Season 1 · Episode 5
RETHINKING MORTGAGE DEBT (EP.5)
The Rational Reminder Podcast · Benjamin Felix & Cameron Passmore
August 14, 201830m 47s
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Show Notes
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