CFA Level I, Economics and Corporate Finance

This podcast takes a close look at essential concepts in finance and economics, using the Schwesernotes 2025 CFA Level I materials as a reference. It covers several key topics, including how to calculate investment returns—such as holding period, arithmetic mean, geometric mean, money-weighted, and time-weighted returns. Additionally, it discusses the business cycle and how to use indicators like the inventory-sales ratio for forecasting. The podcast also delves into corporate finance topics, including working capital management, capital budgeting, and capital structure, while highlighting the increasing significance of ESG factors in investment choice. To round it out, listeners will learn about essential statistical tools and techniques, including hypothesis testing and various statistical tests. The overall goal is to empower listeners with practical insights, enabling them to make smarter financial decisions.