A Journey From Evegrande's Debt Problem to Your Portfolio

[@PerfilievFinancialTraining]

Hello friends! Thank you so much for watching! I’ve only recently started on KZbin, and this is one of my first videos. I really hope you’ll find it interesting and somewhat entertaining. Please, please do subscribe to the channel - at this early stage, your support has a HUGE impact, and absolutely every person counts. I am doing this full-time now, and if you want to see how it goes, it would be great to have you on board! As always, feel free to reach out for any feedback, questions and suggestions. You can ping me on Twitter or via email in the channel description. Thank you for your help and support!

[@zkkrhfhska]

спасибо сергей. эти видео действительно интересные!

[@sagitta4291]

This channel is a hidden gem, I love how you explain everything in an ELI5 manner, it really makes a big difference. Great video, I'll make sure to watch the next ones too!

[@PerfilievFinancialTraining]

Hi Riccardo, thank you so much for watching! Glad you enjoyed it! ☺

[@harshvardhanranvirsingh9473]

The video part of "Debt introduced on a white board" was hilarious 😂😂

[@PerfilievFinancialTraining]

Hi Harshvardhan, thank you! :D I thought it was a good way to add some emphasis :)

[@sukhmandersingh1242]

Just subscribed to your channel, came here from twitter. Recommending it to all of my friends.

[@PerfilievFinancialTraining]

Hi Sukhmander, thank you so much for this - I really appreciate your support! All the best! :)

[@sukhmandersingh1242]

@@PerfilievFinancialTraining loads of respect to you, thank you.

[@danielserussi5555]

This is top level content. Keep it coming!

[@PerfilievFinancialTraining]

Hey Daniel, thank you so much - it's really encouraging to hear! Have been a bit busy over the last few months, but will be back in January (hopefully) with more frequent updates.

[@worldice9591]

Amazing video! Loved how the well you explain complex world situation so that it is easy to understand and entertaining

[@PerfilievFinancialTraining]

Thank you so much :) I try to lighten it up a bit, as it can get boring very quickly with all the financial details...

[@valeriiamushtuk2045]

Fantastic explanation, very simple and understandable. Great stuff!

[@PerfilievFinancialTraining]

Thanks for watching - glad you found it useful :)

[@andrii3254]

Great explainer! Would've been perfect last week.

[@PerfilievFinancialTraining]

Glad you think so! Thank you!

[@christophersears8898]

I knew an Andrii at some point in my life hmmm I wonder if it is you thank I speak of :D

[@christophersears8898]

Peekaboo !:D

[@christophersears8898]

I hope you are doing great by the way! (if we know each other or if we do not) If you can find a way to contact me, it would be great to hear from you. I'm off social media and use email mostly. I wish you well.

[@LondonReps]

I've got to say these videos are amazingly produced. Even enjoyed watching the intro lol

[@PerfilievFinancialTraining]

Thank you so much for watching! Glad to hear you enjoyed them :)

[@FloDsu]

Great video and summery of the recent events

[@PerfilievFinancialTraining]

Thank you! Very happy you liked it :)

[@biharlearning9294]

Big like for video.

[@PerfilievFinancialTraining]

Thank you!

[@applepie8058]

As usual amazingly done video!!

[@PerfilievFinancialTraining]

Thank you for watching! :)

[@samsam-dl8vc]

Loved ❤️❤️ it man

[@PerfilievFinancialTraining]

Thank you, Sam!

[@CapitalCityDiver]

Thanks great content. Thanks for taking the time to post. I don't see this video as being late.. in the words of Gandalf “A wizard is never late, Frodo Baggins. Nor is he early. He arrives precisely when he means to.” PS loved the dig at wsb @11:20 "which will finally make it attractive to wsb investors" LOL

[@PerfilievFinancialTraining]

Hi Jeffery! It is so great to read your comment :) It was a bit discouraging posting this only now after all the hype from last Monday faded away... So thank you! Really appreciate your support and thanks so much for checking out the video! :)

[@zeaugusto8456]

Loved your twits about the jpmorgan fund and how their options trade moves the market . If you can make a video about it. It would be pretty unique .

[@PerfilievFinancialTraining]

Thank you! Yes, I really do want to convert that into a video, but don't think I'll have the time over next two weeks :/ We'll see how it goes.

[@kevinq6628]

I really liked this video, breaking down big catalysts that are moving the markets, thank you Sir, you keep rockin!

