Tuesday, November 22, 2016

Podcast Episodes for Finance Classes


Podcast episodes for Finance classes.  Primarily for my own classes, but useful in any finance class.

For economics classes, here is a list I made as well.


FOR A CORPORATE FINANCE class

A mule trader (finance is not new):
http://www.bloomberg.com/news/audio/2015-12-14/episode-6-meet-the-man-who-made-millions-trading-mules

How finance has grown:
http://www.bloomberg.com/news/audio/2016-05-27/30-how-finance-took-over-the-world

Finance at the University: http://knowledge.wharton.upenn.edu/article/why-we-cant-afford-to-ignore-higher-educations-financial-problems/

Contracts and CEO pay

  1. http://www.marketplace.org/2016/07/12/economy/let-s-do-numbers-ceos-still-make-way-more-money-you
  2. http://www.npr.org/sections/money/2016/02/05/465747726/-682-when-ceo-pay-exploded
  3. http://www.npr.org/2015/01/01/374332473/why-cutting-a-ceo-s-pay-can-be-very-difficult
  4. http://insight.kellogg.northwestern.edu/new/podcast-popup/total_compensation
  5. Very difficult to measure how much a manager matters http://freakonomics.com/2012/12/27/how-much-does-a-good-boss-really-matter-a-new-marketplace-podcast/

Time value of money (retirement & personal finance)


Retirement planning
http://www.doughroller.net/investing/how-much-should-you-be-saving-for-retirement/
https://moneyfortherestofus.net/mny033-mind-the-gap/  ---start at 10 minutes
http://freakonomics.com/2012/01/17/retirement-kills-a-new-marketplace-podcast/


What rate of return should we assume?
https://moneyfortherestofus.net/mny009-expected-return/



Valuation


Aswath Damodaran is simply the best valuation professor there is.
http://www.bloomberg.com/news/audio/2016-10-28/ritholtz-s-masters-in-business-aswath-damodaran-interview

How to be less terrible at forecasting (Freakonomics):
http://freakonomics.com/podcast/how-to-be-less-terrible-at-predicting-the-future-a-new-freakonomics-radio-podcast/

Difficulty in reading accounting statements: http://knowledge.wharton.upenn.edu/article/possible-defog-americas-corporate-financial-reports/

Allocations: 


http://moneytreepodcast.com/mti019-modern-portfolio-theory-wrong-david-stein/

http://moneytreepodcast.com/mti083-adaptive-asset-allocation-adam-butler/


Small businesses and micro finance--
http://knowledge.wharton.upenn.edu/article/living-2-day-microfinance-breaks-cycle-poverty/

One the importance of small business finance:
http://www.goldmansachs.com/our-thinking/podcasts/episodes/8-26-2015-dina-powell.html


Market efficiency:

The value of information from space:
http://www.bloomberg.com/news/audio/2016-09-16/46-space-robots-are-helping-hedge-funds-invest

From dumpsters: (also can learn about short selling):
http://www.bloomberg.com/news/audio/2016-03-28/21-the-fraught-life-of-a-dumpster-diving-u-s-short-seller


Burton Malkiel
https://www.bloomberg.com/view/articles/2016-05-31/barry-ritholtz-s-masters-in-business-burton-malkiel-interview


John Bogle on Passive vs Active investing:
https://www.bloomberg.com/view/articles/2016-03-15/jack-bogle-s-indexing-revolution


An Insider Trader tells all:
http://www.npr.org/sections/money/2015/12/23/460689797/episode-671-an-insider-trader-tells-all

Ok, so this is not really a podcast, but it's audio and since it is my page, I am including it.  A series of newscasts on insider trading from NPR:
http://www.npr.org/tags/141715105/insider-trading

Behavioral Finance


What is behavioral finance from IBM:
http://www.ibmbigdatahub.com/podcast/finance-focus-what-behavioral-finance

Nobel Prize Winner Daniel Kahneman:
http://www.bloomberg.com/news/audio/2016-08-04/interview-with-daniel-kahneman-masters-in-business-audio

Richard Thaler (he needs no introduction)
http://origin-www.bloombergview.com/articles/2015-06-15/barry-ritholtz-s-masters-in-business-richard-thaler-interview

