RETHINKING MORTGAGE DEBT (EP.5)

<p>In Episode 5 of the Rational Reminder podcast we discussed the following:</p> <ul> <li>Checking your credit</li> <li>Optimizing your credit score</li> <li>Investing vs. paying off your mortgage</li> <li>Asset allocation</li> <li>Reframing mortgage debt</li> <li>Are we in a tech bubble?</li> <li>The rise in the US market is backed by fundamentals</li> <li>How the largest Canadian pension funds invest</li> <li>Skewness in VC returns</li> <li>It’s still really hard to beat index funds</li> </ul> <p> The stories we talked about:</p> <ul> <li><a href= "https://csinvesting.ca/blog/2018/8/10/mortgage-debt-and-asset-allocation"> Mortgage debt and asset allocation</a></li> <li><a href="http://awealthofcommonsense.com/2018/08/fed-up/">Fed Up</a></li> <li><a href= "https://nationalpost.com/opinion/andrew-coyne-canada-pension-plans-active-management-strategy-is-a-crock"> Andrew Coyne: Canada Pension Plan's active management strategy is a crock</a></li> <li><a href= "https://www.bloomberg.com/news/articles/2018-08-07/wisconsin-college-using-index-funds-trounces-endowment-rivals"> Tiny Wisconsin College Using Index Funds Trounces Endowment Rivals</a></li> </ul> <p> </p> <p>The charts we talked about:</p> <p><img src= "https://assets.libsyn.com/secure/show/127327/AUM_Funds.png" alt="" width="1140" height="655" /></p> <p>Source: Raymond Kerzhéro, PWL Capital</p> <p> </p> <p><img src= "https://assets.libsyn.com/secure/show/127327/Expense_Ratio_Funds.png" alt="" width="1140" height="627" /></p> <p>Source: Raymond Kerzhéro, PWL Capital</p> <p> </p> <p><img src= "https://assets.libsyn.com/secure/show/127327/Percetage_private_assets.png" alt="" width="1140" height="627" /></p> <p>Source: Raymond Kerzhéro, PWL Capital</p> <p> </p> <p><img src= "https://assets.libsyn.com/secure/show/127327/US_venture_returns.png" alt="" width="1053" height="722" /></p> <p>Source: Correlation Ventures</p> <p> </p> <p>For more information or to contact Cameron and Ben, visit <a href= "https://www.pwlcapital.com/teams/passmore-felix/" target="_blank" r