Are you ready for a deep dive into quantitative investing, the private credit trend, and the Canada Pension Plan (CPP)? Then this episode is for you! Joining us today is Robin Wigglesworth, The Financial Times’ global finance correspondent, and author of Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever, a groundbreaking book about the past, present, and future of passive investing. We talk with Robin about quantitative investing and the ideas he lays out in his article ‘A Quant Winter’s Tale’, before hearing his insights on the private credit trend and his intriguing new book titled Bonds, all about the history of the bond market. Today’s episode also features our Mark to Market segment, where Mark McGrath joins us to talk about the Canada Pension Plan (CPP), providing a comprehensive overview of its inner workings, his response to the criticisms levelled against it, and why he believes it’s of huge benefit to a great many Canadians. Next, we take a look back at our conversation with Alexandra Macqueen on annuities before sharing our thoughts on its relevance to today’s discussion and why it’s worth revisiting. Be sure to stay tuned for our after-show segment where we share our book, blog, and viewing recommendations, plus our favourite reviews, followed by a sneak peek of some of the exciting guests we have coming up. Press play now for a deep dive into quant investing, the hype around private credit, saving for retirement, and a whole lot more!

Timestamps:

0:00:00 Intro
0:04:52 Main Topic: Quant Winter
0:06:19 Special Guest: Robin Wigglesworth
0:48:23 Mark to Market
1:13:10 Episode 59: 60 Seconds
1:15:05 Aftershow

Links From Today’s Episode:

Robin Wigglesworth — https://robinwigglesworth.com/
Robin Wigglesworth on LinkedIn —   / robin-wigglesworth-17101722  
Financial Times — https://www.ft.com/
Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever — https://www.amazon.com/Trillions-Rene...
‘Quant Winter's Tale’ — https://www.ft.com/content/e0f98278-4...
Episode 184: Robin Wigglesworth — https://rationalreminder.ca/podcast/184
Episode 93: Cliff Asness from AQR — https://rationalreminder.ca/podcast/93
Cliff Asness — https://www.aqr.com/About-Us/OurFirm/...
AQR — https://www.aqr.com/
Two Sigma — https://www.twosigma.com/
D.E Shaw — https://www.deshaw.com/
CPP Investments — https://www.cppinvestments.com/
StatsCan — https://www.statcan.gc.ca/en/start
Financial Planning for Canadian Business Owners Episode 116: True Cost of CPP with Aravind Sithamparapillai — https://jasonpereira.ca/all-content-j...
Episode 59: Alexandra Macqueen — https://rationalreminder.ca/podcast/59
Pensionize Your Nest Egg — https://www.amazon.com/Pensionize-You...
Griselda Blanco — https://www.imdb.com/title/tt15837600/
Cocaine Cowboys — https://www.imdb.com/title/tt0380268/
Queen of the South — https://www.imdb.com/title/tt1064899/
Fortune's Children: The Fall of the House of Vanderbilt — https://www.amazon.com/Fortunes-Child...
Farnam Street — https://fs.blog/
24 in 24 Reading Challenge — https://rationalreminder.ca/24in24
The Money Scope Podcast — https://moneyscope.ca/
The Money Scope Podcast on YouTube —    / @moneyscopepod  
Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/t....
Rational Reminder Website — https://rationalreminder.ca/
Rational Reminder on Instagram —   / rationalreminder  
Rational Reminder on X —   / rationalremind  
Rational Reminder on YouTube —    / channel  
Rational Reminder Email — [email protected]
Benjamin Felix — https://www.pwlcapital.com/author/ben...
Benjamin on X —   / benjaminwfelix  
Benjamin on LinkedIn —   / benjaminwfelix  
Cameron Passmore — https://www.pwlcapital.com/profile/ca...
Cameron on X —   / cameronpassmore  
Cameron on LinkedIn —   / cameronpassmore  
Mark McGrath on LinkedIn —   / markmcgrathcfp  
Mark McGrath on X —   / markmcgrathcfp