In Episode 5 of the Rational Reminder podcast we discussed the following:
- Checking your credit
- Optimizing your credit score
- Investing vs. paying off your mortgage
- Asset allocation
- Reframing mortgage debt
- Are we in a tech bubble?
- The rise in the US market is backed by fundamentals
- How the largest Canadian pension funds invest
- Skewness in VC returns
- It’s still really hard to beat index funds
The stories we talked about:
- Mortgage debt and asset allocation)
- Fed Up)
- Andrew Coyne: Canada Pension Plan's active management strategy is a crock)
- Tiny Wisconsin College Using Index Funds Trounces Endowment Rivals)
The charts we talked about:
Source: Raymond Kerzhéro, PWL Capital
Source: Raymond Kerzhéro, PWL Capital
Source: Raymond Kerzhéro, PWL Capital
Source: Correlation Ventures
For more information or to contact Cameron and Ben, visit pwlcapital.com)
