Ses 13: Risk and Return II & Portfolio Theory I

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  • Опубликовано: 23 ноя 2024

Комментарии • 140

  • @andrewstoehr
    @andrewstoehr 3 года назад +79

    I could listen to this guy for hours. Get him on a podcast

    • @deejay7339
      @deejay7339 3 года назад +2

      Enjoy this burp @ 23:42

    • @nokeosongvilay835
      @nokeosongvilay835 2 года назад

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    • @rosadovelascojosuedavid1894
      @rosadovelascojosuedavid1894 13 дней назад

      @@deejay7339 😂

  • @cleverlink
    @cleverlink 2 года назад +12

    I like the way how he thinks when he selects a new stock into a portfolio. "Are you contributing to my return and reducing my overall risks". Andrew is such an effective communicator.

  • @Discovery_and_Change
    @Discovery_and_Change Год назад +7

    40:34 Mutual funds don't lower volatility, except through diversification
    41:01 Mutual funds that try to beat the market, on average, don't beat the market
    41:53 On average, you'll do better in a passive index fund (says Vanguard and others)
    43:24 Investing in mutual funds will cost you more than investing yourself
    43:32 Key points:
    *Average return on U.S. stocks from 1926-2004 is 11.2% per year
    *Standard deviation per year is 16.4%
    54:13 130-30 portfolio: 130% long, 30% short

  • @No_BS_policy
    @No_BS_policy 2 года назад +1

    Nassim Taleb and Prof. Lo are two of the most logical market commentators I have ever heard. The point Prof. Lo made regarding physics dynamics vs. finance is everything an investor needs to understand in his decision making process.

  • @ytc7644
    @ytc7644 Год назад +6

    Amazing lessons! Always love to take finance lessons from an economist who is good at math instead of a mathematician who knows economic models.
    Greetings from Tsinghua University.

  • @ebrahimfarhang8607
    @ebrahimfarhang8607 3 года назад +10

    Just a point on the physics comment at 6:11, I'd like to say that quantum physics which is the reality is exactly like that. i.e. when you measure and "test" things, the thing changes. :) all in all, great informative video

    • @xestive
      @xestive 2 года назад +3

      Exactly my thought when I heard him say physics is so predictable.

    • @No_BS_policy
      @No_BS_policy 2 года назад +2

      Not quite. In physics you know as I know that mere observation of the wave function collapses it. In finance this isn't the case. An investor has to actually act on buying or selling an asset so that the market changes, merely observing the asset won't change anything. So there is no analog between market and quantum state.

  • @behroozebrahimi830
    @behroozebrahimi830 3 года назад +16

    portfoli theory starts at 46:00

  • @goalectrico1917
    @goalectrico1917 Месяц назад

    It seems to me that Finance is not falseable. That profesor aimed to teach about finances in the middle of a financial crises. He doesn't found anything wrong at all.

  • @tokofora8783
    @tokofora8783 3 года назад +3

    Good class for next gen modern baron, thief, and robber. Bravo

    • @mzar62458
      @mzar62458 3 года назад +3

      You sound like a salty loser.

    • @arrowb3408
      @arrowb3408 3 года назад

      HAHAHA Robber? No need such epic education at all. Just number high or low and in or out, Looser.

    • @dodgingdurangos924
      @dodgingdurangos924 3 года назад +3

      Yeah, about that... It turns out that astrophysicists & engineers who don't know a thing about finance are the ones being hired by financial institutions & paid multi-millions of dollars to find new ways to quickly solve equations that make their firms wildly rich. The people who work for Elon Musk or Mark Zuckerberg are worse than a greedy Gekko.

  • @NotTehJon
    @NotTehJon 3 года назад +10

    I really REALLY wonder what Prof Lo thinks about the $GME insanity that's going on right now especially considering a chunk of this video detailed a healthy amount of how that wild ride works.

  • @carlesmanguiano
    @carlesmanguiano 9 лет назад +16

    trying to predict the market is like trying to predict a position of a particle in quantum physics, where the measure alters the state of the particle so there is no such a thing as a real/exact measure, only statistics and probabilities.

    • @lordmetroid
      @lordmetroid 7 лет назад +1

      The price is not random but it is unpredictable.

    • @schrodingerscat3912
      @schrodingerscat3912 7 лет назад +1

      finance assumes prices are in geometric brownian motion, this means that both momentum and mean-reversion are ephemeral in the time series. the only method to gain 'edge' or expected value of profit is critical economic information regarding the asset or quantitative/statistical based methods. being correct is the only way to profit.

