In Episode 7 of the Rational Reminder podcast we discussed the following:

  • Ottawa home prices
  • The longest bull market in history
  • What goes up does not have to come down
  • All time highs are normal and should be expected
  • Is the market overvalued?
  • Even the CAPE only explains 40% of future return differences
  • Should you dollar cost average or invest in a lump sum?
  • Your better off in the market than trying to time the market
  • Was WEED an obvious buy at $2.00?
  • There are still plenty of public companies to invest in
  • Small cap returns need to be taken in context
  • Bad behaviour is not always easy to spot

The stories we talked about:

 

The charts we talked about:


Number of Stocks

Image source: Dimensional Fund Advisors

S&P 500 All Time Highs

Image source: Ben Felix, PWL Capital