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The Rational Reminder Podcast

The Evolution of Index Fund Investing

3/12/20261 hr 23 min

In this special 400th episode, the Rational Reminder hosts reflect on 50 years of index investing and the profound impact it has had on financial markets, investor behavior, and the cost of investing. The episode features a panel moderated by Ben Felix at the New York Stock Exchange—hosted by Vanguard and S&P Dow Jones Indices—bringing together leading voices in the indexing world to explore how passive investing evolved and what it means for the future of capital markets. Ben is joined on the panel by Tim Edwards (S&P Dow Jones Indices), Jim Rowley (Vanguard), and Shelly Anto...

Clips

What Is Passive, Really?
Market Concentration Perspective
You Get What You Don’t Pay For
No Single Truth On Indexing
Does Indexing Inflate Giants?
Price Defines Quality In Investing
Main Street’s On The Index
Index Trading Is Tiny Slice
The Index Inclusion Bump Vanishes

Transcript preview

First 90 seconds

  1. Benjamin Felix· Host0:00

    [upbeat music] This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision-making from four Canadians. We're hosted by me, Benjamin Felix, Chief Investment Officer, Dan Bortolotti, Portfolio Manager, Ben Wilson, Head of M&A, and Cameron Passmore, CEO, all of PWL Capital.

  2. Cameron Passmore· Host0:23

    Can you imagine this is our 400th episode? It's so great to be here with you guys. Welcome, everybody, to this episode.

  3. Benjamin Felix· Host0:31

    Four hundred. Can you imagine? Almost eight years ago, Ben, we just sat down in that room and started recording, and here we are still. I mean, you guys are doing way more of the lifting now, clearly, but pretty cool to be here with you guys.

  4. Cameron Passmore· Host0:46

    I still remember being back in the office when you guys first were talking about this idea and said, "If this could be valuable for 10 or 20 clients to get more information and allow us to scale the business to get Ben out of meetings, it'll be a win." And it's just amazing how far it's come since then.

  5. Benjamin Felix· Host1:05

    And did it overlap with your podcast, Dan?

  6. Dan Bortolotti· Host1:09

    Yeah, I think so. I think I was still doing the Couch Potato Podcast for, I don't know, a year or two after you guys started, and then I just moved away from it and then was really happy to get invited back to get behind the mic again. It's been a great experience and just such a big audience to be able to reach this

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