The Passive Income Scam The Plain Bagel 2022-11-04 | Passive income is something you hear a lot about online, but is it really as promising as people make it out to be? We discuss in today's video.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
What Just Happened With Chinese Stocks? The Plain Bagel 2024-10-11 | Chinese stocks have rallied recently, leading many to wonder if now's the time to invest. Today I go through the updates we're seeing.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :) Buy a Plain Bagel Mug: theplainbagel.com/merchDISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Memestocks Wont Make You Rich (Probably) The Plain Bagel 2024-10-04 | Today, we're talking about memestocks, and why they PROBABLY won't make you rich.@JamesJani's video: youtu.be/7LPuXowifJ4?si=L_gfIa-SS4T20Nh4If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :) Buy a Plain Bagel Mug: theplainbagel.com/merchDISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Why Does Everyone Hate Private Equity? The Plain Bagel 2024-09-20 | 00:00 - Introduction02:51 - What is Private Equity?05:33 - The Problem 08:46 - Why So Reckless?15:00 - Other ConsiderationsPrivate equity has a pretty bad reputation, and some of it is well-deserved. In today's video, I dive into why private equity keeps getting into trouble.DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Grocery Store Greedflation - Is Price Gouging Behind Higher Food Prices? The Plain Bagel 2024-09-06 | There's been a lot of talk about grocery stories price gouging during the pandemic - in today's video, I go through the financial statements of some of Canada's and the US' largest grocers to see if big chains really are ripping off consumers.DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Do Rate Cuts ACTUALLY Send Stocks Higher? The Plain Bagel 2024-08-23 | To try everything Brilliant (today's sponsor) has to offer for free for a full 30 days, visit brilliant.org/theplainbagel or click on the link in the description. You’ll also get 20% off an annual premium subscription.00:00 - Introduction02:41 - Basics of Rate Cuts06:05 - Experiment Details07:37 - Return Results10:06 - Result Explanation13:13 - TakeawaysIn today's video, I go over the history of rate cut campaigns in the US to try and figure out how markets have historically reacted to interest rates falling.DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
The $6.4T Stock Drop - Why Is Everything Down? The Plain Bagel 2024-08-08 | 00:00 - The Global Stock Crash02:06 - What's Causing the Drop?02:50 - 1: Fed Rate Decision04:39 - 2: Labour Data06:49 - 3: Japanese Carry Trade10:14 - How Markets Are Reacting11:18 - Why You Shouldn't Try Timing the Crash13:58 - Closing ThoughtsGlobal Stock Markets saw a sizeable drop over the past weekend, with $6.4T being wiped out. Today's video will explain the proposed reasons behind the sell-off.DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Prominent Short Seller Charged With Market Manipulation The Plain Bagel 2024-08-02 | SEC Case: sec.gov/files/litigation/complaints/2024/comp-pr2024-89.pdfDOJ Indictment: justice.gov/criminal/media/1362116/dl?inlineAndrew Left of Citron Research was recently charged with securities fraud - let's go through the allegations.DISCLAIMER: I do not hold positions in any of the stocks/crypto mentioned in this video.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Investment Analyst Reacts to Finance TikToks - Part 7 The Plain Bagel 2024-07-26 | Diving back into to the world of TikToks to see what knowledge we can gleam.My name's Richard Coffin, I'm an investment analyst with my Chartered Financial Analyst and Certified Financial Planner designations, registered with the Ontario Securities Commission as a portfolio manager.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers
Why I Dont Do YouTube Full-Time The Plain Bagel 2024-07-12 | Bit of a one off, more personal video on why I don't commit to doing YouTube full time.
