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SpaceX and OpenAI: The Mega IPO Grift

Some massive companies are set to go public very soon. Private companies like SpaceX, OpenAI, and Anthropic would rank among the largest public companies if they went public, and index funds would be forced to buy their stock. That means if you are an index fund investor, you may soon be investing in these companies whether you like it or not. The problem is that most IPOs are terrible investments, and these ones in particular raise some questions. ------------------ Timestamps: 00:00 - Intro 00:37 - Index Fund Mechanics & IPO Inclusion 02:22 - Fast-Track and Low-Float 06:15 - SpaceX & OpenAI: A Closer Look 08:10 - IPOs are TERRIBLE investments (historically) 12:54 - Implications for Index Fund Investors 14:43 - Should investors seek private market access? 17:29 - What this means for you ------------------ *Meet with PWL Capital* https://pages.pwlcapital.com/en-ca/contact-us?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt *References* https://zbib.org/4e6f51538a4a45bd8bc4f11ecf6ded75 *Avoid Online Scams* https://pwlcapital.com/stay-safe-online/ *Check out the Rational Reminder Podcast* YouTube channel @rationalreminder Podcast website https://rationalreminder.ca/ Rational Reminder community (forum) https://community.rationalreminder.ca/ Apple Podcasts https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA

OpenAI IPO SpaceX IPO

Today·youtube.com

Exciting Announcement

Some exciting news for the channel!

3 days ago·youtube.com

The War Is Going Great (According to the S&P 500)

Take your personal data back with Incogni! Use code BOYLE at the link below and get 60% off an annual plan: https://incogni.com/boyle Equity markets have spent the past month treating the war in Iran like a minor inconvenience — a 'buy the dip' opportunity rather than a structural crisis. But while stock traders debate whether the President will 'TACO out' of the conflict, the real story is unfolding in the commodities that never make the headlines: LNG, helium, fertilizer, and aluminium. With the Strait of Hormuz effectively closed, Qatar's liquefaction plants in ruins, and Oxford Economics estimating the waterway will remain largely impassable until May, no Truth Social post is going to fix this. In this video, we look at why the physical damage to the region's infrastructure means the economic fallout will be felt long after the shooting stops — and why the winners and losers of this crisis are not who you'd expect. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

Iran Conflict LNG Market Fertilizer Prices

1 week ago·youtube.com

+45

The Finance Paper That Changed Everything

A 1993 paper in the Journal of Financial Economics with nearly 15,000 citations today changed financial economics and portfolio management forever. Eugene Fama and Kenneth French found that a group of three factors explained the vast majority of differences in returns across diversified portfolios. These findings had, and continue to have, sweeping implications for both the study and practice of investment management. ------------------ *Meet with PWL Capital* https://pages.pwlcapital.com/en-ca/contact-us?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt *Timestamps* 0:00 - Intro 0:56 - What We'll Cover 1:14 - Risk, Return, and Asset Pricing 2:55 - CAPM 5:56 - Methodology (pt. 1) 8:21 - Methodology (pt. 2) 11:07 - Results 13:37 - Implications 15:04 - Future Research 16:41 - Real Applications 18:18 - What This Means for You *References* https://zbib.org/669127c48e994c818f42b4354a84ed21 *Avoid Online Scams* https://pwlcapital.com/stay-safe-online/ *Check out the Rational Reminder Podcast* YouTube channel @rationalreminder Podcast website https://rationalreminder.ca/ Rational Reminder community (forum) https://community.rationalreminder.ca/ Apple Podcasts https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA

Fama-French Three-Factor Model 1993 Journal of Financial Economics Paper

2 weeks ago·youtube.com

The $3.5 Trillion Crisis No One Is Talking About

If you’re ready to level up your AI leadership skills, head to https://masterclass.yt.link/5o4X21q to get 15% off the Lead with AI Certificate from MasterClass and Microsoft. While the world is distracted by global conflict, a panic is building in the private credit market. In this video, we go inside the opaque world of Private Credit - examine the "Golden Age" of lending that is rapidly turning into a slow-motion crisis. From the "volatility laundering" tricks used by managers to hide billion-dollar losses to the "Exit Trap" currently catching retail investors in BDCs, we explore how the search for yield led Wall Street directly to your 401(k). We look at why insiders like Boaz Weinstein are calling this a scandal, and what happens to the 48 million Americans whose jobs depend on the fragile financial plumbing when the credit finally contracts. Is this a repeat of 2008, or something much quieter but much harder to escape? Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

Private Credit Market Crisis

2 weeks ago·youtube.com

The Private Credit Crunch

Why People Hate Private Equity: https://www.youtube.com/watch?v=cWFi2OfbWWc Private credit has been capturing headlines lately, with companies going bankrupt, funds gating investor withdrawals, and claims that we're headed towards another 2008 financial crisis. Today we cover what we know about the situation. DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.

