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really helpful content, thanks a lot. does Pillar 2 approach always encompass Pillar 1 or is it specific to market risk?

This video series is single-handedly saving my grade for my last semester actuarial class on financial mathematics

Thank you so much 🙏

This is brilliant, thanks for the explanation

My book in my corporate finance class seriously overexplained this concept lmao, this was easy to understand with the video! Takeaways: As a buisness owner you want to structure the way your company is financed with as much debt as you possibly can simply because of tax-deduction, in other words if you finance ur company using debt you are able to exploit the tax-system. And a buisness needs to keep some % of its financing in equity because it provides bad-luck protection, in fluxiating economies, markets and financial politics things change and you wouldn't be a good buisness owner if you didn't protect the downside, its basically just riskmanagement.

This is a good channel

You can tell he's an M.D. by his handwriting

nobody ever told me d means change - before now. thanks for your video

This was very useful<3 But I was wondering if you could use the synthetic control combined with the Poisson pseudo-maximum-likelihood (PPML) estimator? Do you know of any example of papers that uses this approach? For reference I want to employ the gravity model, where PPML seems to be the most suitable estimator.

Great video! Loved the example-based approach.

Not good. Confusing. Does not explain what robust standard errors are, merely attempts to explain heteroskedasticity. Attempt to explain heteroskedasticity is confused and mildly wrong because the presenter throws in the issue of clustering unnecessarily. He makes the readings at each age repeated measures from the same individual, which is a separate issue from heteroskedasticity and needs to be addressed differently. Bad video, please be more careful so you don't make life harder for people trying to learn. No offense, sorry.

Best model is the Quantity Theory of Money as espoused by Irving Fisher and Milton Friedman

These NK.Models are useless in predicting inflation. The models.do not include money or the banking system that fuel the economy

Since when was January the beginning of the financial year?... i didn't watch the rest of the video after that idiotic comment.

Ho, please explain the EVE/NI subject and the sensy scenario for each case

Isnt this confounding rather than regression dilution bias?

Bro Im doing a finance bs in University of Sao Paulo (Brazil) and your fama french CAPM video just saved my life. Im really thankful. Your content is amazing, it really helped because we dont have any content like this in portuguese. I send your channel for my classmates, keep doing this great job!

omg i love these videos which going straight to the point, no background music or any other shi$t, thanks for this kind of content

Can you make a video on Basel 3 and its impact on Gold hence the gold has changed tiers from Tier3 to Tier1

Have you read the 'trading game' yet?

Jealous

Hello nice video.. so what does it mean when they say "banks expand/grow their balance sheets" .. what does that refer to?

Thank you very much, well explained and very clear, congratulations and thank you for sharing

we know that the term inside f is lognormally distributed but you haven't specified any assumption on what f is, so I guess something is not right there! I mean how would we know pdf of f without knowing what function f is? Appreciate your content overall though, it is very helpful. Just here I am not clear!

Beta fluctuate over time and therefore CAPM is not dependable

You make this sound so easy but at the same time make me gain a great appreciation for the people the think of models and analytical tools to gain the edge. I love your content

Just went through this whole series. I am a lot smarter than when I started watching it. Bravo 👏🏾 I’m so glad I stumbled upon Thors channel

Confuse.. is that basel 2 or basel 3? They all have same 3 pillars😢

So we see now in 2024 the monetarists (central banks), fiscal dominance (appropriations act), and private bank/non bank entities in some tug of war. Thesis vs anti thesis. Defintely playing itself out in the political arena whether the general public is aware or not.

This was so well explained. Thanks

So you think that people's only interests is a 2% marginal GDP YoY? There's reasons to vote besides the economy...

How to say that you don't listen to what people are saying without saying it. - this video.

What is so hard about understanding the simple fact that people care about more topics other than economic numbers on a spreadsheet? Yes, our unique cultures, heritage, and civilizations that have persisted for centuries will be eroded away into oblivion until everyone is an amorphous blob with nothing to cling onto anymore BUT at least "GDP number go bigger" am I right?

Well, it starts when you say things like “voting against their interests” as if some pencil neck with a masters degree better understands the interests of other people than they understand themselves. If you need further explanation, simply drive through any working class town and see for yourself the decades of institutional neglect that must have been required to produce such a sorry result.

The thing with populism is why does the establishment implement so many policies that nobody really wants and have not asked for? What is the point of annoying the tax payers with one more policy more stupid than the other?

Amazing!

Because what good is cheap goods if it destroys your downtowns and communities?

What was the previous video?

Brutal video. Congratulations!

Its MEH by fama and french

great!

great explanation

Totally wrong, you confused Taylor's development with calculating the differential of a function over a domain? df(x) = f'(t).dx + (1/2)f''(t)(dx^2) ?? that's not even remotely close to being correct: df(x) = f'(t).d(x) and that's it, it's also just writing system equivalence that holds true by definition, you're confusing more than helping with this video.

very good and easy explanation good job

brain，please，these information deserve your energy

In case of ROCE M+M theory does not give significant impact although the ROE has a big impact on the Returns made by the investment. through the choice of investment.

Can you make a video about treasury department and its role?

Wonderful video! Such a clear way of explaining

Great video! But what do I miss? I get that the capitalstructure is irrelevant regarding EBIT but it can not be true for ROE - even if you do not consider deductables and taxes?! If you see it from an accounting/reporting perspective where equity is a residual size and (last-ranking in the event of liquidation ) compared to debt, which is always served first. There are always some provision for debt equity but never for equity. Also: Anyone who has ever recognized goodwill in a business transaction, knows that it is significantly influenced by the debt capital acquired. Thanks for a reply :)

At 2:56, “doesn’t depend on an ordinary variable x but Brownian motion Zt”. Umm… whyyy?? Feels like there is a conceptual leap between df(x) and df(Zt), that needs more context - what is this new f? Does it transform the stochastic process into a new stochastic process? If so, what’s the point of doing that, what purpose does it serve? Determinism, class of random variables, differentiability, so much conceptual context needed. Not to mention you haven’t actually stated what the lemma is. But ofc, no one questions any of this.