The Rational Reminder Podcast | The Quant Winter, and is Canada Pension Plan a Scam? | Rational Reminder 291 @rationalreminder | Uploaded February 2024 | Updated October 2024, 11 hours ago.
Are you ready for a deep dive into quantitative investing, the private credit trend, and the Canada Pension Plan (CPP)? Then this episode is for you! Joining us today is Robin Wigglesworth, The Financial Times’ global finance correspondent, and author of Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever, a groundbreaking book about the past, present, and future of passive investing. We talk with Robin about quantitative investing and the ideas he lays out in his article ‘A Quant Winter’s Tale’, before hearing his insights on the private credit trend and his intriguing new book titled Bonds, all about the history of the bond market. Today’s episode also features our Mark to Market segment, where Mark McGrath joins us to talk about the Canada Pension Plan (CPP), providing a comprehensive overview of its inner workings, his response to the criticisms levelled against it, and why he believes it’s of huge benefit to a great many Canadians. Next, we take a look back at our conversation with Alexandra Macqueen on annuities before sharing our thoughts on its relevance to today’s discussion and why it’s worth revisiting. Be sure to stay tuned for our after-show segment where we share our book, blog, and viewing recommendations, plus our favourite reviews, followed by a sneak peek of some of the exciting guests we have coming up. Press play now for a deep dive into quant investing, the hype around private credit, saving for retirement, and a whole lot more!
Timestamps:
0:00:00 Intro
0:04:52 Main Topic: Quant Winter
0:06:19 Special Guest: Robin Wigglesworth
0:48:23 Mark to Market
1:13:10 Episode 59: 60 Seconds
1:15:05 Aftershow
Links From Today’s Episode:
Robin Wigglesworth — robinwigglesworth.com
Robin Wigglesworth on LinkedIn — linkedin.com/in/robin-wigglesworth-17101722
Financial Times — ft.com
Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever — amazon.com/Trillions-Renegades-Invented-Changed-Finance/dp/0593087682
‘Quant Winter's Tale’ — ft.com/content/e0f98278-432e-4ece-b170-2c40e40d2835
Episode 184: Robin Wigglesworth — rationalreminder.ca/podcast/184
Episode 93: Cliff Asness from AQR — rationalreminder.ca/podcast/93
Cliff Asness — aqr.com/About-Us/OurFirm/Cliff-Asness-Bio
AQR — aqr.com
Two Sigma — twosigma.com
D.E Shaw — deshaw.com
CPP Investments — cppinvestments.com
StatsCan — statcan.gc.ca/en/start
Financial Planning for Canadian Business Owners Episode 116: True Cost of CPP with Aravind Sithamparapillai — jasonpereira.ca/all-content-jason-pereira-toronto/true-cost-of-cpp-with-aravind-sithamparapillai-e116
Episode 59: Alexandra Macqueen — rationalreminder.ca/podcast/59
Pensionize Your Nest Egg — amazon.com/Pensionize-Your-Nest-Egg-Allocation/dp/1119025257
Griselda Blanco — imdb.com/title/tt15837600
Cocaine Cowboys — imdb.com/title/tt0380268
Queen of the South — imdb.com/title/tt1064899
Fortune's Children: The Fall of the House of Vanderbilt — amazon.com/Fortunes-Children-Fall-House-Vanderbilt/dp/0062224069
Farnam Street — https://fs.blog/
24 in 24 Reading Challenge — rationalreminder.ca/24in24
The Money Scope Podcast — moneyscope.ca
The Money Scope Podcast on YouTube — youtube.com/@moneyscopepod
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 — twitter.com/RationalRemind
Rational Reminder on YouTube — youtube.com/channel
Rational Reminder Email — info@rationalreminder.ca
Benjamin Felix — pwlcapital.com/author/benjamin-felix
Benjamin on X — twitter.com/benjaminwfelix
Benjamin on LinkedIn — linkedin.com/in/benjaminwfelix
Cameron Passmore — pwlcapital.com/profile/cameron-passmore
Cameron on X — twitter.com/CameronPassmore
Cameron on LinkedIn — linkedin.com/in/cameronpassmore
