THE RACE TO 0% (EP.4)
After a successful launch, the podcast will live on! Thanks for the support and feedback. In Episode 4 of the Rational Reminder podcast we discussed the following: The longest bull market in history? Are we repeating the tech bubble? Why it still makes sense to hold bonds Rebalancing isn’t always easy The Lost Decade, sort of Is tax-loss selling worth it? Horizons’ marketing mistake One decision funds Index fund fees are finally at 0% Sec lending is the future of index fund revenue Charley Ellis on the history of active management There are less willing losers today than there were in the past The paradox of skill Active managers underperform consistently Daniel Kahneman does not believe active management works If you think you have intuition about stocks, you’re wrong Corporate DB pension plans are not risk-free The stories we talked about: This bull market could become the longest in history this month Tax-Loss Harvesting: Should Investors Believe the Hype? Horizons ETFs Launching 0% Management Fee ETF Portfolio Solutions Free Fidelity Funds Stoke Price War in Bid to Catch Index Giants ETFs still gathering assets, but inflows slow as investors favor lower-cost funds CHARLEY ELLIS – INDEXING AND ITS ALTERNATIVES (EP.62) Then, and now Kahneman's Insights: Beyond Thinking Fast and Slow 'It's going to be hard': Sears pension payments cut by 30% this week The charts we talked about: Source: PWL Capital Source: SaP Dow Jones Indices For more information or to contact Cameron and Ben, visit pwlcapital.com
