Transcript
  • 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


Portfolio Management and Austrian School Business Cycle Theory

New Media  | 11 de mayo de 2012  | Vistas: 14

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.




Conferencista

Charles Evans is finance and economics instructor. He is the founder…

IDEAS DE LA LIBERTAD

Nuestra misión es la enseñanza y difusión de los principios éticos, jurídicos y económicos de una sociedad de personas libres y responsables.

Universidad Francisco Marroquín