Podcasts about RR

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In this first episode of 2026, we sit down for a deep dive into one of the hottest concerns coming from clients and listeners lately: Is the U.S. stock market dangerously concentrated—and are we in an AI bubble? Ben, Dan, and Ben unpack the data, the history, and the psychology behind today's valuations, drawing lessons from past episodes of market euphoria such as Nortel in Canada, the dot-com boom, and Japan's 1989 peak. They explain why high market valuations—not concentration—pose the bigger challenge, how bubbles historically fuel real economic innovation while hurting investors, and why diversification continues to offer the only reliable protection against unknowable futures. Along the way, they revisit examples of how value stocks, small-cap value, and global diversification have fared across different market regimes.   Key Points From This Episode: (0:00:40) What RR is about: evidence-based insights, synthesis episodes, expert interviews, and long-form inquiry — not debates. (0:04:20) Why listeners value RR: transparency, friendly inquiry, returning to topics over time, and the hosts' dynamic. (0:09:25) Rising concern: clients asking whether U.S. market concentration and an AI bubble mean it's time to exit stocks. (0:11:10) Advisors echo similar worries: U.S. politics, all-time highs, and emotional decision-making. (0:14:20) Today's data point: Top seven U.S. stocks = 36% of S&P 500; 32% of the total U.S. market — highest on record. (0:16:10) Why people fear concentration: a decline in the Magnificent Seven could meaningfully drag down the index. (0:17:30) Canada's cautionary tale: Nortel once hit 36% of the TSX — collapsed to zero — but the market recovered by 2005. (0:21:20) Bubbles through history: canals, railways, fiber optics, dot-coms — innovation funded by speculation. (0:25:30) Dot-com parallels: huge ideas, low cost of capital, lots of failures — but lasting infrastructure remained. (0:28:40) AI dominance: Since ChatGPT, AI-linked companies drove 75% of S&P returns, 80% of earnings growth, 90% of capex. (0:31:15) Reminder: No bubble calls — just context. High prices don't equal an inevitable crash. (0:33:10) Concentration vs. valuation: concentration shows weak links to future returns; valuations matter far more. (0:35:05) Market timing trap: U.S. valuations were high in 2021 — selling then would have been disastrous. (0:36:40) The U.S. lost decade: 2000–2010 returns were flat; in CAD, recovery didn't happen until 2013. (0:38:55) Value stocks held up: U.S. value and small-cap value delivered positive returns while broad indexes stagnated. (0:41:00) Recency bias reminder: Canadians once avoided U.S. stocks entirely after a decade of underperformance. (0:44:05) Japan 1989: World's largest market crashes — still not recovered in real terms 36 years later. (0:47:10) Global diversification wins: A 40% Japan-weighted global portfolio still performed fine thanks to U.S. growth. (0:49:00) Cross-country data: Many markets are far more concentrated than the U.S. — still delivered solid returns. (0:52:30) Valuation evidence: Higher CAPE = lower future returns — economically strong pattern across countries. (0:55:40) Core lesson: Diversification + discipline. You will always hold winners and losers — that's the point. (0:57:55) Practical ways to lower concentration risk: global equity funds, small caps, and Canada's 10% cap rule. (1:00:30) Why active managers don't help: only ~30–47% outperform depending on concentration trend. (1:03:25) Final takeaway: high valuations may imply lower returns, but prediction is impossible — stay diversified. (1:05:15) After-show review: Addressing a one-star critique ("Fartcoin Designer") with humour and community context. 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 on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

こんにちは。姿勢治療家（R）仲野孝明です。 この番組では、体の姿勢と生きる姿勢、より豊かに人生を生きるための姿勢力について話をさせていただいてます。 今回は、姿勢治療家(R)が考える健康の要素、6ヘルス（構造・睡眠・食・運動・精神・呼吸）の中の構造・運動 初詣の手すりのない階段で、あれ上り下り不安かも？！と思われたリスナーさんがいらっしゃるかもしれません。何が起こっているのか・・・・ 大きく2つです。 ・片足立ちでバランスがとりづらい ・膝を曲げる力に耐えられない 体を見直す時間は、人生を見直す時間です。 ■Youtube｜姿勢治療家の「姿勢の医学」チャンネル 正しい姿勢と正しいカラダの使い方配信中 https://www.youtube.com/user/nakanoseitai ■twitter｜勢治療家仲野孝明公式 https://twitter.com/sisei_nakano ■動画講座｜いつでもどこでも学べる姿勢 暮らしの解剖学～痛めない・疲れないための正しい体の使い方～ https://senakano.jp/campaign/ondemand/ ■メルマガ登録｜仲野孝明メールマガジン ６ヘルスを軸にした日々の気づきコラム配信中。 http://takaakinakano.com/mail-register/ ■オンラインSHOP｜姿勢治療家印のグッズ販売 自分が使いたい商品をつくっちゃいました https://shop.senakano.jp/ ■公式ページ｜姿勢治療家仲野孝明 http://takaakinakano.com/ ■仲野整體東京青山｜姿勢治療家HEADOFFICE 治療のご相談はこちら https://senakano.jp/  

