Benjamin Felix

MBA, CFA, CFP, CIM®, Portfolio Manager

Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering before pursuing a career in financial services via the MBA program at Carleton University’s Sprott School of Business.
Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering before pursuing a career in financial services via the MBA program at Carleton University’s Sprott School of Business.
Advanced Investing

The Rational Reminder Podcast Episode 74: Playing with FIRE, Having a Belief System, and Term Life Insurance

We are proud to say that last week’s show received our highest amount of downloads yet, with 10 000 in its first week, so a big thank you to our listeners for that. We begin our discussion this week with some takeaways from the Playing With FIRE documentary about doing affordable things that feel good as a way of cutting costs.

Advanced Investing

The Rational Reminder Podcast Episode 73: Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor

In today’s episode, we are joined by an exciting guest, The Loonie Doctor, of The Loonie Doctor blog to talk about his work not only on physician finance but also on holistic wealth. A physician by training, The Loonie Doctor has scaled back his practice to put more work into the blog and financial education.

Advanced Investing

The Rational Reminder Podcast Episode 72: Interest Rates, Optimal Asset Location, and Reverse Mortgages

Today on The Rational Reminder Podcast, we talk about the relationship between asset allocation and outcome, the ins and outs of reverse mortgages, and finally, life insurance (or lack thereof) in Canada. However, we begin by sharing some interesting points covered in a recent Barry Ritholtz interview with Eugene Fama and David Booth for his Masters in Business show.

Advanced Investing

The Rational Reminder Podcast Episode 69: Quantitative Investing: The Solution to Human Bias with Wes Gray

Today we are joined by Wesley Gray who is the CEO of Alpha Architect, a firm in the US that specializes in concentrated factor strategies. Having completed his MBA and PhD at the University of Chicago – the Harvard of the finance world – Wes is an authoritative voice when it comes to quantitative research and factor investing.

Starting Out

Are You Ready for a Recession?

It has been more than a decade since the last U.S. recession. Prior to that, the longest gap between recessions was exactly a decade. Moreover, when I started drafting this post and its related video, the U.S. yield curve had briefly inverted, which means longer-term bond rates were lower than shorter-term bond rates. Besides this being a bit Alice-in-Wonderland-like, inverted yield curves also have been good predictors of coming U.S. recessions.

Advanced Investing

The Rational Reminder Podcast Episode 65: Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas.

Our guest today on the Rational Reminder Podcast is Dr. Wendall Mascarenhas. Wendall is a listener, DIY investor a medical professional. He actually reached out to us on Twitter and suggested this episode, a listener-centric discussion as well as one comparing the different approaches to evidence from the medical and the financial communities.