Video Tutorials in Finance Ronald Moy, Ph.D., CFA, CFP I am a professor at the Tobin College of Business of St. John’s University in New York. I have created a number of video tutorials covering most of the topics covered in introductory and intermediate finance courses as well as the CFA curriculum.
Asymmetric Information Bonds and Other Debt Business Organization Calculator Tutorials Capital Budgeting Capital Structure Competitive Analysis Computing Returns Cost of Capital Dividend Policy Economics Efficient Markets and Behavioral Finance Estate Planning Excel Tutorials Expected Utility Financial Regulation Financial Statement Analysis Futures and Swaps Google Sheets GRETL Insurance International Finance Investment Policy Loan Amortization		Managing Interest Rate Risk Market Transactions Monte Carlo Simulations Morningstar Mutual Funds Option Pricing Option Strategies Portfolio Theory Raising Capital Short-term Financial Management Stock Valuation Taxes Technical Analysis Time Series Models Time Value of Money Topics in Finance Zotero
Playlists
Annuities Behavioral Finance and Market Efficiency Bonds Calculator Tutorials HP bII+ HP 12c TI BA II Plus Capital Budgeting Capital Structure Competitive Strategy Computing Returns Cost of Capital Excel Tutorials Expected Utility Financial Statement Analysis Futures, Swaps and Hedging Google Sheets International Finance Investment Process Return to top of page	Managing Interest Rate Risk Market Transactions Monte Carlo Simulations Option Pricing Option Strategies Raising Capital Risk, Return and Portfolio Theory Short-Term Financial Management Stock Valuation Term Structure of Interest Rates Time Series Models Time Value of Money
Morningstar Mutual Funds http://www.youtube.com/watch?v=cCNxKbYZZf0&feature=youtu.be Company Analysis http://www.youtube.com/watch?v=EHpmItjBvyc&feature=youtu.be Return to top of page
TI and HP Financial Calculator Tutorials TI BA II Plus Financial Calculator Intro http://www.youtube.com/watch?v=xzxwx3p7lWM TI BA II Plus vs HP bII+ Financial Calculators https://youtu.be/HIUcOi1I1mM CF Worksheet Demo https://www.youtube.com/watch?v=TTyp78GKrdU Amortization on the TI BA II Plus https://www.youtube.com/watch?v=3leLuudWLVY EAR and APR on TI BA II Plus https://www.youtube.com/watch?v=ApDXE_9Hn00 Break Even Analysis on TI BA II Plus https://www.youtube.com/watch?v=sOPiuppRadk Percentage Change on TI BA II Plus https://www.youtube.com/watch?v=GgBOfrVzidE Bond Worksheet on the TI BA II Plus https://www.youtube.com/watch?v=IaiUCtVTsWs TI BA II Plus Calculator Modes https://youtu.be/BG6T0TxsHL4 Depreciation Worksheet on the TI BA II Plus https://www.youtube.com/watch?v=AVLpbIpoS8s Profit Margin Worksheet on the TI BA II Plus https://www.youtube.com/watch?v=f9U9h1PVUl0 Date Worksheet on the TI BA II Plus https://www.youtube.com/watch?v=LJrpzQ2alUI Statistic Worksheet on the TI BA II Plus https://www.youtube.com/watch?v=_YaZaUFgOCc YTM using Excel and the TI BA II Plus https://youtu.be/2h_2OlfD5OM Future Value Multiple Cash Flows on the TI BA II Plus https://youtu.be/YeySHdNJ_Zw PV and FV on the TI BA II Plus https://youtu.be/YlrcYBhBBHA PV and FV of Annuities on TI BA II Plus https://youtu.be/vaDbs1MIFmU HP 10 bii+ Calculator Videos TI BA II Plus vs HP bII+ Financial Calculators https://youtu.be/HIUcOi1I1mM Break-Even Analysis on HP bII+ Financial Calculator https://youtu.be/SKWvMr0Jgcs EAR vs APR on HP bII+ Financial Calculator https://youtu.be/iME1DtI3dSM Depreciation on HP bII+ Financial Calculator https://youtu.be/yK1XwnYD5b8 Loan Amortization on HP bII+ https://youtu.be/cYX6X1MFoQc HP bII+ calculator modes https://youtu.be/NptZ5EYbVyc Statistics on HP bII+ calculator https://youtu.be/xuLrOvcH_74 Bond Worksheet on HP bII+ https://youtu.be/1cGUrl2LuK8 Day and Date Calculations on HP bII+ https://youtu.be/syfAb3eZvPA Weighted Average on the HP bII+ https://youtu.be/o8bJ2lgBKTQ YTM on the HP bii+ Financial Calculator https://youtu.be/xcjRiHAVIf8 FV Multiple CFs on HP bii + calculator https://youtu.be/D5LDHRUDFSI NPV and IRR on HP bii + calculator https://youtu.be/aBj4HXMQIOk HP 12c Calculator Videos Intro to the HP 12c https://youtu.be/ACDwZBCpzpA Time value of money on HP 12c https://youtu.be/ffPEuVojV9k Bond pricing on HP 12c https://youtu.be/Ye6RWpg33TI Computing NPV and IRR on HP 12c https://youtu.be/KT8J0Q8oHbU Depreciation on HP 12c https://youtu.be/V0072fvuSIA Date Calculations on HP 12c https://youtu.be/aWFL1-R__vs Weighted Average on HP 12c https://youtu.be/HN0GObPxxPc Percentage Calculations on HP 12c https://youtu.be/DUNVoxGZ4eo Loan Amortization on HP 12c https://youtu.be/kiUVkYN6Etk FV Multiple CFs on HP 12c https://youtu.be/Vdi9LyDihJQ YTM on HP 12c https://youtu.be/YR7H966DMjQ EAR vs APR on HP 12c https://youtu.be/SDqQD-_RE-k Return to top of page
