Comprehensive Guide to Financial Markets, Investing &Trading

A comprehensive (advanced) introduction to global financial markets, investing and trading in all financial assets
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2,091 students enrolled Bestselling in Financial Markets
Instructed by Hari Swaminathan Business / Finance
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  • Lectures 79
  • Length 9 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2016 English

Course Description

This course is the most comprehensive introduction to investing for Beginners and Intermediate levels, and is suitable for people from all backgrounds. If you have between 0 and 2 years of experience in Financial markets, this course will take you up at least 3 levels higher.

WHAT YOU WILL LEARN

  • First, the global "macro" Finance and Investment cycles and how big money is invested
  • Core investing principles and detailed study of all the market and stock terminology
  • Detailed analysis of Stocks, Investing styles, and Best Practices
  • A thorough comparison of Mutual Funds and ETFs - Pros and Cons
  • Learn about the all-important Bond Markets, Interest rates and Inflation
  • How to invest into Commodities - Gold, Oil etc
  • Study of the Spot Forex, Forex Futures and Currency ETFs
  • An advanced introduction to Futures and Options
  • 10 Live trades on Stocks,ETFs, Bonds, Gold, Euro Futures, British Pound ETF
  • Live demonstration of all concepts on a Live trading platform (Practical investing)
  • Monitoring of positions, and trade and risk management
  • The Human Element - How to avoid extreme emotional points in Investing


FOUR KEY BONUS STRATEGIES FOR IMMEDIATE PROFITS

This course includes FOUR key strategies for long term investors and traders. These can produce hundreds of dollars or more a month immediately after you take the courses

  1. A Low-risk high reward ETF strategy based on sector rotation
  2. How to Buy Stocks at much lower prices that its trading for, and MAKE INCOME
  3. If you already own stocks, this strategy will put money in your bank every month
  4. If you think a stock is going to crash, this low-cost strategy will protect your position

And an additional BONUS: How to hedge your stock during Volatile Earnings events


What are the requirements?

  • Students need not have any experience in financial markets to take this course

What am I going to get from this course?

  • Approach any financial market with confidence and start investing on their own
  • Become completely informed about every financial asset and its pluses and minuses
  • Make any kind of investment based on sound knowledge
  • Learn all about the basics - Stocks, Mutual Funds and ETFs
  • Understand the Bond and Fixed income markets and its implications
  • Thoroughly understand Foreign exchange and currency and commodity investing
  • Get a detailed look inside the Futures and Options markets
  • Get a set of 4 Key Strategies which can generate profits immediately in the markets after taking the course

What is the target audience?

  • Anyone with no experience or less than 3 years of experience with financial markets, investing and trading
  • Regardless of your background, this course is universally applicable for everyone

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Course introduction, Instructor details, Objectives & Key Benefits for Students
Introduction, Key Benefits of course including 4 key strategies for profits
Preview
05:09
Section 2: "The Big Picture" The Macro financial world, Money flows and Investment sources
Institutional investors, Retail investors and Financial market sizes
05:36
Where are these Trillions of dollars being invested - Global Money Flows
05:38
The State of Global Financial markets in 2016. What to watch for in 2016
Preview
06:42
2 questions

Quiz on Section 2 materials

Section 3: Financial instruments, Asset Classes, and what can people invest in
Introduction to Asset Classes. These are the instruments we use for investments
Preview
03:39
Introduction to Equities and Equity-related products (commonly known as Shares)
03:53
Introduction to Bonds and Fixed Income, and the US and global bond markets
07:34
Introduction to commodities and Metals - Oil, Gold, Silver, Corn, Copper etc.
03:12
Introduction to Foreign Exchange (or FOREX), and the main Currencies
05:10
Introduction to Advanced asset classes like Derivatives, Futures and Options
02:48
Derivatives - Introduction to Options - The most strategic investing instrument
01:58
Introduction to Alternative asset classes like Private Equity, Venture Capital
03:21
Section 4: Section 4: Core investment and trading concepts
Study of Risk and Expected returns from asset classes. And hierarchy of returns
04:28
Differences between Investing and Trading. Understand which style you fit into
04:00
Concept of Valuation of a company - True value of a Stock. Methods of valuation
04:58
Introduction to the Trading Platform with various examples that will be used
Preview
06:47
Fundamental analysis and Fundamental style of investing. Who will this benefit
05:45
Technical Analysis and Technical style of Investing. The wisdom of Crowds study
11:31
Value Investing - Warren Buffett's approach. Long term investing Buy and Hold
02:50
Types of Accounts for a Beginner. Discussion of cash and margin accounts
03:48
Pros and Cons of Leverage (Margin). Is margin good or bad. Using margin
03:38
Practice and know or understand YOUR style and investing approach - CRITICAL
03:19
1 question

