Investing
Looking for recently uploaded episodes
4 - Charles Ellis and the Index Revolution
44:24 | Oct 6th, 2018
Dan interviews Charles Ellis—an indexing titan and the author of the landmark Winning the Loser’s Game—about his long and distinguished career, as well as his new book, The Index Revolution. He also shares his advice for investors who are getting sta...Show More
3 - A Hedge Fund Manager Comes Clean
43:01 | Oct 6th, 2018
Lars Kroijer, author and former hedge fund manager, explains why most investors have little or no hope of beating the market over the long term. Dan challenges advisors who promise unrealistic returns without explaining their numbers. Then Dan and Am...Show More
23 – Ask the Spud Edition
40:33 | Apr 22nd
Dan and Amanda answer questions from listeners on topics such as the risk of index funds shutting down, days you should avoid trading ETFs, and whether wealthy investors should hold more than traditional stock and bond portfolios. For complete show n...Show More
22 - How Smart is Your Beta?
50:31 | Feb 20th
John West of Research Affiliates explains smart beta, one of the most important ETF trends. Then Dan considers whether the last few years of strong stock returns has been a “rising tide that lifted all boats.” We round things off with a tribute to th...Show More
21 - Larry Swedroe on Investing in Retirement
37:14 | Dec 20th, 2018
Larry Swedroe joins us to discuss his latest book on the challenges of investing in retirement. Then Dan warns about speculators who are held up as “success stories.” Finally, he offers advice for a reader looking to free himself from mutual funds wi...Show More
20 - One-Stop ETF Shopping
58:44 | Nov 9th, 2018
Dan chats with one of the architects of Vanguard’s popular new asset allocation ETFs, which offer a simple one-fund portfolio for index investors. Then Dan questions whether investing courses are focusing on the right lessons. Finally, he answers a r...Show More
18 - Boots on the Ground With Rob Carrick
43:47 | Oct 6th, 2018
The Globe and Mail’s Rob Carrick talks about his 20-year career in financial journalism and how he manages to stay relevant to his readers. Then Dan takes issue with the idea that screening for individual stocks is like building a “personal index fun...Show More
17 - Keeping It Real with Ben Rabidoux
45:12 | Oct 6th, 2018
Real estate analyst Ben Rabidoux joins Dan to discuss home ownership as an alternative to a traditional portfolio. Then Dan questions why investors would be attracted to ETFs that try to emulate hedge funds. Finally, he encourages Couch Potato invest...Show More
16 - Common Sense With Ben Carlson
36:56 | Oct 6th, 2018
Dan talks investing with Ben Carlson, author of the book and blog A Wealth of Common Sense. Then he explains why candlesticks and death crosses are tools for the dumb money. In Ask the Spud, Dan answers a reader question about whether you need REITs ...Show More
15 - The Value of Simple
54:58 | Oct 6th, 2018
Dan chats with John Robertson, author of The Value of Simple, about the trade-offs between cost and complexity in investing. Then we take an in-depth look at a new family of Vanguard ETFs that allow you to build a one-fund portfolio. For complete sho...Show More
14 - How to Make Millions in Bitcoin (Not Really)
48:23 | Oct 6th, 2018
Ready to add bitcoin to your ETF portfolio? Dan explains why this is probably a terrible idea. In the interview segment, Dan is joined by financial planner and author Shannon Lee Simmons to discuss her new book, Worry-Free Money. Finally, he answers ...Show More
13 - Here Come the Robots
47:30 | Oct 6th, 2018
Robo-advisors are changing the investment landscape in Canada. To learn more about this trend, Dan speaks with Prof. Pauline Shum-Nolan of York University about the future of online ETF portfolio management. Then we answer a listener’s question about...Show More
12 - Robert Shiller: CAPE Crusader
44:11 | Oct 6th, 2018
Dan and Prof. Robert Shiller (one of whom has won a Nobel Prize) talk about efficient markets, forecasting stock returns, and the Canadian housing market. Then Dan challenges a new book that promises to save investors from major drawdowns, and answer...Show More
11 - Fighting Evil with Index Funds
47:21 | Oct 6th, 2018
Dan talks to Mike Foy of JD Power about the research firm’s recent survey of DIY investors who use online brokerages. He then challenges a magazine article that claims index funds might be an economic evil. Finally, Dan and Amanda comfort an investor...Show More
10 - MoneySense, We Hardly Knew Ye
45:54 | Oct 6th, 2018
Dan is joined by David Thomas, former editor-in-chief of MoneySense, to discuss how the magazine has evolved into a digital brand. Then Dan considers whether Canadians need international diversification in their portfolios, and whether it makes sense...Show More
9 - Finding Common Ground
34:11 | Oct 6th, 2018
Dan chats with Tom Bradley of Steadyhand Investment Funds about how the ‘active vs. passive’ debate often misses the key point: that both active investors and Couch Potatoes need to focus on the same things: low cost, broad diversification and discip...Show More
8 - Couch Potato with a Conscience
51:55 | Oct 6th, 2018
Tim Nash, the Sustainable Economist, joins Dan to discuss socially responsible investing and whether it’s compatible with indexing. Then Dan consoles the hedge fund manager who lost his million-dollar bet with Warren Buffett. Finally, Dan and Amanda ...Show More
7 - Making Sense of Bonds
28:51 | Oct 6th, 2018
Dan answers frequently asked questions about bonds, including how they are affected by changing interest rates, how to calculate their returns, and whether you still need them in your portfolio. For complete show notes, visit canadiancouchpotato.com...Show More
6 - Wishing Upon a Morningstar
40:31 | Oct 6th, 2018
Dan speaks to researcher Christopher Davis of Morningstar Canada about the idea of “active share” and whether it has delivered on its promise. Then he considers whether it’s OK to pay more for mutual funds that have performed well in the past. Finall...Show More
5 - Master Class with the Millionaire Teacher
47:15 | Oct 6th, 2018
Globetrotting author Andrew Hallam joins Dan to talk about the new edition of his bestselling book, Millionaire Teacher. Dan considers whether indexing investing has become too popular, and answers a reader’s question about how a portfolio should evo...Show More
2 - Planning vs Investing with Sandi Martin
33:22 | Oct 6th, 2018
Sandi Martin of Spring Personal Finance joins Dan to discuss the differences between financial planning and investment advice. Then Dan considers how things worked out if you revamped your portfolio before the US election. In Ask the Spud, we look at...Show More
19 - The Big Tradeoff
45:50 | Sep 21st, 2018
As we mark the 10th anniversary of the global financial crisis that began in September 2008, many of us still wrestle with the risk-reward trade-offs in investing. Larry Bates, author of Beat the Bank, offers his recipe for Simply Successful Investin...Show More
1 - Are You Ready for DIY?
36:56 | Nov 16th, 2016
Justin Bender of PWL Capital talks to Dan about how to succeed as a DIY investor —and what can go wrong. Then we take a swing at the idea that indexing doesn’t work well for bonds. Finally, we tackle a listener’s question about home country bias in t...Show More