Excel Demo http://www.youtube.com/watch?v=32qsDgfstTk Multiple PV Multiple CF Example http://www.youtube.com/watch?v=em9dJ0H-jMA Excel Functions http://www.youtube.com/watch?v=hHNsmWij2ZI&feature=youtu.be FV Schedule function https://youtu.be/mqAMoIHtj3I Expected Return and Variance in Excel https://www.youtube.com/watch?v=76lzVhLHp2M Computing Beta in Excel https://www.youtube.com/watch?v=td8COGk5ifc Multiple Regression and Analysis https://www.youtube.com/watch?v=XGK9KjXXDb0 Bond Valuation – Price Function in Excel https://youtu.be/I3r_jtgz-qQ Computing Theoretical Spot Rates in Excel https://youtu.be/3URqrQPSNsk Tbill Calculations in Excel https://youtu.be/nuqVPiskd2Q XNPV and XIRR Functions in Excel https://youtu.be/oyicBRpF8YI IPMT and PPMT Functions in Excel https://youtu.be/R-n6QpBkYxs ISPMT Function in Excel https://youtu.be/slv0QIXoMsU CUMIMPT and CUMPRINC Functions in Excel https://youtu.be/wCdLFxQjpqg SumProduct Function https://youtu.be/M01upuDfs8s NPV and IRR in Excel https://youtu.be/JK61WVNRJn8 Payback and Discounted Payback Period in Excel https://youtu.be/N61-JFeRP-U Computing the Profitability Index in Excel https://youtu.be/xOTieKfq3lA Portfolio Risk and Return in Excel https://youtu.be/vaNlzkxg1Ao Minimum Variance Portfolio in Excel https://youtu.be/63kUk-DpC6c Using Solver to Find Minimum Variance Portfolio in Excel https://youtu.be/5eIr46SBAI4 Maximizing Sharpe Ratio Using Solver in Excel https://youtu.be/dqWTIQgbQkU Portfolio Optimization in Excel https://youtu.be/hHw58796fRY Two Approaches for Computing Portfolio Variance in Excel https://youtu.be/VTfbkwFJdY4 Covariance and Correlation in Excel https://youtu.be/KBEmOMqKxPM Constructing a Variance/Covariance Matrix in Excel https://youtu.be/iZHcNvQ0gJI Plotting the Efficient Frontier for a Four Stock Portfolio https://youtu.be/MBRjLmYWX1g Ipmt and Ppmt Functions in Excel https://youtu.be/dmdaKEJgnhY Creating a Stock Portfolio in Excel https://youtu.be/4IIf8q7SOEk Historical Stock Prices in Excel 365 https://youtu.be/1T2AZGZfL-o Historical Exchange Rate Data in Excel https://youtu.be/y0By3DmdwB4 Forecasting in Excel https://youtu.be/XEVrHVBiuD0 Importing Data from the Web into Excel https://youtu.be/u4bN4z9aDTo Getting Currency Quotes in Excel 365 https://youtu.be/hq_IzGBCh2Q Computing Value at Risk in Excel https://youtu.be/Zsa2Z5mKhxE Computing Alpha and Beta in Excel https://youtu.be/0Tb6LG8eg44 Fama French Three Factor Model https://youtu.be/wQ1InWtnRS8 Monte Carlo Simulation – Retirement Savings https://youtu.be/RV1Y3bHDPdk Monte Carlo Simulation – Capital Budgeting https://youtu.be/7ZXMbTsdads Monte Carlo Simulation – Value at Risk https://youtu.be/aPh3mZSe56Q Put and Call Payoffs in Excel https://youtu.be/FQqu9ldVZNM Call Bull Spread Payoff in Excel https://youtu.be/mLTpk0ZPTes Put Bear Spread Payoff in Excel https://youtu.be/Y4t9jw8a1kQ Straddle Payoff in Excel https://youtu.be/hvXnzw6v6ZA Strip and Strap Payoff in Excel https://youtu.be/yVh6lXeburA Butterfly Spread Payoff in Excel https://youtu.be/NyqJpXjVmjc Long Stock vs Call Option Payoff in Excel https://youtu.be/Ibd0FaNKdM8 Short Sale vs Put Option Payoff in Excel https://youtu.be/Zydkjw1LRSA Synthetic Call Payoff in Excel https://youtu.be/Y-uso1lE0Bg Synthetic Put Payoff in Excel https://youtu.be/32xEMoBbggo Visualizing Utility in Excel https://youtu.be/lO_Jqk_Ty3Y Depreciation in Excel https://youtu.be/ZoVpFKBtDPg Computing the Compound Annual Growth Rate in Excel https://youtu.be/5qJ8vxlF-2I Creating a Stock Portfolio in Google Sheets and Exporting to Excel https://youtu.be/5-2wV_yyHIY YTM using Excel and the TI BA II Plus https://youtu.be/2h_2OlfD5OM Monte Carlo Simulation for Option Values in Excel https://youtu.be/fHrKsP9KegU Computing Portfolio Variance in Excel with Matrices https://youtu.be/mMZ3b4lQ5PA Duration and MDuration in Excel https://youtu.be/kjA033_GABA Importing Data from an Image in Excel https://youtu.be/5Qc8vxcrE7o Creating a Cash Flow Statement in Excel https://youtu.be/Koxm3zo356Q Computing Black Scholes in Excel https://youtu.be/xn966yIw818 Three Useful Financial Functions in Excel https://youtu.be/VZ0P4yNRxds Three More Useful Financial Functions in Excel https://youtu.be/fVEoH54l7lE Using Goal Seek in Excel https://youtu.be/YUpwgBS0Z-g Fractional and Decimal Quotes in Excel https://youtu.be/hBHmyYcbQiw Yield Functions in Excel https://youtu.be/C7JBXA9tXRg Odd Price and Yield in Excel https://youtu.be/MZpNKjN7dO0 Computing IRR using Goal Seek in Excel https://youtu.be/fHmuiZPaUVE Easy Payback Period Calculation in Excel https://youtu.be/HHsXXlM9S2g Monte Carlo Simulation - Proforma Income Statement https://youtu.be/wRNERsDSx-Y Monte Carlo Simulation – Cumulative Stock Returns https://youtu.be/zK-023hl1OM Return to top of page
