a baby, Jason Lam takes over introduction honors. Within a month, tides have turned and Covid-19 (Delta variant) is back. The "normalcy" we discussed last month is no more. Shonali attended her first super spreader event and Chr…
 
Today we are so happy to welcome the amazing Katy Milkman to the show. Katy is the author of the impressive and inspiring new book, How to Change: The Science of Getting from Where You Are to Where You Want to Be, and in this episode, we get the inside scoop from her about her work, with specific attention to how it can be applied to investment and…
 
Today we get the chance to take some very interesting listener questions and dig into fascinating findings on day trading in 2020. To kick things off we have a quick review of Simon Sinek's insightful new book, The Infinite Game before rounding up some of the news from the investing space. Then it's time to tackle a number of questions from a membe…
 
The work of Bill Schultheis has had a profound effect on us here at the Rational Reminder Podcast, and eventually having him join us on the show is truly an honour! Bill is the author of the Coffeehouse Investor series and is currently the Principal and Senior Advisor at Soundmark, in Kirkland, Washington. Throughout his career Bill has dedicated h…
 
Happy Pride Everyone! We celebrate our friends and our fashion icon former guest Jack Dwyer! June was the first month in a year and a half that we were social in a seemingly "normal" way. Shonali's exhausted already. Our first guest is Cisco Bradley! He's an Author, Professor of Cultural & Social History, Free Jazz & and Experimental Music Aficiona…
 
Welcome back to another episode of the Rational Reminder Podcast, where we give you the most considered and evidence-based information about investing in Canada. Our focus for this episode is the topic of tax loss harvesting, a subject we have touched on before but felt warranted a revisit, with some updates. To kick off the show, we review Playing…
 
Today we welcome Rob Arnott to the show! Rob is the founder of Research Affiliates and is a prolific writer who has published hundreds of articles for many different journals. We know firsthand, the power of Rob's work, and how it can alter the way you think about investing, and this depth of knowledge, coupled with his ability to make complex topi…
 
The looming issue of climate change has far-reaching implications, not least of which are relevant to the financial and investment world. Today we spend some time considering these impacts, with a focus on the question of whether climate risk is a priced investment. The short answer, conferred by the numerous academic explorations into the subject,…
 
One of the major topics we hope to help our listeners with is retirement planning, and today we have a really informative and illuminating conversation with a true expert in the field, Don Ezra. His approach is typified by his focus on retirement and happiness, and their important intersection, subjects he has broached in his many published books, …
 
Welcome back to another episode of the sensible money show. The focus this week is the age-old question of housing; whether to buy or to rent. After our preliminary remarks, book review, and a new TV recommendation, we get down to brass tacks on the important things to look at when assessing your living situation. There are some commonly held views…
 
Today we speak to Professor Johanna Peetz about how the errors people make about predicting their futures affect financial planning and relationships. Professor Peetz is an Associate Professor of Psychology at Carleton University and her three main research interests are time perception, personal spending, and close relationships. We kick the conve…
 
Welcome back to your favourite Canadian podcast about sensible investing! Today we are focusing on evaluating equity strategies and wondering aloud whether you should be chasing these anomalies, thinking about the costs and turnover, and how these products are being implemented. These are just some of the important questions that can be asked on th…
 
The warm weather has arrived, masks are slowly coming off and Christian comes out HOT. Shonali is in Nashville, Tennessee doing yard work and Justin The Intern is prepping for his role as a new father. George Floyd's murder was a year ago to the day. We discuss the importance of the moment surrounding the pandemic and social justice. Will we be for…
 
There is an overarching investment philosophy that permeates most of what we do here at the Rational Reminder Podcast, and while some guests' positions might differ at times, it is rare that we have someone on the show whose approach is as strongly contrasted with ours, as Professor Brad Cornell. Professor Cornell's arguments are so well-founded an…
 
Is it possible to hedge your investments against different levels of inflation? This is the question we ask in today's episode, as we run through a variety of different investment approaches and commodities. While the answer may not come as a huge surprise, it is definitely worth the walk-through and getting to grips with what the literature can te…
 
Today’s guest is Professor Robert Novy-Marx, the Lori and Alan Zekelman Distinguished Professor of Business Administration at Simon Business School of the University of Rochester. Professor Novy-Marx is best known for his articulation of the profitability factor and has also done a ton of great work on momentum and low volatility. We kick our conve…
 
Today we dive deep into the connection between happiness and money, looking at a host of theories and studies that have examined the important factors in this discussion. The main material referenced is the fascinating, The Happiness Hypothesis by Jonathan Haidt, and during the episode, we get to look at a great selection of the findings and claims…
 
Shonali got her wisdom teeth pulled. Justin got a sun tan and Christian shares new (not exactly accurate) CDC guidelines. As more of us are vaccinated and we start to venture out more often, nature is not ready for us. We warn Christian not to watch last week's viral rabid bobcat video in which this brave husband in North Carolina rescued his wife.…
 
