Logo

Valuation, Section 20 - Shared screen with speaker view
Jay Margherio
10:11
You ignore currency risk
Hassan Oza
10:20
exchange rate!
Hassan Oza
10:36
interest rate differentials
Jonathan Begg
14:25
lol
Matt Becker
14:54
fed funds rate
Nathan Eckhous
14:59
overnight lending
Jonathan Begg
14:59
Fed funds
francesco loguercio
15:01
fed funds
Jonathan Begg
15:20
Fed fund rates are in the gift shop
Lauren Marinaro
16:39
Man behind the curtain!
hakan altunay
27:21
germany
Leon Khee Pay
27:22
germany
Nathan Eckhous
27:26
germany
Manav Melwani
28:45
us 10 yr
Michael Arias
32:07
minus
Yossi Lubin
32:12
-
Prachi Patke
32:16
-
BinXian Qian
32:21
subtract
Jay Margherio
33:45
You will account for that risk in the growth rate later
Nathan Eckhous
33:51
country specific erp
Leon Khee Pay
33:57
country risk premium
Sanjana Padmanabhan
33:57
ERP
BinXian Qian
41:26
we are missing some countries on the chart
Michael Arias
44:20
arb
hakan altunay
48:33
Inflation?
Nathan Eckhous
48:36
inflation
hakan altunay
49:03
negative
Kyle Yang
58:42
Inflation has been low?
Nathan Eckhous
58:50
and growth is low
BinXian Qian
01:17:14
liquidity
Leon Khee Pay
01:17:15
no liquidity
Matthew Senter
01:26:16
Myanmar…
Matthew Senter
01:27:19
whoops - disregard above
Yossi Lubin
01:27:31
lol
Leon Khee Pay
01:28:05
brunei
Dale Henriques
01:28:19
No Class on Monday