MI054: Common Sense Investing with Ben Felix (Investing Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 19 August 2020
⏱️ 61 minutes
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| 0:00.0 | You're listening to TIP. On today's show, I sit down with Ben Felix to discuss some |
| 0:06.2 | common sense investing ideas, his thoughts on diversification, and the 5% rule. Ben Felix is the host |
| 0:13.4 | of Common Sense Investing, a YouTube channel that discusses financial decision making, a podcast host, |
| 0:19.4 | and he is also a portfolio manager at PWL Capital Inc. |
| 0:23.6 | He holds the CFA and CFP designations, as well as earned an MBA degree. Ben shares a wealth |
| 0:29.7 | of knowledge throughout this episode, so without further delay, let's jump into this week's |
| 0:34.0 | episode with Ben Felix. You're listening to Millennial Investing by the Investors Podcast Network, |
| 0:40.9 | where your host, Robert Leonard, interview successful entrepreneurs, |
| 0:44.8 | business leaders and investors to help educate and inspire the millennial generation. Hey, everyone. |
| 0:59.2 | Welcome to today's show. |
| 1:00.7 | As always, I'm your host, Robert Leonard. |
| 1:02.5 | And with me today, I have Ben Felix. |
| 1:04.8 | Welcome to the show, Ben. |
| 1:06.3 | Hey, Robert. |
| 1:06.8 | Thanks for having me on. |
| 1:08.2 | Let's start the show by talking about your background and who you are, |
| 1:11.4 | for those who may not know. Tell us a bit about yourself. I'm a portfolio manager with a firm in |
| 1:17.2 | Canada called PWL Capital, wealth management firm. The team that I'm on here, we manage a little |
| 1:23.0 | over a billion dollars in assets. That's kind of my day job, but you probably wouldn't know who it |
| 1:27.4 | was if that's all I did. I've also got a YouTube channel called Common Sense Investing that's been kind of a fun side project that's picked up a little bit over the last, I guess, year or so that takes up a bit of my time now as well. In terms of my background, I studied engineering originally, went into finance by doing an MBA program, did the |
| 1:45.4 | CFA program, CFP, and another one called the CIM that's specific to Canada. Yeah, I mean, |
| 1:50.4 | that's my professional background anyway. I can keep talking, but I played basketball in the |
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