About this episode

In this AMA episode, the hosts discuss practical investing questions, market timing, and various investment strategies.

In this AMA episode, Ben Felix, Dan Bortolotti, and Ben Wilson tackle a wide range of practical investing questions submitted by listeners. They begin by discussing one of the most common investing mistakes—market timing—and explain why getting back into the market is often harder than getting out. From there, they explore the evidence behind lump sum investing versus dollar-cost averaging, why high valuations rarely justify sitting in cash, and how your discomfort with investing may reveal a mismatch between your portfolio and your true risk tolerance. The conversation also pulls back the curtain on PWL Capital's investment committee, detailing how new investment products are evaluated, how due diligence is conducted, and why even seemingly simple index funds require ongoing scrutiny. They then examine whether any recent Canadian ETF innovations are genuinely useful, discuss retirement-focused T-Series asset allocation ETFs, debate whether gamified trading creates opportunities for active management, and respond to questions about inflation, currency debasement, and the real drivers of long-term stock returns. As always, the episode closes with a lighter listener question before…

People in this episode

Hosts: Ben Felix, Dan Bortolotti

Guest: Ben Wilson

Topics covered

• investing mistakes
• market timing
• lump sum investing
• dollar-cost averaging
• risk tolerance
• ETF innovations
• retirement planning

Keywords

• market timing
• lump sum investing
• dollar-cost averaging
• risk tolerance
• ETF innovations
• retirement planning
• inflation
• currency debasement
• long-term stock returns

Mentioned in this episode

Organizations: PWL Capital

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