    • @josefcharitopoulos3898
      @josefcharitopoulos3898 5 лет назад +1

      The direction of the price is a Brownian motion. The magnitude, viz. volatility, has predictable components (Lo and McKinley 1987). You don't bet on predicting a single stock; you minimize the cost in case your prediction is wrong. If you want to check the common global and regional trends among international equity, it's my MSc. dissertation.

  • @lordsmobile5872
    @lordsmobile5872 2 года назад

    BEST ENGLISH OF THEM ALL

  • @fielsjd
    @fielsjd 11 лет назад +5

    Of course finance is more challenging. That's because most of today's physicists are still working on that "dropping a ball in a gravitational field" problem. If one day we discover that, like in finance, observation of a physical system will change the state of that system, then maybe we can compare the two.

  • @alfonshomac
    @alfonshomac 4 года назад +4

    My dude. Let the bet ride hits hard regarding procrastination. Some loved ones have the thought that not making a decision or a move is "not making a bet" and therefore the safest bet. As if not moving from a train track was always the safest bet.
    I'm going to use that "let the bet ride"

  • @DillonPeterson
    @DillonPeterson 3 года назад +1

    This teacher speaks so clearly.

  • @lordmetroid
    @lordmetroid 7 лет назад +10

    Volatility is not risk.
    Risk is a probability of a bad outcome.

    • @tuenguyen1225
      @tuenguyen1225 7 лет назад +1

      it depends on the definition, mate.
      As Dr. Andrew already mentioned in the lecture, there are several ways to measure risk. Some professionals choose to focus only on the downside instead of both sides. But this is out of scope of the course. In this course, the volatility is measured using the standard deviation

    • @schrodingerscat3912
      @schrodingerscat3912 7 лет назад +2

      in finance risk refers to the change of price of any asset, whether it is up or down. even volatile positive profit in a portfolio is seen as too risky

    • @matthewh2941
      @matthewh2941 3 года назад

      Same thing

    • @deejay7339
      @deejay7339 3 года назад

      no risk is no volatility mathematically... you need movement since seeking a profit includes risk.

  • @whatsup7184
    @whatsup7184 3 года назад +2

    GOOD POINTS at the beginning 2:50. I am still rowing the boat in the jet stream. Merrily? Not really at all. Hahaha

  • @Immaustine
    @Immaustine Год назад

    Thanks Prof.
    But if these are undergraduate students then these are some brilliant guys.

  • @kalpashriadhikari2755
    @kalpashriadhikari2755 3 года назад +17

    I am eagerly searching part second of this session. Can anyone recommend pls

    • @mitocw
      @mitocw  3 года назад +20

      The full playlist is: ruclips.net/video/HdHlfiOAJyE/видео.html. Visit the course on MIT OpenCourseWare at: ocw.mit.edu/15-401F08 to see the complete materials. Best wishes on your studies!

  • @mattraveltheworld3980
    @mattraveltheworld3980 Год назад

    The TA during recitation? Will the TA do the real lecture with examples?

  • @arrowb3408
    @arrowb3408 5 лет назад +1

    Aha, at 50:40 is that what we so called Margin Loan today? I think so. Wow this class is so fun that Andrew taught everything to the kids. Somehow someway, margin loan also gain the weight more than one; one the other way also become very negative 1 as well. It is kind a fire in an unexpected weather beyond your knowledge and you would be caught by the fire. I never dare to play it at all even though I know how to play fire. But this is a very risky game....STF.

    • @arrowb3408
      @arrowb3408 3 года назад

      @MIT OpenCourseeWare I get it, but the latest Archego Whatsoever got the real WILD FIRE in financial news.
      A professional hedge fund played the multiple leverage little fires. Once he run out or doing m magic trick, this fire will be a big wild fire and need JP Morgan wipe that guy's a** to bail out. HAHAHA then back to equilibrium, it went to FAR northwest negative territory. HAHAHA even smaller than 0.🤣🤣🤣

  • @npatrcevic
    @npatrcevic 11 лет назад +10

    6:10 - Of course finance is much more challenging than physics or engineering, suuure

  • @muskduh
    @muskduh 3 года назад +2

    thanks for this free video

  • @cynthiahunter3295
    @cynthiahunter3295 Год назад

    I love this guy!

