Course introduction, Instructor details, Objectives & Key Benefits for Students
  • Introduction, Key Benefits of course including 4 key strategies for profits
"The Big Picture" The Macro financial world, Money flows and Investment sources
  • Institutional investors, Retail investors and Financial market sizes
  • Where are these Trillions of dollars being invested - Global Money Flows
  • The State of Global Financial markets in 2016. What to watch for in 2016
  • Global Finance and Macro Quiz
Financial instruments, Asset Classes, and what can people invest in
  • Introduction to Asset Classes. These are the instruments we use for investments
  • Introduction to Equities and Equity-related products (commonly known as Shares)
  • Introduction to Bonds and Fixed Income, and the US and global bond markets
  • Introduction to commodities and Metals - Oil, Gold, Silver, Corn, Copper etc.
  • Introduction to Foreign Exchange (or FOREX), and the main Currencies
  • Introduction to Advanced asset classes like Derivatives, Futures and Options
  • Derivatives - Introduction to Options - The most strategic investing instrument
  • Introduction to Alternative asset classes like Private Equity, Venture Capital
Section 4: Core investment and trading concepts
  • Study of Risk and Expected returns from asset classes. And hierarchy of returns
  • Differences between Investing and Trading. Understand which style you fit into
  • Concept of Valuation of a company - True value of a Stock. Methods of valuation
  • Introduction to the Trading Platform with various examples that will be used
  • Fundamental analysis and Fundamental style of investing. Who will this benefit
  • Technical Analysis and Technical style of Investing. The wisdom of Crowds study
  • Value Investing - Warren Buffett's approach. Long term investing Buy and Hold
  • Types of Accounts for a Beginner. Discussion of cash and margin accounts
  • Pros and Cons of Leverage (Margin). Is margin good or bad. Using margin
  • Practice and know or understand YOUR style and investing approach - CRITICAL
  • Core Investing and Trading principles Quiz
  • Quiz on Margin and Leverage
  • Quiz on Stocks and the Stock Markets
Section 5: Investing in Stocks (Equities) and Equity-related products
  • The fundamentals of Stocks. Ownership in a company and its benefits
  • Key Stock and Market concepts required for any kind of investment in markets
  • Study of the main Global Indices, and their relationships and components
  • Study of Index funds. Why this could be the best no-brainer investment for many
  • What is "Shorting" a stock , Market Equilibrium and Portfolio diversification
  • Order Types - The main Order types available on most platforms.
  • Earnings Reports, Uncertainty and Stock Volatility that happens every Quarter
  • Bonus Strategy : Hedging Stocks during Earnings events to blunt the volatility
  • Quiz on Shorting
Section VI - Stock-related instruments : MUTUAL FUNDS
  • What are Mutual Funds, History and Size of Mutual funds, and Investing resources
  • The advantages of Mutual Funds (Pros), and why this could be a starting point
  • The negatives (shortcomings) of Mutual Funds (Cons). Investors must be aware
  • Quiz on Mutual Funds
Section VII - Stock-related instruments : Exchange Traded Funds (ETFs)
  • Introduction to the fascinating "Wide world of Exchange Traded Funds (ETFs)
  • Detailed Study and Analysis of various ETFs available for investors
  • The different types of ETFs, and the specific role they each play.
  • Study of Industry sectors and Sector ETFs. Sectoral investments can be rewarding
  • Bonus Strategy with ETFs: Trade the ETF itself, Options or Arbitrage trade
  • Quiz on ETFs
Section VIII - Study of Technical Analysis and various Trading Styles
  • Technical analysis details and and the study of different Trading styles
  • Study of Moving Averages and how they define the trend on various timeframes.
  • Understanding Support and Resistance. Key technical analysis tool for investors
  • The MACD Momentum Indicator. Determining the strength behind a stock move
  • What are Bollinger Bands and how can to use them. Identifying extreme conditions
  • Fibonacci Retracements. An age-old methodology as applied to markets effectively
  • Oscillators for Overbought and Oversold conditions - Study of RSI and Percent R
  • Sample Trades - Long term, Swing and Day (or short term) trading
  • Quiz on Technical Analysis
Section 9: The Bond Markets and Fixed Income
  • Bond Markets overview - Global and US Bonds, Risk On and Risk Off modes etc.
  • Bond prices and their relationship to Interest rates and Inflation
  • Central Banks, Federal Reserve, Asset Bubbles, Bailouts and Money printing
  • Investing or Trading in Bonds and the various instruments available
  • Trade Updates on existing trades
  • Quiz on Bond Markets
Section 10 : Investing in Commodities, Precious Metals like Gold, Silver and Oil
  • Types of Commodities - and why they play a key role in the global economy
  • Gold - Is it precious OR a Safe Haven OR a Currency ??? Will Gold be a currency
  • Study of Oil and the Energy complex. Detailed study of extreme volatility in Oil
  • Investing and Trading instruments for various Commodities
  • Quiz on Commodities investing
Section 11: Foreign Exchange (Forex) and currency markets
  • Currency Pairs, co-relationships, Leverage and reasons currencies fluctuate
  • Spot Forex market, Forex Futures and Forex ETFs and the differences between each
  • Sample currency trade on FXB. Why this trade makes sense based on current news
  • Closing the British Pound trade FXE for 30% profits
  • Quiz on Forex and Currency investing and Trading
Section 12 : Investing with Futures
  • What are Futures, and which types of Futures are traded on a global market
  • Trading the Futures Live - Live trades on S&P 500 Futures and the Euro Futures
  • Trade Update: Closing ES Futures and AAPL stock
  • Quiz on Futures investing and trading
Section 13 : Investing with Options
  • Why Options are a unique and strategic instrument than any others in the market
  • Introduction to Options - Lecture 1 of 6 series
  • Call Options - Definitions and Details. Understand what a Call option is
  • Real-world example of a Call Option, so you'll have no more confusion
  • Introduction to Put Options and Definition of a Put option
  • Put Option Definitions and the right to sell assets at much higher prices
  • Real world example of a Put Option. And why we all trade in Put Options
  • Future steps to mastering Options. A look at the learning curve in Options
  • BONUS STRATEGY 2: How to Buy Stocks at much lower prices that what it trades for
  • BONUS STRATEGY 3: How to sell create income every month from stocks you own
  • BONUS STRATEGY 4: How to protect your Stocks if you think they're going to crash
  • Quiz on Options
Section 14 : Investing into alternatives like Hedge Funds and Private Equity