Does expensive wine taste better?
http://freakonomics.com/podcast/the-days-of-wine-and-mouses-a-new-freakonomics-radio-podcast/

Dr. Daniel Crosby on making good financial decisions (target is advisors)
http://www.xyplanningnetwork.com/ep-46-helping-clients-make-good-decisions-dr-daniel-crosby/

Maybe willpower is not enough:
http://freakonomics.com/podcast/when-willpower-isnt-enough-a-new-freakonomics-radio-podcast/


Scarcity: I think this is most important thing going.  I see it/live it every day.
http://www.lse.ac.uk/newsAndMedia/videoAndAudio/channels/publicLecturesAndEvents/player.aspx?id=3089

Fear of scarcity is a big thing.
http://www.npr.org/sections/money/2011/11/04/142016962/the-friday-podcast-how-fear-turned-a-surplus-into-scarcity


IPOs and Corp Fin
Why firms are waiting longer to go public:
http://www.mckinsey.com/industries/high-tech/our-insights/anatomy-of-a-unicorn-why-tech-start-ups-are-staying-private

Governance:

CEO transitions:
http://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/ceo-transitions-the-science-of-success

ESG from Masters in Business:
http://ritholtz.com/2016/09/books/


ESG investing goes mainstream
from Goldman Sachs:
http://www.goldmansachs.com/our-thinking/podcasts/episodes/04-21-2016-john-goldstein.html
http://www.goldmansachs.com/our-thinking/podcasts/episodes/7-21-2015-hugh-lawson.html

Impact investing:
http://www.goldmansachs.com/our-thinking/podcasts/episodes/4-15-2015.html

Market for Corporate Control:


* Horizontal deals and monopolies
http://www.npr.org/sections/money/2013/02/23/172724026/episode-438-mavericks-monopolies-and-beer

* A look at Tesla and Solar City
http://knowledge.wharton.upenn.edu/article/will-teslas-merger-with-solarcity-shine/


10 years of Mergers and acquisitions (2006-2016)
http://www.strategyand.pwc.com/global/home/what-we-think/multimedia/podcasts/mm-mergercast_display/decade-of-mergers-and-acquisitions

Divestitures and carveouts (not the most exciting, but good content)

  1. http://www.strategyand.pwc.com/global/home/what-we-think/multimedia/podcasts/mm-mergercast_display/hidden-value-nasty-surprises-part-1
  2. http://www.strategyand.pwc.com/global/home/what-we-think/multimedia/podcasts/mm-mergercast_display/hidden-value-nasty-surprises-part-2

IPO and mergers/acquisitions (what it is like as an Investment banker)
http://www.bloomberg.com/news/audio/2016-10-04/interview-with-ventresca-myers-masters-in-business-audio

Debt:

Country level debt:
http://www.npr.org/sections/money/2011/07/20/138518262/the-tuesday-podcast-how-much-debt-is-too-much


Dividends:


https://radicalpersonalfinance.com/financial-independence-via-dividend-investing-interview-with-jason-from-dividend-mantra-rpf0096/

Buybacks
http://www.marketplace.org/2016/06/08/world/profit-buybacks


Derivatives and Hedging:
http://www.npr.org/sections/money/2012/10/17/163038597/ask-a-banker-whats-a-derivative

A look at one options contract (Soybeans) from the CME (my advice, skip the first few minutes):
http://www.cmegroup.com/education/options-insider-a-deep-dive-into-soybean-options.html

ok, so this may not be super exciting, it is good material.
https://capitalistexploits.at/2016/10/hedging-extraordinary-risk/

What is the VIX? https://optionalpha.com/vix-index-22197.html

Your financial fragility matters
https://soundcloud.com/investing/mny055-are-you-financially-fragile-or-antifragile


Low cost investing:

Bill McNabb is CEO of Vanguard.  Both of these are great (about a year apart) from Masters in Business
:
* http://www.bloomberg.com/news/audio/2016-10-21/interview-with-william-mcnabb-masters-in-business-audio
http://www.bloomberg.com/news/audio/2015-05-15/vanguard-ceo-bill-mcnabb-masters-in-business-audio-



Trends:

FinTech
http://www.goldmansachs.com/our-thinking/podcasts/episodes/01-20-2016-don-duet.html

BlockChain:
http://derivsource.com/content/blockchain-not-panacea


No comments: