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The Bond Market Has Singled Out France

The Bond Market Has Singled Out France

They can't harm you, if they can't find you! Use code BOYLE at the link below and get 60% off an annual plan: https://incogni.com/boyle France now pays more to borrow than Greece and Italy, and French bond yields have hit their highest level in almost a quarter of a century. In this video, I look at why the French debt crisis is happening now: a global bond market selloff driven by AI spending and the Iran energy shock, a budget deficit of 5.4% of GDP, and a minority government trying to pass spending cuts while students blockade schools across the country. We look at why Italy, with more debt than France, can borrow more cheaply, what the primary balance tells bond investors, and what Marine Le Pen and Jean-Luc Mélenchon are proposing ahead of next year’s presidential election. Finally, we ask whether the European Central Bank can step in with its Transmission Protection Instrument, and why the euro turns what would once have been a currency crisis into a slow squeeze. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

French Bond YieldsGlobal Bond Market SelloffAI Spending Impact
4 days ago·youtube.com
+46
How BAD Are Stock Valuations Really?

How BAD Are Stock Valuations Really?

Most everyone seems to believe that AI is in a bubble, and the S&P 500 is overvalued...but are they really? Today, we dive into what some popular gauges are actually telling us. DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.

S&P 500Artificial Intelligence
4 days ago·youtube.com
+47
Turkey's $20 Billion Fund Collapse Explained

Turkey's $20 Billion Fund Collapse Explained

Get an exclusive 15% discount on Saily data plans! Use code BOYLE at checkout. Download Saily app or go to https://www.saily.com/boyle In September 2026, Turkey's investment fund industry collapsed, after funds run by Tera and Pusula failed to meet redemptions and regulators froze and liquidated 131 funds holding about $20 billion of savings belonging to more than 455,000 investors. In this video, Patrick Boyle looks at how Emre Tezmen's Tera, which hoped to become "the Goldman Sachs of Turkey," reported returns of more than 66,000%, how funds buying thinly traded Borsa Istanbul stocks allegedly inflated their own valuations, and how money market funds that savers treated as cash ended up exposed to inflated shares through reverse repo loans. We also cover the warnings from MSCI and Turkey's finance minister, the arrests and political fallout from what Turkey's justice minister has called "Ponzi-like schemes," what Bernie Cornfeld's Investors Overseas Services and Bill Hwang's Archegos Capital tell us about market manipulation and leverage, and why weak institutions and tiny fines let bad actors drive out honest businesses. Along the way, we try to track down the "notorious malevolent forces" that Tezmen blamed for the collapse. Hilmi Güvenal Substack: https://hguvenal.substack.com/p/where-is-the-830-billion Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

Turkey's Investment Fund Collapse
1 week ago·youtube.com
+31
The Truth About Leveraged ETFs

The Truth About Leveraged ETFs

$10,000 in a 3x leveraged S&P 500 ETF (UPRO) at launch in 2009 would be worth about $1.3 million today, more than 10x a regular S&P 500 ETF. So are leveraged ETFs a smart long-term tool or a disaster waiting to happen? In this video, Ben Felix, Chief Investment Officer at PWL Capital, gives you a framework for deciding whether leverage makes sense for you, and whether leveraged ETFs are a good way to get it. *Links* Check out PWL’s Risk Profiling Tool: https://research-tools.pwlcapital.com/research/risk-profile?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt _yt See your own numbers with our app (based on Choi et al.): https://research-tools.pwlcapital.com/research/lifecycle-portfolio-choice?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt ------------------ *Timestamps* 00:00 - Intro 00:48 - When Leverage Makes Sense 07:56 - The Risk 10:00 - Leveraged ETFs 12:10 - Math Time. 17:05 - Hidden Costs 18:16 - Using Leverage Without Going All-In 19:47 - What You Need To Know *References* https://zbib.org/4cb11648b55b4c469b6d8b5137d18612 *Avoid Online Scams https://pwlcapital.com/stay-safe-online/ I will never reach out to you on social media platforms or WhatsApp to give financial advice. These are scammers trying to commit fraud. *Check out the Rational Reminder Podcast* YouTube channel @rationalreminder Podcast website https://rationalreminder.ca/ Rational Reminder community (forum) https://community.rationalreminder.ca/ Apple Podcasts https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA

3x Leveraged S&P 500 ETF (UPRO)
2 weeks ago·youtube.com
+30
Is the AI Bubble About to Be Tested?

Is the AI Bubble About to Be Tested?

Note Pro: https://bit.ly/4c9s3bC NotePin S: https://bit.ly/46IANlt Use "PBOYLE" for 22% off Amazon: https://amzn.to/4xFP79Q Use "PBOYLE22" for 22% off Anthropic is preparing what could be the biggest IPO in history, at a reported valuation of around $2 trillion – while Nvidia, the company actually making money from AI, trades at its cheapest valuation in over a decade. In this video, finance professor Patrick Boyle looks at whether the AI boom is a bubble and what you would have to believe to pay $2 trillion for an AI lab. We cover the Anthropic and OpenAI IPO plans, why rising interest rates and a 5% ten-year Treasury yield are bad news for AI stocks, how "total addressable market" (TAM) estimates have been used to justify tech valuations from Amazon to Uber and WeWork, SoftBank's junk bonds and its $50 billion data-centre company SB Energy, the circular financing between Nvidia, OpenAI and SoftBank, and the AI price war with Chinese open-weight models like DeepSeek. Along the way, we revisit Scott McNealy's famous warning about Sun Microsystems and the dotcom bubble, and ask whether today's AI giants could turn out to be the Yahoo and Lycos of this era. House of El AI Link: https://www.youtube.com/watch?v=claxN4oxDuY Prof G Markets - Damodaran Video Link: https://www.youtube.com/watch?v=vE_FR0O-Jhk&t=15s Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

Anthropic IPONvidia Valuation
2 weeks ago·youtube.com
+36
Investment Analyst Reacts to Finance TikToks - Doomsday Doomscrolling

Investment Analyst Reacts to Finance TikToks - Doomsday Doomscrolling

With all the market news and concern, what better time than now to review some finance TikToks? My name is Richard Coffin, I'm an investment analyst with my Chartered Financial Analyst and Certified Financial Planner designations, registered with the Ontario Securities Commission as a portfolio manager. DISCLAIMER: This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers

Market Volatility 2023Finance TikTok Trends
2 weeks ago·youtube.com
+30
AI's Hidden Debt Problem Explained

AI's Hidden Debt Problem Explained

Disclosure: Richard has ETF exposure to all the companies mentioned in the video, and directly owns shares of Alphabet, Meta and Microsoft. Link to spreadsheet: https://docs.google.com/spreadsheets/d/1MLIF4L3p8AzvIbITtO4acHlJzCvB-gNGPH7lALTFmK0/edit?usp=sharing 00:00 - Introduction 03:01 - Big Tech's Balance Sheet 05:56 - Categories of Off-Balance Sheet Items 06:20 - Non-Cancelable Contractual Commitments 08:49 - Funding/Construction Commitments 09:40 - Uncommenced Leases 11:20 - Financial Backstops/Guarantees 15:14 - Putting Things in Context 19:10 - The Risks Headlines have been circulating about AI's hidden debt problem - how bad is it really? We dive into the numbers in today's video. DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.

Alphabet Inc.Meta Platforms, Inc.Microsoft Corporation
1 month ago·youtube.com
+38
Scott Bessent Is at War With Prices — and Prices Are Winning!

Scott Bessent Is at War With Prices — and Prices Are Winning!

Go to http://ground.news/pb for a better way to stay informed. Subscribe for 40% off unlimited access to worldwide coverage through my link. Treasury Secretary Scott Bessent is trying to force down US Treasury yields with surprise bond buybacks — and it isn't working. In this video we break down Bessent's activist debt management strategy, why doubling the Treasury's long-dated buybacks is a bet on falling interest rates funded by short-term bills, and why his old boss Stanley Druckenmiller publicly tore the plan apart in a Wall Street Journal op-ed ("Let the Bond Market Speak"). We look at the collision with new Federal Reserve Chair Kevin Warsh after Jackson Hole, the 50% tariffs on Canada and the Mark Carney feud, "Operation Economic Outcast" and the secondary-sanctions problem with China and Iranian oil, the GENIUS Act and crypto's role in sanctions evasion, and Stephen Miran's case for the defense. The through-line: you can't trade around arithmetic. When a government goes to war with market prices, the bond market has an infinite balance sheet — and prices tend to win. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

