ACDC Leadership
Macro Activity- The FEDexes Fix the the Economy
This is an awesome activity that will help you apply what you are learning in your macroeconomics class. Specifically, monetray policy and the role of the Federal Reserve.
Curated Video
Reinforcement Learning and Deep RL Python Theory and Projects - Gamma and Discount Factor
This video talks about gamma and discount factor. This clip is from the chapter "Hyper Parameters and Concepts" of the series "Reinforcement Learning and Deep RL Python (Theory and Projects)".This section focuses on hyper parameters and...
ACDC Leadership
Macro 4.1- Money Market and FED Tools (Monetary Policy)
Mr. Clifford explains the supply and demand for money and the three tools that the FED uses to adjust the money supply.
Curated Video
Understanding Net Present Value (NPV) in Investment Appraisal
The video explains the concept of net present value (NPV), which is an investment appraisal measure that takes into account both the timing of cash flow payments and the profitability of a project over its entire lifetime. The speaker...
ACDC Leadership
Money Supply Shifters (2 of 2)- Macro Topic 4.5
In this video I explain the three shifters of the money supply. Pay attention, you'll need this to learn monetary policy. Thanks for watching.
Curated Video
Calculating Net Present Value for Investment Projects
This educational video explains the concept of net present value (NPV) and how businesses can use it to calculate the value of investment projects. The video describes the advantages of NPV over other investment appraisal measures and...
ACDC Leadership
Fiscal & Monetary Policy - Macro Topic 5.1
In this video I overview fiscal and monetary policy and how the economy adjust in the long run. Keep in mind that fiscal and monetary policy shift aggregate demand while waiting for the economy to adjust is a shift in aggregate supply....
Curated Video
Introduction to Discounting and Present Value
This video introduces the concept of discounting in finance and explains how it is used to calculate the present value of future cash flow payments. The video also discusses the time value of money and how waiting for future payments can...
Bloomberg
Evercore's Schlosstein on Inflation, Stocks, Bond Yields
Evercore Chair Emeritus Ralph Schlosstein discusses the outlook for inflation and the state of financial markets with Alix Steel and Guy Johnson on "Bloomberg Markets."
Bloomberg
Odds of a Rates-Fueled Recession
Rick Rieder, BlackRock Global Fixed Income CIO tells us how he would position investments for a no-landing scenario.
Bloomberg
Bridgewater’s Prince on Managing Investments Amid a Zero-Rate World
Aug.07 -- Bob Prince, co-chief investment officer at Bridgewater Associates, discusses the impact of the coronavirus pandemic on the U.S. economy, bond investment strategy in a near-zero interest rate environment, and the future for the...
Bloomberg
Eliopoulos: 6% Return Over Net 10 Years Seems Reasonable
Jan.11 -- California Public Employees Retirement System CIO Ted Eliopoulos discusses reducing the fund’s annual investment return target, growth strategy, cash flow and private equity fees. He speaks on “Bloomberg Markets.â€
Bloomberg
Barings Nicola Lai on China's Investment Strategy
Barings Investment Manager of H.K. & China Equities Nicola Lai discusses her investment ideas for China's market. Lai says the recent regulatory measures in China will have a near-term adverse impact on earnings. She speaks to David...
Bloomberg
Risk Factors in the U.S. Economy
Jun.18 -- Rick Rieder, Blackrock CIO of Global Fixed Income, and Sarah Ketterer, Causeway Capital Management CEO, discuss potential risk factors to the U.S. economy and how those factors impact investment strategy. They speak to David...
Bloomberg
Economic Expansion Doesn’t Help Underfunded Public Pension Plans
Nov.20 -- Tom Kozlik, head of municipal strategy at Hilltop Securities, discusses public pension funding liabilities. He speaks with Bloomberg’s Taylor Riggs on this week’s “Muni Moment” on "Bloomberg Markets."
Bloomberg
Calpers’ Eliopoulos: Lower 7% Target Is `Reasonable' Move
Jan.11 -- California Public Employees Retirement System CIO Ted Eliopoulos discusses reducing the fund’s annual investment return it anticipates to 7 percent from 7.5 percent. He speaks on “Bloomberg Markets.â€
Bloomberg
AQR’s Asness Explains the Quant View on ESG Investing
Jan.13 -- Cliff Asness says AQR Capital Management, the quant firm he co-founded and runs as managing principal, is “all in” on ESG investing. Here, he explains why excluding or divesting of certain stocks works as a way to punish...
Bloomberg
Index Investing With a Twist
Dec. 8 -- Dimensional Fund Advisors Chairman David Booth discusses his investing ideas on Market Makers. (Source: Bloomberg)
Bloomberg
Russian Assets Are Cheap: Rob Arnott
Rob Arnott, chairman and founder of Research Affiliates says Russian assets are cheap now and he says geopolitical tensions, like the war in Ukraine, can create opportunity for long term investors. He's on "Bloomberg Markets: The Close."
Bloomberg
Argentina Debt Deal Will Set Precedent, Gramercy's Koenigsberger Says
Aug.04 -- Gramercy Funds founder Robert Koenigsberger says "logic prevailed at the end of the day" when it comes to Argentina's restructuring deal. He speaks with Bloomberg's Vonnie Quinn on "Bloomberg Markets."
Bloomberg
Tech Stocks Set for `Bumpy Ride,' Saxo Bank Says
Mar.12 -- Peter Garnry, head of equity strategy at Saxo Bank, discusses the impact of rising interest rates on technology stocks and divergence between the S&P 500 and Nasdaq 100 indexes. "I think the technology sector is still a place...
Bloomberg
JPMorgan's Caffrey Says Financials Are Becoming a Longer Duration Asset
Invesco's Mo Haghbin, JPMorgan Asset Management's Jack Caffrey and Megan Greene of the Harvard Kennedy School, talk about the relationship between bond yields and risk assets. They are on "Bloomberg The Open." (Source: Bloomberg)
Bloomberg
JPMorgan's Jin Is Neutral On Chinese Stocks
JPMorgan Asset Management Multi-Asset Solutions Investment Specialist Jin Yuejue says she is neutral on Chinese equities, and expects China to be more resilient than some of the other developed markets. She speaks with Yvonne Man and...