The Modern Stock & Options Trading Show: Recent Episodes
Russ Mathews
Welcome to the Modern Stock and Options Trading Show. This is the podcast where portfolio manager and professional investment educator, Russ Mathews, shows you how to trade with an edge in today's markets. To powerfully BOOST your portfolio and manage the downside risk.
During this Episode, Russ discusses the Large Unprotected Covered Call or L.U.C.C trading strategy. Large in that the share price is large (think Costco, Netflix, Intuitive Surgical, etc.). Unprotected in the sense that the strategy doesn't buy insurance in a protective put option at a lower price (like a collar trade). It is essentially a large, In The Money (“ITM”) covered call. It is protected from volatility and the large upfront cost by how far down in the money you select, and you give back some of the premium (the intrinsic value portion) - though give back is a misnomer in that it all happens automatically at the brokerage. Several examples are given.
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In this episode, Russ explains the current volatility in today’s equity markets.
He gives some context with data points over the past 150 years. He also lays out the analysts who are bullish and bearish (from the Money Show in Las Vegas, etc.) and their views. He explains his actions and lays out what he is doing now (seeling cash backed puts, etc.)
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In this episode, Russ explains what to do on a covered call trade when you are wrong and trying to protect your shares and the stock takes off. He uses what happened to Tesla since the US Election results as an example (the stock has gone up 85% since the election and we had written a $15 up covered call expiring in December 2024).
Russ discussed how you can roll out and up profitably when a stock gets away from you.
He discusses also how the adjustment works on selling a cash backed put option as well with Coinbase as an example.
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Season #6 begins.
In the episode, Russ explains whether thins rally has legs and can continue as well as the top 5 themes for stocks (& their options) for 2025. The investment landscape we are in is covered.
Then the 5 themes covered include:
1.) AI – and the 4 sub areas of this trend
2.) Cryptocurrency – boom
- EV’s (& Robotics
4.) ) Healthcare Innovation and the aging population &
5.) Infrastructure refresh – Roads, Bridges, Airports, etc.
Russ discusses what he is doing now.
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In the episode, Russ explains what to do now with a Presidential election about 26 days away. Market indexes are also at or near all-time highs. What do we do?
Russ covers 5 topics on this episode (or five courses of action) including:
1.) Writing covered calls – at higher (sometimes stretched) prices - OTM (out of money) by 3%-5%.
2.) Selling (or writing) cash backed put options (at a strike price that is 95% of today’s stock price).
3.) Tighten up Stop Loss Orders to 4%-5% down from today’s stock prices.
4.) Ride out the volatility in diversified long-term ETF’s &
5.) Go short (by buying long puts) to bet down - the riskiest strategy… but it is a choice. What Russ discusses what he is doing now.
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In the episode, Russ explains why the stock market is 50% science and 50% art. Everyone seems to want to use logic and mathematical formulas to control (or solve) the stock market. What they don’t realize is that there are millions of individuals all playing in the same place at the same time with different ages, objectives, risk tolerances, etc.. Add in their emotions (of fear and greed) and you quickly realize you can’t reduce the stock market to a predictable outcome or a mathematical formula.
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In the episode, Russ explains the Box Spread options strategy. This strategy is another 4 -legged options strategy in that it puts two spread trades together. It is like the Iron Condor options strategy on the credit spread side, but the Box strategy is two debit spreads put together.
Russ discusses the type of interest rate environment to use this strategy in and also shows two examples to bring the strategy to life.
Russ discusses this adjustment / ptotection strategy with markets at all-time highs. He discusses when and why one may want to adjust and protect their covered call trades.
If the underlying stock (or ETF) has gained and is strongly above the call strike price written when you are already into a trade, is there anything you can do if you wish to protect your covered call trade?
The answer is yes and Russ discusses what the adjustment mechanics are and gives an example.
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Russ discusses how to use a combination of options strategies to simulate the risk & return graph of a stock.
He also discusses the wrinkle he adds to the core strategy to cut off the downside below a certain percentage.
He also gives an example.
You can use this strategy to simulate multiple stocks as well in a portfolio.
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Episode #91: Reg-T Margin vs. Portfolio Margin
Russ discusses the types of accounts margin is used for, the pros and cons of each and the differences between Regulation-T margin and Portfolio Margin. The origins of Portfolio Margin are covered and the types of strategies to use this type of leverage on. Remember margin, of all types, is a loan from the broker-dealer to you based on your assets. This means margin loans can magnify your winners or magnify your losses. Be careful... but with careful use of margin you can speed up the growth of your account.
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Episode #90: Mega ROTH Ira vs. The Backdoor ROTH IRA
Russ discusses the differences between the Mega ROTH IRA and the Backdoor IRA. Overfunding your workplace retirement plan and funding your Traditional IRA conversion to a backdoor ROTH IRA. Why you would want to do this and the mechanisms how to do so. The income limitations for Contribution limits for the workplace retirement plan and the income limits on the ROTH IRA and how to get around them.