Section 4 Quiz

1 question

Section 4 quiz

1 question

Quiz on Section 5

Section 5: Section 5: Investing in Stocks (Equities) and Equity-related products
The fundamentals of Stocks. Ownership in a company and its benefits
Preview
08:59
Key Stock and Market concepts required for any kind of investment in markets
17:40
Study of the main Global Indices, and their relationships and components
02:44
Study of Index funds. Why this could be the best no-brainer investment for many
08:53
What is "Shorting" a stock , Market Equilibrium and Portfolio diversification
03:18
Order Types - The main Order types available on most platforms.
16:00
Earnings Reports, Uncertainty and Stock Volatility that happens every Quarter
09:44
Bonus Strategy : Hedging Stocks during Earnings events to blunt the volatility
02:58
1 question

Question on shorting

Section 6: Section VI - Stock-related instruments : MUTUAL FUNDS
What are Mutual Funds, History and Size of Mutual funds, and Investing resources
08:41
The advantages of Mutual Funds (Pros), and why this could be a starting point
02:29
The negatives (shortcomings) of Mutual Funds (Cons). Investors must be aware
06:10
1 question

Section 6 quiz

Section 7: Section VII - Stock-related instruments : Exchange Traded Funds (ETFs)
Introduction to the fascinating "Wide world of Exchange Traded Funds (ETFs)
03:39
Detailed Study and Analysis of various ETFs available for investors
12:19
The different types of ETFs, and the specific role they each play.
15:47
Study of Industry sectors and Sector ETFs. Sectoral investments can be rewarding
10:19
Bonus Strategy with ETFs: Trade the ETF itself, Options or Arbitrage trade
05:25
1 question

Section 7 quiz

Section 8: Section VIII - Study of Technical Analysis and various Trading Styles
Technical analysis details and aand the study of different Trading styles
09:56
Study of Moving Averages and how they define the trend on various timeframes.
05:25
Understanding Support and Resistance. Key technical analysis tool for investors
08:47
The MACD Momentum Indicator. Determining the strength behind a stock move
08:53
What are Bollinger Bands and how can to use them. Identifying extreme conditions
08:04
Fibonacci Retracements. An age-old methodology as applied to markets effectively
11:01
Oscillators for Overbought and Oversold conditions - Study of RSI and Percent R
09:20
Sample Trades - Long term, Swing and Day (or short term) trading
10:49
1 question

Section 8 Quiz

Section 9: Section 9: The Bond Markets and Fixed Income
Bond Markets overview - Global and US Bonds, Risk On and Risk Off modes etc.
13:17
Bond prices and their relationship to Interest rates and Inflation
08:05
Central Banks, Federal Reserve, Asset Bubbles, Bailouts and Money printing
10:19
Investing or Trading in Bonds and the various instruments available
04:57
Trade Updates on existing trades
04:46
1 question

Section 9 quiz

Section 10: Section 10 : Investing in Commodities, Precious Metals like Gold, Silver and Oil
Types of Commodities - and why they play a key role in the global economy
03:03
Gold - Is it precious OR a Safe Haven OR a Currency ??? Will Gold be a currency
11:43
Study of Oil and the Energy complex. Detailed study of extreme volatility in Oil
05:48
Investing and Trading instruments for various Commodities
05:38
1 question

Section 10 quiz

Section 11: Section 11: Foreign Exchange (Forex) and currency markets
Currency Pairs, co-relationships, Leverage and reasons currencies fluctuate
03:04
Spot Forex market, Forex Futures and Forex ETFs and the differences between each
04:33
Sample currency trade on FXB. Why this trade makes sense based on current news
02:18
Closing the British Pound trade FXE for 30% profits
01:58
1 question