2008 Financial Crisis Private Credit Market

2 weeks ago·youtube.com

SpaceX IPO Scandal

Get an exclusive 15% discount on Saily data plans! Use code BOYLE at checkout. Download Saily app or go to https://saily.com/boyle SpaceX is targeting a $1.75 trillion valuation for what could be the largest IPO in history. In this video, we examine how Elon Musk is folding a money-burning AI startup and a struggling social media platform into a rocket company to justify a price tag that defies financial gravity. From the engineering absurdity of "orbital data centers" and lunar railguns to the structural manipulation of the Nasdaq 100, we explore how low-float strategies and "fast-track" index inclusion rules are being used to turn passive 401(k) investors into exit liquidity for insiders. We look at the gap between EBITDA "vibes" and GAAP reality and the pivot from Mars to the Moon. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

SpaceX IPO

2 weeks ago·youtube.com

+42

Will ARKK Recover?

Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp References: https://zbib.org/b9d40e1d2937490d988270833fb56b92 Investors in ARKK - many of whom arrived late to the party - have experienced dramatic ups and downs, with an emphasis on downs for most investors. The fund crashed 77% in 2021 and 2022 after taking in huge inflows. The question anyone still holding these funds must be asking - or should be asking - is whether it will recover. ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

ARKK Fund 2022 Market Crash PWL Capital

3 weeks ago·youtube.com

Why Betting On “Winning” Industries Almost Never Works

In investing, betting on the success of a single industry is typically not a good idea, but a lot of investors make industry bets in their portfolios based on what they think is going to do well. That is probably a mistake. ------------------ Meet with PWL Capital: https://pages.pwlcapital.com/en-ca/contact-us?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

PWL Capital investing strategies industry bets

3 weeks ago·youtube.com

+17

Why You Will (Probably) Lose Money Trading Options

While options can be used for good, some of their features, like embedded leverage, make them a double edged sword. They can just as easily be used for responsible risk management and hedging as they can be used for speculation and gambling. References: https://zbib.org/3241abfd3e004841a69537e06bffe297 ------------------ Meet with PWL Capital: https://pages.pwlcapital.com/en-ca/contact-us?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

Options Trading Risk Management Speculation in Financial Markets

3 weeks ago·youtube.com

+10

The Psychology of Home Ownership

Meet with PWL Capital: https://pages.pwlcapital.com/en-ca/contact-us?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt References: https://zbib.org/dfc892f743e14459bea621fd9fbba1fa Will buying a home make you happier? The evidence is mixed, at best. ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

PWL Capital Home Ownership Psychology of Happiness

3 weeks ago·youtube.com

+30

Why Do Financial Advisors Still Exist?

Most financial advisors can't outperform a low-cost ETF portfolio that costs a fraction of a percentage point to own. In many ways, index funds have effectively "solved" investing. Yet many people continue to delegate their investment management and financial decision-making to financial advisors. References: https://zbib.org/69da8ac719614415ba4dc58e41e86dc3 ------------------ Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

Index Funds low-cost ETF portfolio financial advisors

3 weeks ago·youtube.com

The Problem With Private Credit

Private credit consists of loans - similar to bonds - except they are non-publicly traded loans created by non-bank entities like private credit funds or business development companies to fund private businesses. This asset class is promoted to retail investors for its high yields and stable returns, but as you can probably guess, I’m skeptical. ------------------ Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp References: https://zbib.org/f91735b1b7dd49ae935916f53d27b1be Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

Private Credit Business Development Companies Retail Investors

3 weeks ago·youtube.com

+25

Budget 2024: Capital Gains Tax is Increasing [Canada]

Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp Canada’s Federal Budget 2024 has proposed an increase in the capital gains tax rate in certain cases. This means that selling a taxable asset like a business, a secondary real estate property, or an investment portfolio may cost more. What does this mean for your investments? ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