Time Value of Money Intro to Time Value of Money http://www.youtube.com/watch?v=5i18XzCZTWA Time Value of Money – Future Value Time Value of Money – Present Value Time Value of Money - Annuities Annuities: PV Case http://www.youtube.com/watch?v=agp6A79L_Ag Annuities: FV Case http://www.youtube.com/watch?v=Xo3ZXjKihJI Annuities: Ordinary vs. Annuity Due https://www.youtube.com/watch?v=ObDmRO-vLe4 Annuities: Solving for the Payment http://www.youtube.com/watch?v=13xFzB5vcSU Growing Annuities https://www.youtube.com/watch?v=lix1foCzg-k Annuities Two Annuity Case Part 1 http://www.youtube.com/watch?v=2SyLjs-v_lc Part 2 http://www.youtube.com/watch?v=hdsiKgYEfkM&feature=youtu.be Part 3 http://www.youtube.com/watch?v=1j2GS1UMWMQ&feature=youtu.be Future Value Lump Sum http://www.youtube.com/watch?v=918kPU12kC0 Multiple Cash Flows http://www.youtube.com/watch?v=xccDMTaxDMM With Multiple Interest Rates https://www.youtube.com/watch?v=zSi9agQUhB4 Multiple Cash Flows with Financial Calculator http://www.youtube.com/watch?v=xUspPf3JYnI Multiple Cash Flows in Excel http://youtu.be/4HC1dPpn9z4 Multiple Cash Flows Time and Place Example http://www.youtube.com/watch?v=waO6pOCdCeM Present Value Lump Sum http://www.youtube.com/watch?v=PgrWjFCv2k0 Multiple Cash Flows http://www.youtube.com/watch?v=1HsyyD-xEIs Multiple Cash Flows in Excel http://youtu.be/kDOIuJbHpLc PV with Two Interest Rates http://www.youtube.com/watch?v=VS4OZsJMF5o&feature=youtu.be PV with Two Interest Rates in Excel https://www.youtube.com/watch?v=_sO6oJ8AvWA Simple vs. Compound Interest http://www.youtube.com/watch?v=2aznfVGmQ4I Solving for the Interest Rate http://www.youtube.com/watch?v=jGkCUtq1Q_k Solving for the Number of Periods http://www.youtube.com/watch?v=Dph4QVEJiig Rule of 72 https://youtu.be/XmECJOmRQLI Time Value of Money Review http://www.youtube.com/watch?v=M038aHV_6CI Constructing PV and FV Tables in Excel https://www.youtube.com/watch?v=ezJH11O3xnE Lease vs Buy Decision https://youtu.be/2fvUKvwYX0g Three Useful Financial Functions in Excel https://youtu.be/VZ0P4yNRxds APR vs EAR https://youtu.be/XwrRTGF9pio PV and FV on the TI BA II Plus https://youtu.be/YlrcYBhBBHA Return to top of page
Computing Returns Dollar and Percentage Returns http://www.youtube.com/watch?v=mlnNQ80TAR0 Arithmetic vs. Geometric Average http://www.youtube.com/watch?v=vRgtfKRYtfU Holding Period Return http://www.youtube.com/watch?v=KQ9CaZrehOg Real vs. Nominal Rates http://www.youtube.com/watch?v=GmOYp7Z8ghA Fisher Effect http://www.youtube.com/watch?v=6EBdTceJTFI&feature=youtu.be EAR vs. APR http://www.youtube.com/watch?v=TrFMr7yTWRM&feature=youtu.be EAR and APR on TI BA II https://www.youtube.com/watch?v=ApDXE_9Hn00 Log Returns https://www.youtube.com/watch?v=0aQbadbhpgQ Log Return Properties https://www.youtube.com/watch?v=RwsOmyvA0io Return to top of page
Loan Amortization Constructing and Excel Table http://www.youtube.com/watch?v=-ltpl2yadtQ Principal and Interest Repayment for a Mortgage http://www.youtube.com/watch?v=iDZwyrxoh3I Return to top of page
Bonds and Other Debt Bond Valuation http://www.youtube.com/watch?v=SE9gcKfdks0 Bond Valuation in Excel https://www.youtube.com/watch?v=H-_NP0UxX_U Bond Valuation – Price Function in Excel https://youtu.be/I3r_jtgz-qQ Clean and Dirty Bond Prices https://youtu.be/wzFDpRtO3KM The Price Behavior of a Bond http://www.youtube.com/watch?v=I_uJXASNopw Taxable vs. Municipal Bonds http://www.youtube.com/watch?v=pRSvyTonVoA Municipal Bonds https://www.youtube.com/watch?v=w_CjmrYAyxM Term Structure of Interest Rates http://www.youtube.com/watch?v=Hl5zOAxBoDw Term Structure of Interest Rates Part 2: Expectations Hypothesis https://www.youtube.com/watch?v=rmfnjo45E7A Term Structure of Interest Rates – Theoretical Spot Rates http://youtu.be/SFWyF-G4Awo Computing Theoretical Spot Rates in Excel https://youtu.be/3URqrQPSNsk Term Structure of Interest Rates – Forward Rates http://youtu.be/xOpfTFUgbZ8 Yield to Maturity http://www.youtube.com/watch?v=Q7wOcrbV3eo Total Return on a Bond https://www.youtube.com/watch?v=CsRcQCZaxio Why Interest Rates Change http://youtu.be/ebVXjf2Mwg8 Duration Part 1 http://www.youtube.com/watch?v=fYvu4M85Iww Part 2 http://www.youtube.com/watch?v=OERVPgJoGcM Spreadsheet http://www.youtube.com/watch?v=XAW6lsPjna4 Duration and MDuration in Excel https://youtu.be/kjA033_GABA Fisher Effect – Revised https://youtu.be/qA44fdsGJ38 Convexity http://youtu.be/iucUJy59hys Convexity Part 2 http://youtu.be/53cUSEYClBI Convertible Securities http://youtu.be/AbR_gXD3Wps Portfolio Immunization http://www.youtube.com/watch?v=MOVasMys0hY Bond Portfolio Management http://www.youtube.com/watch?v=YKU7gTo845s Securitization https://www.youtube.com/watch?v=hKx7scSPsCQ Collateralized Debt Obligations http://youtu.be/Hj7eUKhG7zU Interest Rate Models http://www.youtube.com/watch?v=0okxhAcRnVM Bond Swaps http://youtu.be/rkIPzskl4os Treasury Bills https://www.youtube.com/watch?v=sobhecgP9Z8 T bill Calculations in Excel https://youtu.be/nuqVPiskd2Q Money Market Instruments https://www.youtube.com/watch?v=Ko2qQbE1yQI Mortgages https://www.youtube.com/watch?v=aSnu4WMCR80 Yield Functions in Excel https://youtu.be/C7JBXA9tXRg Bond Valuation in Google Sheets https://youtu.be/_E_uInm_kxM Bond Valuation – Price Function in Google Sheets https://youtu.be/tTLgex4e9RA Return to top of page