The Fake Petrodollar Story - No, Saudi Arabia Didn’t Ditch the Dollar The Plain Bagel 2024-06-28 | Take your personal data back with Incogni - use code BAGEL at the link below and get 60% off an annual plan ➡️ http://incogni.com/bagel00:00:00 - Introduction00:02:54 - What's a Petrodollar?00:03:52 - The Death of the Dollar00:04:36 - The "Petrodollar" Agreement00:08:00 - Why the Dollar Dominates00:10:11 - Why Saudi Arabia Can't Quit the Dollar00:11:55 - The Truth Around the Dollar's Decline00:14:19 - ConclusionWe've seen some fake headlines spreading about the end of a 50-year petrodollar agreement with Saudi Arabia - today's video looks into the facts around the situation.June 8, 1974 agreement (p. 788): tile.loc.gov/storage-services/service/ll/lltreaties//lltreaties-25-3/lltreaties-25-3.pdfBloomberg Story on the July 1974 agreement: bloomberg.com/news/features/2016-05-30/the-untold-story-behind-saudi-arabia-s-41-year-u-s-debt-secret?sref=Oeyjq8by&embedded-checkout=trueIf you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers
What Constitutes Market Manipulation? Featuring @LegalEagle The Plain Bagel 2024-06-18 | There's been a lot of discussion around whether Keith Gill is manipulating GameStop shares - let's dive into whether or not this could be legally considered a pump and dump.Thank you @LegalEagle for lending your expertise!If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers
Lets Chat - Q&A Livestream The Plain Bagel 2024-05-31 | I have some free time - let's chat.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Dark Pools Explained - How Institutional Investors Utilize Off-Exchange Trading The Plain Bagel 2024-05-24 | This video is sponsored by Blinkist: get a 7-day free trial and 70% off Blinkist Annual Premium by clicking bit.ly/ThePlainBagelMay24 or by scanning the QR code.High-Frequency Traders: investopedia.com/terms/h/high-frequency-trading.aspPayment For Order Flow: investopedia.com/terms/p/paymentoforderflow.aspWith GameStop back in the news, I wanted to take some time to touch on a topic that often comes up with stories of market manipulation and the like: dark pools.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers
What Just Happened With GameStop? The Plain Bagel 2024-05-15 | GameStop is back in the news after rallying over 100% this week. Today's video discusses what's going on, and whether the speculative theories around where the ticker goes from here have any merit.Article explaining XRT short interest: nasdaq.com/articles/why-spdr-retail-etf-xrt-600-short-2011-06-10SEC Report: sec.gov/page/sec-staff-release-gamestop-reportDISCLAIMERS:I do not hold a long or short position in any of the mentioned companies.Richard Coffin is a registered portfolio manager, CFP professional and CFA charter holder.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not directly affiliated with his employer).
I Interviewed The Prime Minister of Canada on Housing and the Economy The Plain Bagel 2024-05-10 | I had a unique opportunity to interview Prime Minister Justin Trudeau on the recently released budget, the Canadian real estate market, the economy, and financial literacy.
Canadas Controversial Capital Gains Tax Change The Plain Bagel 2024-04-26 | Sign up for Morning Brew (today's sponsor) using the following link to start reading up on the daily happenings in business, finance and technology: morningbrewdaily.com/theplainbagel*NOTE* - The video indicates the government's forecasted budget deficit for 2024-2024 is $38.4B. In fact this figure was updated in the budget to $39.8B. Apologies for the error.Loonie Doctor's Tax Harvesting Tool: looniedoctor.ca/personal-taxable-account-capital-gains-harvest-simulatorCanada's Budget: budget.canada.ca/2024/home-accueil-en.htmlCanada's federal government recently announced some controversial changes to how capital gains are taxed. Let's go over the changes and discuss whether or not the online backlash is warranted.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers
Bank Financial Advisors Are Giving Bad Advice The Plain Bagel 2024-04-12 | There have been reports of advisors giving harmful financial advice to their clients. Today's video dives into these allegations and why it's a systemic issue for the industry.CBC Marketplace Investigation: youtu.be/htm38oM5WFE?si=yVHXaGPwVBdrUXJH@BenFelixCSI's Video: youtu.be/v8iOV1Uourg?si=fs42SxzlNymve5nEQuestions for Advisors: canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.htmlCanada Database for Advisors:- Registration Status: info.securities-administrators.ca/nrsmobile/nrssearch.aspx- Disclosures: ciro.ca/advisor-report-searchUS Database for Advisors: - Registration and Disclosures: brokercheck.finra.orgCanadian Sites for Finding Local Advisors:- fpcanada.ca/findaplanner- advocis.ca/find-an-advisor- pmac.org/firmsUS Sites for Finding Local Advisors:- money.usnews.com/financial-advisorsDISCLAIMERS:Richard Coffin is a registered portfolio manager, CFP professional and CFA charter holder.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not directly affiliated with his employer).
