Cameron Passmore August 4, 2018 Personal Wealth The Rational Reminder Podcast Episode 3 – Amazon Eating the Stock Market In Episode 3 of the Rational Reminder podcast we discussed the following: Should you lease or buy your vehicle? How are the new mortgage stress tests affecting Canadian real estate? Home ownership is not required to build wealth, with a little discipline Amazon’s size is not unprecedented Successfully investing in growth stocks is really hard Consolidation in the Canadian asset management industry Independence benefits wealth management clients Are backend loads on mutual funds still a thing? Fund companies pushing anti-evidence Financial advice is about more than just the portfolio We are still waiting for lower stock valuations, high inflation, and high interest rates If you’re not worried, you don’t have a high expected return Are we living in exceptionally uncertain times? Small cap and value returns comes from rebalancing The stories we talked about: Report on the Housing and Mortgage Market in Canada Federal policies suppressing housing activity, creating a negative shift in sentiment for homebuyers, according to latest consumer report Amazon’s eating the world – and the stock market Is Amazon Changing the World, and the Stock Market? The Most Valuable Companies of All-Time TD Bank becomes Canada’s biggest money manager with $792-million deal to buy Greystone Managed Investments Banning Embedded Commissions Would Not Have Fixed Financial Advice in Canada Transforming Practices in the Wealth Business: A preliminary assessment of the June 2018 CSA reforms to the client-advisor relationship Not So Predictable In these uncertain times The charts we talked about: Source: Financial Market History: Reflections on the Past for Investors Today, CFA Institute Source: Visual Capitalist Share: Facebook Twitter LinkedIn Email CIRO Advisor Report
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