Stock Valuation Stock Valuation http://www.youtube.com/watch?v=rmTPdVHdvJ4 Dividend Growth Rate http://www.youtube.com/watch?v=zqxDFKuOkbs&feature=youtu.be Variable Growth Model http://www.youtube.com/watch?v=0qPfeoahYRE&feature=youtu.be Free Cash Flow Valuation https://www.youtube.com/watch?v=IZBFA2Gakrw Price Earnings and PEG Ratios https://www.youtube.com/watch?v=jN4mLoLxTMM Stock Market Indexes http://www.youtube.com/watch?v=-5czL-ggPGY&feature=youtu.be Equity Valuation https://youtu.be/DBhF3ew8sVE Relative Valuation https://youtu.be/7GgwFjyg5NU Present Value of Growth Opportunities https://youtu.be/o0iNxizilow Computing the Value of the DJIA https://youtu.be/RWKpFOEDOrk Terminal or Horizon Value https://youtu.be/x7GJOzx4AZk Return to top of page
Efficient Markets and Behavioral Finance Efficient Markets http://youtu.be/L6zk0E6YApw Behavioral Finance https://www.youtube.com/watch?v=IjH1U55SIt8 Event Study https://www.youtube.com/watch?v=ypK6EvVc94Y Prospect Theory https://youtu.be/2ejaY0ocCB0 Return to top of page
Mutual Funds Mutual Fund Overview https://www.youtube.com/watch?v=u1_kmYctDM0 Mutual Fund Expenses https://www.youtube.com/watch?v=tPaEMIW8GVY Return to top of page
Financial Statement Analysis Accounting – The Lemonade Stand https://youtu.be/OfrexI5YCZg Accruals http://www.youtube.com/watch?v=F2rj8UtiCZY Balance Sheet and Income Statement http://www.youtube.com/watch?v=DLTelkJ2qDA&feature=youtu.be Common Size Financial Statements http://www.youtube.com/watch?v=tTKX03hwEf8&feature=youtu.be Statement of Cash Flows http://www.youtube.com/watch?v=3WMnkSdk64E&feature=youtu.be Financial Statement Articulation https://www.youtube.com/watch?v=kgJDE-JKgNs Depreciation http://www.youtube.com/watch?v=9wk0aWwduoY&feature=youtu.be MACRS Depreciation https://www.youtube.com/watch?v=jsf7NCnkAmk Depreciation Worksheet on the TI BA II Plus https://www.youtube.com/watch?v=AVLpbIpoS8s Pro Forma Income Statement http://www.youtube.com/watch?v=IQRlXiXBjcE&feature=youtu.be Cash Flow From Assets http://www.youtube.com/watch?v=DuvIF0vX03w&feature=youtu.be DuPont Analysis http://www.youtube.com/watch?v=IjJnIxJT490 DuPont Analysis – Revised https://youtu.be/RkQAvdpTaE8 Ratio Analysis Part 1 http://www.youtube.com/watch?v=P7MdjofDjXU Part 2 http://www.youtube.com/watch?v=kLo_T9uVePI Part 3 http://www.youtube.com/watch?v=zoX_aIEVKzw Internal and Sustainable Growth http://www.youtube.com/watch?v=gBko5k_TeMo&feature=youtu.be ROI, MVA, EVA https://www.youtube.com/watch?v=g4ImHLVGRco Equity Account Changes for Stock Dividend https://youtu.be/lZi5_08u3Pg Computing the After-Tax Salvage Value https://youtu.be/pSsPyj2WcJ8 Creating a Cash Flow Statement in Excel https://youtu.be/Koxm3zo356Q Return to top of page
Technical Analysis Fundamental versus Technical Analysis http://www.youtube.com/watch?v=qQEqXA0bOaU Part 1 http://www.youtube.com/watch?v=p-qO5W3pT0Y Part 2 http://www.youtube.com/watch?v=qHIPqJEuPzU&feature=youtu.be Bollinger Bands http://www.youtube.com/watch?v=bLHLMnJ2KfQ Return to top of page
Market Transactions Ex-dividend Date http://www.youtube.com/watch?v=2MObjfTxYH0 Margin Buying on Margin https://youtu.be/tGfdGD6qv3Y Part 1 http://www.youtube.com/watch?v=tWlwcgEE_Gs&feature=youtu.be Part 2 http://www.youtube.com/watch?v=W9s1Q6RAUGs Part 3 http://www.youtube.com/watch?v=2DITsI97q_U Short Selling https://youtu.be/2h_CGaeQ-aw Stock Split http://youtu.be/BbmtdL3lEY8 Stock Market Orders http://youtu.be/VOLVthXzsZk Return to top of page
Competitive Analysis Industry Analysis and Porter’s 5 Forces Model http://www.youtube.com/watch?v=DDTVvIryyhI Porter’s 5 Forces Model – Rivalry http://www.youtube.com/watch?v=TsyL5G5Tjww Porter’s 5 Forces Model – Threat of New Entrants http://www.youtube.com/watch?v=ykzUIkZcjXU Porter’s 5 Forces Model – Threat of Substitutes http://www.youtube.com/watch?v=6ktsMD4mUeM Porter’s 5 Forces Model – Bargaining Power of Buyers and Suppliers http://www.youtube.com/watch?v=hauGGnQPmA0 Porter’s Competitive Strategy http://www.youtube.com/watch?v=oqnXzicxihk Sustaining and Disruptive Innovation http://www.youtube.com/watch?v=WWhJbohBOXo Return to top of page