Scott Bessent's Debt Management StrategyUS Treasury Yields
1 month ago·youtube.com
+44
Canada-US Trade Deal Falls Apart

Canada-US Trade Deal Falls Apart

Video on 50% US Tariffs (Section 338): https://youtu.be/YgbbI_nRF2A?si=KZF_BgWgPgR5kVli Following weeks of negotiations, trade talks abruptly fell apart between Canada and the US last week. Today's video breaks down what happened, and what it means for the two countries. DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.

US Tariffs (Section 338)Canada-US Trade Relations
1 month ago·youtube.com
+42
How Much Would an AI Crash Destroy?

How Much Would an AI Crash Destroy?

If you’re looking to upgrade your business wardrobe, I can recommend giving Tailor Store a try. Their shirts are made to your measurements, so you can create something that fits both your body and your personal style. My viewers receive 25% off their first order through my link: https://www.tailorstore.com/patrickboyle Two chip stocks recently drove seventeen percent of the entire global stock market's return in a single month — which tells you just how concentrated the AI trade has become, and how exposed the average investor now is without realising it. In this video we look at how much wealth an AI crash could actually destroy, with estimates from Dean Baker, former IMF chief economist Gita Gopinath, and Oliver Wyman running into the tens of trillions of dollars. We cover why the usual places to hide — small caps, value funds, international stocks — are now packed with AI stocks, what the Bank for International Settlements found when it compared today's buildout to the great railway and dot-com bubbles, and why a technology being real has never been enough to protect the people who overpaid for it. This isn't a crash prediction. It's a look at the downside risk, the illusion of diversification, and why boring, unexciting investing tends to win in the end. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

Advanced Micro Devices, Inc. (AMD)NVIDIA Corporation2023 Stock Market Trends
1 month ago·youtube.com
+40
The Hidden Risk in the US-Japan Yen Rescue

The Hidden Risk in the US-Japan Yen Rescue

Level up your note-taking with Plaud NotePro at https://bit.ly/4c9s3bC and use code PBOYLE for 15% off Amazon: https://amzn.to/4xFP79Q In July 2026, the US Treasury did something it hadn't done since 1998: it intervened in the currency markets to prop up the Japanese yen — and Treasury Secretary Scott Bessent, a former Soros hedge fund manager, ran the trade in the strangest way possible, selling euros instead of dollars without telling the ECB. But this was never really about Japan. It was about protecting American borrowing costs at a moment when the US is paying more to borrow than it has in decades — with 30-year Treasury yields hitting their highest since 2001. This video breaks down the US-Japan yen intervention, the carry trade, the FIMA facility, and Bessent's huge bet on falling interest rates, and asks the real question underneath it all: is the Treasury Secretary a visionary macro trader, or a cornered man making an enormous gamble with the balance sheet of the United States? A look at currency intervention, the eroding "exorbitant privilege" of the dollar, and why America's cheap borrowing may be coming to an end. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

US-Japan Currency Intervention 2026
2 months ago·youtube.com
+42
Lacking In Situational Awareness

Lacking In Situational Awareness

Taking care of your health just got easier, thanks to my sponsor Zocdoc! Start here at: https://zocdoc.com/patrickboyle Last week, 24-year-old Leopold Aschenbrenner — former FTX staffer, ex-OpenAI researcher, and author of the viral 165-page essay "Situational Awareness" — managed to lose roughly two-thirds of his $45 billion hedge fund in a matter of weeks. The margin calls arrived during his wedding weekend. In this video I break down how a trader with no professional experience raised billions from Silicon Valley, why his AI "hedge" wasn't a hedge at all, and how leverage plus a concentrated bet on artificial intelligence stocks turned a great-looking expected return into a catastrophic outcome. Along the way we look at the cultural gap between Silicon Valley and Wall Street, why Ken Griffin's Citadel ended up buying the collapsing portfolio in an overnight fire sale, and the maths of volatility drag — the reason a high expected return can still drag an investor's typical outcome straight into the ground. It's a story about leverage, risk management, expected versus median returns, and what happens when you go "full Kelly." Featuring reporting from the Wall Street Journal, The New York Times, Bloomberg, and the Financial Times, plus Victor Haghani's lessons from The Missing Billionaires. Victor Haghani - The Missing Billionaires book: https://amzn.to/4fQUEEB Elm Wealth Website: https://elmwealth.com/ Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

