Podcast appearances and mentions of jonathan berk

For the summer season, All Else Equal will be alternating between new episodes and reruns. On this week's episode, we're revisiting our conversation with historian Victor Davis Hanson.History shows that as societies rise to greatness, the scales eventually tip back and those societies fall. But what leads to that fall and are we heading toward one? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with historian Victor Davis Hanson, a senior fellow at the Hoover Institution who specializes in classics and military history.  The conversation explores the complexities and fragilities of successful societies like the Mycenaeans, Romans, and Byzantines, how specialization can lead to higher living standards but also increased vulnerability, and our existential worries about the future.  Find All Else Equal on the web: https://lauder.wharton.upenn.edu/in-the-news/all-else-equal/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review Ballerina. We also discuss Recommendations in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Ballerina Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: Taking place during the events of John Wick: Chapter 3 – Parabellum, Eve Macarro begins her training in the assassin traditions of the Ruska Roma. RATINGS: 75% RT critic 93% RT audience 59 Metascore, 7.3 IMDb user score 3.5 Letterboxd, Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic Recommendations Matt watched Heavy Trip Jon watched Exhuma (2024) Next recommendations: Matt to watch You cannot kill David Arquette Jon to watch When Marnie Was There (Max) Media ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc, that we use to pass the timeMatt's consumptionPorco Rosso, Dangerous Animals, Bring Her BackJon's consumptionDaredevil: Born Again s1e1-6Superman III, Exhuma, Dangerous Animals

This week, we review Karate Kid: Legends. We also discuss Trailer Talk in Concessions of a Cinephile, and more!The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release, with some exceptions, every week. [cite: 2] Then, Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from Disappointment Media will introduce a variety of movies and pop-culture-related topics in a series of segments.Review of Karate Kid: LegendsDirector, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: After a family tragedy, kung fu prodigy Li Fong is uprooted from his home in Beijing and forced to move to New York City with his mother. [cite: 4] When a new friend needs his help, Li enters a karate competition – but his skills alone aren't enough. [cite: 5] Li's kung fu teacher Mr. Han enlists original Karate Kid Daniel LaRusso for help, and Li learns a new way to fight, merging their two styles into one for the ultimate martial arts showdown. RATINGS: 59% RT critic 91% RT audience 51 Metascore, 6.6 IMDb user score 3.0 Letterboxd, Opening box office - 20.3 Million Concessions of a CinephileIn this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc… [cite: 7]Topic Trailer TalkCaught Stealing - https://youtu.be/6mIvD-GN-p4?si=P3f6bVowlNhQeY-J Black Phone 2 - https://youtu.be/v0kqkRZHqk4?si=xcJ2mZQ9t4RmYrf8 Frankenstein - https://youtu.be/x--N03NO130?si=6bHdItFGAzpou5ou Media ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumptionJaws, Spider-Man: Across the Spider-Verse, Bogieville Jon's consumptionLast of Us s2 Shaun of the Dead, Friendship, Bring Her Back, The Life of ChuckKiller Clowns from Outer Space, the Game; TCM; WWE 2k25

This week, we review Mission: Impossible - The Final Reckoning. We also discuss Lilo & Stitch in Concessions of a Cinephile, and more!The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release, with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments.Review of Mission: Impossible - The Final ReckoningDirector, writer, and cast provided by Letterboxd.comIMDb.com Synopsis: Ethan Hunt and the IMF team continue their search for the terrifying AI known as the Entity, which has infiltrated intelligence networks all over the globe, with the world's governments and a mysterious ghost from Ethan's past on their trail[cite: 5]. Joined by new allies and armed with the means to shut the Entity down for good, Hunt is in a race against time to prevent the world as we know it from changing forever.RATINGS:80% RT critic89% RT audience 67 Metascore 7.5 IMDb user score3.6 LetterboxdConcessions of a CinephileIn this segment, we switch to movie-motivated conversations of a wide variety, which could include headlines, trailers, top five lists, best-of lists, competitions, and more.Topic Lilo & Stitch (2025)Disney's newest live-action film is out and crushing…is this the best of the live-action adaptations? [cite: 8]Is it different enough from the OG? [cite: 9]https://boxd.it/Bor26Media ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc, that we use to pass the timeMatt's consumptionLilo & Stitch (2025), Fear Street: Prom Queen, Final Destination BloodlinesJon's consumptionThe Last of Us S2 e1-6Lilo & Stitch (2002), Fear Street: Prom Queen, Final Destination Bloodlines, The Phoenician Scheme

Is the emperor wearing clothes?  Hosts and finance professors Jonathan Berk and Jules van Binsbergen are joined by economist and political scientist Timur Kuran who wrote the book, Private Truths, Public Lies: The Social Consequences of Preference Falsification. This 30-year-old book explains the social phenomenon where people express preferences they do not have.   As political and social tensions have risen in the U.S., the freedom to express views that go against the status quo has become more difficult.  Jonathan, Jules, and Timur discuss what preference falsification is and why people engage in it, historical and contemporary examples, the implications of this behavior in various domains, including politics, business, and academia, and insights into how societies can counteract it. The conversation also addresses the importance of fostering environments, particularly in universities, where open and honest discourse is encouraged.  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments.Review of Clown in a CornfieldDirector, writer, and cast provided by Letterboxd.comIMDb.com Synopsis: Quinn and her father have just moved to the quiet town of Kettle Springs, hoping for a fresh start. Instead, she discovers a fractured community that has fallen on hard times after the treasured Baypen Corn Syrup Factory burned down. As the locals bicker amongst themselves and tensions boil over, a sinister, grinning figure emerges from the cornfields to cleanse the town of its burdens, one bloody victim at a time.RATINGS:74% RT critic65% RT audience55 Metascore,6.3 IMDb user score3.0 Letterboxd,Media ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc, that we use to pass the timeMatt's consumptionAndor S2Jon's consumptionWargames, Fight or FlightAndor S2 ep 1-9Backlash

Show Notes - Accountant 2 This week, we review The Account 2. We also discuss Major Movies We Missed in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release, with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of The Accountant 2 Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: When an old acquaintance is murdered, Wolff is compelled to solve the case. Realizing more extreme measures are necessary, Wolff recruits his estranged and highly lethal brother, Brax, to help. In partnership with Treasury Agent Marybeth Medina, they uncover a deadly conspiracy, becoming targets of a ruthless network of killers who will stop at nothing to keep their secrets buried. RATINGS: 78% RT critic 93% RT audience 58 Metascore 7.2 IMDb user score 3.3 Letterboxd Where to watch? Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of various kinds, including headlines, trailers, top five lists, best of, competitions, etc… Topic Missed Movies Sinners Until Dawn The Amateur Drop Warfare The Ballad of Wallis Island Freaky Tales Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption Sinners, lots of films on the plane journeys…La La Land, The Exorcist, Before Sunrise, Before Sunset, Ghostbusters, Ghostbusters: Frozen Empire, Possession Street, Alien: Romulus, Civil War, MaXXXine Andor S2 Jon's consumption The Texas Chain Saw Massacre, The Texas Chainsaw Massacre 2, Leatherface: The Texas Chainsaw Massacre III, The Return of the Texas Chainsaw Massacre, The Texas Chainsaw Massacre: The Beginning, The Legacy of The Texas Chain Saw Massacre, Thunderbolts*, The Surfer Texas Chainsaw Massacre: The Game; Ark