[@PerfilievFinancialTraining]

Thank you very much, Kevin! Glad you liked the video! :)

[@dmytroanokhin2200]

Many things to think about. Thank you for the video.

[@PerfilievFinancialTraining]

Hi Dmytro! Yeah, definitely! :) And it's not even over yet :)

[@ИринаПерфильева-т5ж]

Great video

[@PerfilievFinancialTraining]

Thank you! :)

[@TooBuffed]

Wonderful video and explanations. Glad to subscribe.

[@PerfilievFinancialTraining]

Hi Sergei, thank you so much and welcome! It's great to have you on board! :)

[@angeldiazgarcia7145]

Great content, Sergei. Many, many thnx!

[@PerfilievFinancialTraining]

Thank you so much for watching! Really glad you like it :)

[@СергейСадчиков-в8н]

Loved the discussion around evergrande bankruptcy contagion effects.

[@PerfilievFinancialTraining]

Thank you, hope it was useful!

[@christophersears8898]

Keep the content coming thanks and all the best!

[@PerfilievFinancialTraining]

Hi Christopher, thank you so much! All the best to you too!

[@jckrarup]

Class act. I learned a lot and had a blast. Thanks from Copenhagen

[@PerfilievFinancialTraining]

Thank you so much! Glad that you found it useful! Hope everything is going well in Copenhagen!

[@anujtiwari7443]

Hii.. Love u From India. You have just provided knowledge very beautifully.. Explaining in very simple language.. Just love ur all Content.. We are just Lucky that we have found You..❤️

[@PerfilievFinancialTraining]

Hi Anuj, thank you so much for your kind words! I'm really glad you found the videos educational :) All the best to you!

[@АртёмСытник-ц8ъ]

great explanation on the evergrande situation! tnx!

[@PerfilievFinancialTraining]

Thanks for watching, glad you liked it!

[@nikolaykogut7546]

Thanks Sergei... I really liked the video

[@PerfilievFinancialTraining]

Thank you for watching!

[@denzelpereira5117]

Just subscribed to your channel, wonderful content.

[@PerfilievFinancialTraining]

Thank you, Denzel! Great to have you onboard!

[@denzelpereira5117]

@@PerfilievFinancialTraining 😊😊

[@kstarek1]

Love your videos, thank you! Would love to see more technical content on how to optimally implement an automated trading strategy. (Run on cloud or locally? How to structure algos, etc)

[@maximbegus5337]

Interesting how evergrande is not just a Chinese problem... thanks for the explanations!

[@PerfilievFinancialTraining]

Thank you for watching! Much appreciated :)

[@PCgeekinfo]

woah I ❤️ love that LED ticker on your wall! Where can I find it? Thank you!

[@PerfilievFinancialTraining]

Hello, thank you for watching. This was a bit of a DIY project - the strip is a couple of WS2812B LED panels connected together, with Raspberry Pi running the logic behind them and the data is from Yahoo Finance.

[@ДарьяШевчук-у2я]

Seriously wonder how this situation will unfold in the future... would love another video once we have more answers.

[@jamesmorgan27]

Where’s your ticker tape from? 😁

[@PerfilievFinancialTraining]

Hi James, thank you for watching. This was a bit of a DIY project - the strip is a couple of WS2812B LED panels connected together, with Raspberry Pi running the logic behind them and the data is from Yahoo Finance.

[@NikunjTaneja]

Interesting how you used Hong Kong stock footage while explaining urbanization of China (6:29 till 6:34). Please correct me if I'm wrong but I believe that Hong Kong real estate market is somewhat different from the broader mainland Chinese market.

[@bigal5413]

another great vid

[@PerfilievFinancialTraining]

Thank you!

[@edbrandt8972]

I hope you did not go into debt to obtain the props used in the making of this video. They helped tell the story. Thank you

[@PerfilievFinancialTraining]

Hi Ed! Thank you for watching! Yeah, the props weren't very expensive, but I had to pay around $16 for the music :)

[@serhiidubrovin8205]

Sergey, thank you for the video! Could you please recommend 3 books on finance? Thx

[@PerfilievFinancialTraining]

Hey Sergii, of course! Assuming you're looking for textbooks: General Finance -> "Finance and Financial Markets" by Keith Pilbeam Derivatives -> "Futures, Options and other Derivatives" by John Hull Economics -> "Macroeconomics" by Mitchell, Wray and Watts Thanks so much for watching the video!

