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:

 

The charts we talked about:

Assets Under Management

Source: Raymond Kerzhéro, PWL Capital

 

Expense Ratio - Funds

Source: Raymond Kerzhéro, PWL Capital

 

Percentage held in private assets

Source: Raymond Kerzhéro, PWL Capital

 

U.S. Venture Returns

Source: Correlation Ventures