The Rational Reminder Episode 5 - Rethinking Mortgage Debt

In Episode 5 of the Rational Reminder podcast we discussed the following:

  • Checking your credit

  • Optimizing your credit score

  • Investing vs. paying off your mortgage

  • Asset allocation

  • Reframing mortgage debt

  • Are we in a tech bubble?

  • The rise in the US market is backed by fundamentals

  • How the largest Canadian pension funds invest

  • Skewness in VC returns

  • It’s still really hard to beat index funds

 The stories we talked about:

The charts we talked about:

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Correlation Ventures

Source: Correlation Ventures