Rational Reminder

Evidence-based investment research, papers cited every episode and checkable, not a narrative investing show

Deep reads here2 / 15 episodes

Cadence~1 every 2.8 days

Latest2026-09-04

TopicsInvesting & Business

PriorityT1

1:40:15

The Rational Reminder Podcast 0903

Finance's top fraud red flag: not greed, but personal finances out of control

For 14 years running, the ACFE has ranked "personal financial problems" as the number-one warning sign of financial misconduct; systemic incentives, a brain whose critical regions go offline, and an inflated view of one's own ethics all help good people cross the line one step at a time.

9 Points 7 Quotes Financial ethicsFinancial advisors

The Rational Reminder Podcast 0827

Index funds overpay 4% on rebalancing days; passive investing is more than indexing

David Booth takes apart the difference between index funds and passive investing: index rebalancing pushes a stock's price up 4%, while real passive management means scientific portfolio construction plus careful execution. And the roughly 10% a century of equity returns rests on the human desire to make life better.

8 Points 8 Quotes Passive investingIndex funds