If universities believe they should be free from government interference and that students and faculty have the right to freely express whatever viewpoints they hold, then the universities should be held to the same standard, right? Hosts and finance professors Jonathan Berk and Jules van Binsbergen are joined by Richard Saller, an American classist and former interim president of Stanford University, to discuss whether or not the government has the right to intervene in university affairs and the hypocrisy that sometimes surrounds these issues. The conversation covers the recent statement signed by 562 university presidents advocating for academic freedom, examples of academic censorship, and the impact of federal funding on universities. They also raise questions about what true academic freedom means as universities have grown increasingly homogenous, and propose solutions to how universities can live up to their mission of being a place where all viewpoints can be expressed.  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review The Account 2. We also discuss Major Movies We Missed in Concessions of a Cinephile, and more!The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release, with some exceptions, every week.Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments.Review of The Accountant 2Director, writer, and cast provided by Letterboxd.comIMDb.com Synopsis: When an old acquaintance is murdered, Wolff is compelled to solve the case.Realizing more extreme measures are necessary, Wolff recruits his estranged and highly lethal brother, Brax, to help.In partnership with Treasury Agent Marybeth Medina, they uncover a deadly conspiracy, becoming targets of a ruthless network of killers who will stop at nothing to keep their secrets buried.RATINGS:78% RT critic93% RT audience58 Metascore,7.2 IMDb user score3.3 Letterboxd,Concessions of a CinephileIn this segment, we switch to movie-motivated conversations of various kinds, including headlines, trailers, top five lists, best of, competitions, etc…Topic Missed MoviesSinnersUntil DawnThe AmateurDropWarfareThe Ballad of Wallis IslandFreaky TalesMedia ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the timeMatt's consumptionSinners, lots of films on the plane journeys…La La Land, The Exorcist, Before Sunrise, Before Sunset, Ghostbusters, Ghostbusters: Frozen Empire, Possession Street, Alien: Romulus, Civil War, MaXXXineAndor S2Jon's consumptionThe Texas Chain Saw Massacre, The Texas Chainsaw Massacre 2, Leatherface: The Texas Chainsaw Massacre III, The Return of the Texas Chainsaw Massacre,The Texas Chainsaw Massacre: The Beginning, The Legacy of The Texas Chain Saw Massacre, Thunderbolts*, The SurferTexas Chainsaw Massacre: The Game;Ark

What exactly is a trade deficit? And why are so many policymakers fixated on it? Lately, the trade deficit in the U.S. is taking the bulk of the blame for the economic situation we're in and it's one of the reasons the Trump administration is pushing for sweeping tariffs. But tariffs are likely not the answer, and a trade deficit might be better referred to as a capital surplus.  As a continuation of the tariffs discussion in the last episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen are joined by John Cochrane, an economist at Stanford University and the Hoover Institution.   The conversation covers how trade deficits actually work, their implications on global and domestic economies, and how current trade policies may impact economic growth, inflation, and international relations.  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

With President Trump's tariffs on Canada, Mexico, China, and other countries now in full swing, what consequences from an economic standpoint could the U.S. be facing? And what was the path that led us here? Hosts and finance professors Jonathan Berk and Jules van Binsbergen put the tariffs question to economist and author Dani Rodrik. Rodrik is  the Ford Foundation Professor of International Political Economy at the John F. Kennedy School of Government at Harvard University, and the author of the book Straight Talk on Trade: Ideas for a Sane World Economy. Beginning with the historical context and purpose of tariffs, the conversation covers how the political and social dissatisfaction with hyperglobalization opened the door for these extreme tariffs, whether or not they're an effective tool in modern trade policy, and what alternative strategies exist to rebuild America's middle class.  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments.Review of A Minecraft MovieDirector, writer, and cast provided by Letterboxd.comIMDb.com Synopsis: Four misfits find themselves struggling with ordinary problems when they are suddenly pulled through a mysterious portal into the Overworld: a bizarre, cubic wonderland that thrives on imagination. To get back home, they'll have to master this world while embarking on a magical quest with an unexpected, expert crafter, Steve.RATINGS:48% RT critic 88% RT audience47 Metascore, 6.0 IMDb user score2.8 Letterboxd, 

This week, we review The Woman in the Yard.We also discuss recommendations in Concessions of a Cinephile, and more!The Bloody Awesome Movie PodcastThe Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments.Review of The Woman in the YardDirector, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: A mysterious woman repeatedly appears in a family's front yard, often delivering chilling warnings and unsettling messages, leaving them to question her identity, motives, and the potential danger she might pose. RATINGS:47% RT critic44% RT audience50 Metascore,5.6 IMDb user score2.6 Letterboxd,Concessions of a CinephileIn this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc. Topic RecommendationsMatt's thoughts on Rudderless and UnlovableJon's thoughts on Once Were WarriorsNew recommendations:For Matt to watch - Claydream or HouseboundFor Jon to watch - Goodbye Pork Pie or Inside Media ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc, that we use to pass the timeMatt's consumptionThe Alto Knights, Black Bag, Men, Snow White, NovocaineDead by Daylight Jon's consumptionWings (1927), The Broadway Melody, All Quiet on the Western Front (1930), Cimarron, Novocaine, The Penguin Lessons, Opus, Star Trek Nemsis, Snow White, Black BagRobocop: Rogue CitySleep Token

The recent crackdown on federal spending has universities sweating despite the fact that many of them boast huge billion-dollar endowments. So what gives? Why would less money from the federal government be a cause for concern? Where does all that money go? And could there be more to this budget picture than meets the eye? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen delve into the inner workings of university endowments and how these institutions are balancing their budgets in a way that's leaving themselves vulnerable to dire financial situations. Read John Cambell, Jeremy Stein, and Alex Wu's paper, “Economic Budgeting for Endowment-Dependent Universities” here. Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

All Else Equal is taking a little spring break, so on this episode we're revisiting a fascinating conversation on what happens when universities step off the sidelines and take a stance on contentious issues. Are they boarding a roller coaster that they can't ever get off? Hosts and finance professors Jonathan Berk and Jules van Binsbergen chat with John Etchemendy, former Provost of Stanford University, for a discussion about institutional neutrality and the long-term unseen costs of any stance institutions elect to take. Submit your questions to the show here: https://bit.ly/AllElseEqualFind All Else Equal on the web: https://www.gsb.stanford.edu/business-podcasts/all-else-equal-making-better-decisionsAll Else Equal: Making Better Decisions Podcast is a production of Stanford Graduate School of Business and is produced by University FM.