Time to Come Clean (April Fools Video) The Plain Bagel 2024-04-01 | April fools!NFT Video: youtu.be/f4AlRKPnxBU?si=SFo-TuwxPj5l6vCU
What To Do With Finfluencers? The Plain Bagel 2024-03-22 | CFA Report: rpc.cfainstitute.org/-/media/documents/article/industry-research/finfluencer-report.pdfChapters:00:00 - Introduction02:26 - It's Not All Bad04:55 - The Problem With Finfluencers05:53 - Risk 109:43 - Risk 2 & 313:12 - Risk 414:46 - Risk 516:07 - Why This Matters18:49 - What To Do? 23:56 - ConclusionMentioned Channels:- @TwoCentsPBS - @AswathDamodaranonValuation - @MoneyGuyShow Canada Database for Advisors:- Registration Status: info.securities-administrators.ca/nrsmobile/nrssearch.aspx- Disclosures: ciro.ca/advisor-report-searchUS Database for Advisors: - Registration and Disclosures: brokercheck.finra.orgCanadian Courses/Resources (mostly applicable outside of Canada as well, but some details are country-specific):- mcgillpersonalfinance.com- desjardins.com/ca/co-opme/desjardins-difference/personal-finance-im-in-charge/index.jsp- wealthsimple.com/en-ca/learn/category/investingUS Courses/Resources (I unfortunately am not as familiar with US resources, but here are a couple):- investor.vanguard.com/investor-resources-education- wonderprofessor.com/123s24/123.htmlMy own qualifications:- Chartered Financial Analyst (CFA) designation- Certified Financial Planner (CFP) designation- Bachelors of Finance degree- 9 years experience working in finance- Registered as a portfolio manager under the Ontario Securities Commission in Canada.Credits:- This video contains songs composed by @Kevin MacLeod- Several clips were grabbed from X account TikTokInvestorsDISCLAIMER: I do not hold positions in any of the stocks/crypto mentioned in this video.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Is the S&P 500 Too Concentrated? The Plain Bagel 2024-03-01 | Some have become concerned with the concentration of the S&P 500 amid the dominance of stocks like the "Magnificent 7." We'll dive into how concentrated the index really is in today's video.DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Covered Calls Explained - The Cost of Income The Plain Bagel 2024-02-16 | The covered call strategy is popular online given its ability to generate "bonus income," but it comes with its drawbacks. We'll dive into both the pros and cons with today's video.00:00 – Intro02:05 – Covered Call Overview04:44 – The Pros05:41 – The Cons09:16 – Risk-Adjusted Returns10:48 – Why You Need to Be Cautious11:33 - ConclusionDISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Evergrande Ordered to Liquidate - What Now? The Plain Bagel 2024-02-02 | Evergrande Default Worries: youtu.be/6VDPmDPombs?si=EDiR9RNp-_Lu-HElChina's Supposed 'Collapse': youtube.com/watch?v=y06Yfm0hzjICh. 15 Filing: youtube.com/watch?v=c-n6RN8a2Zo00:00 – Intro01:44 – Recap04:14 – Update06:26 – What Now?08:51 – Real Estate Sector09:50 – Impact on China’s Economy11:15 – Why this isn’t Lehman 2.0A Hong Kong court has recently ordered Evergrande, the massive embattled Chinese real estate developer, to liquidate. Let's go over what might happen from here.DISCLAIMER: I do not hold positions in any of the mentioned companies.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Explaining The Bitcoin Spot ETF Situation The Plain Bagel 2024-01-26 | This video is sponsored by Blinkist - get a 7-day free trial and 25% off Blinkist Annual Premium by clicking: bit.ly/theplainbagelJan24 or scanning the QR code.Bitcoin spot ETFs were recently approved in the US, and despite traders speculating about the price catapulting from here, the cryptocurrency has actually fallen. Today we'll explain why this is the case, and why Bitcoin ETFs shouldn't matter all that much to your investment thesis.00:00 - Introduction02:38 - SECs Approval05:57 - Pros of Spot ETFs07:40 - #1 Profit Taking08:49 - #2 Fund Flow Disappointment11:54 - #3 Past Innovations12:40 - #4 Future ChallengesIf you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:Richard does not have a position in bitcoin.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