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In the US, the government passed Secure Act 2.0 on December 29th, 2022. It was the most important and expansive piece of legislation affecting retirement savings since ERISA in the 1970’s. In this episode, Russ unpacks the key questions he gets from clients and others about: the age increases, contribution limits, RMD changes, 529 (college savings plan changes), automatic wokplace retirement plan participation qequirements, qualified charitable distributions, etc. This podcast is not designed to be a comprehensive review of Secure Act 2.0, but rather hit a few highlights Russ gets asked the most.
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To accumulate wealth, you must learn more than "Buy and Hold." In the is episode of the Modern Stock & Options Trading Show, host Russ Mathews, goes through some key ideas for generating cash flow and how to keep more of what you generate. He covers: the types of tax preferred accounts to trade in, how to use the leverage of options, concepts of margin and how it can turbo charge your accounts (though it can be a double edge sword), how to get paid in debt etc. He also covers how conservative options trading concepts can also generate cash flow - writing covered calls, selling cash-backed puts to buy stocks we like at cheaper prices and get paid now, etc.
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In this episode of the Modern Stock & Option Trading Show, Russ lays out the 8 trends / themes that he is currently focused on. He covers where we have been and where we are going into 2024. Context is key to investment performance as we have seen volatility since the summer.
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Episode #86 – Can You Predict Earnings Season Ahead of Time
In this episode of the Modern Stock & Option Trading Show, Russ lays out the 3 Step process to get a read on whether Earnings Season will be good, bad, or neutral ahead of time. Q4, 2023 earnings season is about to start (Oct. 18th – Nov. 8th), and many investors are wondering will earnings be good? Should I remain defensive or start to get positioned for a year-end, ‘Santa Clause’ rally? Russ lays out a way (in advance) to determine if the earnings season is expected to be strong.
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EBITDA is one on the most used measures of earnings for stocks. In this episode, Russ covers what EBITDA is, how it is calculated, why investors care and the pros and cons of this earnings measurement.
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In this episode, Russ explores the standard portfolio construction / asset allocation structure of 60% stocks / 40% bonds. This portfolio structure has been around for 50+ years and is a standard for investing. A series of 'bear markets' since the year 2000 and changing interest rates has pressured this ‘standard’ structure. Russ explores what thsi portfolio is and how new investment products have changed the nature of this allocation today.
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In this episode, Russ explores the 7 largest mistakes investors & traders make. From taking too much risk to trading without a written plan with an edge, each risk is discussed and how to overcome each one. Helping traders to avoid these mistakes is key to long term success in investing.
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In this episode, Russ explores how your investment timeframe determines many other investment decisions.
Investment timeframes are described, and then the decisions that are influenced. From Asset Class selected, to the amount of reliance on Technical vs. Fundamental analysis, Chart timeframes, news, macroeconomics, etc.
He also discusses how investment timeframes can influence each decision.
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In this episode, Russ explores the multidirectional & murky investment environment now.
From what is happening with inflation, to the FED pausing interest rate hikes, to unemployment to real estate to cash and cash alternatives. The economy is difficult to get a read on right now. How do you invest in this multidirectional, confusing environment? Russ explores a 3-step process that helps bring some certainty to the confusion.
He also discusses the narrow rally to date and how it appears to just now be broadening out to other stocks (from the 7 stocks in the AI boom carrying the indexes in 2023).
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In this episode, Russ explores the definitions and pros and cons of stock buybacks vs. dividends. There is some debate about what the best way is to return capital to shareholders. Russ explores the definitions, the pros and cons of each way to return capital and provides his perspective on which is best in which type of account.
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We are in the heart of earnings season. What are the different ways to play earnings? Russ goes through the different option strategy choices and then focuses on one of his favorite ways to play earnings. He covers the Iron Condor with the short strike prices outside the expected price move. The example he goes through from this week is on Amazon.
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In this episode, Russ discusses several scenarios for waiting to add the protection leg to your trading strategy. In other words, when you have strong directional conviction in how an underlying stock or ETF will move, Russ shows how you can wait (delay) legging into the trading strategy. You can wait to add the second leg (or protection leg) to the trade.
This delay, when you are directionally correct, can increase your returns and improve your outcomes. Russ shows examples for three strategies:
- The Bull Call Debit Spread,
- The Collar trade and
- The Long Straddle.
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A listener asked – is Direct Indexing a good idea? This is a topic that many people have been getting pitched by many Wall Street Firms. Is this a good strategy?
In this episode, Russ covers: What is direct Indexing; the Pros and Cons of Direct Indexing, where Direct Indexing fits in the portfolio.
Plus he shares his views on the regional banking crisis over the weekend.
