Podcasts by Category
Drawing upon his 40 year career in both academia and investment consulting, Prof. Bradford Cornell tackles todays important investing issues from both a practical and scientific perspective. His straightforward approach will help investors or all stripes make reasoned financial decisions. www.cornell-capital.com
- 58 - Ep57: Risk and Return RevisitedMon, 03 Jun 2024 - 09min
- 57 - Ep56: The Medallion Fund vs Market Efficiency
Professor and Nobel Prize winner Eugene Fama put forth the efficient market hypothesis and based on that concept Warren Buffet suggested that holding a passive investment in the S&P 500 was the best advice for most investors. If the market were efficient and if passive investing was best for everyone, how can that be reconciled with the performance of Jim Simons' Renaissance Technologies Medallion fund.
Wed, 06 Mar 2024 - 12min - 56 - Ep55: Stock Prices - For Every Buyer There is a SellerTue, 20 Feb 2024 - 04min
- 55 - Ep54: Damodaran's ERP and Future Stock PricesFri, 12 Jan 2024 - 08min
- 54 - Ep53: Real Interest RatesWed, 08 Nov 2023 - 07min
- 53 - Ep52: The Crash of the Bond MarketTue, 10 Oct 2023 - 11min
- 52 - Ep51: The Apple Stock Bond ParadoxTue, 10 Oct 2023 - 08min
- 51 - Ep50: Buy The Dips?Tue, 10 Oct 2023 - 05min
- 50 - Ep49: Value Investing and MomentumFri, 11 Aug 2023 - 06min
- 49 - Ep48: US Tech Stocks, The Big Get BiggeerFri, 11 Aug 2023 - 13min
- 48 - Ep47: Back to The Future - The Automotive IndustryThu, 27 Apr 2023 - 08min
- 47 - Investor Memo Q1 2023: Banks, Interest Rates, and DebtMon, 03 Apr 2023 - 11min
- 46 - Ep46: Don't Forget The DebtTue, 07 Mar 2023 - 06min
- 45 - Ep45: The Pricing Game with 0DTE Tesla Options
How can an option trade make 4000% in one day? Tesla stock has been highly volatile and one of the drivers of this volatility is the unusually large volume of options trading. Are large proportion of Tesla option contracts are traded on the day of expiration (zero DTE) and just out of the money. This allows speculators maximum leverage and the small possibility of a significant profit.
Tue, 21 Feb 2023 - 07min - 44 - Ep44: Return of the High Fliers?
While 2020/2021 were great years for our High Fliers, in 2022 the party ended and many of those companies like Peloton, Wayfair and Carvana came crashing down. In the first month of 2023 however we are seeing signs that the worst may be over for the High Fliers. For many of these companies January of 2023 was better than any month in 20' or 21'. Is the worst over for the High Fliers? Will 2023 be the start of there return to 2021 highs?
Wed, 08 Feb 2023 - 08min - 43 - Q4 2022 Investor Memo: Valuation Comes Home to RoostTue, 03 Jan 2023 - 10min
- 42 - Ep43: Valuing The Automotive Industry : One Year LaterTue, 22 Nov 2022 - 07min
- 41 - Ep42: The Howard Marks Checklist RevisitedTue, 08 Nov 2022 - 08min
- 40 - Ep41: When Bad News is Good News for the Stock Market
The market's worst day of 2022 was September 13th when the Bureau of Labor's Consumer Price Index came in higher then expected. A month later the next CPI release was a similar surprise however the market's reaction to that news was much different. Former Goldman Sachs CEO Lloyd Blankfein remarked: "This is one of those trading days where if you really had the news in advance, you REALLY would have lost a lot of money."
Mon, 24 Oct 2022 - 07min - 39 - Ep40: Where Do We Go From Here? Valuing the S&P 500Tue, 11 Oct 2022 - 07min
- 38 - Ep39: Discount Rates and Realized ReturnsMon, 19 Sep 2022 - 06min
- 37 - Ep38: Forecasting ReturnsMon, 29 Aug 2022 - 05min
- 36 - Ep37: The Discount Rate and the Future of the Stock MarketMon, 15 Aug 2022 - 21min
- 35 - Ep36: The "Real" Interest RateMon, 08 Aug 2022 - 06min
- 34 - Ep35: Inflation and Relative Prices
Relative price changes, changes in the price of one good or service relative to others, are often confused with inflation but are fundamentally different. This difference can lead to a misunderstanding of the causes of inflation. In this video, we explain the difference and what it implies for policies to control inflation.