2023 Finance Rewind - AI and Bank Collapses The Plain Bagel 2023-12-22 | Sign up for Morning Brew (today's sponsor) using the following link to start reading up on the daily happenings in business, finance and technology: morningbrewdaily.com/theplainbagelWe've made it to the end of an eventful 2023 - let's take some time to look back at the crazy year it's been.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers
Investment Analyst Reacts to Investing TikToks - Holiday Special The Plain Bagel 2023-12-15 | Christmas came early, let's go through some finance TikToks together.My name's Richard Coffin, I'm an investment analyst with my Chartered Financial Analyst and Certified Financial Planner designations, registered with the Ontario Securities Commission as a portfolio manager.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewersEdited by Carol Boeira
Is Wall Street REALLY Buying Up All the Homes? The Plain Bagel 2023-12-08 | Previous BlackRock video: youtu.be/l1TmgZtve2k?si=kImNocow2rlEt8o5Once again, we're tackling some popular conspiracies about BlackRock buying up all the homes in America.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:Richard does not have a position in Blackrock or Vanguard.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Another Crypto Exchange Founder Guilty - CZs Charges Explained The Plain Bagel 2023-11-22 | Binance and its founder Chanpeng Zhao (CZ) have pleaded guilty to anti-money laundering charges. Let's dive into the case, and what it means for crypto.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
The Ridiculous Rise and Fall of WeWork The Plain Bagel 2023-11-17 | Start learning a new language today with 60% OFF Babbel (today's sponsor) during their Black Friday sale by clicking here:go.babbel.com/t?bsc=1200m60-youtube-theplainbagel-nov-2023-promo&btp=default&utm_term=generic_v1&utm_medium=paidsocial&utm_source=YouTube&utm_content=Influencer..theplainbagel..USA..YouTubeWeWork recently filed for Ch 11 bankruptcy - let's go over the ridiculous story behind one of the largest venture capital failures in corporate American history.Richard does not have a position in WeWork. This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Live Birthday Q&A Stream # 3 The Plain Bagel 2023-11-17 | I'm turning 30, here's our third live Q&A to celebrate.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Investment Analyst Explains: Dumb Money The Plain Bagel 2023-11-10 | Take advantage of Blinkist's (today's sponsor) big promo of 7-days free PLUS a special discount of 60% on the Blinkist Annual premium valid only until November 21st: bit.ly/ThePlainBagelBlinkistShort Selling Explained: youtube.com/watch?v=CAs_aX95tVQToday we dive into (and critique) Dumb Money, a movie that recounts the wild stock rally of GameStop.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Dividends Are Irrelevant (Sort Of...) The Plain Bagel 2023-10-27 | *Correction: The five factor model includes market beta, not "quality."00:00 - Intro02:09 - Dividend Irrelevance Theory05:31 - Assumptions10:38 - Dividend Downsides14:35 - Why People Still Like Dividends15:30 - Closing ThoughtsToday we explain dividend irrelevance theory, some common misconceptions about dividends, and why some investors still prefer to focus on stocks that pay dividends.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
What Rising Treasury Yields Mean for the Economy The Plain Bagel 2023-10-13 | 00:00 - Intro02:29 - Yield Basics04:30 - The Yield Curve05:15 - Why Are Yields Rising Now?09:19 - Why Higher Yields Might Hurt the Economy12:45 - Concerns Around Banks14:30 - Other Considerations17:08 - Closing ThoughtsThere was a lot of talk last week about the rising US Treasury yields - let's take some time to explain what exactly is going on.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