Portfolio Theory Sources of Risk http://youtu.be/d1uXLNxJg68 Beta http://www.youtube.com/watch?v=muPDIGi4QyY Computing Beta in Excel https://www.youtube.com/watch?v=td8COGk5ifc Computing Alpha and Beta in Excel https://youtu.be/0Tb6LG8eg44 Modern Portfolio Theory https://youtu.be/fo93wchbxlg CML vs. SML https://youtu.be/mNZ4BqXVfjs CAPM http://www.youtube.com/watch?v=9AloZBivjfg APT https://www.youtube.com/watch?v=8VczkHdq5XI APT Solving the Equations https://www.youtube.com/watch?v=fFX2rMT32ys Security Market Line http://youtu.be/R3oAOCR2S5I Components of Risk http://www.youtube.com/watch?v=8ROK7ov20no&feature=youtu.be Portfolio Expected Return http://www.youtube.com/watch?v=JTJkAmHLITQ Portfolio Variance Part 1 http://www.youtube.com/watch?v=GA0Qn-Q_4zw Part 2 http://www.youtube.com/watch?v=92j8GRKx90g Portfolio Risk and Return in Excel https://youtu.be/vaNlzkxg1Ao Expected Return and Variance in Excel https://www.youtube.com/watch?v=76lzVhLHp2M Minimum Variance Portfolio in Excel https://youtu.be/63kUk-DpC6c Using Solver to Find Minimum Variance Portfolio in Excel https://youtu.be/5eIr46SBAI4 Portfolio Optimization in Excel https://youtu.be/hHw58796fRY Two Approaches for Computing Portfolio Variance in Excel https://youtu.be/VTfbkwFJdY4 Visualizing Utility in Excel https://youtu.be/lO_Jqk_Ty3Y Utility and Risk Preferences Part 1 – Utility Function http://www.youtube.com/watch?v=tCreeXzCNRc Utility and Risk Preferences Part 2 - Indifference Curves http://www.youtube.com/watch?v=9ZKXKs4quGQ Expected Utility and Insurance https://youtu.be/10mwnHwuM6M Computing Utility - https://www.youtube.com/watch?v=0K-u9dpRiUQ Risk Aversion https://www.youtube.com/watch?v=1kU4pvdIdT4 Allais Paradox https://www.youtube.com/watch?v=G7eSWDHwweg Efficient Frontier http://www.youtube.com/watch?v=EsxgJKHW0D0 Plotting the Efficient Frontier for a Four Stock Portfolio https://youtu.be/MBRjLmYWX1g Capital Market Line http://www.youtube.com/watch?v=d5wYPKEQzlw Variance and Standard Deviation http://www.youtube.com/watch?v=KrJqVzn3LHs&feature=youtu.be Coefficient of Variation http://youtu.be/55dF6vwpmBY Covariance and Correlation Part 1 http://www.youtube.com/watch?v=s0mBShFFW6o Part 2 https://www.youtube.com/watch?v=EvaFu9eIzWI Expected Return and Variance http://www.youtube.com/watch?v=UrR5M_cWlTM Expected Return and Variance using Sumproduct https://youtu.be/M01upuDfs8s Expected Ret and Var – Common Mistake https://www.youtube.com/watch?v=aAT4gadv83I Single Index Model http://youtu.be/Xk0_3dI_6DQ Multi Index Models https://www.youtube.com/watch?v=ojlgO1P7cDM Risk Return and Correlation A Graphical Example http://www.youtube.com/watch?v=Fc37r_uIRPs Portfolio Performance http://www.youtube.com/watch?v=cOZOoFmjb1A&feature=youtu.be Computing the Sharpe and Information Ratios in Excel https://youtu.be/zjsty33gViM Computing the Sortino Ratio in Excel https://youtu.be/hX9gOUeftJk Maximizing Sharpe Ratio Using Solver in Excel https://youtu.be/dqWTIQgbQkU Fama’s Portfolio Decomposition https://www.youtube.com/watch?v=GKzFOI3kOT0 Asset Allocation Strategies http://youtu.be/aIVLMJtV8CQ Portfolio Insurance https://www.youtube.com/watch?v=kv7q7nb9_jQ Prospect Theory https://youtu.be/2ejaY0ocCB0 Finding the Risk Premium for a Utility Function https://youtu.be/1fCNMORZ2fg Fama French Three Factor Model https://youtu.be/wQ1InWtnRS8 Computing Portfolio Variance in Google Sheets with Matrices https://youtu.be/Qzd-29m1H3o Portfolio Risk and Return in Google Sheets https://youtu.be/LZZy8jyL658 Constructing a Variance Covariance Matrix in Google Sheets https://youtu.be/5fp35VEG_cc Optimizing the Sharpe Ratio Using Solver in Google Sheets https://youtu.be/narxJ4yGMvY Return to top of page
Option Pricing Intro to Options https://www.youtube.com/watch?v=nFnCTshGQ60 Option Quotes – Intrinsic Value and Time Value http://youtu.be/wINGC1OOt5c Option Boundary Conditions http://www.youtube.com/watch?v=YxpgXufqaMk Binomial Option Pricing Model Part 1 http://www.youtube.com/watch?v=oITrJn6ndRg Part 2 http://www.youtube.com/watch?v=_8aGHBBYrik Black Scholes Part 1 http://www.youtube.com/watch?v=oITrJn6ndRg Part 2 http://www.youtube.com/watch?v=E7rSQNJEYZA&feature=youtu.be Put-Call Parity http://youtu.be/ldKx-QrrnCI Implied Volatility http://www.youtube.com/watch?v=IW6KHP-U09o Option Greeks https://www.youtube.com/watch?v=ZaZRHX5N77g Monte Carlo Simulation for Option Values in Excel https://youtu.be/fHrKsP9KegU Computing Black Scholes in Excel https://youtu.be/xn966yIw818 Return to top of page
