About this channel
Ben Felix examines personal finance through questions that often sound simpler than the choices behind them. Investing at market highs, deciding whether to rent or buy, and using money to improve…
Ben Felix examines personal finance through questions that often sound simpler than the choices behind them. Investing at market highs, deciding whether to rent or buy, and using money to improve happiness all appear in the episode selection. The channel connects investment products with the larger financial consequences of everyday life, including relationships and housing, giving viewers more than a narrow focus on portfolio performance.
Housing receives attention from multiple directions. One episode addresses common misunderstandings in the renting-versus-buying debate, while another considers the case for ownership. This pairing makes a familiar financial question a subject for examining arguments rather than assuming the answer is obvious. The same questioning approach appears in videos about personal finance myths and the possibility that compounding can work against someone.
On the investment side, topics include leveraged exchange-traded funds, Canadian ETFs described as evidence-based and the excitement surrounding large public offerings. A video on investing at all-time highs focuses on the unease that market conditions can create. The titles frequently promise to examine what people get wrong or what a popular story leaves out, signalling an explanatory and critical approach to financial ideas.
Viewers who like to test their assumptions about money can use the channel to explore the relationship between product choices, life decisions and expectations. Its particular appeal is the breadth of those connections: an investment question may lead into a discussion of behaviour, while a decision about a home or a partner is treated as having financial consequences worth considering.
Latest episode
The Truth About Leveraged ETFs
8:44 the chart title should have shown UPRO (3X), not SSO (2X) from the previous example.
9:12 the chart title should have shown EET (2X emerging markets).
Sorry about the editing hiccups in this…
8:44 the chart title should have shown UPRO (3X), not SSO (2X) from the previous example.
9:12 the chart title should have shown EET (2X emerging markets).
Sorry about the editing hiccups in this one!
$10,000 in a 3x leveraged S&P 500 ETF (UPRO) at launch in 2009 would be worth about $1.3 million today, more than 10x a regular S&P 500 ETF. So are leveraged ETFs a smart long-term tool or a disaster waiting to happen?
In this video, Ben Felix, Chief Investment Officer at PWL Capital, gives you a framework for deciding whether leverage makes sense for you, and whether leveraged ETFs are a good way to get it.
*Links*
Check out PWL’s Risk Profiling Tool: https://research-tools.pwlcapital.com/research/risk-profile?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt
_yt
See your own numbers with our app (based on Choi et al.): https://research-tools.pwlcapital.com/research/lifecycle-portfolio-choice?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt
------------------
*Timestamps*
00:00 - Intro
00:48 - When Leverage Makes Sense
07:56 - The Risk
10:00 - Leveraged ETFs
12:10 - Math Time.
17:05 - Hidden Costs
18:16 - Using Leverage Without Going All-In
19:47 - What You Need To Know
*References*
https://zbib.org/4cb11648b55b4c469b6d8b5137d18612
*Avoid Online Scams https://pwlcapital.com/stay-safe-online/
I will never reach out to you on social media platforms or WhatsApp to give financial advice. These are scammers trying to commit fraud.
*Check out the Rational Reminder Podcast*
YouTube channel @rationalreminder
Podcast website https://rationalreminder.ca/
Rational Reminder community (forum) https://community.rationalreminder.ca/
Apple Podcasts https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
YouTube Shorts
Common Sense Investing Advice with Ben Felix
DIY Investing 101
Real Estate Investing Advice
Should You Rent or Buy?
uploads
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