FTX CollapseSituational Awareness in Trading
2 months ago·youtube.com
+35
Canada's Condo Conundrum

Canada's Condo Conundrum

00:00 - Introduction 02:57 - Context 04:12 - Regional Issues 05:54 - Factor: Population Decline 08:25 - Factor: Interest Rates 10:19 - Factor: Economic Slowdown 11:00 - The Condo Factor 13:06 - Condo Investors 15:16 - The Condo Fallout 17:43 - Government Intervention 18:42 - The Supply Problem 22:13 - Conclusion Canada's condo market has experienced a record-breaking downturn. Today, we dive into what's driving the sell off, and what it means for the market. DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.

Canada's Condo MarketInterest Rates Impact on Real EstateGovernment Intervention in Housing
2 months ago·youtube.com
+36
Big Tech's Hidden Debt Problem

Big Tech's Hidden Debt Problem

Start your own store with #printify: https://try.printify.com/72vgyfrvedkq The first 100 people who use the code PATRICK will get 15% off their first order! Nikkei Asia recently reported that the five biggest US tech companies are carrying an estimated $1.65 trillion in "hidden," off-balance-sheet debt — and a lot of commentators have reached for the word "Enron" to describe the issue. In this video I look at whether that comparison holds up. It doesn't: unlike Enron, this debt isn't concealed through fraud — it's disclosed in the footnotes, it breaks no accounting rules, and much of what is going on is perfectly ordinary. But that raises a more interesting question than "will they get caught." If the aggressive stuff — the adjusted earnings, the leases, the stock-based compensation added back — is all sitting there in plain sight, does dressing up the numbers actually fool anyone? Drawing on the work of Aswath Damodaran, Richard Sloan, Robert Bloomfield and others, I dig into what the research says about whether markets reward clean accounting or aggressive accounting, why the debt isn't hidden so much as filed somewhere too tedious for most people to read — and why the real risk in the AI boom probably isn't the borrowing at all, but the enormous revenue it's all assuming will show up. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

US Tech Companies Debt
2 months ago·youtube.com
+32
The Biggest Myths in Personal Finance

The Biggest Myths in Personal Finance

Some of the most repeated advice in personal finance is wrong. Saving as much as you can when you're young to benefit from compounding sounds obvious, but it ignores what economists call the life-cycle model. Following it can mean sacrificing the years when your money buys the most. In this video, I work through this myth and nine others to help you make better financial decisions and avoid costly mistakes. *Timestamps* 00:00 - Intro 00:32 - Myth #1: Saving As Much As You Can Early 03:30 - Myth #2: The Economy = The Stock Market 05:04 - Myth #3: Dividends Explain 40% of Stock Market Growth 06:29 - Myth #4: Index Funds Only Give You Average Returns 08:22 - Myth #5: The Shiller CAPE Ratio is an Omen 11:14 - Myth #6: If Warren Buffett Can Beat The Market, So Can You! 12:36 - Myth #7: Bonds and Cash Are Safe Investments 14:41 - Myth #8: Gold is an Inflation Hedge 17:13 - Myth #9: Renting is Throwing Away Money 18:08 - Myth #10: Debt is Always a Bad Thing to Have Most people save without knowing their real "why." Free exercise for Canadians to find it. https://research-tools.pwlcapital.com/research/goals?utm_source=research&utm_medium=planningtools&utm_campaign=ben_yt ------------------ *References* https://zbib.org/0c839e157db54d61a1846d1328b277be *Avoid Online Scams* https://pwlcapital.com/stay-safe-online/ *Check out the Rational Reminder Podcast* YouTube channel @rationalreminder Podcast website https://rationalreminder.ca/ Rational Reminder community (forum) https://community.rationalreminder.ca/ Apple Podcasts https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA

life-cycle model in economics
2 months ago·youtube.com
+31
Liberation Day 2.0 Tariffs

Liberation Day 2.0 Tariffs

00:00 - Introduction 01:15 - Context 03:23 - Section 338 Tariffs 04:15 - Canada's Trade Discriminations 08:25 - Scope of 50% Tariff 10:15 - Counterarguments 14:45 - Section 301 Tariffs Trump has announced two new sets of tariffs - 50% Section 338 tariffs, and 10%-12.5% Section 301 tariffs. Today, we explain the implications. DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.