The Canadian Housing Crisis Explained The Plain Bagel 2023-09-29 | 00:00 - Intro01:51 - The Prelude04:31 - How Did We Get Here?10:27 - The Debt16:10 - Where's The Crash?19:33 - Closing thoughtsCMHC Home Buying Guide: cmhc-schl.gc.ca/consumers/home-buying/buying-guides/home-buying/homebuying-step-by-step-your-guide-to-buying-a-home-in-canadaHome School Series: globalnews.ca/tag/home-school-seriesMillennial Moron: youtube.com/@MillennialMoronCanada's real estate market hosts some of the most expensive properties in the world - now, things are looking rickety. Let's dive into the problem.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Addressing the Blackrock/Vanguard Situation The Plain Bagel 2023-09-15 | Some online are claiming that Blackrock, Vanguard, and other massive asset managers secretly run the world. Let's look at the evidence.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:Richard does not have a position in Blackrock or Vanguard.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Evergrande Files Chapter 15 Bankruptcy Protection - The State of Chinese Real Estate The Plain Bagel 2023-08-25 | 00:00 - Intro01:39 - Recap04:06 - Chapter 15 filing05:52 - China’s real estate market08:13 - The concerns09:03 - How this differs from 200812:20 - Closing thoughtsEvergrande recently filed for Chapter 15 bankruptcy - let's dive into what this means, and where China's real estate market (and economy) stand today.DISCLAIMER: I do not hold positions in any of the mentioned companies.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Investment Analyst Explains: The Big Short The Plain Bagel 2023-08-18 | This video is sponsored by NordVPN - grab the NordVPN deal ➼ nordvpn.com/theplainbagel and get extra subscription time. Try it risk-free now with a 30-day money-back guarantee.Previous The Big Short video: youtu.be/zZZb8GhsEfcIf you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Whats Going on With Tupperwares Stock? The Plain Bagel 2023-08-04 | Tupperware's Stock is up 700%+... let's dive into why this boring company is seeing less-than-boring performance.SEC Report link: sec.gov/files/staff-report-equity-options-market-struction-conditions-early-2021.pdfIf you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:Richard does not have a position in ticker IEP or any mentioned stocks.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
FedNow, and the Conspiracy Theories Around It, Explained The Plain Bagel 2023-07-20 | The Federal Reserve just launched FedNow, a new instant payment platform, and a select few online are sounding the alarm. This video will explain what FedNow really is.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Using ChatGPT to Trade Stocks - Lets Talk The Plain Bagel 2023-07-07 | How Money Work's video on ChatGPT: youtu.be/TbBEScH-is4University of Florida study: papers.ssrn.com/sol3/papers.cfm?abstract_id=4412788Let's talk about recent experiments and studies that are using ChatGPT to trade stocks...and why it's probably not a good idea.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers
How I Research Stocks - Step-by-Step Fundamental Analysis The Plain Bagel 2023-06-23 | This video is sponsored by Morning Brew - use the following link to sign up for their awesome newsletter: morningbrewdaily.com/theplainbagel00:00 - Introduction02:02 - Screening for ideas03:09 - Understanding the business05:51 - Understanding the finances09:50 - Understanding the strategy13:00 - Stock Valuation15:44 - Review and finalize notes17:11 - ConclusionResources (no current affiliation):- Free Screener: finviz.com/screener.ashx- Free Data Terminals (some with watchlists/screeners) - tikr.com - app.koyfin.com - wallmine.com (an old sponsor)- Free Watchlist: bloomberg.com/markets/watchlistIf you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Investment Analyst Reacts to Investing TikToks (Part 5) The Plain Bagel 2023-06-09 | This video is sponsored by Blinkist - get a 7-day free trial and 25% off Blinkist Annual Premium by clicking here: blinkist.com/theplainbagel or scanning the QR code in video.We're back watching some of finance TikTok's...finest?My name's Richard Coffin, I'm an investment analyst with my Chartered Financial Analyst and Certified Financial Planner designations, registered with the Ontario Securities Commission as a portfolio manager.If you'd like to support the channel, you can do so at Patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and is not affiliated with any financial institution, although Richard does work as an employee for an investment manager. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewersEdited by Carol Boeira
