Shownotes Transcript
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In Episode 4 of the Rational Reminder podcast we discussed the following:
- The longest bull market in history?
- Are we repeating the tech bubble?
- Why it still makes sense to hold bonds
- Rebalancing isn’t always easy
- The Lost Decade, sort of
- Is tax-loss selling worth it?
- Horizons’ marketing mistake
- One decision funds
- Index fund fees are finally at 0%
- Sec lending is the future of index fund revenue
- Charley Ellis on the history of active management
- There are less willing losers today than there were in the past
- The paradox of skill
- Active managers underperform consistently
- Daniel Kahneman does not believe active management works
- If you think you have intuition about stocks, you’re wrong
- Corporate DB pension plans are not risk-free
The stories we talked about:
- This bull market could become the longest in history this month)
- Tax-Loss Harvesting: Should Investors Believe the Hype?)
- Horizons ETFs Launching 0% Management Fee ETF Portfolio Solutions)
- Free Fidelity Funds Stoke Price War in Bid to Catch Index Giants)
- ETFs still gathering assets, but inflows slow as investors favor lower-cost funds)
- CHARLEY ELLIS – INDEXING AND ITS ALTERNATIVES (EP.62))
- Then, and now)
- Kahneman's Insights: Beyond Thinking Fast and Slow)
- 'It's going to be hard': Sears pension payments cut by 30% this week)
The charts we talked about:
Source: PWL Capital
Source: S&P Dow Jones Indices) For more information or to contact Cameron and Ben, visit pwlcapital.com)