This week, we review Mickey 17.We also discuss Best Original Song in Concessions of a Cinephile, and more!The Bloody Awesome Movie Podcastdelivers a spoiler-free review of a film, usually a new release with some exceptions, every week.Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments.Review of Mickey 17Director, writer, and cast provided by Letterboxd.comIMDb.com Synopsis: Unlikely hero Mickey Barnes finds himself in the extraordinary circumstance of working for an employer who demands the ultimate commitment to the job… to die, for a living…RATINGS:78% RT critic72% RT audience73 Metascore,7.2 IMDb user score3.7 Letterboxd,Where to watch?Concessions of a CinephileIn this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc….Topic Best Original SongShould this be a category?El Mal wins 2025Our Spotify Playlist - Media ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the timeMatt's consumptionLast Breath, Porco RossoThe Mask of Fear audiobookJon's consumptionLast Breath, Patton, Guns of Redemption, Ben-Hur, My Fair Lady, Tom Jones, The Electric State,Severance S2E7&8

Are index funds the best investment strategy for most investors? In this episode of Rational Reminder, Benjamin Felix, Dan Bortolotti, and Mark McGrath explore why low-cost index funds should be the primary investment strategy for most people. They explain how index funds evolved from a niche concept to a widely accepted strategy and outline their six key benefits. Learn about the fees associated with index funds, why index funds outperform most actively managed funds, and how to avoid the risks of picking individual stocks. They also explore academic research on long-term mutual fund performance, the persistence (or lack thereof) in active management, and the dangers of alternative indexing schemes. Discover how behaviour impacts investment decisions and why a globally diversified portfolio is crucial. Finally, in the aftershow, Ben shares an update regarding his health and listener feedback from the Rational Reminder community. Join the conversation and uncover why index funds are the best investment strategy and how to leverage them effectively to maximize your portfolio for long-term gains. Tune in now!   Key Points From This Episode:   (0:01:58) Outline of today's topic and why index funds should be everyone's main investment strategy. (0:05:10) Index fund fundamentals, market cap weighting, and why not all ETFs are index funds.  (0:10:03) Learn about the transition of index funds into mainstream finance and their low-fee advantages. (0:13:30) Linking fees to index performance and why lower fees gives them an advantage over managed funds. (0:19:50) The general awareness about index funds and what impact the lack of diversification has on actively managed funds. (0:26:35) Explore critical research comparing the returns on investment between index funds and actively managed funds. (0:33:32) Unpack why the size of the active management industry matters and common misconceptions surrounding the long-term returns of mutual funds. (0:42:26) Discover why some fund managers do well and how sector-specific performance influences stock returns. (0:48:28) Unpack why average returns are better than beating the market and what makes index funds tax efficient.  (0:51:08) Find out what makes index funds easy to use and how this results in higher returns in the long term.  (0:55:25) How index funds are consistent with foundational finance theory and why thematic ETFs and sector-specific index funds should be avoided. (1:05:40) The aftershow: Ben shares a personal health update, Rational Reminder news, and a request for listener AMA questions.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Canadian Couch Potato Blog — https://canadiancouchpotato.com/ Canadian Couch Potato Podcast — https://canadiancouchpotato.com/podcast/ Episode 54: Dr. David Blitzer — https://rationalreminder.ca/podcast/54 Episode 124: Prof. Lubos Pastor — https://rationalreminder.ca/podcast/124 Episode 133: Adriana Robertson — https://rationalreminder.ca/podcast/133 Episode 220: Jonathan Berk and Jules van Binsbergen — https://rationalreminder.ca/podcast/220 Episode 244: Charles D. Ellis — https://rationalreminder.ca/podcast/244 Episode 268: Itzhak Ben-David — https://rationalreminder.ca/podcast/268 Episode 302: Michael Green — https://rationalreminder.ca/podcast/302 Episode 346: Hendrik Bessembinder — https://rationalreminder.ca/podcast/346 Coffeezilla — https://www.youtube.com/@Coffeezilla Coffeezilla: Investing for Idiots — https://www.youtube.com/watch?v=hoGm61I52YQ YCharts — https://ycharts.com/   Papers From Today's Episode:    'The Arithmetic of Active Management' — https://www.tandfonline.com/doi/pdf/10.2469/faj.v47.n1.7 'Sharpening Sharpe's Arithmetic' — https://www.tandfonline.com/doi/full/10.2469/faj.v74.n1.4 'Mutual Fund Flows and Performance in Rational Markets' — https://www.journals.uchicago.edu/doi/abs/10.1086/424739 'Why Indexing Works' — https://onlinelibrary.wiley.com/doi/abs/10.1002/asmb.2271 'Long-Term Shareholder Returns: Evidence from 64,000 Global Stocks' — https://www.tandfonline.com/doi/abs/10.1080/0015198X.2023.2188870 'The Performance of Mutual Funds in the Period 1945-1964' — https://www.jstor.org/stable/2325404 'On Persistence in Mutual Fund Performance' — https://doi.org/10.1111/j.1540-6261.1997.tb03808.x 'Capital Asset Prices: A Theory of Market Equilibrium Under Conditions of Risk' — https://onlinelibrary.wiley.com/doi/full/10.1111/j.1540-6261.1964.tb02865.x 'Passive in name only: Delegated management and index investing' — https://heinonline.org/HOL/LandingPage?handle=hein.journals/yjor36&div=20&id=&page=

One key to effective negotiation is to keep your opponent guessing by randomizing your strategy. And right now, there might not be a more prolific example of this kind of strategy than President Donald Trump's communication style.  In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen are joined by Peter Robinson, a research fellow at the Hoover Institution and former speechwriter for President Ronald Reagan.  Together, they examine Trump's communication style by comparing and contrasting it with Reagan's. They also discuss the effectiveness of an unpredictable communication strategy, whether Trump's off-the-cuff remarks are calculated or mere chaos, and Peter shares behind-the-scenes details of the Reagan administration including how Peter came to write the famous line, “Mr. Gorbachev, tear down this wall.”    Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

Shownotes - The Monkey This week, we reviewed The Monkey. We also discuss Oscar Big 6 Picks in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of The Monkey Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: When twin brothers find a mysterious wind-up monkey, a series of outrageous deaths tear their family apart. Twenty-five years later, the monkey begins a new killing spree forcing the estranged brothers to confront the cursed toy. RATINGS: 78% RT critic 60% RT audience 64 Metascore, 6.6 IMDb user score 3.0 Letterboxd, Where to watch? Theaters Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Matt to inform JB of his Concessions Viewing - Once Were Warriors Topic Final Oscar Predictions Jon's Pick Matt's Pick Best Supporting Actor Kieran Culkin Kieran Culkin Best Supporting Actress Zoe Saldana Zoe Saldana Best Actor Timothée Chalamet Adrien Brody Best Actress Demi Moore Demi Moore Best Director Sean Baker Brady Corbet Best Picture Anora The Brutalist Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption Longlegs, September 5, Bridget Jones: Mad About the Boy Dead by Daylight A Convenient Parallel Dimension, The Mask of Fear Jon's consumption The Deer Hunter, Chariots of Fire, Star Trek: Generations, Star Trek: First Contact, Severance S2E6

