Education Rational Reminder Podcast

Discussion in 'Share Investing Strategies, Theories & Education' started by mtat, 29th May, 2020.

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  1. mtat

    mtat Well-Known Member

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    Rational Reminder | Sensible Investing and Decision Making

    There isn't a lot of focus on academic research in the investing world (besides maybe "time in the market" and index investing, although these are probably the most important), but for those interested in getting a deeper understanding of investing and asset pricing, there aren't many resources out there better than this podcast. (except reading the underlying academic literature... but who has time for that...)

    It's also co-hosted by Ben Felix.

    Despite the huge emphasis on factors, the hosts tailor their discussions (on index investing, markets, portfolio management and investing behaviour) so that it is relevant to the average investor.

    The podcast is especially great to listen to from an Australian perspective because:
    1. It tends to break down ideas which are almost always discussed (online) from the US perspective;
    2. There are a lot of similarities between Canada and Australia (similar sector concentration, home-country bias, economy, etc.).

    I would highly recommend listening to episode 100 with (very special) guest Ken French. It explains quite a few important topics very well, whilst throwing in some key words and ideas that a beginner might not have heard of before.

    Episode 100: Prof. Kenneth French: Expect the Unexpected — Rational Reminder

     
  2. George Smiley

    George Smiley Well-Known Member

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    Thanks mtat. I'm a fan of Ben Felix so will be listening to this podcast. His investing pieces on YouTube are excellent.
     
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  3. Redwing

    Redwing Well-Known Member

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    Have downloaded a few of these
     
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  4. The Falcon

    The Falcon Well-Known Member

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    Good stuff, some good looking eps there...and the production is good. I still listen to Animal Spirits from time to time which I like, and those guys are in the same wheelhouse as Ben Felix I’d say.
     
  5. mtat

    mtat Well-Known Member

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    Highly recommend the Year in Review episode. So much great information in one place, and you can always go back and listen to individual episodes for specific topics mentioned.

    Episode 130: A Year in Review — Rational Reminder

    I love Animal Spirits, but I usually skip their book reviews and interview episodes.
     
  6. The Falcon

    The Falcon Well-Known Member

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    @mtat agree, the Ken French episode is good.
     
  7. MangoMadness

    MangoMadness Well-Known Member

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    I started listening to this today on the way to work, the other guy (not Ben) reminds me of the monotone radio announcer from the movie Reservoir Dogs.

    It was quite surreal listening to the jaunty upbeat intro music and then be confronted by the monotone droning of the presenters, lol.

    Good content though, just needs some inflection in their voices to make it more appealing.
     
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  8. mtat

    mtat Well-Known Member

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    2x speed is the way for podcasts. No need for inflections.

    Maybe 1.5x if you're driving.
     
  9. Anne11

    Anne11 Well-Known Member

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    It’s very good, thank you. After listening to the podcast I have changed my future super contribution to International shares to increase our asset allocation to international.
     
  10. Redwing

    Redwing Well-Known Member

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  11. MangoMadness

    MangoMadness Well-Known Member

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    Im about 10 episodes into the rational reminder and i am really enjoying it. The depth some of the episodes go into leaves me scratching my head a little to understand but I am enjoying that 'deep end' sort of information.

    Also a great range of topics, viewing investing from many angles.
     
  12. George Smiley

    George Smiley Well-Known Member

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    Yes I do like that Ben Felix takes time to rack his brain over the academic literature on investing and then break it down plain language for dummies like me. A lot of the topics covered in the rational reminder podcast are also on his youtube channel but not covered in the same depth.
     
  13. Redwing

    Redwing Well-Known Member

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    Stanford Brown

    In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss share markets, economic recoveries, and growing trade tensions.

    This month we discuss:

    - Share market growth in November

    - Why Australian shares have been slower to recover than the US

    - Company Profit Outlook - To ‘V’ or not to ‘V’

    - The outlook for Australia-China trade relations

    - Why Australia’s reliance on China matters for investors
     
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  14. Redwing

    Redwing Well-Known Member

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    Just downloaded this one

    PODCAST – AUSSIE HIFIRE
    • Who is Aussie HIFIRE? (00:04:30)
    • What is HIFIRE and how does it differ from regular FIRE? (00:05:10)
    • What does AHF want to do during retirement? (00:11:53)
    • The role that bonds play in a portfolio (00:18:53)
    • How Aussie HIFIRE approaches FIRE and kids (00:29:42)
    • Income insurance during the accumulation phase (00:44:10)
    I Need A Weapon – The great A200/IOZ/VAS debate
     
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  15. Redwing

    Redwing Well-Known Member

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  16. Redwing

    Redwing Well-Known Member

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  17. ChrisP73

    ChrisP73 Well-Known Member

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    I see a few here are active (ish) over at the rational reminder community.

    I've noticed a reference to https://passiv.com/ which I hadn't seen before - an autopilot for your portfolio (concept similar to the autoinvest feature of pearler.com but independent of the broker/exchange platform). A very cool tech solution to automate your asset allocation whilst providing choice of broker. Currently the only broker they support that I can access is IBKR Pro. I've setup and will experiment a little.

    Is anyone aware of similar/alternative options to passiv.com - particularly something that provides coverage of AUS brokers and exchange platforms?
     
    Last edited: 24th Dec, 2021
  18. ChrisP73

    ChrisP73 Well-Known Member

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    @Hockey Monkey I can't be bothered to figure out how to link from your US automation thread (on my phone) so being incredibly lazy and just linking you in for context.
     
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  19. Redwing

    Redwing Well-Known Member

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  20. Redwing

    Redwing Well-Known Member

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    upload_2022-6-11_20-27-36.png

    Podbean Link

     
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