Futures and Swaps Introduction to Futures https://www.youtube.com/watch?v=403rU_pTduU Futures Pricing http://www.youtube.com/watch?v=G0lnyzeMtyU Contango and Backwardation https://youtu.be/VNGgf0Q89jo Marking to Market http://www.youtube.com/watch?v=_jHRbMolQl0 Swaps http://www.youtube.com/watch?v=cpdIP44Cq0c Interest Rate Swaps https://www.youtube.com/watch?v=D_xHZFo2CjQ Valuing an Interest Rate Swap https://youtu.be/RXXyh6adRBw Currency Swaps https://www.youtube.com/watch?v=MPQMm8JxpDE Valuing a Currency Swap https://youtu.be/TqEO-pFO21g Forward Rate Agreement https://youtu.be/3ZDGozp0lTU Hedging Part 1 http://www.youtube.com/watch?v=Vace2n3f_Wk Part 2 Short term interest rate hedge http://www.youtube.com/watch?v=gOSfRGG6rAY Part 3 Stock Index Futures Hedge http://www.youtube.com/watch?v=MuYwyTsiRfs&feature=youtu.be Hedge Ratio https://www.youtube.com/watch?v=cONzR-qqi0c Credit Default Swaps https://www.youtube.com/watch?v=tYJsboFPHCw Interest Rate Options https://www.youtube.com/watch?v=v0JKWIiYptw Currency Swaps https://www.youtube.com/edit?o=U&video_id=MPQMm8JxpDE Hedging with Futures https://youtu.be/2ICG-9pkCkI Hedging with Options https://youtu.be/HEPVtIKzZ_c Forward Rate Agreements https://youtu.be/IN1HIs2ietE Return to top of page
Capital Budgeting Accounting Rate of Return http://www.youtube.com/watch?v=_mn5eF5gvCk&feature=youtu.be Net Present Value http://www.youtube.com/watch?v=REVz7WICBlU NPV – Revised https://www.youtube.com/watch?v=isKDrj5gEXY&feature=youtu.be Payback Period http://www.youtube.com/watch?v=LmCy5U9ZfpI&feature=youtu.be Payback and Discounted Payback Period in Excel https://youtu.be/N61-JFeRP-U Computing the Profitability Index in Excel https://youtu.be/xOTieKfq3lA Profitability Index http://www.youtube.com/watch?v=lJBoyUqdEdw Internal Rate of Return http://www.youtube.com/watch?v=XO9XyF9RIn4&feature=youtu.be IRR – Mutually Exclusive Projects http://www.youtube.com/watch?v=y0Vjrr3BebU&feature=youtu.be IRR –Nonconventional Cash Flows http://www.youtube.com/watch?v=2EugBXawacY&feature=youtu.be IRR – Crossover Rate https://www.youtube.com/watch?v=dlXkQIX2MwY Modified IRR http://www.youtube.com/watch?v=fp9_MbUeves&feature=youtu.be Projects with Unequal Lives http://www.youtube.com/watch?v=euKJcpxCj8o Projects with Unequal Lives – EAA https://youtu.be/tg9R-4ORLXs Projects with Unequal Lives – Replication https://youtu.be/NDbY9mzS79A Scenario Analysis http://www.youtube.com/watch?v=hN230cLa7Lk&feature=youtu.be Pro Forma Income Statement for Capital Budgeting http://www.youtube.com/watch?v=IQRlXiXBjcE Relevant Cash Flows http://www.youtube.com/watch?v=MH8PRGgyN6w XNPV and XIRR Functions in Excel https://youtu.be/oyicBRpF8YI NPV and IRR in Excel https://youtu.be/JK61WVNRJn8 Monte Carlo Simulation - Capital Budgeting https://youtu.be/7ZXMbTsdads Payback and Discounted Payback Period in Google Sheets https://youtu.be/qTxiTp3Z1t4 Easy Payback Period Calculation in Excel https://youtu.be/HHsXXlM9S2g Return to top of page
Cost of Capital Cost of Equity http://www.youtube.com/watch?v=EQZGqlemTv0&feature=youtu.be Cost of Issuing New Equity http://www.youtube.com/watch?v=ZcrNmS5O5SA Cost of Preferred Stock and Debt http://www.youtube.com/watch?v=Vdq2jsZwgoo WACC http://www.youtube.com/watch?v=da34fVjbvMo&feature=youtu.be Cost of Capital - Leveraged Beta https://www.youtube.com/watch?v=J3Y6AV6sA04 Return to top of page
Capital Structure Break Even Analysis http://www.youtube.com/watch?v=8QhZIrcm-g0&feature=youtu.be Operating Leverage http://www.youtube.com/watch?v=fdwZ9Iej3H0&feature=youtu.be EBIT/EPS Analysis http://www.youtube.com/watch?v=MuRAuY8fBNQ&feature=youtu.be Capital Structure – Homemade Leverage http://www.youtube.com/watch?v=5R8ToYeTYfg&feature=youtu.be M&M Propositions I & II No Taxes and No Bankruptcy Costs http://www.youtube.com/my_videos_edit?ns=1&feature=vm&video_id=SX-UX_n-6mY M&M Propositions I & II CorporateTaxes and No Bankruptcy Costs http://www.youtube.com/watch?v=gxKcxR5p6EA&feature=youtu.be M&M Propositions I & II CorporateTaxes and Bankruptcy Costs http://www.youtube.com/watch?v=WxFfby_OrPk&feature=youtu.be Miller’s Theory of Capital Structure with Corporate and Personal Income Taxes https://youtu.be/GMmapLuvnbE Return to top of page
Investment Policy Investment Policy Statement https://www.youtube.com/watch?v=Umm4Jqwbxro Investment Life Cycle http://youtu.be/v4zr-rJbEj4 Investment Process http://www.youtube.com/watch?v=BKlVOXxOCFA Where to Put 401(k) Money https://youtu.be/85i_kyqZ5_4 Return to top of page