Shownotes - Captain America: Brave New World This week, we review Captain America: Brave New World. We also discuss Movie Recommendations in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Captain America: Brave New World Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: After meeting with newly elected U.S. President Thaddeus Ross, Sam finds himself in the middle of an international incident. He must discover the reason behind a nefarious global plot before the true mastermind has the entire world seeing red. RATINGS: 49% RT critic 80% RT audience 43 Metascore, 6.1 IMDb user score 2.6 Letterboxd, Where to watch? Theaters Everywhere Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic New Recurring Concession Idea Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption Star Wars animation A Convenient Parallel Dimension audiobook Jon's consumption The Wedding Singer Twisted Metal S1; Severance S2Ep5

Is it acceptable for doctors to lie to their patients, or withhold some of the truth, if it's in the patient's best interest? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen welcome back John Ioannidis, professor of medicine at Stanford University, to discuss the ethical implications of concealing the truth in the medical world, even when it's for the greater good. The conversation touches on the importance of building and maintaining trust in healthcare, cases where that trust has been tested or fractured, the paternalism mindset in medicine, the potential biases in medical research funding, and why building back trust in healthcare is a steep climb.  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review Love Hurts. We also discuss Lacking Chemistry in Concessions of a Cinephile, and more!The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week.Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments.Review of Love HurtsDirector, writer, and cast provided by Letterboxd.comIMDb.com Synopsis: A realtor is pulled back into the life he left behind after his former partner-in-crime resurfaces with an ominous message.With his crime-lord brother also on his trail, he must confront his past and the history he never fully buried.RATINGS:19% RT critic64% RT audience34 Metascore,5.4 IMDb user score2.3 Letterboxd,Where to watch?Concessions of a CinephileIn this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc….Topic Lacking ChemistryINSPIRATION ARTICLES:BuzzfeedWatch MojoScreen RantMovie MakerOur Talking Points:Jungle Cruise - Emily Blunt and Dwayne JohnsonAttack of the Clones - Hayden Christensen and Natalie PortmanMedia ConsumptionMovies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the timeMatt's consumptionHeart Eyes, Scream 2Jon's consumptionHeart Eyes, Always, Gandhi, Captain America: Brave New WorldSeverance S2E4

Shownotes - Companion This week, we review Companion. We also discuss Trailer Talk in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Companion Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: A billionaire's death sets off a chain of events for Iris and her friends during a weekend trip to his lakeside estate.. RATINGS: 94% RT critic 91% RT audience 75 Metascore, 7.4 IMDb user score 3.6 Letterboxd, Where to watch? In theaters now! Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic Trailer Talk Trailers: M3GAN 2.0 Final Destination Bloodlines The Fantastic Four: First Steps Jurassic World Rebirth Movie start times versus the actual start time -Indie Wire Article Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption Presence, Civil War Jon's consumption Presence, Amadeus, Love Me Severance S2E3 Multiversus

As more and more universities move away from full-time MBA programs, what does the future of business education look like? How should it look?In this episode, hear perspectives from three of the top business schools in the U.S.: Stanford Graduate School of Business, The Wharton School at the University of Pennsylvania, and the Booth School of Business at the University of Chicago.  Hosts and finance professors Jonathan Berk and Jules van Binsbergen sit down with Chicago Booth's Madhav Rajan to discuss the state of the MBA programs at their universities and why there seems to be ac. The conversation also touches on the need for rigorous education, the value of technical skills versus managerial training, and potential innovations like modular MBA degrees. Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast This week, we review Flight Risk, discuss Sundance Buzz in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Flight Risk Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: A U.S. Marshal escorts a government witness to trial after he is accused of getting involved with a mob boss, only to discover that the pilot who is transporting them is also a hitman that had been sent to assassinate the informant. After they subdue him, they're forced to fly together after discovering that there are others attempting to eliminate them. RATINGS: 21% RT critic 62% RT audience 38 Metascore 5.7 IMDb user score 2.3 Letterboxd Where to watch? Theaters Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc… Topic: Sundance Buzz coming out of the festival Letterbox article Deadline article Letterboxd List Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption The Baby in the Basket, The Damned Jon's consumption The Last Emperor, 12 Years a Slave, The Thomas Crown Affair (1968), Dark Match, Anastasia, Analyze That Severance S2E2 Anastasia the Musical (local theater production)

The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Wolf Man Director, writer, and cast: Provided by Letterboxd.com IMDb.com Synopsis: With his marriage fraying, Blake persuades his wife Charlotte to take a break from the city and visit his remote childhood home in rural Oregon. As they arrive at the farmhouse in the dead of night, they're attacked by an unseen animal and barricade themselves inside the home as the creature prowls the perimeter. But as the night stretches on, Blake begins to behave strangely, transforming into something unrecognizable. Ratings: 53% RT critic 57% RT audience 51 Metascore 6.0 IMDb user score 2.5 Letterboxd Where to watch? Currently unavailable Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top-five lists, best-of, competitions, etc. Topic: Transformation Movies The idea of transforming in real life is quite different from the movie metaphors we get. Here's a great article about some of the metaphors for Werewolves specifically: CLICK HERE. Other movies have used this same idea of one person becoming something or someone else as a metaphor for life. Our list on Letterboxd: Jon's Choices: Big The Fly Turning Red Matt's Choices: A Monster Calls Black Swan Ginger Snaps Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc. that we use to pass the time Matt's Consumption: Alien: Romulus Alien 3 Goosebumps (D+) Jon's Consumption: Severance S2E1 Grafted Mickey Blue Eyes Waiting for Guffman One of Them Days The Wolfman

History shows that as societies rise to greatness, the scales eventually tip back and those societies fall. But what leads to that fall and are we heading toward one?  In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with historian Victor Davis Hanson, a senior fellow at the Hoover Institution who specializes in classics and military history.   The conversation explores the complexities and fragilities of successful societies like the Mycenaeans, Romans, and Byzantines, how specialization can lead to higher living standards but also increased vulnerability, and our existential worries about the future.   Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

Shownotes - Den of Thieves 2: Pantera This week, we review Den of Thieves 2: Pantera We also discuss Music Reminds You of Movies in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Den of Thieves 2: Pantera Director, writer, and cast: Provided by Letterboxd.com IMDb.com Synopsis: Big Nick is back on the hunt in Europe and closing in on Donnie, who is embroiled in the treacherous and unpredictable world of diamond thieves and the infamous Panther mafia, as they plot a massive heist of the world's largest diamond exchange. Ratings: 58% RT critic 78% RT audience 59 Metascore 6.6 IMDb user score 3.1 Letterboxd Where to watch? Currently unavailable Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top-five lists, best-of, competitions, etc. Topic: Music that Reminds You of a Movie Songs that make you think of a scene, a character, or the entire movie! Playlist from Spotify Jon's Picks: Death - White Lies from A Girl Walks Home Alone at Night - YouTube Bell Bottoms - The John Spencer Blues Explosion from Baby Driver - YouTube You're the Best - Joe ‘Bean' Esposito from The Karate Kid - YouTube Matt's Picks: A Real Hero - Electric Youth ft. College from Drive - YouTube Crash - The Primitives from Dumb & Dumber - YouTube Who's Gonna Stand Up? - Neil Young from First Reformed - YouTube Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc. that we use to pass the time Matt's Consumption: We Live in Time Better Man Skeleton Crew E7 & E8 Jon's Consumption: Phantom of the Paradise American Movie Rounders The Brutalist Wolf Man WWE Raw on Netflix

The 5th annual BAMPie Awards are here! Across a number of categories, we celebrate 2024 in film leading up to the award of our coveted Best Picture. It's an episode we love recording each year, and we're pretty happy with our final picks... The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. 

