Q&A for the Market Outlook from Feb 12, 2023

[@govindsasidharan5293]

To Bri an's point, switching to dark mode on KZbin would work too. I'm sure that would be the preference for fans of your black screen videos like me!

[@farhanmateen]

Loved the Tiff part 😂 And thanks for the health tip - Maple syrup with Coffee was really good and off course your take on markets and the wisdom is much much appreciated sir!

[@vlad_shark]

Thanks a lot, sir! 🤝

[@johnmctavish1021]

Hi Dr. Mark, why are all the KZbin L1 videos gone??? I really loved them. They are a BIG resource for people who are just there for the knowledge and not CFA as well. Can you please make them available again? They must be irrelevant for the ever-changing CFA syllabus anyway. I guess they'd work as marketing material for you too, instead of cannibalizing.

[@wooo2Raw]

Is there a way to get some type of external alert (email, discord) for when new applied series videos are posted?

[@Humbleinvest]

Hi Mark. Just wondering if you could share your thoughts on investing in REITs in non-registered account (both US and Canadian REITs)? Also, do you prefer US over Canadian REITs as the options on the former are more liquid? Thanks!

[@MarkMeldrum]

Use synthetic positions for that - the PV of the dividends would be in the puts.

[@Humbleinvest]

@@MarkMeldrum Thanks for the reply! Just for clarification, do you mean to trade a one year synthetic with a strike = current price+pv(div)? Wondering if you could explain this in the Q&A next week.

[@MarkMeldrum]

No. Synthetic strike can be anywhere for a delta if 1. The put premium will contain the PV of the dividend. No foreign currency exposure, no withholding tax, dividend now taxed as a capital gain. Use a strike that gives you a credit, so the strike just above the market price.

[@Humbleinvest]

@@MarkMeldrum Thanks for your explanation!

[@richt9583]

Any thoughts on Brainard leaving the Federal Reserve?

[@HectorYague]

Hey Mark, readablity on the dark screen is a bit challenging. I would suggest either using white background instead of black, or white pen instead of red. Thanks!

[@DinnerIsDelayed]

Hey Mark. CS undergrad taking my level 1 CFA In November. How should someone with minimum knowledge approach these videos? I assume “very slowly”? 😂 Thanks!