00:00    |    
Initial credits
00:06    |    
Introduction
02:06    |    
Differences between economics and finance
04:17    |    
Austrian School of Economics and finance
06:57    |    
The next economics
Capital and labor
Scarcity
Domestic economies
Bitcoin
Irrelevance of borders
14:05    |    
US employment
Current knowledge and service
20:32    |    
Occupy Miami movement
22:02    |    
Portfolios
Austrian School of Economics
25:45    |    
Value and price
Time of the investment
Expectations
Plans and action
32:54    |    
Price increase
35:05    |    
Asset selection
38:31    |    
Inverse exchange traded funds -ETFs-
40:58    |    
Austrian School business cycle theory
Natural rate of interest
Malinvestment
47:21    |    
Opportunity cost
Creative destruction
Warren Buffet
51:40    |    
Knowledge versus services
53:56    |    
Capital expenditures
54:43    |    
Market structure
Public goods
Public goods and portfolios
01:03:01    |    
Structure of production
Higher order goods
01:06:39    |    
Time value of money
01:09:39    |    
Applications
01:12:05    |    
Primitive economies
01:16:11    |    
ETFdb.com
01:18:33    |    
Interest rates and commodity prices
01:20:16    |    
Options
Call option
Put option
Covered call
Inflation
Central Fund of Canada -CEF-
01:30:01    |    
Signs to anticipate a financial bubble
01:34:24    |    
How is the structure of production organized geopolitically?
01:35:37    |    
What numeraire should one use?
01:36:32    |    
Do we have an oversupply of liquidity?
01:40:29    |    
How can an artificial credit boom be mitigated by a significant increase in productivity?
01:41:05    |    
What data or financial variables should one use to analyze an industry or company?
01:41:56    |    
Gold Rush Days
01:43:55    |    
Final credits



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Portfolio Management and Austrian School Business Cycle Theory

11 de mayo de 2012   | Vistas: 4 |  

Charles Evans explains some differences between economics and finance, such as how an economist would look at inflation in contrast to how a financial investor would analyze and react to it. He also mentions a disparity in the concept of value, subjective value against accounting value.

From an economic perspective, Evans engages in the analysis of the Austrian School business cycle theory and shows how applying this theory can help investors to better predict the effects of current political and economic trends, applying the theory of Ludwig von Mises as the main source of knowledge.

Further on, he discusses market structure and public goods and provides a brief explanation of the different type of options: call and put options. The lecture ends with suggestions to spot potential financial bubbles and artificial credit booms.




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Universidad Francisco Marroquín

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