As we ring in the new year, we're bringing back one of our favorite episodes! Handpicked by Jules and Jonathan, this previous conversation is perfect for starting your year with thought-provoking insights.Are CEOs overpaid? It's easy to see million-dollar (or even billion-dollar) salaries and jump to conclusions. But those figures might not capture the full picture. So, what really goes into deciding CEO compensation? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen welcome back Dirk Jenter, Professor of Finance at the London School of Economics. Together, they debunk some common myths about how CEO compensation is set, explore the value that CEOs add to firms, and make the case for why CEOs could actually be paid more.  Find All Else Equal on the web: https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review Nosferatu. We also discuss 2025 Anticipated in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Nosferatu Director, writer, and cast: Provided by Letterboxd.com IMDb.com Synopsis: A gothic tale of obsession between a haunted young woman and the terrifying vampire infatuated with her, causing untold horror in its wake. Ratings: 86% RT critic 75% RT audience 78 Metascore 7.8 IMDb user score 3.9 Letterboxd Where to watch? Currently unavailable Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top-five lists, best-of, competitions, etc. Topic: 2025 Anticipated Matt's Most Anticipated (2025): Sinners 28 Years Later Wicked: For Good Mickey 17 A Big Bold Beautiful Journey Jon's Most Anticipated (2025): Mickey 17 28 Years Later Superman The Running Man The Battle of Baktan Cross Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc. that we use to pass the time Matt's Consumption: The Brutalist Flow The Apprentice A Real Pain Saturday Night Babygirl The Devil's Bath Daddy's Head Moana 2 Skeleton Crew E6 Jon's Consumption: Anna and the Apocalypse A Christmas Story Live A Christmas Story An Almost Christmas Story A Charlie Brown Christmas Lee Metropolitan The English Patient Lifeboat Despicable Me 4 Empire of the Sun Kung Fu Panda 4 His Three Daughters Snack Shack Three Colours: Blue

Shownotes - Mufasa: The Lion King This week, we review Mufasa: The Lion King We also discuss Hybrid Performances in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Mufasa: The Lion King Director, writer, and cast: Provided by Letterboxd.com IMDb.com Synopsis: Told in flashbacks, Mufasa is an orphaned cub, lost and alone until he meets a sympathetic lion named Taka—the heir to a royal bloodline. The chance meeting sets in motion a journey of misfits searching for their destiny and working together to evade a threatening and deadly foe. Ratings: 56% RT critic 88% RT audience 56 Metascore 6.8 IMDb user score 3.0 Letterboxd Where to watch? Theater Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top-five lists, best-of, competitions, etc. Topic: Hybrid Performance Best of 2024: Performances that transcend the medium. The actor isn't visible but their voice and possible movements (CG/MoCAP) come across. Characters leave an impression. Some possible movies: Kingdom of the Planet of the Apes, IF, Moana 2, Mufasa, Wicked, Wild Robot, etc. Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc. that we use to pass the time Matt's consumption: Ghostlight Sonic the Hedgehog 3 Nightbitch Gremlins 2 Jon's consumption: Ghostlight Kneecap Sing Sing Sonic the Hedgehog 3 The Holdovers National Lampoon's Christmas Vacation The Muppet Christmas Carol It's a Wonderful Life Marvel Rivals Resident Evil 4 --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

During the 2024 U.S. presidential election, inflation was one of the most talked about issues, and there was one policy idea to get inflation under control that kept coming up: price caps. But history has shown time and time again that price caps do anything but reduce inflation. So why do policymakers still want to try it?In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with guest Veronica Rappoport, associate professor at London School of Economics and former 2nd Deputy Governor of the Central Bank of Argentina. Veronica served as the deputy governor during a key period of high inflation for Argentina. She chats with Jonathan and Jules about the circumstances that can lead to inflation rates as high as the ones Argentina has seen in the last 50 years, how band-aids like price caps can in fact make inflation significantly worse in the long run, and what lessons countries like the U.S. can take from Argentina's case.  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

Shownotes - Kraven the Hunter This week, we review Kraven We also discuss Actors in Multiple 2024 Movies in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Kraven the Hunter Director, writer, and cast: Provided by Letterboxd.com IMDb.com Synopsis: Kraven Kravinoff's complex relationship with his ruthless gangster father, Nikolai, starts him down a path of vengeance with brutal consequences, motivating him to become not only the greatest hunter in the world but also one of its most feared. Ratings: 15% RT critic 73% RT audience (Morbius 71% and Madame Web 56%) 35 Metascore 5.5 IMDb user score 2.1 Letterboxd Where to watch? Theaters everywhere Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of various kinds, including headlines, trailers, top-five lists, best-ofs, competitions, etc. Topic: Actors in Multiple Movies 2024 Aaron Taylor Johnson stars in Kraven the Hunter, Nosferatu, and The Fall Guy Seems like several actors turned in multiple performances this year: William Dafoe Sebastian Stan Margaret Qualley Adria Arjona Nicholas Hoult Brian Tyree Henry Dan Stevens Fred Hechinger Danielle Deadwyler Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc. that we use to pass the time Matt's consumption: Blitz Lee Carry-On Conclave Gremlins Skeleton Crew E4 Jon's consumption: A Different Man Green Border Santosh Inside the Yellow Cocoon Shell That Christmas Blitz The People's Joker Billy & Molly: An Otter Love Story Will & Harper No Other Land Music by John Williams Spirited Marvel Rivals | Black Ops 6 --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

