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Canadian Couch Potato

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12 - Robert Shiller: CAPE Crusader

Dan and Prof. Robert Shiller (one of whom has won a Nobel Prize) talk about efficient markets, forecasting stock returns, and the Canadian housing market. Then Dan challenges a new book that promises to save investors from major drawdowns, and answers a listener’s question about currency risk. For complete show notes on Robert Shiller: CAPE Crusader, visit

Duration: 00:44:10

11 - Fighting Evil with Index Funds

Dan talks to Mike Foy of JD Power about the research firm’s recent survey of DIY investors who use online brokerages. He then challenges a magazine article that claims index funds might be an economic evil. Finally, Dan and Amanda comfort an investor who took too much risk and paid the price. For complete show notes on Fighting Evil with Index Funds, visit

Duration: 00:47:20

10 - MoneySense, We Hardly Knew Ye

Dan is joined by David Thomas, former editor-in-chief of MoneySense, to discuss how the magazine has evolved into a digital brand. Then Dan considers whether Canadians need international diversification in their portfolios, and whether it makes sense for a couple in their 70s to fire their advisor and go it alone. For complete show notes visit

Duration: 00:45:53

9 - Finding Common Ground

Dan chats with Tom Bradley of Steadyhand Investment Funds about how the ‘active vs. passive’ debate often misses the key point: that both active investors and Couch Potatoes need to focus on the same things: low cost, broad diversification and discipline. Then, Dan answers a reader question about how to make the most of employer-sponsored RRSPs. For complete show notes visit

Duration: 00:34:10

8 - Couch Potato with a Conscience

Tim Nash, the Sustainable Economist, joins Dan to discuss socially responsible investing and whether it’s compatible with indexing. Then Dan consoles the hedge fund manager who lost his million-dollar bet with Warren Buffett. Finally, Dan and Amanda consider whether you should build a new ETF portfolio gradually or all at once. For complete show notes, visit

Duration: 00:51:54

7 - Making Sense of Bonds

Dan answers frequently asked questions about bonds, including how they are affected by changing interest rates, how to calculate their returns, and whether you still need them in your portfolio. For complete show notes, visit

Duration: 00:28:50

6 - Wishing Upon a Morningstar

Dan speaks to researcher Christopher Davis of Morningstar Canada about the idea of “active share” and whether it has delivered on its promise. Then he considers whether it’s OK to pay more for mutual funds that have performed well in the past. Finally, he offers advice for those worried about investing a lump sum when markets are at all-time highs. For complete show notes, visit

Duration: 00:40:30

5 – Master Class with the Millionaire Teacher

Globetrotting author Andrew Hallam joins Dan to talk about the new edition of his bestselling book, Millionaire Teacher. Dan considers whether indexing investing has become too popular, and answers a reader’s question about how a portfolio should evolve as you move toward retirement. For complete show notes, visit

Duration: 00:47:14

Charles Ellis and the Index Revolution

Dan interviews Charles Ellis—an indexing titan and the author of the landmark Winning the Loser’s Game—about his long and distinguished career, as well as his new book, The Index Revolution. He also shares his advice for investors who are getting started with ETFs in taxable accounts. For complete show notes, visit

Duration: 00:44:23

3 - A Hedge Fund Manager Comes Clean

Lars Kroijer, author and former hedge fund manager, explains why most investors have little or no hope of beating the market over the long term. Dan challenges advisors who promise unrealistic returns without explaining their numbers. Then Dan and Amanda discuss whether millennials should build all-equity portfolios. For more links and notes visit

Duration: 00:43:00

2 - Planning vs Investing with Sandi Martin

Sandi Martin of Spring Personal Finance joins Dan to discuss the differences between financial planning and investment advice. Then Dan considers how things worked out if you revamped your portfolio before the US election. In Ask the Spud, we look at the risks and rewards of corporate bonds. For more links and notes visit

Duration: 00:33:21

1 - Are You Ready for DIY?

Justin Bender of PWL Capital talks to Dan about how to succeed as a DIY investor —and what can go wrong. Then we take a swing at the idea that indexing doesn’t work well for bonds. Finally, we tackle a listener’s question about home country bias in the Couch Potato portfolios. For more detailed notes visit

Duration: 00:36:55