[@serhiidubrovin8205]

@@PerfilievFinancialTraining you're the best!

[@PerfilievFinancialTraining]

@@serhiidubrovin8205 :D Thank you!

[@randyvegas9201]

Could you cover the manipulative action on precious metals, just subscriber to your channel.

[@PerfilievFinancialTraining]

Hi Randy, thank you so much for subscribing - I'll try, but to be honest, I'm very behind on a few other topics I really want to cover. I've added this to my list of video ideas and hopefully will get to it sometime later :) Thanks again!

[@randyvegas9201]

@@PerfilievFinancialTraining wonderful, thank you, will suggest your channel to all of my friends.

[@PerfilievFinancialTraining]

@@randyvegas9201 That would be really, really appreciated! :) Thank you so much for your support!

[@uploaditro]

How about a private bailout by a wealthy fund or a private equity at a heavy discount? Or dies it already have assets < liabilities such that it's bankrupt?

[@PerfilievFinancialTraining]

Hi Marius, thank you for watching. To be honest, those scenarios seem unlikely.

[@nevmer470]

Another point - there doesn't seem to be many derivatives written on Evergrande's debt. Hence there isn't much threat to the overall financial system...

[@PerfilievFinancialTraining]

Yeah, that's a fair point...

[@hassamkhan7861]

Now this is more to the trend and im sure people would more likely to watch this as an application to concept in finance. PS i hope u wont shut down Quantitative finance topic after this comment. 😅

[@PerfilievFinancialTraining]

Thank you! I will still do the quant-stuff videos :) Was just experimenting with different topics and wanted to do something "trendy" (yet, still missed all the Evergrande hype by a week! :))

[@serhiisadchikov2647]

I think they missed the interest payment last week... have they defaulted already?

[@PerfilievFinancialTraining]

Hi Serhii, thank you for watching! I think they still have a window of time to make the payment and avoid the default... Not sure if that's gonna happen, however...

[@harryj1081]

As China banks assets size is $50trillion plus, evergrande crisis is merely

[@PerfilievFinancialTraining]

Hi Harry, thank you so much for sharing these insights - much appreciated and noted for the future!

[@MorganBrown]

I am enjoying these videos, dorky music aside 😂

[@PerfilievFinancialTraining]

Hahaha, got it :) Thank you for watching!

[@christophersears8898]

What do you think about Gold mining stocks as an inflation hedge? Do you listen to Peter Schiff's podcasts (fundamental trading)?

[@АлександрМордовкин-х2ж]

Evergrande has been quiet so far, yet there are more interest payments coming up!

[@vadymsmilenko2245]

It doesn't seem like the international impact will be that significant... Just some commods, Chinese assets... As long as the Fed keeps the tap on, Evergrande should be contained.

[@PerfilievFinancialTraining]

Yeah, looks like you were right :D

[@MrCat-yj5lj]

How is it even possible that they accumulated so much debt, yet were paying out big dividends?!

[@kruthikngowda6061]

you are gonna blow up ......make better and attractive thumbnails

[@PerfilievFinancialTraining]

Hi Kruthik! Thank you for watching this :) Yeah, thumbnails are a bit of a pain point and do take some time to prepare... Is there anything specific I can do to improve them? Less text? More bold text? More surprised facial expressions? :D

[@MrGrdth1]

I prefer ARIANA GRANDE

[@PerfilievFinancialTraining]

Hahaha, that would've been a great joke to make in the video :D

[@michelledunn6712]

It appears you have never seen the Evergrande balance sheet. Now go study their balance sheet and do the video again.

[@PerfilievFinancialTraining]

Hi Michelle, thank you for your feedback. Could you kindly clarify what exactly are you referring to within the balance sheet, so I can make a better video next time?

[@johntesh3059]

"One of the largest real estate developer in the country"...... That's correct. But so you know the scale, Evergrande is THE largest real estate company IN THE WORLD by total assets. The second largest real estate company's total assets is only one-fifth of Evergrande's total assets. Some of your comments in the video also reflect your lack of insights on the issue. Do you homework!

[@PerfilievFinancialTraining]

Hi John, thank you for your feedback. Could I kindly ask you to clarify regarding the other comments that reflect my lack of insights, please, so I can make a better video next time?