What makes Warren Buffett's investment legacy so iconic, and how has his advice shaped the world of investing? In this episode, we delve into Warren Buffet's investment philosophy and the lessons he offers everyday investors. In our conversation, we unpack the impact of his investment strategies on the financial world, debunk common misconceptions, and discuss how his strategies have changed over time. We also examine the structural barriers to replicating his success, the complexities of scale and changing market dynamics, and the parallels between his approach and modern asset pricing models. Discover Warren Buffett's astonishing historical returns, his perspectives on diminishing returns for active managers, and the misunderstood nuances of his advice regarding index funds. Gain insight into academic research on Warren Buffett's success, his pragmatic view on cash holdings, and his opinion on the value of dividends for investors. Tune in to learn about the world's greatest investor and how you can apply his wisdom to your own portfolio!   Key Points From This Episode:   (0:04:55) Warren Buffett's legacy and Berkshire Hathaway's performance history. (0:13:04) The problem of diminishing returns to scale and finding skilled active managers. (0:18:37) Reasons Buffett repeatedly advises most investors to choose low-cost index funds.  (0:23:14) Why identifying skilled managers before they outperform the market is impossible. (0:30:15) Research explaining Buffett's success using multi-factor asset pricing models. (0:35:30) Insight into why Berkshire Hathaway holds large cash reserves as part of its strategy. (0:44:02) Buffett's views on dividends and why his focus remains on reinvestment. (0:48:16) Why diversification concentration is a bad strategy and Buffett's investing superpower. (0:57:07) Aftershow: Ben's experience of being on The Wealthy Barber podcast. (0:58:07) Reviews and feedback from the episode with Randolph Cohen and Michael Green. (1:04:58) Changes to our year-end episode format and what listeners can expect.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ CPP by the Fire — https://pages.pwlcapital.com/webinar_cpp_by_the_fire Braden Warwick on LinkedIn — https://linkedin.com/in/braden-warwick-a40b48a3/ PWL Capital CPP Tool — https://research-tools.pwlcapital.com/research/cpp Berkshire Hathaway — https://berkshirehathaway.com/ Berkshire Hathaway Shareholder Letters — https://berkshirehathaway.com/letters/letters.html Richard Ennis — https://richardmennis.com/author/richard-m-ennis Home Trust — https://hometrust.ca/ Ben on The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/ben-felix-a-deep-dive-into-the-world-of-investing-twb-podcast-5/ Episode 61: Ted Seides — https://rationalreminder.ca/podcast/61 Episode 220: Jonathan Berk and Jules van Binsbergen — https://rationalreminder.ca/podcast/220 Episode 332 - Randolph Cohen & Michael Green — https://rationalreminder.ca/podcast/332   Books From Today's Episode:   The Intelligent Investor — https://amazon.com/dp/B0CBQ18KDB/   Papers From Today's Episode:    'Buffett's Alpha' — https://doi.org/10.2469/faj.v74.n4.3 'Mutual Fund Flows and Performance in Rational Markets'— https://journals.uchicago.edu/doi/abs/10.1086/424739

Should legacy admissions at colleges and universities be banned? What are the benefits and tradeoffs of admitting students based on their legacy status? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with guest Patrick Awuah, president of Ashesi University, about the Ghanaian university's unique economic engine and the place for legacy admissions in the higher ed world.  The conversation delves into how Ashesi University balances economic sustainability with educational inclusivity, the ethical and financial implications of legacy admissions, and tackles the controversial question, does admitting legacy students from wealthy families benefit the greater good of an institution?  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review Y2K. We also discuss 2024 animated Movies in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Y2K Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: On the last night of 1999, two high school juniors crash a New Year's Eve party, only to find themselves fighting for their lives. Ratings: 44% RT critic 51% RT audience 49 Metascore 5.2 IMDb user score 3.0 Letterboxd Where to watch? Now in theaters Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic: Animated films of 2024 Article with 31 animated films eligible for the 2025 Oscars Animated Films of 2024: Art College 1994 Captain Avispa Chicken for Linda! The Colors Within The Day the Earth Blew Up: A Looney Tunes Movie Despicable Me 4 Flow The Garfield Movie Ghost Cat Anzu The Glassworker The Imaginary Inside Out 2 Kensuke's Kingdom Kung Fu Panda 4 Living Large Look Back The Lord of the Rings: The War of the Rohirrim Mars Express Memoir of a Snail Moana 2 Piece by Piece Rocket Club: Across the Cosmos Sirocco and the Kingdom of Winds Spellbound Sultana's Dream That Christmas Thelma the Unicorn Transformers One Ultraman: Rising Wallace & Gromit: Vengeance Most Fowl The Wild Robot Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption: The Lord of the Rings: The War of the Rohirrim Home Alone Star Wars: Skeleton Crew Star Wars Outlaws Jon's consumption: Flow The Fire Inside Carry-on I'm Still Here All We Imagine as Light The Seed of the Sacred Fig The Room Next Door Los Frikis Miracle on 34th Street Marvel Rivals --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

Shownotes - Wicked Shownotes - Wicked This week, we review Wicked. We also discuss our personal top five movie musicals in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Wicked Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: Elphaba, an ostracized but defiant girl born with green skin, and Galinda, a privileged aristocrat born popular, become extremely unlikely friends in the magical Land of Oz. As the two girls struggle with their opposing personalities, their friendship is tested as both begin to fulfill their destinies as Glinda the Good and The Wicked Witch of the West. Ratings: 90% RT critic 97% RT audience 73 Metascore 8.2 IMDb user score 4.2 Letterboxd Where to watch? In theaters everywhere Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic: Top Five Musicals What makes a movie a musical: Jon's Top Musicals Cabaret Sing Street La La Land Once Singin' In The Rain Matt's Top Musicals Wicked Sing Street Willy Wonka and the Chocolate Factory The Muppets Christmas Carol La La Land BAMP - Movie Musical Playlist on Spotify Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time. Matt's consumption Gladiator 2 Once Cat People Jon's consumption The Piano Lesson Juror #2 Marnie September 5 Look Back The Colors Within Janet Planet Moana 2 Starring Jerry as Himself --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

This week, we review Red One. We also discuss Current Movie Stars in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. Review of Red One Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: After Santa Claus (codename: Red One) is kidnapped, the North Pole's Head of Security must team up with the world's most infamous bounty hunter in a globe-trotting, action-packed mission to save Christmas. Ratings: 33% RT critic 90% RT audience 34 Metascore 6.9 IMDb user score 2.5 Letterboxd Where to watch? Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic: Current Movie Stars Are the Rock and Chris Evans “stars” in that they draw people to the box office? IMDb's star meter list Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time. Matt's consumption Transformers One The Wild Robot Shogun Jon's consumption Abbott Elementary - S3, caught up with season 4 Family Plot Heavier Trip Gladiator II Black Ops 6 Multiversus --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