It takes only a handful of smart choices to convert regular savings into a secure future. Today we welcome famed financial educator Paul Merriman onto the show to discuss how the right habits and investing approach can add millions to your retirement nest egg. After chatting about his personal and professional background, we dive into Paul’s invest…
 
As many of you already know, we have been working hard to figure out the best way to model expected stock returns for financial planning and asset allocation. It has a lot of history in financial literature, which is to be expected, given the importance of the figure. In today’s episode, we’re looking all the way back to 1985, when Rajnish Mehra an…
 
Today, we finish up the first round in the Rebels, Rogues, and Scholars bracket. We begin with the liberator of South America, Simon Bolivar, who goes up against the evolutionary pioneer, Charles Darwin. Our second match is between the man who helped bring down apartheid in South Africa, Nelson Mandela, and one of the most prolific inventors in wor…
 
From YouTube channels to get-rich playbooks, whole industries are devoted to the subject of building wealth. But few books present a clear and honest view of what it’s like to have a lot of money. Today we welcome author Jennifer Risher onto the show to share her insights on living with wealth. Early in the episode, we explore how Jennifer and her …
 
Today’s episode doesn’t have an external guest, but Benjamin and Cameron provide fascinating information on a vast range of topics. First, the discussion centers around the book that Cameron is currently reading and what it is teaching him about social networks, the ego-driven world of social media, and the benefits of anonymity online. The hosts s…
 
Today, we finish up the first round in the Leaders bracket. Our first battle is between the Mughal Emperor Akbar against the head of the Songhai Empire of Western Africa, Askia Mohammed I. The second scrum is an all England fight between the King of the West Saxons, Alfred the Great and the Queen with an era named after her, Elizabeth I. Find out w…
 
We are officially now a year into the pandemic! We are thankful for vaccines, our health, friends, family and this show. Catching up on the heavy: Anti-Asian Hate, Chauvin trial, voter suppression & the good stuff: seafood enchiladas, the beach and puppy time! Check out StopAAPIHate.org for ways to support the Asian American community now. Our firs…
 
Technology has made our lives easier but it has also fragmented our leisure time, creating a near-universal feeling that we have too much to do and not enough time to do it. Today we speak with Harvard Business School Assistant Professor Ashley Whillans about how our views of money and experience of time poverty impact our sense of well-being. We o…
 
While there is no way of knowing what the best portfolio is, empirical data and financial economics have fixed the problems surrounding investing. But if we’ve fixed investing, then what’s the point of financial advisors? Today we dive into this topic and reveal why financial advice is still valuable to the everyday investor. We open the episode by…
 
How do your perceptions of time influence your long-term decision-making and financial well-being? Today we speak with psychologist and UCLA Associate Professor Hal Hershfield to answer this abstract question. We open our conversation with Hal by exploring the concept of well-being. After chatting about the factors that impact financial well-being,…
 
Today, we finish up the first round in the Military bracket. We begin with the Roman general who defeated Hannibal at the Battle of Zama, Scipio Africanus. He goes up against the general who began the unification of Japan in the 16th century, Oda Nobunaga. The final tilt pits the Kurdish/Arab general who ousted the Crusader's from Jerusalem, Saladi…
 
Where do stock returns actually come from? The answers to this deceptively simple question might change your investing perspective. We dive into this foundational investing topic after sharing community updates and chatting about our books and TV series of the week. A key concept in understanding where returns come from, we unpack how stock returns…
 
We’ve previously compared IPOs to lotteries that are prone to inflated valuations and low returns. Today we welcome “Mr. IPO,” Professor Jay Ritter onto the show for a deeper dive into IPO performance, for his insights into SPACs, and to hear his research into why economic growth doesn’t correlate with stock returns. Early in the episode, Jay unpac…
 
We are celebrating a full month of having a new POTUS in the White House, Shonali's new jumpsuit, expectant father Justin the Intern and comedian Anuvab Pal guest joining us all the way from the UK where it is 2AM. Anuvab is a comedian, screenwriter, playwright, author among many other things. We discuss finding humor in the complicated history bet…
 
Today, we finish up the Battle bracket. We begin with the decisive end to the Napoleonic Wars, Waterloo. It goes up against the American Revolutionary battle, Yorktown. Then we have the face-off between the Greco-Persian fight, Marathon. We complete the first round when it takes on the Korean conflict's Battle of Chosin Reservoir. Find out who make…
 
Today, we finish off the Villains bracket as we pit the Italian dictator, Benito Mussolini against the sadistic head of the USSRs NKVD secret police, Lavrenty Beria. The second battle pits the Islamist terrorist Osama bin Laden facing the scourge of Rome, the genocidal Attila the Hun. Find out who moves on to the second round as well as finding out…
 
How we model our expected returns hugely impacts our financial decision-making, with poor models leading us to retire either too early or too late. Today’s episode is a deep dive into two topics: how we model expected returns and how fixed income bonds fit into your portfolio allocation. We open the show by talking about the books and news of the w…
 
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