Podcast artwork thumbnail for The Rational Reminder Podcast

The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, Dan Bortolotti

Booking Overview

A weekly investing and financial decision-making show combining host-led analysis with in-depth interviews featuring prominent investors, financial authors, asset-management leaders, and workplace or technology executives. Credible pitches include evidence-based investing researchers, senior asset managers, financial planning experts, behavioral finance specialists, and authors with original ideas or notable industry experience; booking difficulty is high because the show regularly features established figures and repeat guests.

Metrics

Episodes: 448

Frequency: Weekly

Rating: 4.9/5.0

Estimated listeners: 10k-100k

Gender skew: Unknown

Location: Canada

YouTube: 609.0k subscribers

Contact Information

Publicly listed emails

marketingdept@pwlcapital.com

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Host

Benjamin Felix - Portfolio Manager at PWL Capital and co-host focused on evidence-based investing, portfolio construction, and financial decision-making.

Cameron Passmore - Portfolio Manager at PWL Capital and co-host covering investment management, financial planning, and long-term wealth decisions.

Dan Bortolotti - Portfolio Manager at PWL Capital and co-host specializing in personal finance, investing education, and evidence-based financial planning.

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
Established investors, asset-management executives, financial researchers, portfolio managers, financial authors, and senior business leaders with substantial expertise and a strong point of view.
Required Achievements:  
Authored books on investing, finance, or business, Founded or led major investment or financial-services organizations, Built a notable career in investment research, portfolio management, or wealth management, Developed recognized frameworks or original research

Recent Guest Discussions

David Booth - Evidence-based Investing, Financial Research, Market Uncertainty, Investment Implementation, Financial Advice, Trust, And Long-term Decision-making.

Vinay Gidwaney - Artificial Intelligence In The Workplace, Workforce Transformation, Human Capabilities, Reskilling, AI Collaboration, And Organizational Leadership.

Mike Sullivan - Artificial Intelligence In The Workplace, Workforce Transformation, AI Adoption, Reskilling, Human-centered Leadership, And Organizational Intelligence.

William Bernstein - Retirement Planning, Spending And Happiness, Diversification, Financial Risk, Investment Behavior, Inheritance, And Long-term Wealth Management.

Barry Ritholtz - Investment Mistakes, Forecasting, Financial Media, Behavioral Biases, Index Investing, Portfolio Concentration, Market Cycles, And Evaluating Financial Advice.

Recent Topics

Investing, Financial Planning, Personal Finance, Portfolio Management, Behavioral Finance

Episodes

Here's the recent few episodes on
The Rational Reminder Podcast
:

The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

September 03, 2026

In this episode, we're joined by Philippa Hann and Dr. Moira Somers, co-authors of The Fault Lines of Finance: Understanding and Preventing Financial Misconduct, for a deep dive into why good people can do bad things with other people's money. Philippa brings two decades of experience suing financial advisors, wealth managers, and banks, while Moira brings her expertise as a clinical neuropsychologist working with financial professionals, families, and the human side of money.   We explore th...

50 Years of Evidence-Based Investing (w/ David Booth) | #424

August 27, 2026

In this episode, we welcome back David Booth, Co-Founder of Dimensional Fund Advisors and author of Stay Calm: Learn to Embrace Uncertainty in Investing and Life. David reflects on his remarkable career at the center of the evidence-based investing revolution, from studying under Eugene Fama at the University of Chicago to helping build investment strategies around decades of financial research.   We explore what the data revealed about markets and professional money management, why implement...

The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

August 25, 2026

In this special episode, we are joined by Mike Sullivan, Co-Founder and Chief Growth Officer at OneDigital, and Vinay Gidwaney, OneDigital's Chief Product Officer, to discuss their new book, Workforce Intelligence: The People-First Playbook for Leading Your Company Through AI Transformation. Together, they offer a practical, pro-human framework for navigating a future where artificial intelligence becomes deeply embedded in how organizations operate.   We explore why leaders should focus on t...

Publicly listed emails

marketingdept@pwlcapital.com

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