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
Mark McGrath on X — twitter.com/MarkMcGrathCFP
Are you ready for a deep dive into quantitative investing, the private credit trend, and the Canada Pension Plan (CPP)? Then this episode is for you! Joining us today is Robin Wigglesworth, The Financial Times’ global finance correspondent, and author of Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever, a groundbreaking book about the past, present, and future of passive investing. We talk with Robin about quantitative investing and the ideas he lays out in his article ‘A Quant Winter’s Tale’, before hearing his insights on the private credit trend and his intriguing new book titled Bonds, all about the history of the bond market. Today’s episode also features our Mark to Market segment, where Mark McGrath joins us to talk about the Canada Pension Plan (CPP), providing a comprehensive overview of its inner workings, his response to the criticisms levelled against it, and why he believes it’s of huge benefit to a great many Canadians. Next, we take a look back at our conversation with Alexandra Macqueen on annuities before sharing our thoughts on its relevance to today’s discussion and why it’s worth revisiting. Be sure to stay tuned for our after-show segment where we share our book, blog, and viewing recommendations, plus our favourite reviews, followed by a sneak peek of some of the exciting guests we have coming up. Press play now for a deep dive into quant investing, the hype around private credit, saving for retirement, and a whole lot more!
Timestamps:
0:00:00 Intro
0:04:52 Main Topic: Quant Winter
0:06:19 Special Guest: Robin Wigglesworth
0:48:23 Mark to Market
1:13:10 Episode 59: 60 Seconds
1:15:05 Aftershow
Links From Today’s Episode:
Robin Wigglesworth — robinwigglesworth.com
Robin Wigglesworth on LinkedIn — linkedin.com/in/robin-wigglesworth-17101722
Financial Times — ft.com
Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever — amazon.com/Trillions-Renegades-Invented-Changed-Finance/dp/0593087682
‘Quant Winter's Tale’ — ft.com/content/e0f98278-432e-4ece-b170-2c40e40d2835
Episode 184: Robin Wigglesworth — rationalreminder.ca/podcast/184
Episode 93: Cliff Asness from AQR — rationalreminder.ca/podcast/93
Cliff Asness — aqr.com/About-Us/OurFirm/Cliff-Asness-Bio
AQR — aqr.com
Two Sigma — twosigma.com
D.E Shaw — deshaw.com
CPP Investments — cppinvestments.com
StatsCan — statcan.gc.ca/en/start
Financial Planning for Canadian Business Owners Episode 116: True Cost of CPP with Aravind Sithamparapillai — jasonpereira.ca/all-content-jason-pereira-toronto/true-cost-of-cpp-with-aravind-sithamparapillai-e116
Episode 59: Alexandra Macqueen — rationalreminder.ca/podcast/59
Pensionize Your Nest Egg — amazon.com/Pensionize-Your-Nest-Egg-Allocation/dp/1119025257
Griselda Blanco — imdb.com/title/tt15837600
Cocaine Cowboys — imdb.com/title/tt0380268
Queen of the South — imdb.com/title/tt1064899
Fortune's Children: The Fall of the House of Vanderbilt — amazon.com/Fortunes-Children-Fall-House-Vanderbilt/dp/0062224069
Farnam Street — https://fs.blog/
24 in 24 Reading Challenge — rationalreminder.ca/24in24
The Money Scope Podcast — moneyscope.ca
The Money Scope Podcast on YouTube — youtube.com/@moneyscopepod
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 — twitter.com/RationalRemind
Rational Reminder on YouTube — youtube.com/channel
Rational Reminder Email — info@rationalreminder.ca
Benjamin Felix — pwlcapital.com/author/benjamin-felix
Benjamin on X — twitter.com/benjaminwfelix
Benjamin on LinkedIn — linkedin.com/in/benjaminwfelix
Cameron Passmore — pwlcapital.com/profile/cameron-passmore
Cameron on X — twitter.com/CameronPassmore
Cameron on LinkedIn — linkedin.com/in/cameronpassmore
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
Mark McGrath on X — twitter.com/MarkMcGrathCFP