Section 11 quiz

Section 12: Section 12 : Investing with Futures
What are Futures, and which types of Futures are traded on a global market
04:43
Trading the Futures Live - Live trades on S&P 500 Futures and the Euro Futures
06:06
Trade Update: Closing ES Futures and AAPL stock
01:47
1 question

Section 12 Quiz

Section 13: Section 13 : Investing with Options
Why Options are a unique and strategic instrument than any others in the market
02:53
Introduction to Options - Lecture 1 of 6 series
14:15
Call Options - Definitions and Details. Understand what a Call option is
14:03
Real-world example of a Call Option, so you'll have no more confusion
10:59
Introduction to Put Options and Definition of a Put option
06:10
Put Option Definitions and the right to sell assets at much higher prices
09:12
Real world example of a Put Option. And why we all trade in Put Options
12:02
Future steps to mastering Options. A look at the learning curve in Options
04:20
BONUS STRATEGY 2: How to Buy Stocks at much lower prices that what it trades for
07:29
BONUS STRATEGY 3: How to sell create income every month from stocks you own
11:40
BONUS STRATEGY 4: How to protect your Stocks if you think they're going to crash
10:51
2 questions

Quiz on Sec 13

Section 14: Section 14 : Investing into alternatives like Hedge Funds and Private Equity

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Instructor Biography

Hari Swaminathan, Options Mentor, Financial markets educator, Trader, Investor

Knowledge. Strategy. Execution.

Hari Swaminathan is the founder of OptionTiger, a cutting-edge Options Mentoring company, and a full-circle educator in all areas of Financial Markets, and developer of proprietary Intellectual Property around enhancing base case Options strategies (which favor the Market Makers) and turns that deficit into a massive EDGE on the trader's side.. Like building a "powerful Strategy for all Option Strategies". Hari is self-taught in Options and actively trading these instruments for almost 10 years. Hari has a Bachelors degree in Engineering from India, and MBA's from Columbia University in NYC and London Business School in London UK. 

More than ever, its become important for normal people to take charge of their financial situation, and attempt to create additional income streams, or build wealth for the Long Run, in a smart, risk-controlled manner. This is precisely my mission. Through Knowledge, Education, and disciplined Money management approaches. Video-based courseware, Practical workshops , a 4-week Live Mentoring program and several other channels.

Let's break down the Options game in a brutal but realistic manner. 

The Pluses

1. Options were invented out of thin air. And the people who invented it won Nobel Prizes for their invention (Fisher and Black). It is purely a "Mathematical" concept, with no real connections to the external except for one, that's defined implicitly  by its deign.. Its the relationship between an Option and any Asset in the real world,.The associated relationship with any asset's price behavior in precisely defined time frames. In common language, it tries to answer a fundamental question underpinning all of humanity. What kind of mathematical model can help us define the risk of certain events happening, or not happening. The model is very similar to the Insurance industry who basically provide the odds calculated bty large and wide samples of data. It's only then they can provide somewhat of an accurate quote, based on Data science, Statistical Modeling and a heavy dose of Probability theory.

2. This gives birth to very complex but interesting  analytical scenarios. It also gives us the ability to model Options with a set of tools like a car dashboard., but much more powerful and sophisticated approaches. In many cases, you don't need to see what the stock or the larger markets are doing. These numbers are embedded in the mathematical formulas that underpin Options.

3. Because everything in Options is defined in mathematical terms, its also important to realize that OPTIONS will always be the same. The math behind Options will always be the same. forever. Unless they discover serious flaws iin the formulas that tries to determine the fair Option price based on the kind of asset, its price action, Highs and Lows as defined in statistical terms over a certain fixed time frame. It should make some amount of intuitive sense, even if you can't nail it precisely at first..Things like Price Volatility in the "underlying asset, the time lkeft for the Option to expire (Every Option is created with a fixed period of life, and all Option die at some time (They expire) . But the short life that many Options go through, its a wild life, filled with roller coaster like adventures,. 

