The Rational Reminder Podcast

The Year End Round Up: Recapping Recent Market Performance (EP.25)


Listen Later

This week on the podcast we are starting to wrap things up for the year, doing some house keeping and looking back at recent trends in the market. First of all we talk a bit about the podcast going forward and have a few comments on ratings and reviews. We also look at some of the upcoming content you can expect early next year! We chat about the client survey we recently held and what the data from this tells us. From there we move into more general information on the relationship between risk and profitability and try and explain why they are so closely linked. We also get into the market's performance this year and the apparently bad year it has had. This exploration is located in the broader context of historical data and evidence based investing strategies and we try our best to show how a bad year like 2018 is not a reason to be reactive in you investments. For this and more, join us today!

Key Points From This Episode:

  • The first critical review of the podcast. [0:01:52.3]
  • Some of the upcoming content for the new year. [0:02:52.0]
  • The recent client survey which we completed. [0:04:56.3]
  • Interesting data that we collected during this survey. [0:07:02]
  • The blog post from Michael James about our chat with Glenn Cooke recently. [0:08:57.8]
  • How is being profitable riskier? [0:12:39.9]
  • Behavioral explanations for factors and market timing. [0:15:10.7]
  • The market this year and how it has dipped. [0:16:13.3]
  • Comparing this year's downturn with 2008. [0:17:38.6]
  • This generation's investors and risk seeking. [0:21:04.7]
  • Understanding standard deviation in this context. [0:22:58.3]
  • The potential impact of social media on markets compared to 2008. [0:26:02.4]
  • The human bias towards action when in danger. [0:27:12.8]
  • Don't leave your seat to get a hot dog! [0:29:04.2]
  • And much more!

For more information or to contact Cameron and Ben, visit pwlcapital.com

...more
View all episodesView all episodes
Download on the App Store

The Rational Reminder PodcastBy Benjamin Felix, Cameron Passmore, and Dan Bortolotti

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

425 ratings


More shows like The Rational Reminder Podcast

View all
Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

18 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

939 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,015 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

65 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

594 Listeners

The Long View by Morningstar

The Long View

908 Listeners

Sound Investing by Paul Merriman

Sound Investing

345 Listeners

Excess Returns by Excess Returns

Excess Returns

80 Listeners

Stress Test by The Globe and Mail

Stress Test

20 Listeners

Risk Parity Radio by Frank Vasquez

Risk Parity Radio

269 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

76 Listeners

Ask The Compound by The Compound

Ask The Compound

319 Listeners

TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

TLDR

27 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

14 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

58 Listeners