Canada Federal Budget 2024 Capital Gains Tax Increase Taxable Assets in Canada

3 weeks ago·youtube.com

+28

The Most Important Lessons in Investing

Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp Over the last 10 years I have spoken to thousands of individual investors about their investments and financial plans while working at PWL Capital, and I have interviewed some of the smartest people in finance, economics, and psychology on the Rational Reminder podcast. This is what I have learned. These are all lessons that investors will learn eventually, though many will learn them the hard way. 0:29 1. You’re not that smart (relative to the market). 0:42 2. This time is always different. 1:03 3. The market is forward-looking. 1:20 4. Market forecasts are not useful. 1:34 5. Time in the market beats timing the market. 1:47 6. Most funds do not beat the market. 2:12 7. Incentives matter. 2:26 8. Expected economic growth and stock returns are unrelated. 3:12 9. Good portfolio management does not make up for bad financial planning. 3:27 10. Risk and expected returns are positively related. 3:42 11. The risk-expected return trade-off has a term structure. 3:58 12. Fees and taxes matter. 4:12 13. Complexity and costs are positively related. 4:27 14. There is no single optimal investment strategy. 4:44 15. The best investment strategy for you is the one that you can stick with. 5:00 16. There is no such thing as a “passive” investment. 5:14 17. Wealth does not give you access to market-beating investments. 5:30 18. Diversification is (still) the only free lunch in investing. 5:44 19. Investments should be evaluated on process, not outcome. 5:58 20. Investing has been solved. ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

PWL Capital individual investors financial plans

3 weeks ago·youtube.com

+24

Why Taking CPP Early Is (Usually) A Mistake

Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp The CPP uptake decision is one of the most consequential financial decisions that most Canadian retirees will make. The difference between optimal and suboptimal claiming can measure in the hundreds of thousands of dollars of expected lifetime income. References: https://zbib.org/7c977b4ef1a641de8c2db26d5c526a19 ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

Canada Pension Plan (CPP)PWL Capital Canadian retirees

3 weeks ago·youtube.com

+30

Dollar Cost Averaging vs. Lump Sum Investing

Meet with PWL Capital: https://pages.pwlcapital.com/en-ca/contact-us?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt If you're sitting on cash that you plan to invest you have a few options: 1. Invest a lump sum. 2. Dollar cost average. 3. Wait for a "good time" to invest. The optimal choice may surprise you. References: https://zbib.org/45b504dfd40d43bf833da0c4c250a124 ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

Lump Sum Investing Dollar Cost Averaging PWL Capital

3 weeks ago·youtube.com

The Problem with High Stock Valuations

Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp References: https://zbib.org/17df87b9e17b4e6683b67e2a0429192f I’m noticing investors being worried about stock market valuations. When stock market valuations are higher, expected returns are lower. High valuations are not great for long-term investors. But saying that stock market valuations are high misses a lot of nuance. Which stocks are we talking about, and even more broadly, which markets? ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

High Stock Valuations PWL Capital Expected Returns in Stock Market

3 weeks ago·youtube.com

+17

Why ESG Investing May Be Doing More Harm Than Good

Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p References: https://zbib.org/3afb67c29fa64cbe95ae9cabf409542d Discussion with the co-author of Counterproductive Sustainable Investing: The Impact Elasticity of Brown and Green Firms: https://youtu.be/CHxNpN-2lmw?t=1416 ESG investing - that is investing that puts an emphasis on the environmental, social, and governance characteristics of companies - continues to be popular. Investors may want to avoid ESG-related risks, or to feel good about their portfolio, which are legitimate motivations. But how much good is ESG investing actually doing? ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

ESG Investing Counterproductive Sustainable Investing Impact Elasticity of Brown and Green Firms

3 weeks ago·youtube.com

+29

Bank Financial Advice is Worse Than People Realize

Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp Millions of Canadians get financial advice from Canada's big banks, but bank financial advice may be doing more harm than good. References: https://zbib.org/c2f2f65a1900445894495b9729872cfd ------------------ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix Visit Rational Reminder: https://rationalreminder.ca/ Join the Rational Reminder Community: https://community.rationalreminder.ca/ Follow the Rational Reminder on: - Twitter: https://www.twitter.com/RationalRemind - Instagram: https://www.instagram.com/rationalreminder/ Visit PWL Capital: https://www.pwlcapital.com/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital/ You can find the Rational Reminder podcast on Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz Apple Podcasts: https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify Podcasts: https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA ------------------

PWL Capital Canada's big banks financial advice

3 weeks ago·youtube.com

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