  • @IxedoMastergun
    @IxedoMastergun 11 лет назад +8

    You need money to do research on physics or chemistry or biology. So finance is like the mum of all sciences.

  • @fielsjd
    @fielsjd 11 лет назад +3

    Actually, I erased that because of a typo. I figure that if you're going to make fun of an MIT professor, you had probably best come correct.

  • @ericksumarnkant3666
    @ericksumarnkant3666 Год назад

    YOU CANNOT PREDICT THE FUTURE. PERIOD.

  • @EliotMcLellan
    @EliotMcLellan 5 лет назад +3

    he is satoshi

  • @dowjonespi3483
    @dowjonespi3483 3 года назад

    It's possible
    Market is not random

  • @inthezone9817
    @inthezone9817 3 года назад +3

    This is really mind opening and educational ! A real lesson on investment ! I am planning to apply this on crypto stable coins like OUSD because it's a mirror of real time usd and it yields an yearly 25% which I find it way better then stocks.

  • @MrLTiger
    @MrLTiger 3 года назад

    look at the year of this semester.

  • @sleeplessi93681
    @sleeplessi93681 3 года назад +1

    27:20 did not scale up or shown crash of 2008. was likely 2x volatility spike of 1987 ...umm no 20x lol?

  • @MrBTie
    @MrBTie 11 лет назад +3

    50:10 does he want to say "what does it mean for a security to be *smaller* than 1?"?

  • @daitavan297
    @daitavan297 6 лет назад +2

    if the market as Professor said the efficient market is unpredictable for trading. So does that mean all the traders are gambling?

    • @wowwhiner
      @wowwhiner 5 лет назад +3

      Well essentially yes. But that does not mean that the people trading don't have convincing evidence to back their position. The timing is just next to impossible since everyone else would have to agree with you right AFTER you take on your position. Doesn't stop people from trying though.

    • @gabriel.casanas
      @gabriel.casanas 3 года назад

      Many market move heavily on human emotion and human emotion is predictable, especially on big numbers.

    • @MAXWELL-SMART-86
      @MAXWELL-SMART-86 3 года назад

      They do.

  • @Teekles
    @Teekles 2 года назад

    Hedge funds move the overton window =)

  • @timmybear4449
    @timmybear4449 3 года назад +2

    Excellent lecture.

  • @roger3457
    @roger3457 10 лет назад +2

    Anyone could explain me or give me more insight on what he means about the 1.33 weighted portfolio in min 57:00? Thanks in advance

    • @brandoncable5243
      @brandoncable5243 10 лет назад +4

      130/30 portfolio. Is short selling 30% of the portfolio value and using the loan to buy 30% more on the long. Every portfolio's weighting ends up being equal to 100(%). The cash position you start with could be altered or reduced by using securities to lend against. In a 130/30 portfolio, if we started with $100,000 and shorted 30%, we now have $70,000 in a long cash position. Though we start with a portfolio value of $130,000, knowing that $30,000 will need to be paid back at some point in time.

    • @dodgingdurangos924
      @dodgingdurangos924 3 года назад

      @@brandoncable5243 Does this (and the entire Portfolio Theory section) explain the 140% short interest in Gamestop that has retail traders in such an uproar?

    • @bhe8336
      @bhe8336 3 года назад

      @@dodgingdurangos924 Somewhat. That's simply the motivation for the behavior. The methodology is a little more nuanced. It has more to do with the T+3 settlement rules for buying and selling stocks. Essentially the hedge funds were borrowing phantom shorts from each other before the "date of record" aka the actual day you are recorded as either being or not being a shareholder. The order is filled immediately, and the funds debited or credited immediately, however the official record is still T+3. To short a share that has not cleared the official record is called naked shorting, which is supposedly illegal.

    • @dodgingdurangos924
      @dodgingdurangos924 3 года назад

      @@bhe8336 So, regular settlement rules also apply. There seems to be a bit of double-counting that happens with every transaction. It seems like the extra 40% is kinda like a transitory glitch that will last until the short seller unwinds the trade, returns the shares and the percentage will reflect the original actual number of shares outstanding. What would the short seller's portfolio weights look like during and after the short sale? Something similar to the 130/30 calculation?

    • @bhe8336
      @bhe8336 3 года назад

      @@dodgingdurangos924 I'm not sure but they are adding a more negative weighting to the portfolio by trading phantom shorts.