Mon, 01 Aug 2022 - 11min - 33 - Ep34: The Shiller CAPE RatioMon, 25 Jul 2022 - 06min
- 32 - Ep33: Interpreting the Market P/E Ratio
From the pandemic lows of March 2020 to the end of 2021, stocks had an incredible run. Earnings were up but so too were P/E ratios. As the market climbed, many warned that valuations had become unjustifiably high. With the S&P 500 down nearly 20% , P/E ratios have returned to their historic average leaving many investors wondering, is the worst behind us? Before taking that leap take, look at our latest video on what the drop in P/E ratios means for the market.
Mon, 18 Jul 2022 - 06min - 31 - Ep32: ESG and Investment ReturnsMon, 13 Jun 2022 - 07min
- 30 - Ep31: Will Elon Musk Buy Twitter? What Does the Market Think?Mon, 16 May 2022 - 10min
- 29 - Ep30: The Best of Times, The Worst of TimesMon, 09 May 2022 - 11min
- 28 - Ep29: Expectations and ValuationMon, 02 May 2022 - 09min
- 27 - Ep28: Fixed IncomeMon, 04 Apr 2022 - 05min
- 26 - Ep27: The Crash of the High Fliers
The market's incredible performance post Covid was driven largely by growth and tech. Some of these companies were up 300, 400 even 700 perecent, companies such as Wayfair, Peloton, Zoom and Cathie Wood's ARK Invest ETF's, most notably ARKK. Unfortunately for ARK and many other tech investors 2022 hasn't been kind and these "High Fliers" have returned to earth.
Mon, 21 Mar 2022 - 07min - 25 - Ep26: Two Flavors of VolatilityMon, 14 Mar 2022 - 06min
- 24 - Ep25: Options, Risk and ReturnTue, 01 Mar 2022 - 10min
- 23 - Ep24: The Price Earnings (P/E) RatioMon, 21 Feb 2022 - 06min
- 22 - Ep23: VolatilityMon, 14 Feb 2022 - 07min
- 21 - Ep22: Breaking Down Stock PricesMon, 24 Jan 2022 - 07min
- 20 - Ep21: The Enterprise Value to Invested Capital RatioMon, 15 Nov 2021 - 05min
- 19 - Ep20: Trillion Dollar TeslaMon, 01 Nov 2021 - 05min
- 18 - Ep19: The Howard Marks ChecklistMon, 11 Oct 2021 - 05min
- 17 - Ep18: Has Investing Changed?Mon, 04 Oct 2021 - 06min
- 16 - Ep17: Investment Performance Track Records Part 2Mon, 27 Sep 2021 - 04min
- 15 - EP16: Investment Performance Track Records Part 1Mon, 20 Sep 2021 - 05min
- 14 - Ep15: Investor Demand and Stock PricesMon, 30 Aug 2021 - 04min
- 13 - Ep14: Stock Prices and the FedMon, 23 Aug 2021 - 05min
- 12 - Ep13: FANG Stocks as Super BondsMon, 16 Aug 2021 - 06min
- 11 - Ep12: The Ten Year Treasury BondMon, 02 Aug 2021 - 06min
- 10 - Ep11: LeverageMon, 12 Jul 2021 - 09min
- 9 - Ep10: The Law of One PriceMon, 07 Jun 2021 - 06min
- 8 - Ep9: Three Flavors of InflationMon, 31 May 2021 - 09min
- 7 - Ep8: InflationMon, 24 May 2021 - 09min
- 6 - Ep7: The Tax Timing OptionMon, 17 May 2021 - 04min
- 5 - Ep6: Long Run Stock Returns: What should you expect?Thu, 06 May 2021 - 05min
- 4 - Ep5: Is the Market Overvalued? Part 2Mon, 03 May 2021 - 05min
- 3 - Ep4: Is the Market Overvalued? Part 1Mon, 03 May 2021 - 03min
- 2 - Ep3: Valuing Bitcoin?Fri, 23 Apr 2021 - 06min
- 1 - Ep2: The Key Investing EquationMon, 19 Apr 2021 - 06min
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