4. As an analogy, you can make comparisons with the game of Chess. You may agree that Chess is a game of "skill". It's a game of strategy and how well you can plan (ahead) to attack, defend or take a neutral position . We also believe that Chess is strategy-focused and depends upon certain mathematical  properties. The reason we know its a game of skill is : Try to play 100 chess games with Kasparov or Anand. Normal people are guaranteed a loss in all 100 games. And why do we know its underlying features are mathematics based L The reason that computers like Deep Blue can beat Kasparov by a majority, and as computer processing power has increased exponentially by many 1000's of times,, the human number crunching powers have pretty much been constant. So today all professional Chess players refuse to play the machine, because while they used to lose to them by majority, today it's almost guaranteed that they WILL LOSE EVERY GAME

5. Lastly Options are just like Chess. They are a "skill set", and requires acquiring a deep set of analytical skills much more so han most skill sets, but can only be  mastered over a period of time. We cannot turn into a Kasparov in a matter of weeks or even a few month. It does NOT work like that. But once you go through this process that can go for 1 to 2 years or more, there is a powerful light at the end of that tunnel. You build a skill set for life which means things like Age or geographical location, Lifestyles, Weather are no longer a barrier to create a consistent income streams strategically regardless of who you are, where you are, or how old you are. This is POWERFUL stuff. Now let's look at the negatives.


MINUSES


Options are easily the most fascinating financial instrument with several upside benefits, but they an equakky powerful set of minuses. 

1. Options have a steep learning curve. Gon't expect to become Kasparov in a couple of months. Or even a year or two. You caan bbuild a Kas[arov or Anand in those timeframes. And why is this important to realize, Because we are playing a Kasparov or Anand every time we enter the Options market. Market Makers who are 99% of the time, the counter party to all Options trades, are Options professionals. with 10 to 20 years with exoerience in Optioms. . The company has entrusted the responsibility of providing liquidity to the market which is a :legal duty" but can have disastrous consequences. While we have hours tp plam our attaacks, the Market Maker literall seconds for a trade. In a normal  day, a market maker can do many thousands of trades. One can omly be in awe of their skills. 

2. If you're interested in Options, sp=o NOT approacg it with a mondset of or rewuirement to ,aking ,omey. This is not only npu goimg to happen, but iys a recipe for disaster. It's like a student of Medicine waning to ptactice thei skiils after 2 monyjs of study, Keepimh with the Chess analogy,, because its the best way to think about Options before you actually know Options. To develop a meaningful batting average, you will need Time, Patience, and Disipline. They domt develop overnight. Ifyou focus completely on the learning ideally practicing on paper money accounts

are powerful, but they have a learning curve. I've broken down all the complexities of Options in simple language that everyone can understand. The courseware uses real trade examples, always highlighting the pluses and minuses of every investment situation. Options provide the best way to take advantage of bull cycles, bear cycles and everything in between.

As someone that has self-learnt Options and through making mistakes, I can tell you Options trading is not something you should take lightly. You will hear people talking of fantastic triple and quadruple digit returns. I'm here to be brutally honest with you - 

- Be very very careful in the first 12 months of Options trading. 

- This is when everyone is the most vulnerable to losing money. 

- Your main objective during this time is to focus on learning this craft and not lose money during this time. 

Having said that, if you can get past the first 12 months and acquire the expertise in a systematic manner, true financial independence awaits.

You can trade Options from anywhere in the world, regardless of how old you are. You never have to worry about job security any more because you have a skill that can produce consistent wealth month after month. 

But you have some serious but exciting work to do before you can get there, and I'm here to help you in this journey. 

Watch my Free Course for Options Trading Beginners where I draw out a detailed roadmap of what this 12-month journey looks like, and the specific strategies you should master during each step of this learning process. 

Watch my Free Mini-courses or my YouTube channel , all of which have the highest quality of education material. 

And join me in my UDemy courses, where I share cutting-edge theoretical knowledge mixed with practical insights, strategy and impeccable execution through live trading examples. 

If you have any questions at any time, please feel free to message me on Udemy.

The order to follow on my Udemy courses

Comprehensive guide to Financial Markets, Investing and Trading

Options Trading Beginners Bundle (3-course Bundle)

Advanced Options Concepts

Options spreads and credit spreads Bundle

Technical analysis and Chart reading Bundle

After this, the order does not matter. You can take any of the courses as per your interest.

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