Intro to Business
Session Date
Lesson Topic
Fixed Income / Bonds
Lesson Outline
Today we discussed Treasury, Corporate, and Savings Bonds. We looked at relative risk and performance to stocks as an investment.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden was receptive and he understood bonds as a way for an entity to borrow money, and a way for an investor to earn a return.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
Bobby was scheduled for class at 12:30pm but was absent today.
Session Minutes
60
Minutes Student Attended
0
Lesson Comments
Bobby was absent today.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
We discussed inflation and its affect on stock prices and assets including real estate.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Sofia was resistant to discussion around financial markets and was more focused on drawing rock and roll band pictures for her brother during our session today. We did discuss inflation and financial markets for some time.
Session Date
Lesson Topic
Currencies and Commodities
Lesson Outline
We discussed currency exchange rates and the impact of the US Dollar strength or weakness on commodity prices. We also discussed recent events surrounding inflation and their impact on interest rates.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden enjoys general discussion about current events affecting financial markets. It seems that he hears about market issues from his dad and talks about things with him too.
Session Date
Lesson Topic
Inflation / Interest Rates / Government Bonds
Lesson Outline
Today we discussed inflation and the CPI index which was released today. We built concepts around why rising inflation generally leads to higher interest rates and lower stock and real estate prices in the short run.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was engaged and attentive during our discussion on inflation and interest rates today. We looked at the current market conditions and reasons for why stocks were falling and interest rates were rising.
Session Date
Lesson Topic
Inflation / Interest Rates / Government Bonds
Lesson Outline
We discussed inflation given the large increase in the CPI index today. We discussed impacts to stock prices and the concept of "pricing power" in order to understand how rising prices might affect companies.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden was very alert and focused today! We had an excellent discussion on inflation and how it is measured. We also talked about it's impact on stock prices. Ayden was attentive and remains interested in learning more.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
Today we discussed options strategy and created a payoff diagram for a put option on a stock. We updated portfolio prices and adjusted open orders to improve sector allocation.
Session Minutes
120
Minutes Student Attended
120
Lesson Comments
Ayden updated his portfolio spreadsheet with market prices and new trades by himself today. He has become more confident and understands the general strategy in building a portfolio and enjoys watching it change daily.
Session Date
Lesson Topic
Real Estate
Lesson Outline
We discussed Florida real estate price increases and how they are affecting property tax rates as well. We also discussed alternative investments like cryptocurrencies and recent current events.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Dutch has an interest in real estate given his father's involvement. We will continue to evaluate real estate concepts going forward.
Session Date
Lesson Topic
Cryptocurrency & Regulatory Issues
Lesson Outline
Today we reviewed the syllabus for the remaining three weeks and adjusted the remaining lessons to fit in the time we have. We discussed cryptocurrency and regulatory issues today.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden continues to express interest in financial markets and tracking his portfolio. He is making great progress and updating spreadsheets daily.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
We discussed current conditions in the cryptocurrency, real estate, stock, and bond markets. Discussions today were centered around what affects market prices.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Dutch does not have significant interest in financial markets but he did bring up his charter fishing idea and where he should set it up. He is considering the Bahamas or Key West.