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