The Rational Reminder Podcast | Evidence in Practice with Håkon Kavli | Rational Reminder 321 @rationalreminder | Uploaded September 2024 | Updated October 2024, 13 hours ago.
Meet with PWL Capital: calendly.com/d/cpws-jyp-znp
How can the Rational Reminder Podcast get even better? By bringing back one of its most beloved voices, Dan Bortolotti, also known as "The Spud." In this exciting episode, hosts Ben Felix, Cameron Passmore, and Mark McGrath announce that Dan, the mind behind the Canadian Couch Potato Podcast, will now be a regular guest, contributing segments like "Bad
Investment Advice" or "Ask the Spud.” Before Dan joins the conversation, we have an insightful discussion with Håkon Kavli, CIO of Reitan Kapital. Håkon shares how his team manages the wealth of one of Norway’s most prominent families, comparable to Canada’s Weston family. We discuss Reitan Kapital’s evidence-based investing approach, their robust methods for overcoming portfolio optimization challenges, and much more. Håkon also sheds light on their upcoming investing conference in Norway, featuring speakers like our very own, Cameron Passmore, and Marcos López de Prado. Following this, Dan kicks off his return by dissecting an article that advocates going all-in on the QQQ ETF in an RRSP, exposing the dangers of such a concentrated and risky strategy. He contrasts this approach with the wisdom of diversifying across global markets, using examples like Vanguard’s VEQT ETF, which offers exposure to over 13,000 stocks worldwide. Additionally, if you’re a financial advisor interested in joining a planning-focused, fiduciary firm like PWL Capital, we encourage you to reach out. Our team is growing, and we’re looking for like-minded individuals to join our mission. Tune in for a rich mix of expert advice, thoughtful discussions, and exciting announcements!
Timestamps:
0:00:00 Intro
0:07:29 Main Topic: Håkon Kavli, CIO Reitan Kapital
1:13:10 New Segment with Dan Bortolotti
1:28:36 Aftershow
Links From Today’s Episode:
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Rational Reminder on Instagram — instagram.com/rationalreminder
Rational Reminder on X — https://x.com/RationalRemind
Rational Reminder on TikTok — tiktok.com/@rationalreminder
Rational Reminder on YouTube — youtube.com/channel
Rational Reminder Email — info@rationalreminder.ca
Benjamin Felix — pwlcapital.com/author/benjamin-felix
Benjamin on X — https://x.com/benjaminwfelix
Benjamin on LinkedIn — linkedin.com/in/benjaminwfelix
Cameron Passmore — pwlcapital.com/profile/cameron-passmore
Cameron on X — https://x.com/CameronPassmore
Cameron on LinkedIn — linkedin.com/in/cameronpassmore
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
Mark McGrath on X — https://x.com/MarkMcGrathCFP
Dan Bortolotti — canadianmoneysaver.ca/authors/dan-bortolotti
Dan Bortolotti on LinkedIn — linkedin.com/in/dan-bortolotti-8a482310
Canadian Couch Potato Blog — canadiancouchpotato.com
Canadian Couch Potato Podcast — canadiancouchpotato.com/podcast
Episode 308: Dan Bortolotti — rationalreminder.ca/podcast/308
Håkon Kavli on LinkedIn — linkedin.com/in/haakonkavli
Marcos Lopez de Prado — https://www.orie.cornell.edu/faculty-directory/marcos-lopez-de-prado
Antti Ilmanen — aqr.com/About-Us/OurFirm/Antti-Ilmanen
Episode 224: Prof. Scott Cederburg — rationalreminder.ca/podcast/224
Sharpe ratio — investopedia.com/terms/s/sharperatio.asp
Episode 210: Prof. Ludovic Phalippou — rationalreminder.ca/podcast/210
‘An interesting RRSP idea – all in on QQQ?’ — tawcan.com/all-in-on-qqq
Papers From Today’s Episode:
‘Estimating Private Equity Returns from Limited Partner Cash Flows’ —
papers.ssrn.com/sol3/papers.cfm?abstract_id=2356553
‘Mutual Fund Flows and Performance in Rational Markets’ —
nber.org/papers/w9275
‘What are Stock Investors' Actual Historical Returns? Evidence from Dollar-Weighted Returns’
