#50 — Ben Felix (Returns): Investing Insights and Rapid-Fire Q&A

#50 — Ben Felix (Returns): Investing Insights and Rapid-Fire Q&A

March 31, 2026 · 55 min · Episode 50

About this episode

Ben Felix joins Dave to discuss key investing insights and answer rapid-fire questions on common misconceptions in the investing world.

Our guest this episode is Ben Felix — Chief Investment Officer at PWL Capital, co-host of the Rational Reminder podcast and creator of one of the most respected investing YouTube channels, @BenFelixCSI. Ben is a returning guest from Episode #5, one of our most popular episodes to date. In this episode, Dave and Ben go through a rapid-fire Q&A on some of the most important (and misunderstood) topics in investing. They cover everything from the biggest mistakes investors make to the difference between investing and gambling to why professional investors struggle to beat the market and common misconceptions about dividends. Ben and Dave also break down the flaws with covered call funds, market timing, and touch on other topics like annuities, crypto, homeownership, life insurance and all-in-one ETFs. If you want clear, evidence-based answers to your biggest investing questions this is an episode you won’t want to miss. Tune in now on our website, YouTube, Apple Podcasts, Spotify and all other podcasting platforms! Show Notes (00:00) Intro & Disclaimer (00:55) Intro to Ben Felix (04:22) A Huge Investor Mistake: Not Owning Enough Equities (06:04) The Difference Between…

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