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There are several ways a company can access the public markets to raise capital. Russ covers the pros and cons of each – the Initial Public Offering (IPO), the Special Purpose Acquisition Company (SPAC’s), Regulation CF, etc.
In addition, he presents his 5-point checklist for when investing in these companies is a YES and when it is a NO.
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The hottest new technology causing discussion and a global shock is Chat GPT (& its competitors) and how such conversational AI (artificial intelligence) is changing the game for many industries. Russ explores his thoughts on how AI will affect the world of investing and trading. What it is good at and what its limitations are. He provides a framework for how to think through the various applications of the new technology.
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In this episode of the Modern Stock & Options Trading Show, Russ takes a view on how to measure the risk of a stock. While Russ concedes that there are many ways to measure the risk of an investment – he covers the top 5 ways he uses – BETA, ALPHA, The P/E RATIO, STANDARD DEVIATION & R-SQUARED and how he uses each.
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In this episode of the Modern Stock & Option Trading Show, Russ covers alternatives to holding cash in the bank (from least risky to most risky). From money market funds and high-yielding money markets to preferred stock ETF’s, many of the alternative choices are covered based on Russ’s recommendations and experience. The trade-offs and decisions between liquidity, risk and guarantees (FDIC, the full faith & credit of the US Government, etc,) are covered as well.
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In this episode of the Modern Stock & Option Trading Show, Russ covers how to put a bear marker year (like 2022) into context and offset taxes through a concept called Tax Loss Harvesting. The Wash Sale rule is also covered. In addition, Russ lays out the consensus view for 2023 and covers timing strategies for how to position your portfolio if you are Conservative, Moderate growth or Aggressive.
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In this episode of the Modern Stock & Option Trading Show, Russ lays out the 9 points to the bullish / more constructive case for stocks today. As everyone seems to bearish. Virtually all analysts, hedge fund managers and Wall Street firms are tripping over themselves to lay out the ‘bearish’ case. Russ presents the other side, not to indicate that he is all in here or there is nothing to worry about... but as a contrast to the bear case which seems to be all you hear. No one is making the bullish case so Russ lays it out.
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In this episode of the Modern Stock & Option Trading Show, Russ delves into why the macroeconomic picture matters and how it affects you. In other words, why should you care about terms such as CPI, PCE, Unemployment levels, Inflation, etc. Russ breaks down the areas of impact to you when these macro-economic areas change.
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In this episode of the Modern Stock & Option Trading Show, Russ describes the strategy to best recover one’s portfolio. If you have ever wondered, is there a way to possibly recover your next egg from down 30%-40% fairly quickly while further defining the downside risk, Russ describes how others do that. Most importantly, you can define any further draw down risk and you can calculate this maximum risk up front before ever entering the trade. The key is keep the risk level to a very low percentage (say 3%-5% of your portfolio) with an uncapped upside.
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In this episode of the Modern Stock & Option Trading Show, Russ lays out the bad news and good news elements going on today. This episode addresses the anxiety about the current 'bear' market and worries about the deterioration of wealth. In addition, Russ covers what to do about it; specific action steps are illustrated.
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In this episode of the Modern Stock & Options Trading Show, Russ takes a look at efficient market theory today. He explores the three forms of efficient market theory (the Strong, Semi Strong & Weak forms) and covers the implications for tactical stock & options trading.
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In this episode of the Modern Stock & Options Trading Show, Russ takes a look at efficient market theory today. He explores the three forms of efficient market theory (the Strong, Semi Strong & Weak forms) and covers the implications for tactical stock & options trading.
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In this episode of the Modern Stock & Options Trading Show, Russ takes a macro perspective. He covers how to make your money work harder for you. Both for the rest of 2022 & in future years. Four key steps are covered.
1.) Use the right strategies.
2.) Have a risk management process.
3.) Do equal size trades.
4.) Scale into positions and scale out.
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In this episode of the Modern Stock & Options Trading Show, Russ takes a macro perspective. He covers how to make your money work harder for you. Both for the rest of 2022 & in future years. Four key steps are covered.
1.) Use the right strategies.
2.) Have a risk management process.
3.) Do equal size trades.
4.) Scale into positions and scale out.
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In this episode of the Modern Stock & Options Trading Show, Russ discusses how inflation expectations seem to have peaked with the August CPI Report and how inflation expectations seem to be driving stock markets, bond markets and other assets. Russ Discusses what it means for stock markets and whether he thinks the bottom is in for markets for the 2022 correction.
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In this episode of the Modern Stock & Options Trading Show, Russ recaps one of the most misunderstood and reliable sentiment indicators – the Put / Call Ratio. He discusses how this is a ‘contrarian’ market sentiment indicator, how to use it, how it is calculated and where it is found.