Section 301 TariffsSection 338 TariffsCanada's Trade Discriminations
2 months ago·youtube.com
+40
CIBC’s Avantis ETFs vs. Index Funds

CIBC’s Avantis ETFs vs. Index Funds

------------------ *Meet with PWL Capital* https://pages.pwlcapital.com/en-ca/contact-us?utm_source=content&utm_medium=youtube&utm_campaign=benfelix_yt *Timestamps* 00:00 - Introduction 00:32 - Active Management & Index Funds 04:44 - Attempts to Improve on Index Funds 09:00 - CACE 11:25 - CALV 11:53 - CAUS 12:20 - CAUV 13:00 - CADE 13:30 - CASV 14:08 - CAEM 14:46 - CAGE 15:23 - For the nerds 17:39 - How (& why) Avantis applies theory 20:19 - Outro *References* https://zbib.org/178a8b91b0b54cae9ed0a827c0b062b5 *Avoid Online Scams* https://pwlcapital.com/stay-safe-online/ *Check out the Rational Reminder Podcast* YouTube channel @rationalreminder Podcast website https://rationalreminder.ca/ Rational Reminder community (forum) https://community.rationalreminder.ca/ Apple Podcasts https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA

CIBC Avantis ETFsIndex Funds
5 months ago·youtube.com
+32
Why Can't the Stock Market See This Coming?

Why Can't the Stock Market See This Coming?

They can't harm you, if they can't find you! Use code BOYLE at the link below and get 60% off an annual plan: https://incogni.com/boyle The stock market just hit a record high. Meanwhile, captains in the Persian Gulf are turning off their transponders and sneaking through the Strait of Hormuz in the dead of night. Only five ships made it through yesterday. The seaborne oil buffer that insulated the global economy in the early weeks of the conflict is now completely exhausted, and the knock-on effects - from jet fuel shortages in Europe to a fertilizer crisis threatening this year's harvest - are only just beginning to show up in the data. In this video, we look at why the physical commodity markets are telling a very different story to the stock market, and what happens when the world's most critical trade route is caught between two competing blockades. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

Global Oil MarketStrait of Hormuz
5 months ago·youtube.com
+49
We've Created A Monster

We've Created A Monster

2:36 - Prediction Market Background 9:38 - Prediction Market problems 17:02 - The Promotions 21:50 - The Gamblification of Everything 24:23 - Closing thoughts Let's talk about prediction markets... DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.

Prediction Markets
5 months ago·youtube.com
+39
The Bizarre World of Prediction Markets

The Bizarre World of Prediction Markets

Level up your note-taking with Plaud NotePro at https://bit.ly/4c9s3bC and use code “PBOYLE” for 10% OFF! Amazon: https://bit.ly/483LfoU #PLAUD #NoteTaker Prediction markets like Kalshi and Polymarket have been described as "truth machines" that produce more accurate forecasts than traditional polling. In this video we look at how they actually work, why the federal government is fighting individual states over who gets to regulate a bet on a football game, how a soldier allegedly used classified military intelligence to win money on a crypto betting site, and why quantitative trading firms are now paying traders $200,000 a year to build algorithms that systematically take money from retail bettors. We also look at the political connections behind these platforms, the academic research on the social cost of making it very easy to gamble from your phone, and why — after all of this — you still can't trade futures on onions. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel Patreon: https://www.patreon.com/PatrickBoyleOnFinance Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle Visit our website: https://www.onfinance.org Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social Business Inquiries ➡️ [email protected] Patrick Boyle On Finance Podcast: Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313 Google Podcasts: https://tinyurl.com/62862nve Join this channel to support making this content: https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join

PolymarketKalshi
5 months ago·youtube.com
+38

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