The All Else Equal: Making Better Decisions podcast has officially done 50 episodes! To commemorate the milestone, hosts and finance professors Jonathan Berk and Jules van Binsbergen look back on some of the major all else equal mistakes they've covered on the show. With highlights from past guests like Google CFO Ruth Porat and former SEC chair Jay Clayton, Jonathan and Jules provide insight on the pitfalls of oversimplified decision-making, regulatory challenges, correlation vs. causation, and what organizations can do to avoid making the same all else equal mistakes.  Links to past episodes referenced in the show:"Secrets of a Stockpicking Star" with Cliff Asness"Turning ‘Bad' Investments into Good Profits" with Pete Briger"Why Has Private Equity Grown So Much?" with Eric Zinterhofer"Why the Private Debt Markets Have Exploded" with Laurence Gottlieb“Making Regulation Work” with Jay Clayton“Investigating Implausible Theories” with John Ioannidis“Institutional Neutrality: Open Debate and Moral Stands” with John Etchemendy“Making a Business Decision” with Ruth Porat“The Future of Higher Education Part 2” with Niall Ferguson“Disentangling Causation and Correlation” with Guido Imbens“Fair or Unfair: Do Competitive Markets Give Everyone a Chance?” with John Cochrane“May Contain Lies” with Alex Edmans“Understanding the SEC's New Climate Disclosure Rules” with Lawrence Cunningham“Finance Professors on Why Leaders Can't ‘Agree to Disagree'”  with Robert Aumann Find All Else Equal on the web: https://lauder.wharton.upenn.edu/allelse/ All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review Heretic. We also discuss Religion in Cinema in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from disappointment media will introduce a variety of movies or pop-culture-related topics in a series of segments. For some movies, a bonus episode that is full of spoilers will drop a few days later. Review of Heretic Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: Two young missionaries are forced to prove their faith when they knock on the wrong door and are greeted by a diabolical Mr. Reed, becoming ensnared in his deadly game of cat-and-mouse. RATINGS: 93% RT critic 78% RT audience 71 Metascore 7.3 IMDb user score 3.5 Letterboxd Where to watch? Theaters everywhere Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc... Topic: Religion in Cinema Discussion of how religion and religious figures are depicted in cinema while referencing films. How some films take shape as religious propaganda and others at the opposite end as criticism of it...and then everything in-between. Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption Paddington in Peru Jon's consumption Bird, A Real Pain, Anora, The Best Christmas Pageant Ever, Maria, The Wrong Man, Jackie, Family Plot Only Murders S4, Abbott Elementary S3 episode 1-7 The Nickel Boys audiobook Listen on Spotify Apple Podcast Stitcher Social Media @BAMP on Twitter @BAMP on Instagram TeePublic Merchandise Jon on: Twitter Instagram Letterboxd Matt on: Twitter Instagram Letterboxd Websites Berkreviews.com WhatIWatchedTonight.co.uk --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

Shownotes - Emilia Pérez This week, we review Emilia Pérez. We also discuss Movies We Didn't Get in Concessions of a Cinephile and more! The Bloody Awesome Movie Podcast The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from Berkreviews.com introduce a variety of movies or pop-culture-related topics in a series of segments. For some movies, a bonus episode that is full of spoilers will drop a few days later. Review of Emilia Pérez Director, Writer, and Cast: Provided by Letterboxd.com IMDb.com Synopsis: Rita, an underrated lawyer working for a large law firm more interested in getting criminals out of jail than bringing them to justice, is hired by the leader of a criminal organization. Ratings: 82% RT critic 80% RT audience 71 Metascore 7.4 IMDb user score 3.5 Letterboxd Where to watch? Limited Theaters and Netflix on Nov 13 Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc… Topic: Movies We Didn't Get Inspired by THIS ARTICLE Matt's Movies 2001: A Space Odyssey A Man for All Seasons Akira Suspiria (1977) The Shape of Water Jon's Movies Meantime Let's Scare Jessica to Death Aftersun Phantasm The Texas Chain Saw Massacre Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc., that we use to pass the time Matt's consumption M3GAN Jurassic Park Heretic Anora Music by John Williams Jon's consumption The Trouble With Harry Here Memoir of a Snail The Quatermass Xperiment Black Cab Shadow of Doubt COD Black Ops 6 --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

This week, we review Venom: The Last Dance. We also discuss Horror Movie Havoc and our Top Horror Movies in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from Berkreviews.com will introduce a variety of movies or pop-culture-related topics in a series of segments. For some movies, a bonus episode that is full of spoilers will drop a few days later.  Review of Venom: the Last Dance Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: Eddie and Venom are on the run. Hunted by both of their worlds and with the net closing in, the duo are forced into a devastating decision that will bring the curtains down on Venom and Eddie's last dance.. RATINGS: 36% RT critic  79% RT audience  41 Metascore,   6.2 IMDb user score 2.6 Letterboxd,  Where to watch?   Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic Horror Movie Havoc Winners/Top  See the site for the full list Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption The Witches (1990), Arachnophobia, Pennywise: The Story of It, The Woman in Black Jon's consumption The Phantom of the Opera (1962), Paranoiac, Conclave, The Kiss of the Vampire, Emilia Perez, We Live in Time, Dr. Jekyll & Sister Hyde Call of Duty Black Ops 6 Listen on Spotify | Apple Podcast | Stitcher BAMP on Twitter | BAMP on Instagram | TeePublic Merchandise Jon on Twitter | Jon on IG | Jon on Letterboxd.com Matt on Twitter | Matt on IG | Matt on Letterboxd.comBerkreviews.com | WhatIWatchedTonight.co.uk --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

If the purpose of a proxy advisory firm is to gather information and advise shareholders on how to vote, then how do the firms handle the many different goals and incentives each shareholder brings to the table? Where do the proxy advisory firms' interests truly lie? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with guest Chester Spatt, finance professor at Carnegie Mellon University and former Chief Economist at U.S. Securities and Exchange Commission, about the function and purpose of proxy advisory firms, such as Institutional Shareholder Services (ISS) and Glass Lewis. The conversation delves into the differing objectives and incentives among shareholders and how that complicates the work of a proxy advisory firm. They also discuss how and why proxy advisory firms may purposely foster close votes, and what could serve as better voting benchmarks. Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review Smile 2. We also discuss Horror Movie Havoc in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from Berkreviews.com will introduce a variety of movies or pop-culture-related topics in a series of segments. For some movies, a bonus episode that is full of spoilers will drop a few days later.  Review of Smile 2 Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: About to embark on a new world tour, global pop sensation Skye Riley begins experiencing increasingly terrifying and inexplicable events. Overwhelmed by the escalating horrors and the pressures of fame, Skye is forced to face her dark past to regain control of her life before it spirals out of control. RATINGS: 83% RT critic  83% RT audience 67 Metascore,  7.2 IMDb user score 3.4 Letterboxd,  Where to watch?  Theaters Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of various kinds, including headlines, trailers, top five lists, best of, competitions, etc…. Topic Horror Movie Havoc week 3 (round 2) Winners for Round 2Annie WilkesJack TorranceFreddy KruegerGhostfaceMichael MyersThe ThingHannibal LecterPennywise or Regan Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption The 4:30 Movie, Magpie, House of 1000 Corpses, Fear and Love: The Story Behind The Exorcist, The Poughkeepsie Tapes, The Last Jedi Jon's consumption The Brides of Dracula, The Curse of the Werewolf, The Substance, Night Creatures Twin Peaks the Return (finished) Listen on Spotify | Apple Podcast | Stitcher BAMP on Twitter | BAMP on Instagram | TeePublic Merchandise Jon on Twitter | Jon on IG | Jon on Letterboxd.com Matt on Twitter | Matt on IG | Matt on Letterboxd.comBerkreviews.com | WhatIWatchedTonight.co.uk --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

Regulation is meant to fix problems in the market, but as more and more regulation is introduced, those issues have a tendency to evolve into new ones. So is all this regulation even accomplishing what it set out to do? And how do you even measure the success of regulation to begin with? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen sit down with Jay Clayton, former chairperson of the U.S. Securities and Exchange Commission. They chat with Jay about the unintended consequences of regulation, the increasing challenges facing regulatory bodies in today's political landscape, and debate whether more regulation helps or hurts the overall market. Find All Else Equal on the web: https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

