Promoting Financial Literacy Dialogue.
Introduction 3: My Background
Introduction 4: Why the Subject is so Important!
Introduction 5: Starting with the Right Thing
Introduction 6: Popular Misconceptions (Part 1)
Introduction 7: Popular Misconceptions (Part 2)
The Illustrated Compounding Example
Providers and Users of Capital
Providers and Users of Capital: Equity and Debt
Time Value of Money
What is Leverage?
Principles of Leverage
High Credit Card Interest Rates
The Income Statement
The Illustrated Income Statement Example
Gross Margin, Operating Margin and Net Margin
The Balance Sheet
The Illustrated Balance Sheet Example
The Cash Flow Statement
The Illustrated Cash Flow Statement
Links between Financial Statements
What is a Stock?
Stock Market Terminology 1
What is a Bond?
The Capital Structure of a Company
Private Equity, IPO, Public Equity
Who issues Bonds?
What is a Stock Market Index?
Why do Financial Markets Exist?
Mutual Funds 1: What is a Mutual Fund?
Mutual Funds 2: Types of Mutual Funds
Mutual Funds 3: Active and Passive Management
Mutual Funds 4: Closed-Ended Funds
Mutual Funds 5: Fees: Load, No-Load etc.
Index Funds and ETFs
What is a Hedge Fund?
Hedge Funds 2: What is Short-Selling?
Hedge Funds 3: Different Strategies
Hedge Funds 4: Funds of (Hedge) Funds
Hedge Funds 5: Prime Brokers
Hedge Funds 6: What is Naked Short-Selling?
The Impact of Time
Timing Investments and Dollar Cost Averaging
Taxes and Compounding
First Principles of Taxation
Two Generic Types of Pension Plans
Defined Benefit Pension Plans
Defined Contribution Plans
Introduction to Diversification
Following the Crowd and the Role of Expectations
Valuation Series:1. Introduction to Valuation
Valuation Series 1B: Remarks on Valuation
Valuation Series 2: the P/E Ratio
Valuation Series V2B: One Year of Earnings might not tell you that Much.
Valuation Series 2C: The P/E to Growth Ratio
Valuation Series 2D: Illustrated Shortcomings of the P/E Ratio (and other Ratios)
Valuation Series 3: The Price/Sales Ratio
Valuation Series 4: The EV/EBITDA Ratio
Valuation Series 5: The Price to Book (P/Book) Ratio
Valuation Series 5B: Return on Equity
Valuation Series 6: Introduction to the Dividend Discount Model
Valuation Series 7: Introduction to the Discounted Cash Flow Model
Valuation Series 7B: Discounting
Valuation Series 7C: The Risk Free Rate
Valuation Series 8: What is Yield?
Valuation Series 8B: Dividend Yield
Valuation Series 8C. Bond Yields
Valuation Series 8D: Earnings Yield
Valuation Series 9: Why do Bond Prices fall when Interest Rates Rise?
E1. Introduction to the Economy
E2. The Economy and Earnings Impact
E3B. Introduction to Deflation
E3C. What is Stagflation?
E4. Introduction to Economic Policy
E5. Introduction to Monetary Policy
E6. Introduction to Fiscal Policy
E7. What do Central Banks do?
S1. What is Securitization?
S2. Securitization, CDOs and the Sub-Prime Crisis
CF1. Dividend Policy
CF2. Introduction to Share Buy-Backs
P1. Structures, Products and Services
P2. The Key: The Basic Principles
P3. What is a 401k Plan?
P4. What is an ISA? (UK)
B1. Book Review: The Big Short, by Michael Lewis
B2. Book Review: The Ascent of Money, by Niall Ferguson
Saving and Investing Book
Saving and Investing Workbook
Defined Benefit Pension Plans
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