— papers.ssrn.com/sol3/papers.cfm?abstract_id=544142
Meet with PWL Capital: calendly.com/d/cpws-jyp-znp
How can the Rational Reminder Podcast get even better? By bringing back one of its most beloved voices, Dan Bortolotti, also known as "The Spud." In this exciting episode, hosts Ben Felix, Cameron Passmore, and Mark McGrath announce that Dan, the mind behind the Canadian Couch Potato Podcast, will now be a regular guest, contributing segments like "Bad
Investment Advice" or "Ask the Spud.” Before Dan joins the conversation, we have an insightful discussion with Håkon Kavli, CIO of Reitan Kapital. Håkon shares how his team manages the wealth of one of Norway’s most prominent families, comparable to Canada’s Weston family. We discuss Reitan Kapital’s evidence-based investing approach, their robust methods for overcoming portfolio optimization challenges, and much more. Håkon also sheds light on their upcoming investing conference in Norway, featuring speakers like our very own, Cameron Passmore, and Marcos López de Prado. Following this, Dan kicks off his return by dissecting an article that advocates going all-in on the QQQ ETF in an RRSP, exposing the dangers of such a concentrated and risky strategy. He contrasts this approach with the wisdom of diversifying across global markets, using examples like Vanguard’s VEQT ETF, which offers exposure to over 13,000 stocks worldwide. Additionally, if you’re a financial advisor interested in joining a planning-focused, fiduciary firm like PWL Capital, we encourage you to reach out. Our team is growing, and we’re looking for like-minded individuals to join our mission. Tune in for a rich mix of expert advice, thoughtful discussions, and exciting announcements!
Timestamps:
0:00:00 Intro
0:07:29 Main Topic: Håkon Kavli, CIO Reitan Kapital
1:13:10 New Segment with Dan Bortolotti
1:28:36 Aftershow
Links From Today’s Episode:
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Rational Reminder on Instagram — instagram.com/rationalreminder
Rational Reminder on X — https://x.com/RationalRemind
Rational Reminder on TikTok — tiktok.com/@rationalreminder
Rational Reminder on YouTube — youtube.com/channel
Rational Reminder Email — info@rationalreminder.ca
Benjamin Felix — pwlcapital.com/author/benjamin-felix
Benjamin on X — https://x.com/benjaminwfelix
Benjamin on LinkedIn — linkedin.com/in/benjaminwfelix
Cameron Passmore — pwlcapital.com/profile/cameron-passmore
Cameron on X — https://x.com/CameronPassmore
Cameron on LinkedIn — linkedin.com/in/cameronpassmore
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
Mark McGrath on X — https://x.com/MarkMcGrathCFP
Dan Bortolotti — canadianmoneysaver.ca/authors/dan-bortolotti
Dan Bortolotti on LinkedIn — linkedin.com/in/dan-bortolotti-8a482310
Canadian Couch Potato Blog — canadiancouchpotato.com
Canadian Couch Potato Podcast — canadiancouchpotato.com/podcast
Episode 308: Dan Bortolotti — rationalreminder.ca/podcast/308
Håkon Kavli on LinkedIn — linkedin.com/in/haakonkavli
Marcos Lopez de Prado — https://www.orie.cornell.edu/faculty-directory/marcos-lopez-de-prado
Antti Ilmanen — aqr.com/About-Us/OurFirm/Antti-Ilmanen
Episode 224: Prof. Scott Cederburg — rationalreminder.ca/podcast/224
Sharpe ratio — investopedia.com/terms/s/sharperatio.asp
Episode 210: Prof. Ludovic Phalippou — rationalreminder.ca/podcast/210
‘An interesting RRSP idea – all in on QQQ?’ — tawcan.com/all-in-on-qqq
Papers From Today’s Episode:
‘Estimating Private Equity Returns from Limited Partner Cash Flows’ —
papers.ssrn.com/sol3/papers.cfm?abstract_id=2356553
‘Mutual Fund Flows and Performance in Rational Markets’ —
nber.org/papers/w9275
‘What are Stock Investors' Actual Historical Returns? Evidence from Dollar-Weighted Returns’
— papers.ssrn.com/sol3/papers.cfm?abstract_id=544142
