Video Production Brief
This lesson is scripted for a rendered Remotion cut. The page below shows the voiceover and animation beats that should drive production.
Lesson Script
0:00-0:15
Hook
Visual
Open on the common miss pattern, then isolate the decision the candidate must make under time pressure.
Voiceover
If using total risk instead of beta, this topic starts to feel bigger than it is. We are going to make the decision visible.
0:15-0:40
Visual Model
Visual
Assets plot around a security market line with beta driving required return and alpha as deviation.
Voiceover
First, build the picture. The goal is to see the moving parts before trying to memorize the rule.
0:40-1:05
High-Yield Pass
Visual
Highlight the two highest-payoff ideas and remove the details that do not change the answer.
Voiceover
Beta measures sensitivity to market risk Then CAPM return is required return for bearing systematic risk
1:05-1:30
Trap Lab
Visual
Show two tempting answer paths, cross out the flawed one, and leave the reliable rule path on screen.
Voiceover
The tempting wrong answer usually comes from confusing expected return with required return. We will name that trap before solving.
1:30-1:55
Repair Drill
Visual
End with one short drill prompt, a pause, and a clean reveal of the answer logic.
Voiceover
Your repair rep after this lesson is simple: calculate capm return for five assets.
Lesson Objective
Turn CAPM into an interpretation tool, not just an equation.
Visual Teaching Plan
Assets plot around a security market line with beta driving required return and alpha as deviation.
High-Yield Map
- Beta measures sensitivity to market risk.
- CAPM return is required return for bearing systematic risk.
- Alpha is performance beyond the model-implied return.
Common Traps
- Using total risk instead of beta.
- Confusing expected return with required return.
- Missing whether alpha is positive or negative.
Repair Drills
- Calculate CAPM return for five assets.
- Label each asset as overvalued or undervalued relative to the line.