This week, we review Terrifier 3. We also discuss Horror Movie Havoc in Concessions of a Cinephile, and more! The Bloody Awesome Movie Podcast delivers a spoiler-free review of a film, usually a new release with some exceptions, every week. Then Matt Hudson (@wiwt_uk) from What I Watched Tonight and Jonathan Berk (@berkreviews) from Berkreviews.com will introduce a variety of movies or pop-culture-related topics in a series of segments. For some movies, a bonus episode that is full of spoilers will drop a few days later.  Review of Terrifier 3 Director, writer, and cast provided by Letterboxd.com IMDb.com Synopsis: Five years after surviving Art the Clown's Halloween massacre, Sienna and Jonathan are still struggling to rebuild their shattered lives. As the holiday season approaches, they try to embrace the Christmas spirit and leave the horrors of the past behind. But just when they think they're safe, Art returns, determined to turn their holiday cheer into a new nightmare. The festive season quickly unravels as Art unleashes his twisted brand of terror, proving …more. RATINGS: 78% RT critic  90% RT audience 61 Metascore,  7.1 IMDb user score 3.2 Letterboxd,  Where to watch?  In theaters Concessions of a Cinephile In this segment, we switch to movie-motivated conversations of a large variety that could include headlines, trailers, top five lists, best of, competitions, etc…. Topic Horror Movie Havoc Week 2 We discuss the winners for round one and preview round 2! ROUND TWO Match-ups!! Annie Wilkes vs. Pod People Leatherface vs. Jack Torrance Freddy Krueger vs. Norman Bates Ghostface vs. Chucky Michael Myers vs. The Babadook The Thing vs. Predator Hannibal Lecter vs. Xenomorph Regan MacNeil vs. Pennywise Media Consumption Movies, TV, Video Games, Music, Podcasts (not ours), etc that we use to pass the time Matt's consumption V/H/S Beyond, MadS, Stream, Terrifier 3 Jon's consumption An American Werewolf in London, Didi, Peggy Sue Got Married, The Graduates, Terrifier, Saturday Night, Super/Man: The Christopher Reeve Story, V/H/S Beyond, Piece by Piece Listen on Spotify | Apple Podcast | Stitcher BAMP on Twitter | BAMP on Instagram | TeePublic Merchandise Jon on Twitter | Jon on IG | Jon on Letterboxd.com Matt on Twitter | Matt on IG | Matt on Letterboxd.comBerkreviews.com | WhatIWatchedTonight.co.uk --- Support this podcast: https://podcasters.spotify.com/pod/show/bloody-awesome/support

Are CEOs overpaid? It's easy to see million-dollar (or even billion-dollar) salaries and jump to conclusions. But those figures might not capture the full picture. So, what really goes into deciding CEO compensation? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen welcome back Dirk Jenter, Professor of Finance at the London School of Economics. Together, they debunk some common myths about how CEO compensation is set, explore the value that CEOs add to firms, and make the case for why CEOs could actually be paid more.  Find All Else Equal on the web: https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

What is the best way to measure National Debt Sustainability, and how does the US do on those metrics compared to other countries? In the first episode of the new season, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with guest Mohamed El-Erian about the intricacies of the national debt, different measures of sustainability, and the implications of rising debt for national and global economies. Mohamed, Jonathan, and Jules also explore the broader macroeconomic and geopolitical factors at play. They discuss the importance of demographic shifts as well as recent technological advancements (AI) for economic growth and our fiscal future.El-Erian is the former chair of President Obama's Global Development Council and former CEO of PIMCO. He is a Senior Fellow at the Lauder Institute. Find All Else Equal on the web: https://lauder.wharton.upenn.edu/allelse/ All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

Private credit is one of the fastest-growing asset classes, and today we take a closer look at why that is, and if it's really worth the hype. When you invest in private credit, you are essentially lending money to borrowers who might have difficulty accessing loans elsewhere. While these assets may be profitable, they can also incur a lot of risk and typically come with illiquidity. It is traditionally traded among institutional and accredited investors, rather than retail investors, namely, non-professional investors. Since private credit has gained so much popularity in recent years, we use today's conversation to unpack how private credit works, the role of private credit funds, the associated performance fees and risks, and what retail investors should know about this asset class before deciding to invest. Our conversation investigates one of the top reasons for private credit's rise in popularity, namely risk-adjusted returns, before evaluating whether this is a worthwhile reason to invest, depending on who you are. Stay tuned for our after-show section where we discuss the proposed changes to the capital gains tax, why the death of value could be exaggerated, and more!   Key Points From This Episode:   (0:00:18) Today's main topic, private credit, and our upcoming webinar on May 22nd. (0:02:18) An introduction to private credit as an asset class. (0:05:33) Private credit funds: how they work, interest rates, performance fees, and valuations. (0:08:14) Who does valuations on private credit funds and related risks. (0:10:01) Unpacking the underlying risks of private credit and how investors are compensated. (0:11:02) Insights from the paper ‘Direct Lending Returns' related to publicly listed business development companies (BDCs). (0:16:15) Takeaways from the paper ‘Risk Adjusting the Returns of Private Debt Funds'. (0:18:16) Private credit funds, equity exposure, how private credit gets misrepresented, and what investors need to know about high-fee investment products. (0:25:09) Illiquidity and what retail investors can expect from private credit. (0:30:15) Our aftershow segment, starting with the proposed changes to capital gains tax. (0:33:55) Ben's conversation with David Chilton. (0:36:55) The value premium and why the death of value could be exaggerated. (0:40:45) Unpacking the heated response to our conversation with Scott Galloway. Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://twitter.com/MarkMcGrathCFP Webinar May 22nd: Optimal Compensation Strategies for Business Owners — https://us06web.zoom.us/webinar/register/3317145039436/WN_GYudVJCYSnyF8HfUx9UbJQ Money Scope Episode 12 — https://moneyscope.ca/2024/04/19/episode-12-paying-yourself-as-a-canadian-business-owner/ Money Scope Episode 13 — https://moneyscope.ca/2024/04/26/episode-13-optimal-compensation-from-a-ccpc/ Rational Reminder Episode 220: Jonathan Berk and Jules van Binsbergen — https://rationalreminder.ca/podcast/220 Rational Reminder Episode 210: Ludovic Phalippou — https://rationalreminder.ca/podcast/210 David Chilton — https://thewealthybarber.com/ David Chilton on X — https://twitter.com/wealthy_barber?lang=en Rational Reminder Episode 303: Scott Galloway — https://rationalreminder.ca/podcast/303   Books From Today's Episode:   The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent — https://www.amazon.com/Wealthy-Barber-Updated-3rd-Commonsense/dp/0761513116   —    Papers From Today's Episode:    ‘Direct Lending Returns' — https://rpc.cfainstitute.org/en/research/financial-analysts-journal/2023/direct-lending-returns ‘Risk Adjusting the Returns of Private Debt Funds' — https://www.nber.org/papers/w32278 ‘An Inconvenient Fact: Private Equity Returns & The Billionaire Factory' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3623820 ‘Reports of Value's Death May Be Greatly Exaggerated' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3488748