The SEC Goes After Crypto Exchanges - Why People are Angry The Plain Bagel 2023-06-07 | The SEC announced that it is suing both Binance and Coinbase this week. The implications could be massive for the crypto industry. In today’s video, I explain what this means for the area, and why people are upset about the lawsuits.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:Richard does not have a position in Coinbase or any mentioned stocks.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
How Credit Unions Compare to Banks The Plain Bagel 2023-05-26 | Credit unions are a pretty unique financial institution, given that they operate as a not-for-profit. But are they better than the banks? And are they immune to the problems of the banking sector? We dive into it in today's episode.00:00 - Intro01:13 – What are credit unions?03:41 – Why credit unions aren’t more popular07:14 – Are credit unions immune to failure07:51 – Advantages of credit unions09:50 – Deciding where to bankIf you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Hindenburg Research Goes After Carl Icahn The Plain Bagel 2023-05-05 | This video is sponsored by Morning Brew - use the following link to sign up for their awesome newsletter: morningbrewdaily.com/theplainbagelHindenburg Research has gone after one of America's most famous investors, Carl Icahn, with another damning short seller report. Let's break it down.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:Richard does not have a position in ticker IEP or any mentioned stocks.This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Another US Bank Has Failed - Now What? The Plain Bagel 2023-05-01 | With the takeover and sale of First Republic Bank, I wanted to take a moment to review and explain the situation.DISCLAIMER: Richard does not hold a position in any of the companies mentioned in this video. This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Investment Analyst Explains: Boiler Room The Plain Bagel 2023-04-28 | Get 25% off Blinkist premium and enjoy 2 memberships for the price of 1. Start your 7-day free trial by clicking here: blinkist.com/theplainbagelBoiler Room was inspired by, and has inspired, some of the most well-known movies on finance. Today we go over the plot and confusing bits of the film.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This video is sponsored by BlinkistThis channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Lets Talk De-Dollarization - Why the Dollar Isnt Going Anywhere Anytime Soon The Plain Bagel 2023-04-21 | This video is sponsored by Brilliant - go to brilliant.org/theplainbagel to get a 30-day free trial + the first 200 people will get 20% off their annual subscription.There's been a lot of talk about de-dollarization lately - let's break down the concept, and discuss why the dollar (likely) isn't going anything.If you'd like to support the channel, you can do so at patreon.com/ThePlainBagel :)DISCLAIMER:This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
How Big Banks Stack Up to Silicon Valley Bank - Are Big Unrealized Losses a Risk? The Plain Bagel 2023-04-07 | This video is sponsored by Blinkist - get 25% off Blinkist premium (with 2 memberships for the price of 1) PLUS a 7-day free trial here: blinkist.com/theplainbagelSome articles have raised concerns over big unrealized losses at America's big banks - let's talk about it.DISCLAIMER: Richard does not hold a position in any of the companies mentioned in this video. This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