  • @PystlPete
    @PystlPete 8 лет назад +3

    Im confused, in coming up with the relationship between the risk reward trade off of 2 assets, it showed if the 2 assets have 0 correlation, the relationship was a curve, however, when you combine a risk free asset with the market portfolio, the relationship is linear despite the fact that they have a correlation of 0 as well, why is this?

    • @HardLessonsOfLife
      @HardLessonsOfLife 5 лет назад

      Award for asking the best question goes to you.

    • @I_EAF_19882
      @I_EAF_19882 3 года назад +2

      I'm 4 years late so I'm posting this for anyone else who has this question.
      The risk free rate is a guaranteed amount of money. You simply cannot lose money on a tbill if you hold it until maturity.
      Therefore the graph for the portfolio is shifted upwards by an amount equal to the risk free rate multiplied by the percentage of the portfolio dedicated to risk free assets.
      It's like solidifying part of your returns. The S&P500 could go down 5% in a year, but you are guaranteed to have Return = riskyReturn * riskyComposition + riskfreeReturn*riskfreeComposition.
      It's like looking at a graph of y=x. If you add 2 so it's y=x+2 it's the same line just translated up 2 units.

  • @sleeplessi93681
    @sleeplessi93681 3 года назад +1

    71 to 91...we in 2021...dyno lectures...noone talked bout crypto...dynosaurs dying out

  • @bradleywilliambusch5198
    @bradleywilliambusch5198 3 года назад +3

    9:00 The two dimensional space of the chart is curved.

  • @noukounoutogo9090
    @noukounoutogo9090 Год назад

    It's better than Netflix

  • @dragonore2009
    @dragonore2009 3 года назад

    Markets are hard to forecast indeed, but it seems one thing is almost (not always), but almost always certain, and that is our beloved fed put.

  • @npatrcevic
    @npatrcevic 11 лет назад +2

    A good hint was getting your comment flagged as spam :) After all, we don't want to be too harsh on our colleagues. I mean, look at how dressed for success they come to class. Not many courses can beat that ^^

  • @alemayehustudents4151
    @alemayehustudents4151 10 лет назад +5

    thank you it was a good lesson.

  • @phildurre9492
    @phildurre9492 3 года назад +7

    20:30 oh so 4,17% rates is low yield? 🤣😅

    • @elcrucius
      @elcrucius 3 года назад +1

      Lmao frl nowadays people panic when it “spikes” a little from 1-2% 🤣💀

  • @samesaigirigi2970
    @samesaigirigi2970 9 лет назад +2

    whats the role of probability in portfolio theory

  • @marcosjaime7249
    @marcosjaime7249 9 лет назад

    GET TO THE BETA FORMLA THROUGH THE CORRELATION COEFFICIENT MULTIPLIED BY THE COIENTE BETWEEN THE DIVERSION OF ASSETS AND DIVERSION OF THE MARKET ?
    My english is not too good.

    • @genechaas7369
      @genechaas7369 9 лет назад +1

      Beta is the slope of the line formed by running a regression of an individual security against the market.

  • @phildurre9492
    @phildurre9492 3 года назад +1

    ty for sharing free education !

  • @shiinzaemon895
    @shiinzaemon895 3 года назад +1

    Only 4% annual return on a 30 year treasury seemed bizzare then 😔....

  • @phildurre9492
    @phildurre9492 3 года назад

    He is wrong the ball itself changes the gravitational field in general relativity, thereby changes the behavior of the mass which changes the behavior of the field etc. The whole thing in a 4 dimensional curved spacetime, with 10 independent field equations. Finance more complicated then Physics… sure if you stop physics at the 3rd grade. But good finance lecture

  • @THECMB1969
    @THECMB1969 3 года назад +13

    20:10 haha, powell and boomers said “hold my bear"

  • @arrowb3408
    @arrowb3408 3 года назад +3

    One year rate is no different 10 yrs rate. HAHAHA This is THE phenomena of 21 century everywhere. Great to experience the 87 economic bubble time with 1/10 interest rate. HAHAHA

  • @fielsjd
    @fielsjd 11 лет назад +1

    I can't tell from your response whether you know I was being sarcastic in my previous comment and that I also found the good professor's comment patently absurd.

  • @asherfeldman4048
    @asherfeldman4048 3 года назад +1

    Does anyone have suggestions on how I can learn more about investing?

