Seeing you do out everything vs taking answers as it is really does make the diff. Am able to internalize and understand the rationale better. Really thank you for amazing job Ben!
With your background in Investment banking, a video about how to use excel efficiently with all of the short cuts and best ways to work it Would be awesome. I know there are videos out there, but with your background and investment banking, it would be priceless to younger kids like me
Your excel skill is excellent. I’m working on excel and a few programming languages, along with Financial Economics degree at school. Thank you for the amazing video.
Great video to show the impact of a higher WACC. I am wondering why investment banks don't consider the 10 year yield curve to make cost of debt predictions even more accurate and give more dynamic to WACC. From my experience in Germany, when businesses want to repay their loans early they have to pay a fee and one way to calculate the fee is to see how much risk-free (yield curve figures for the next years) interest the bank would lose for the remaining term. And that's the fee business would pay to repay loans early. So, why don't IBs do the same?
This is a great video. Technical detailed, and perfectly explained why most of tech stocks are down 30-40%. I did understand that interest rate can affect the stock market, but didn't know it is this much. Thanks for building the model and let the numbers explain.
Im quite new to the stock market and since the discussions about raising interests last fall i always wondered how the yields technically effect stock prices. Because im studying aero space engineering and have no financial background at all i always searched for a technically explanation. I build some dcf models on your tutorials for some of my stocks my own and figured out the effect that the wacc has. But this video is a very nice fast break down to conclude the main parts that go into the valuation of stocks after raising interests
thanks for the education. I only took 1 finance class and 1 macro class in college so this helped. The spam comments here are annoying. I look forward to the next video on this topic. Love this direction.
I have a question it may seem silly but I specialise in derivatives and financial mathematics so my knowledge here isn't great. I would greatly appreciate some insight. I love your videos. Market risk premium = return on market - Risk-free rate So therefore an increase in risk-free rate would result in a decrease in MRP - ceteris paribus - surely, no? Rather than what state in the scenario analysis above where there is a 2% increase to rates.
At 24:00 what do you mean stocks can’t keep going down? Do you mean that there will be a bear market rally or dead cat bounce? When do you think we can finally buy the dip? Eoy when the fed starts cutting rates again?
Interest rates keep changing over the life of a large corporation. However, we assume one standard rate for DCF. Is this realistic? What rate do you guys assume in practice?
I know it's possible, my sister always get 40K every week, I would appreciate if anyone could show me how to go about my trading journey. So i could do the same.
Watching this as a finance student makes easier to understand... this topic is interesting.
Good content! My whole Uni year was summed up in one video. Thanks a lot for this! Can't wait for your next video!
10x better than the course we were getting in BBA days. Underrated channel for sure!
Please make a LBO modeling video, that would be very helpful! And maybe even Power point for investment banking
Noted!
Yes please
Thanks for the insight Ben! Always very educating visiting this channel!
Seeing you do out everything vs taking answers as it is really does make the diff. Am able to internalize and understand the rationale better. Really thank you for amazing job Ben!
Great vídeo! simple and insightfull
I am currently doing a DCF model and its cool to see how these topics can overlap
This is a great 101 explanation for the uninitiated to what's going on with the current climate of the economy.
Hey Ben, a big shoutout! Would love to watch more of this type of video. This is super helpful ;)
Thank you! Needed this!
Glad it was helpful!
Thanks for this very insightful lesson Ben. You’re amazing!
Glad it was helpful!
Very insightful demonstration from a real professional :D
This is very insightful, Ben. Thanks for sharing your expertise!
With your background in Investment banking, a video about how to use excel efficiently with all of the short cuts and best ways to work it Would be awesome. I know there are videos out there, but with your background and investment banking, it would be priceless to younger kids like me
Your excel skill is excellent. I’m working on excel and a few programming languages, along with Financial Economics degree at school. Thank you for the amazing video.
Great video to show the impact of a higher WACC. I am wondering why investment banks don't consider the 10 year yield curve to make cost of debt predictions even more accurate and give more dynamic to WACC. From my experience in Germany, when businesses want to repay their loans early they have to pay a fee and one way to calculate the fee is to see how much risk-free (yield curve figures for the next years) interest the bank would lose for the remaining term. And that's the fee business would pay to repay loans early. So, why don't IBs do the same?
explain anyone please?
