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Understanding Leverage

Instructor Image Erik Kobayashi-Solomon
21 Lessons
7 Student
AdvancedPaidร€ La CarteGeneral InterestInstitutional Interest

Understanding Leverage

Instructor Image Erik Kobayashi-Solomon
21 Lessons
32 Quizzes
7 Student

Course Outline

This course offers a detailed look into the topic that is essential to any investor using options, futures, or stock margin accounts: Leverage. This is our longest and most in-depth course for a reason -- all great financial blow-ups have leverage at their core. Not understanding how to measure and manage leverage is like walking naked onto a battlefield -- you might get luck for awhile, but there is no way to survive long term! Download Syllabus
Course Goal: To understand how to identify different forms of leverage and the mechanics of leverage and overleverage; to understand how a directional investor can skillfully measure and manage investing leverage.
Lesson Breakdown:
Total Lesson Count: 16
General Interest Lessons: 16
Institutional Interest Lessons: 16
Lesson Format:
13 Video Lessons
3 Articles
16 Quiz Sections
Instructor: Erik Kobayashi-Solomon
Introduction

Download the Video Transcript

After watching the introductory video here, please click on the link to the first lesson and follow the instructions there. Feel free to contact us if you have any questions or run into technical difficulties!

Lessons

Sample
Leverage Sample Lesson
- - -
Three Types of Leverage
2 Quizzes
  • Take-Aways: Three Types of Leverage
  • Comprehension Check: Three Types of Leverage
Mechanics of Investment Leverage
2 Quizzes
  • Take-Aways: Mechanics of Investment Leverage
  • Comprehension Check: Mechanics of Investment Leverage
Overleverage
2 Quizzes
  • Take-Aways: Overleverage
  • Comprehension Check: Overleverage
Leverage Interlude 1
- - -
Leverage When Accepting Exposure
2 Quizzes
  • Take-Aways: Leverage When Accepting Exposure
  • Comprehension Check: Leverage When Accepting Exposure
Overleverage and AIG
2 Quizzes
  • Take-Aways: Overleverage and AIG
  • Comprehension Check: Overleverage and AIG
What Went Wrong at AIG?
1 Quiz
  • Take-Aways: What Went Wrong at AIG?
Different Types of Margin Accounts
2 Quizzes
  • Take-Aways: Different Types of Margin Accounts
  • Comprehension Check: Different Types of Margin Accounts
Leverage Interlude 2
- - -
Leverage When Gaining Exposure
2 Quizzes
  • Take-Aways: Leverage When Gaining Exposure
  • Comprehension Check: Leverage When Gaining Exposure
Levered vs Unlevered Returns
2 Quizzes
  • Take-Aways: Levered vs Unlevered Returns
  • Comprehension Check: Levered vs Unlevered Returns
"Immediate Realized Loss"
2 Quizzes
  • Take-Aways: "Immediate Realized Loss"
  • Comprehension Check: "Immediate Realized Loss"
Building a Sensible Leverage Framework
3 Quizzes
  • Take-Aways: Building a Sensible Leverage Framework
  • Comprehension Check: Building a Sensible Leverage Framework
  • Case Study: Building a Sensible Leverage Framework
Measuring an ITM Option's Leverage
3 Quizzes
  • Take-Aways: Measuring an ITM Option's Leverage
  • Comprehension Check: Measuring an ITM Option's Leverage
  • Case Study: Measuring an ITM Option's Leverage
OTM and Hybrid Position Leverage
3 Quizzes
  • Take-Aways: OTM and Hybrid Position Leverage
  • Comprehension Check: OTM and Hybrid Position Leverage
  • Case Study: OTM and Hybrid Position Leverage
Leverage Interlude 3
- - -
The Danger of Levered ETFs
1 Quiz
  • Take-Aways: The Danger of Levered ETFs
Other Measures of Leverage
2 Quizzes
  • Take-Aways: Other Measures of Leverage
  • Comprehension Check: Other Measures of Leverage
Buffett's Alpha
1 Quiz
  • Take-Aways: Buffett's Alpha
Leverage: Summing Up
- - -