    • @_hydro_2112
      @_hydro_2112 3 года назад +1

      Books, and what do you mean by learn more about investing :)

  • @teladevalapallirajivchandr333
    @teladevalapallirajivchandr333 3 года назад

    I am not from economics background. want to learn about stock markets.considering me as a total beginner can tell me if I can do this course. Please reply

    • @merteraltinoz
      @merteraltinoz 3 года назад

      This course can make you understand the basics of the finance, which is very critical if you want to specialize in any equity or asset trading or investing. Especially net present value concept will help you understand the time value of money. The professor is amazing with his teaching skills and could give you the essence of the most complex concepts. But i still think that you could have hard times for understanding or getting motivated in, if you never heard of the concepts or instruments explained in the courses.
      After finishing the course you will still need to specialize yourself in stocks value investing or trading based on your preference. Technical analysis based trading i believe is more like a craft and could be learnt from practitioners rather than professors. There are a lot of sources in udemy, youtube and even twitter. I would also recommend you learn from the people who is active in the country you want to trade in as the dynamics of the market could differ a lot.
      Investing based on valuation is a craft too but luckily there is a very famous professor Damodaran who has shared his lectures in youtube.
      Financial skills are hard to improve but when you do it might open the gates of wealth for a dedicated person who has no realistic chance of getting rich while only working in 9-5 jobs.

    • @teladevalapallirajivchandr333
      @teladevalapallirajivchandr333 3 года назад +1

      @@merteraltinoz thank you soooo much for such a clean explanation of things and I'll definitely take your suggestion. Thank you so much again

  • @anthonysummit3098
    @anthonysummit3098 7 лет назад +14

    damn, didn't know kanye attended mit

  • @normanjtongmd
    @normanjtongmd 8 лет назад

    Motorola?
    IT IS NO MORE!
    (100 % probability that it is GONE!)

  • @theYoutubeHandle
    @theYoutubeHandle 3 года назад +2

    just buy all small stocks with low pb ratio in dec😆

  • @MithunKannan23
    @MithunKannan23 3 года назад +1

    Can anyone explain the 5:1 leverage ratio, is it not 4:1. (Total debt/Total Equity)

    • @shubhamjaiswal2337
      @shubhamjaiswal2337 Год назад

      Equity is Asset plus Liability.
      Asset= 100000$
      Liability=400000$

  • @jean-alexdube2704
    @jean-alexdube2704 3 года назад +1

    Quantum physics is the hardest field of science , fight me

  • @mydemon
    @mydemon 4 года назад +2

    One mistake in the subtitles at 47:33 "let the BET ride"

  • @mirajshah2302
    @mirajshah2302 5 лет назад +5

    Believe me, physics is way more difficult than finance

    • @NithishS99
      @NithishS99 3 года назад

      But physics is predictable while studying.
      Financial market is not

  • @DKDRFTA
    @DKDRFTA 9 месяцев назад

    Investing is boring. Get paid fast isn't a real thing

  • @consultationpoint
    @consultationpoint 3 года назад

    लोन, शत्रु, और रोग को खतम कर देना चाहिए!!!

  • @GetJesse
    @GetJesse 2 года назад

    😀

  • @c.juniorgoncalves6195
    @c.juniorgoncalves6195 3 года назад

    Imagine all this to get beaten in ROI by a 15 year old holding doge

  • @npatrcevic
    @npatrcevic 11 лет назад

    There are countless problems in engineering which have to solve implicit problems (variables). I don't want to criticize too much, but that comment of the professor was just flattering to his students at the expense of other student groups. Weather I consider this to be complete nonsense is my problem, but comments like these are completely unnecessary.

  • @kaydens6964
    @kaydens6964 3 года назад

    Yolo crypto

  • @inkandsoles5038
    @inkandsoles5038 3 года назад

    The beneficial play opportunely spray because lizard hypothetically long excluding a little knife. shallow, responsible router

  • @el4138
    @el4138 4 года назад +1

    This guy has no investing experience.

    • @司徒子谦
      @司徒子谦 3 года назад +4

      are you sure, please check his profile and check his net worth, you will be shocked.

  • @sremik
    @sremik 3 года назад

    The steady pollution concordantly strengthen because table suddenly bore down a uppity gym. selfish, uttermost appliance

  • @kavinwillamson1627
    @kavinwillamson1627 3 года назад

    The jealous medicine substantially wander because nose collectively boast below a bad calculator. abundant, early rise