As a finance students, this is very helpful and intuitive. Thanks you.
Good work ben! I love it! Pls continue what you doing ✌🏻✌🏻✌🏻
Really insightful video, Ben. Love hearing your thoughts on all things stocks/economy, and can't wait for the next one mid-week!
Glad you enjoyed it!
This is solid! Thanks Ben!
Clean and solid !
This is a great video. Technical detailed, and perfectly explained why most of tech stocks are down 30-40%. I did understand that interest rate can affect the stock market, but didn't know it is this much. Thanks for building the model and let the numbers explain.
Love the video, thanks!!
Im quite new to the stock market and since the discussions about raising interests last fall i always wondered how the yields technically effect stock prices. Because im studying aero space engineering and have no financial background at all i always searched for a technically explanation. I build some dcf models on your tutorials for some of my stocks my own and figured out the effect that the wacc has. But this video is a very nice fast break down to conclude the main parts that go into the valuation of stocks after raising interests
Interesting, thanks for sharing.
Thanks for watching!
thanks for the education. I only took 1 finance class and 1 macro class in college so this helped. The spam comments here are annoying. I look forward to the next video on this topic. Love this direction.
Glad it was helpful!
Great video thanks a lot
This is an amazing video.. so informative
Glad it was helpful!
I have a question it may seem silly but I specialise in derivatives and financial mathematics so my knowledge here isn't great. I would greatly appreciate some insight. I love your videos.
Market risk premium = return on market - Risk-free rate
So therefore an increase in risk-free rate would result in a decrease in MRP - ceteris paribus - surely, no? Rather than what state in the scenario analysis above where there is a 2% increase to rates.
Thx man
As an investment advisor this education is refreshing to see in a world ruled by fear mongering on television . Good job 👍
At 24:00 what do you mean stocks can’t keep going down? Do you mean that there will be a bear market rally or dead cat bounce? When do you think we can finally buy the dip? Eoy when the fed starts cutting rates again?
Please show us you're keyboard shortcuts you use! Efficiency matters!
will be making an excel video soon!
Great content thank you
Glad you enjoyed it
Thank you finance daddy!
For future reference, Alt + = will autosum everything above your cell! No need to fumble around with typing out the formula.
can u explain why u use WACC instead of CAPM to discount back? isnt CAPM the target/goal you want to reach and therefor a better discount back value?
Would you consider doing an excel tutorial series?
Hey ben video request here. Why not do a Vlog while your stay at korea? Just to freshen up a bit
Interest rates keep changing over the life of a large corporation. However, we assume one standard rate for DCF. Is this realistic? What rate do you guys assume in practice?
Hi Ben, love your content as always. Do you think you'll go into building a cash flow waterfall model for a multi-tranche debt instrument?
i dunno lol we'll see
Someone told me to dump all 1100 shares of Nio after Hu Jintao was kicked out of the Ccp. Should I sell Nio ?
I guess the DCF is using a fixed rate to project cash flow, but in real-world the rate will change all the time.
Can you pls also share the excel file use? Like a link to google drive is attached in the description of the video.
Thanks alot
I know it's possible, my sister always get 40K every week, I would appreciate if anyone could show me how to go about my trading journey. So i could do the same.
My financial life has completely changed because am getting UP TO $1.7 million total profit just in space of 8months now trading with her services.
It's all thanks to 'PRISCILLA DIANE AIVAZIAN" her trading skills is the best I can think of now.
@@theresagarcia1218Oh please, how can someone get to speak with PRISCILLA DIANE AIVAZIAN?
@@mayacho4910She's always active on her page, look her name up.
'I have heard a lot about trading and investment with PRISCILLA DIANE AIVAZIAN, how good she is and how she has helped people through investment.
You know he's a real analyst when he uses excel to explain everything LOL
This video was kinda WACC, jk lol. That was very informative thanks Ben!
There was nothing new in this video .
Let's get greedy by using one of my favorite Omaha recipes. GOOGL 1850, MSFT 190, FB 150, AAPL 122, NVDA 122, TSM 65.
would be great~