About this episode
Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the Rational Reminder podcast and is the host of a YouTube channel that covers finance and investing-related topics. He joined PWL Capital in 2013 after completing a degree in mechanical engineering as well as an MBA. He is a CFA charter holder and a CFP professional. Ben, welcome to The Long View . Background Bio PWL Capital Rational Reminder podcast Canadian Market and Home-Country Bias “ The Passive vs. Active Fund Monitor ,” by Raymond Kerzerho, pwlcapital.com, Winter 2024. “ Passive Beats Active Again in 2024 ,” by James Parkyn, capitaltopics.com, April 30, 2025. “ Canadians Reducing Home Bias, Eh? Vanguard Research Finds That Investors Are Increasingly Going Global ,” vanguard.ca, June 2024. Rational Reminder Podcast “ Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory ,” Rational Reminder Podcast, Sept. 30, 2021. “ Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom ,” Rational Reminder Podcast, Sept. 2, 2022. “ Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation ,” Rational Reminder Podcast, Dec. 21, 2023. “ Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice ,” Rational Reminder Podcast, March 27, 2025. “ Episode 316: Andrew Chen: ‘Is Everything I Was Taught About Cross-Sectional Asset Pricing Wrong?!’ ” Rational Reminder Podcast, Aug. 1, 2024. “ Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life ,” Rational Reminder Podcast , June 11, 2020. “ Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance ,” Rational Reminder Podcast, Oct. 14, 2021. Other “ The Misguided Beliefs of Financial Advisors ,” by Juhani T. Linnainmaa, Brian Melzer, and Alessandro Previtero, Journal of Finance , March 22, 2021. Rational Reminder Community “ OneDigital Expands Into Canada With Investment in PWL Capital, Expanding Wealth Management Services Across Borders ,” OneDigital.com, Jan. 23, 2025. “ Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice ,” by Scott Cederburg, Aizhan Anarkulova, and Michael S. O’Doherty, papers.ssrn.com, March 5, 2025. The Fiscal Theory of the Price Level , by John Cochrane Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.