International Finance Thinking About Exchange Rates https://youtu.be/YhFjYAFya5M Why are Exchange Rates so Confusing? https://youtu.be/z7nYiw_2KtM Foreign Exchange Rates Part 1 http://www.youtube.com/watch?v=zrVdZwicmIo&feature=youtu.be Foreign Exchange Rates Part 2 http://www.youtube.com/watch?v=VYufGZ17NJo&feature=youtu.be Fixed vs Flexible Exchange Rates https://youtu.be/RaeJVXGWfJI Exchange Rate Determination https://youtu.be/NL1ln2WvTA8 Real Exchange Rates https://youtu.be/2CjpufQjars Cross Rates http://youtu.be/Gl5i-0GTK40 Exchange Rate Systems https://youtu.be/eoDVWwEeNho Purchasing Power Parity https://www.youtube.com/watch?v=VA45-UqD0jY Covered Interest Arbitrage https://www.youtube.com/watch?v=hbdopGyoL0I Interest Rate Parity https://www.youtube.com/watch?v=90xWlhPoaGg Currency Swaps https://www.youtube.com/watch?v=MPQMm8JxpDE Forward Rate Agreement https://youtu.be/3ZDGozp0lTU Balance of Payments – Current Account https://youtu.be/ce25VREqihw Balance of Payments– Capital & Financial Accts https://www.youtube.com/watch?v=AixJ5sRxFOM&feature=youtu.be Balance of Payments Adjustment Fixed vs Floating Rates https://youtu.be/96ngFBVj3Os Managing Transaction Exposure https://youtu.be/SiKioo_lOZo Transaction Exposure Forward Market Hedge https://youtu.be/MhqH9M2zZ_M Transaction Exposure Money Market Hedge https://youtu.be/zyX1wm8EuwU Transaction Exposure Options Hedge https://youtu.be/OFIaSzbxMyE Managing Translation Exposure https://youtu.be/cc5wBwd9J9Q Economic Exposure https://youtu.be/DMlNoWLgsjk Operating Exposure https://youtu.be/BKqnEsl9ef0 Optimum Currency Area https://youtu.be/oUbuKf7D5ak Currency Options https://youtu.be/TyebBjMIziI Currency Futures https://youtu.be/C7boEMvtKH4 International Banking https://youtu.be/l6D4NDr59r8 International Money Market https://youtu.be/BOY3argWBD4 International Trade – Comparative and Absolute Advantage https://youtu.be/no1AoWpqx8o International Fisher Effect https://youtu.be/lJlsPals_HY Government Intervention in Foreign Exchange https://youtu.be/hLpBhGJA94E Currency Carry Trade https://youtu.be/pleux4_zAqw International Finance Formulas – A Caveat https://youtu.be/yvijanQWiGg Foreign Exchange – Bid/Ask Spreads https://youtu.be/pnbJywCIkvM Return to top of page
Short Term Financial Management Uses and Sources of Cash http://www.youtube.com/watch?v=8eiX0xRBFZQ Operating and Cash Cycle http://youtu.be/N_GUyETdnyY Cash Budgets http://www.youtube.com/watch?v=G1cnQPu6c2g&feature=youtu.be Inventory Management – EOQ Model http://www.youtube.com/watch?v=X5zCKf7Yvu4 Short-Term Financing http://www.youtube.com/watch?v=SkU6L-pdPIg Cash Conversion Cycle https://www.youtube.com/watch?v=iNm8sNDjDgs Return to top of page
Taxes Marginal and Average Tax Rates http://www.youtube.com/watch?v=8xRaEEQgx50&feature=youtu.be Return to top of page
Asymmetric Information Agency Theory http://youtu.be/GJ7y2XaSUCc Adverse Selection http://youtu.be/yOeMGeix8Ck Moral Hazard http://youtu.be/_xsJ9RxCwig Return to top of page
Raising Capital Venture Capital http://youtu.be/1f3ao69u__8 IPOs Part 1 https://www.youtube.com/watch?v=mhYHDxRAh4c IPOs Part 2 https://www.youtube.com/watch?v=Tbnv7_NkgB0 Dutch Auction http://www.youtube.com/watch?v=xbzOTNe7KaA Return to top of page
Economics Elasticity http://youtu.be/yGERfYkVv4s Elasticity Part 2 http://www.youtube.com/watch?v=NZavMCRn7t8 Return to top of page
Business Organization Legal Forms of Business Organization https://www.youtube.com/watch?v=KIUT8kC-w5o Return to top of page
Option Strategies Long Stock vs. Long Call http://www.youtube.com/watch?v=-lPl3voeri0 Long Stock vs Long Call Payoff in Excel https://youtu.be/Ibd0FaNKdM8 Short Stock vs. Long Put http://www.youtube.com/watch?v=1Nv-DtrZZtM Put and Call Payoffs in Excel https://youtu.be/FQqu9ldVZNM Bull Spread http://www.youtube.com/watch?v=y-_EYO4eshw Call Bull Spread in Excel https://youtu.be/mLTpk0ZPTes Bull Spread with Puts https://www.youtube.com/watch?v=ttFJx9NJeEY Bear Spread http://www.youtube.com/watch?v=mc_dDh3YNVM&feature=youtu.be Butterfly Spread http://www.youtube.com/watch?v=5D7BTe9HGlw&feature=youtu.be Butterfly Spread Payoff in Excel https://youtu.be/NyqJpXjVmjc Straddle http://www.youtube.com/watch?v=ckyMIrXpkeg&feature=youtu.be Straddle Payoff in Excel https://youtu.be/hvXnzw6v6ZA Strangle http://www.youtube.com/watch?v=2wvfOHhWR_U&feature=youtu.be Condors https://www.youtube.com/watch?v=_SQe45EFgaw Condors and Iron Condors https://www.youtube.com/watch?v=2yIei6F9IwA Covered Call Writing http://www.youtube.com/watch?v=0kn-r0rBPbU&feature=youtu.be Synthetic Call Option http://www.youtube.com/watch?v=JBrCpf1-3to Synthetic Call Payoff in Excel https://youtu.be/Y-uso1lE0Bg Synthetic Put Option http://www.youtube.com/watch?v=gWaEElk7EqA Synthetic Put Payoff in Excel https://youtu.be/32xEMoBbggo Strips and Straps https://www.youtube.com/watch?v=LZX9zYCyf1A Strip and Strap Payoff in Excel https://youtu.be/yVh6lXeburA Ratio Spreads https://www.youtube.com/watch?v=Gf9ifI_c640 Box Spread https://www.youtube.com/watch?v=w8gzCZAo8Xs Follow Up Action for Call – Stock Price Rises http://youtu.be/Y99p33zcEv8 Follow Up Action For Put – Stock Prices Fall http://youtu.be/nHxKZd7oWiI Exotic Options https://www.youtube.com/watch?v=frL1upKIGdY Return to top of page
