Module 3: Understanding The External Investing Environment

taught by Aman Raina, MBA
  • 33 Videos
  • 1 Survey
  • 2 Texts
  • 1 Audio
  • 1 Download
  • 2.0 hrs

Course Curriculum

Introduction and Administration Items
Introduction and Administration Items
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Module 3 - Podcast
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Roadmap For Allocating Capital
Slide 1
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Macroeconomic Indicators
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Economic Growth Indicators
Slide 3
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Employment Indicators
Slide 4
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Slide 5
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Inflation (Continued)
Slide 6
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Monetary Policy
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Monetary Policy (Continued)
Slide 8
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Fiscal Policy
Slide 9
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Components of Interest Rates
Slide 10
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Components of Interest Rates (continued)
Slide 11
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Yield Curves
Slide 12
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Business Cycles
Slide 20
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Financial Market Indicators
Slide 21
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Financial Market Indicators (continued)
Slide 22
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Stock Market Psychology
Slide 23
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Stock Market Psychology (continued)
Slide 24
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Stock Market Psychology (continued)
Slide 25
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Stock Market Psychology (continued)
Slide 26
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Herding/Groupthink Behaviours
Slide 27
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Herding/Groupthink Behaviours (continued)
Slide 28
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Herding/Groupthink Behaviours (continued)
Slide 29
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Herding/Groupthink Behaviours (continued)
Slide 30
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Herding and Peer Pressure Investing
Slide 31
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Role of Sentiment
Slide 32
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Evaluating Consensus/Market Psychology
Slide 33
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Identifying Consensus Thinking
Slide 34
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Industry Analysis
Slide 35
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PEST Analysis
Slide 36
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What Do We Know Now?
Slide 37
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Slide 38
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Final Thoughts
Final Thoughts
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Module Evaluation
Module Evaluation
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Module 8: Cognitive Biases
Module 7: Investment Products
Module 6: Making the Investment Decision
Module 5: Measuring The Value of Stocks
Module 4: Measuring Risk In Stocks
Module 2: Reading and Interpreting Financial Statements
Module 1: Principles of Capitalism and Investing
Everyday Investing Bundle

Course description

One of the key realities of a business is that they do not operate in a bubble. Their actions and ultimately their performance are influenced by what is happening in the world around them.

In this module you will learn:

  1. Key data points and indicators that can allow you to assess the external environment from a political, economic, social, and technological perspective.
  2. Key data points that can help you evaluate the market psychology and behaviour of investors. These behaviours can provide you queues for making more successful investment decisions. 

The goal is not to make you a Nobel Laureate in economics, but to elevate you literacy enough to pick out informational cues and triggers that surround us in our normal day when we consume information, whether it is through watching the evening news, reading the newspaper or magazine on our way to work, or surfing social media. Awareness of these queues can go a long way to better framing investment decisions.

Estimated course time: 2 hours 9 minutes

Math-i-ness Factor: (1=No Math, just concepts, 10=breakout the spreadsheets and calculators)

6 - We'll be looking numbers but we won't be calculating very much. It's more about interpretation in this module.

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Aman Raina, MBA
Aman Raina, MBA
Investment Coach and Founder - Sage Investors

I help new and experienced investors who want to be financially secure but feel confused , intimidated and uninformed by the investing world. They either don’t know where to begin or feel that they are not making enough progress with their investments. I teach and engage with them in how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence.

Over the years, I have met numerous investors who have shared their stories about how financial institutions have failed them in providing appropriate guidance for their investment portfolios. Many have gone on to lose significant portions of their savings, leading to financial and emotional hardships, while the institutions that should be helping them are enjoying massive profits. I believe there is a serious disconnect here and this is not healthy for our society.

My call to action

The people that I saw requiring the most assistance was hard working people like yourself, who after several stock market meltdowns have decided they want to take control of their financial destiny.

Sage Investors is Born

After investing for 20 years, I really believe deep down that investing is a lot easier than what the industry makes it out to be and any person can become really good at investing if they have the right education, motivation, and support. With that I created Sage Investors with a goal of creating an army of empowered and successful Sage Investors!

I've seen it first hand in the people I've worked with. When I started working with people, they knew nothing about investing, but with hard work and commitment to learning the mechanics and emotional aspects of investing, I see them now as confident investors who are building a meaningful nest egg for their future on their own.

I see them happy that their hard earned savings are growing meaningfully for them.

They have hope.

They have hope that that they have a good chance of having some financial flexibility to achieve their own personal and family goals.

I have gained so much admiration and greater satisfaction in helping these hard working people achieve some level of financial freedom in their lives. The best part is when I help someone on their investing journey, I am learning something new about investing that helps me. What a win-win!

I look forward to having an opportunity to work with you.

To your future investing success!

Aman has appeared on a variety of media outlets including financial print media as well as podcasts.

Sage Investors is based out of Toronto, Canada

Aman Raina, MBA

Investment Coach and Founder - Sage Investors

Twitter: @sageinvestors