Resources

Presentations & Slides

• Introduction to Finance – Jose Remon Cantera Workshop, October 18, 2024. A comprehensive introduction to the world of finance, covering key concepts, financial instruments, and the fundamentals every aspiring investor should know.

Educational Guides

Available on the website. Titles and descriptions:

• Compound Interest and Time Value of Money (beginner) – Why Einstein called compound interest the eighth wonder of the world, and how understanding the time value of money can transform your financial future.. On site: /guide/compound-interest
• Getting Started with Investing (beginner) – A beginner-friendly guide to understanding the basics of investing, types of assets, and how to get started.. On site: /guide/getting-started-with-investing
• How to Make Your First Trade (beginner) – A practical guide walking you through the process of buying your first stock, from research to execution.. On site: /guide/your-first-trade
• How to Open an Investment Account (beginner) – A step-by-step walkthrough on how to create an investment account using platforms like Interactive Brokers, and what to consider when choosing a broker.. On site: /guide/opening-investment-account
• How to Read Financial News (advanced) – How to critically analyze financial media, separate signal from noise, and use news to inform, not dictate, your investment decisions.. On site: /guide/reading-financial-news
• Introduction to Bonds (intermediate) – How bonds work, the different types available, and why they play an important role in a balanced investment portfolio.. On site: /guide/intro-to-bonds
• Macroeconomic Indicators (advanced) – Understanding how GDP, inflation, interest rates, and other macroeconomic factors influence investment markets.. On site: /guide/macroeconomic-indicators
• Market Psychology and Behavioral Finance (intermediate) – How emotions and cognitive biases affect investment decisions, and how to avoid the most common psychological traps in the market.. On site: /guide/market-psychology
• Reading Financial Statements (intermediate) – Learn how to read and interpret balance sheets, income statements, and cash flow statements.. On site: /guide/reading-financial-statements
• Technical Analysis Basics (intermediate) – An introduction to chart patterns, indicators, and technical analysis tools for market evaluation.. On site: /guide/technical-analysis-basics
• Understanding Diversification (beginner) – Why putting all your eggs in one basket is risky, and how to build a well-diversified portfolio that balances risk and reward.. On site: /guide/diversification
• Understanding ETFs and Index Funds (beginner) – What ETFs and index funds are, how they work, and why they are one of the easiest ways to start investing.. On site: /guide/understanding-etfs
• Understanding the P/E Ratio (intermediate) – A deep dive into the Price-to-Earnings ratio, what it means, how to calculate it, and how to use it to evaluate stocks.. On site: /guide/understanding-pe-ratio

External Resources

Recommended Books

• The Intelligent Investor (Benjamin Graham)
• A Random Walk Down Wall Street (Burton Malkiel)
• Rich Dad Poor Dad (Robert Kiyosaki)
• The Greatest Salesman in the World (Og Mandino)
• The Goal (Eliyahu M. Goldratt)
• Freakonomics (Steven D. Levitt & Stephen J. Dubner)

Videos

• Khan Academy - Finance & Capital Markets
• Investopedia Academy

Tools & Platforms

• Yahoo Finance
• Investopedia Simulator
• TradingView
• CNBC
• Seeking Alpha
• Apple Stocks App

Podcasts

• Motley Fool
• MBD
• Rich Habits
• Schwab Market Update
• ACQ2
• Opening Bid Unfiltered
• Economics Explained
• Prof G Markets
• Notes on the Weeks Ahead
• The Economist
• Eye on the Market

Newsletters

• Morning Brew Daily