Other Topics in Finance Leasing http://www.youtube.com/watch?v=frRt9lYbv8Y Pensions https://www.youtube.com/watch?v=CU99nZQZdIU Pension Regulation https://www.youtube.com/watch?v=_jlnse_tVVg Bankruptcy http://youtu.be/t_iRys7phG8 Value at Risk https://www.youtube.com/watch?v=aFsPCBdY9J4 Applications of Options to Corporate Finance https://www.youtube.com/watch?v=tYzKw_5w5_4 Enterprise Risk Management https://youtu.be/pqyIXwp--Vg Lease vs Buy Decision https://youtu.be/2fvUKvwYX0g Return to top of page
Dividend Policy Ex-dividend Date http://www.youtube.com/watch?v=2MObjfTxYH0 M&M Dividend Irrelevance http://www.youtube.com/watch?v=CvuxmEPthao Stock Splits, Stock Dividends and Stock Repurchases https://youtu.be/1b_aT9Gof-k Equity Account Changes for Stock Dividend https://youtu.be/lZi5_08u3Pg Return to top of page
Managing Interest Rate Risk Portfolio Immunization http://www.youtube.com/watch?v=MOVasMys0hY Income Gap Analysis https://www.youtube.com/watch?v=iVHhA44jxdA Duration Gap Analysis https://www.youtube.com/watch?v=EYxye9HA2lg Return to top of page
Financial Regulation Sarbanes Oxley Act https://www.youtube.com/watch?v=wknm_u91W7g Return to top of page
Insurance Insurance Companies https://www.youtube.com/watch?v=Y20zf2j4h8g Fundamentals of Insurance Part 2 https://www.youtube.com/watch?v=1hS3Pi38pUg Life Insurance https://www.youtube.com/watch?v=Z457hKdoG78 Return to top of page
Estate Planning Trusts https://www.youtube.com/watch?v=DaQdzIHh2bY Return to top of page
Expected Utility Utility and Risk Preferences Part 1 – Utility Function http://www.youtube.com/watch?v=tCreeXzCNRc Utility and Risk Preferences Part 2 - Indifference Curves http://www.youtube.com/watch?v=9ZKXKs4quGQ Risk Aversion https://www.youtube.com/watch?v=1kU4pvdIdT4 Allais Paradox https://www.youtube.com/watch?v=G7eSWDHwweg St. Petersburg Paradox https://www.youtube.com/watch?v=Bqv90clW8so Return to top of page
GRETL Installing and Importing Data https://youtu.be/vV162UrBEAM Transforming Variables in GRETL https://youtu.be/wVwWTnVfAJU Appending Data in GRETL https://youtu.be/cjDlJTiYOfY Simple Analysis and Regression https://youtu.be/fMLApnOy7b8 Limited Dependent Variable Models https://youtu.be/qwpPTK1P1Fk Return to top of page
Zotero Reference Management Software Intro to Zotero https://youtu.be/NyiCwm9DhYw Return to top of page
Time Series Models Autoregressive (AR) Models https://youtu.be/IfZyUOoZbXI Moving Average (MA) Models https://youtu.be/qaAVqh1ZMok Stationarity https://youtu.be/L9OJtw2Bz-A ARIMA Models https://youtu.be/5ZiBSog-oZU ARCH and GARCH Models https://youtu.be/6iC5OdkUBpk Vector Autoregression https://youtu.be/zY0kPKks7D8 Return to top of page
Monte Carlo Simulations Monte Carlo Simulation – Retirement Savings https://youtu.be/RV1Y3bHDPdk Monte Carlo Simulation – Capital Budgeting https://youtu.be/7ZXMbTsdads Monte Carlo Simulation – Value at Risk https://youtu.be/aPh3mZSe56Q Monte Carlo Simulation of Retirement Withdrawals - https://youtu.be/yDDDw73IWyY Monte Carlo Simulation for Option Values in Excel https://youtu.be/fHrKsP9KegU Monte Carlo Simulation for Option Values in Google Sheets https://youtu.be/swHfEU-2zIU Monte Carlo Simulation – Retirement Savings in Google Sheets https://youtu.be/JxMXpSA4iRA Monte Carlo Simulation – Retirement Withdrawals in Google Sheets https://youtu.be/YUpwgBS0Z-g Monte Carlo Simulation – Capital Budgeting in Google Sheets https://youtu.be/9ye_9TGScXE Monte Carlo Simulation - Proforma Income Statement https://youtu.be/wRNERsDSx-Y Monte Carlo Simulation – Cumulative Stock Reurns in Excel https://youtu.be/zK-023hl1OM Return to top of page
Google Sheets Getting Historical Stock Price Data in Google Sheets https://youtu.be/PjAXntjrDAg Monte Carlo Simulation for Option Values in Google Sheets https://youtu.be/swHfEU-2zIU Monte Carlo Simulation – Retirement Savings in Google Sheets https://youtu.be/JxMXpSA4iRA Monte Carlo Simulation – Retirement Withdrawals in Google Sheets https://youtu.be/YUpwgBS0Z-g Monte Carlo Simulation – Capital Budgeting in Google Sheets https://youtu.be/9ye_9TGScXE Computing Portfolio Variance in Google Sheets with Matrices https://youtu.be/Qzd-29m1H3o Portfolio Risk and Return in Google Sheets https://youtu.be/LZZy8jyL658 Constructing a Variance Covariance Matrix in Google Sheets https://youtu.be/5fp35VEG_cc Optimizing the Sharpe Ratio Using Solver in Google Sheets https://youtu.be/narxJ4yGMvY Payback and Discounted Payback Period in Google Sheets https://youtu.be/qTxiTp3Z1t4 Compound Annual Growth Rate in Google Sheets https://youtu.be/sTTxIyASerM Using Solver to Find the Minimum Variance Portfolio in Google Sheets https://youtu.be/C1t3_a2EHtI Expected Return and Variance in Google Sheets https://youtu.be/zGKMHc7VNLk Bond Valuation in Google Sheets https://youtu.be/_E_uInm_kxM Bond Valuation – Price Function in Google Sheets https://youtu.be/tTLgex4e9RA Value at Risk in Google Sheets https://youtu.be/-ltpl2yadtQ Return to top of page

Last modified on 4/22/2024

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