IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth (EP.42)

<p><span style="font-weight: 400;">Welcome to this episode of the Rational Reminder Podcast! We’ve decided to tweak the format of the show slightly, so you can look forward to a more focused conversation around current and portfolio topics and much less talk about factors! In our talk today, we uncover the recent popularity of IPOs, giving you a balanced perspective so that you can decided for yourself whether the hype holds enough merit for you to get involved. We also get into the various arguments against indexing, pulling apart all the factors to keep in mind, and then advise you on choosing account types based on your individual financial needs. In wrapping up our talk, we also reveal our pick for the worst advice that we’ve heard in the previous week and why you need to stay far, far away. For all this and more, be sure to join us!</span></p> <p> </p> <p><strong>Key Points From This Episode:</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">How we are changing up the format of the episodes.</span> <strong>[0:01:50.0]</strong></li> <li style="font-weight: 400;"><span style="font-weight: 400;">A closer look at the two Canadian funds with class action lawsuits against them.</span> <strong>[0:03:46.0]</strong></li> <li style="font-weight: 400;"><span style= "font-weight: 400;">Investigating the current IPO frenzy and whether there is merit in the hype.</span> <strong>[0:07:40.0]</strong></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How to get an IPO allocation and the possible terms and conditions.</span> <strong>[0:11:59.0]</strong></li> <li style="font-weight: 400;"><span style="font-weight: 400;">A breakdown of the arguments against indexing.</span> <strong>[0:13:46.0]</strong></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why indexing is risky and the issue of a lack of control.</span> <strong>[0:14:24.0]</strong></li> <li style="font-weight: 400;"><span style= "font-weight: 400;">Weighing up the degree to which the skills of fund mana