Marcelo pede "mais tolerância" e crê em "melhor futuro do que passado"7e2e01be-64e7-f011-

Video. Incêndio na estância de esqui. Cerca de 40 pessoas terão morrido879fe3d6-0de7-f01

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Joana Marques fala-nos sobre as obrigações das mulheres que contraíram matrimónio e que, por sofrerem dessa doença, não podem sair de casa.

As the APN takes a break this holiday season we're using this opportunity to bring you great episodes from other podcasts on the network. Here's one from the CRM Archaeology PodcastCRM Archaeology Podcast: Mitigating Illness and Preventative Health - Ep 313Mitigating illness as an archaeologist is tricky no matter where you are at in your career. This job takes a toll on you physically and leaves little room for R&R let alone the penalties that come with resting when you are an on call employee. Andrew and the sickly Heather, with her best “Kathleen Turner” voice, consider how to mitigate illness before and during the field and care for yourself regardless of budget. Stay safe and well out there fellow archs!CRM Archaeology Podcast on the APN ArchPodNetAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetMerch StoreAffiliatesMotion Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thank you for listening to the Stories That Heal Podcast. Please enjoy our Holiday Replays while we take some time to enjoy the holidays! __________ Dr. Michael Karlfeldt, is a board-certified Naturopath. He has devoted his career to practicing and promoting Natural Health. He is a high-demand speaker, author, and educator in this field. Dr. Karlfeldt provides personalized naturopathic health care. He treats the root causes of diseases and strengthens the body's ability to heal. Dr. Karlfeldt has practiced medicine for over 30 years and is one of the leading experts in treating cancer. Dr. Karlfeldt works to increase awareness about natural ways to treat cancer. To learn more about Dr. Karlfeldt and the Karlfeldt Center visit - https://www.thekarlfeldtcenter.com Read his book, A Better Way To Treat Cancer  Listen to his Podcast,  Integrative Cancer Solutions __________ To learn more about the 10 Radical Remission Healing Factors, connect with a certified RR coach or join a virtual or in-person workshop visit www.radicalremission.com.   To watch Episode 1 of the Radical Remission Docuseries for free, visit our YouTube channel here.  To purchase the full 10-episode Radical Remission Docuseries visit Hay House Online Learning. To learn more about Radical Remission health coaching with Liz or Karla, Click Here Follow us on Social Media: Facebook  Instagram YouTube _______________

Os ouvintes elegem a sua Personalidade do Ano, o Olivier traz a história dos irmãos Panini e dos cromos de futebol e a Tia Bli elenca as suas passagens de ano mais possidónias - que acabam geralmente na CUF.

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Joana Marques traz-nos Miguel Milhão, Francisco Monteiro, Kiko is hot, Adriano Silva Martins, Cláudia Jacques e António Silva Leal. Sim, à meia dúzia é mais barato.

A Joana faz um resumo do ano, o Alerta traz as previsões mais estúpidas para 2026 e os ouvintes contam o que de melhor lhes aconteceu este ano: mudanças de casa e emprego, regressos a Portugal, nascimento de netinhos e um campeão de danças de salão.

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As notícias de hoje, que estão com os tempos marcados aqui embaixo são: plano de reestruturação dos Correios prevê demissões e fechamento de agências, EUA adiam novas tarifas contra chips chineses para junho de 2027, Brasil tem 40% de casas de apostas operando ilegalmente e Meta compra startup Manus para acelerar desenvolvimento de IA. 

Metsola fala em português para agradecer "ambição" de Portugal nos 40 anos de adesão à UE

Joana Marques fala-nos de Diogo Morgado, mas a medo, porque ele tem andado maldisposto ultimamente.

Olivier Bonamici trouxe-nos algumas curiosidades sobre o Liverpool que ontem homenageou Diogo Jota. Foi também dia de relembrar os trocadilhos da Ana durante o último ano. Nos Piores do Ano do Extremamente Desagradável, a Joana, embora com algum receio, falou de Diogo Mor(zan)gado e no Alerta Estupidez fizeram-se previsões para o novo ano. Será que são fiáveis?

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As imagens de 2025 que Joana Marques não vai esquecer (por muito que tente)94911c15-0ae4-f

Joana Marques, Mia Fernandes e Bruna Magalhães são as novas (duas delas mesmo novas) Três da Manhã.