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In this episode of the Modern Stock & Options Trading Show, Russ recaps the first half of 2022 in the stock market. He then asks the question, should we invest in stocks & options in the second half of 2022 at all? Four reasons are given why investing and staying in are the best alternative vs. hiding out in cash.
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In this episode of the Modern Stock & Options Trading Show, you will learn about a trading strategy that is very popular on social media in 2022. It is a variation on one of host Russ Mathews favorite trading strategies – and it called the 1:1:1 Trade. Russ’ teaches a variation of the trade (called the put ratio spread). Russ will teach you what the 1:1:1trding strategy is, why it is so powerful, and how the mechanics differ from the traditional put ratio spread trade. Eli Lilly & Company is used as an example.
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In this episode of the Modern Stock & Options Trading Show, you will learn about a variation on one of host Russ Mathews favorite trading strategies - the Poor Man’s Covered Call Trade. Russ will teach you what it is, why it is so powerful and how the mechanics differ from the traditional covered call. The covered call is one of the bread-and-butter strategies to generate income safely and this variation uses less cash but also adds complexity. The Poor Man’s Covered Call is illustrated with two examples.
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In this episode of the Modern Stock & Options Trading Show, Russ teaches the definition of ‘capitulation,’ and provides two ways to measure capitulation and tell if the equity markets are at or near a bottom. In addition, Russ provides the macro-economic landscape and where we can potentially go from here.
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In this episode of the Modern Stock & Options Trading Show, Russ teaches on how to think about quarterly earnings announcements. He teaches his favorite trading strategies for playing quarterly earnings – whether you are ‘bullish,’ ‘bearish,’…. or even what to do when there is a large, bifurcated outcome coming of which you are unsure. Russ covers how to get positioned before quarterly earnings are known and how to play the implied volatility spike in the run up into earnings and then the ‘vol crush’ once earnings come out.
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In this episode of the Modern Stock & Options Trading Show, Russ reflects on the past two years in the markets. 40%-42% of traders started in the past 2 years. A lot has changed. Trading mechanics have become deceptively easy. But it has forced many to skip the ‘homework.’ Russ goes through the 5 steps to what doing the homework means. This is how you get positioned with the correct mindset for the future.
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In this episode of the Modern Stock & Options Trading Show, Russ revisits the outlook for the markets and the upcoming Federal Reserve pivot from QE (Quantitative Easing) to QT (Quantitative Tightening). Russ introduces a new trading strategy – the Put Ratio Backspread and when and how to use it. He provides context and perspective on how to use this strategy when your outlook is mixed to negative. In addition, he provides his view on how to position your portfolio today in light of world events in case of a negative surprise. Don’t forget to subscribe to the show!
In this episode of the Modern Stock & Options Trading Show, Russ looks at the current volatility in the markets and provides his view. From Russia invading Ukraine to the Federal Reserve pivot from QE to QT, to the 10-year Treasury Note hitting a 2% yield. Russ provides context and perspective on it all. In addition, he provides his view on how to position your portfolio today in light of world events.
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In this episode of the Modern Stock & Options Trading Show, Russ looks at a topic skipped by most traders – practice. In trading this means simulated trading or paper trading. Stories from Michael Jordan, Jerry Rice, & Bruce Lee are shared. In addition, the top 5 things to look for in a good simulated trading broker-dealer platform are shared.
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In this episode of the Modern Stock & Options Trading Show, Russ looks at the January market pullback – and provides perspective from both a logical and emotional point of view. He also covers the 3 key risks to the market and provides his view on where to focus. The game plan of buying the dip’ but scaling in is shared. Don’t forget to subscribe to the show!
In this episode of the Modern Stock & Options Trading Show, Russ looks into the crystal ball and shares his outlook for 2022. He covers the key macro factors and what it can mean for stocks, fixed income, crypto’s etc. He also then shares a game plan and action steps for how to position portfolios for 2022.
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In this episode of the Modern Stock & Options Trading Show, you will learn the ‘how-to’ practical steps to make trade adjustments to loosing options trades. Russ shares his philosophy and rules for making trade adjustments by strategy. Examples are given to bring the rules to life.
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In this episode of the Modern Stock & Options Trading Show, you will learn the psychology and key rules for determining ‘if and when’ to make trade adjustments to loosing options trades. Russ shares his rules for determining if a trade is worth adjusting. Two examples are given to bring the rules to life.
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In this episode of the Modern Stock & Options Trading Show, you will learn how Russ uses strategic overwriting on expiring covered calls (when the stock will not get called away from you) to capture the extra profits from time decay on expiration weekend. He will show you the mechanics of how to do the overwriting and how doing so can add 1%-3% to each covered call trade. Two examples are given.
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In this episode of the Modern Stock & Options Trading Show, you will learn how Russ uses long and short Straddles and Strangle trades. You will learn the differences between straddles and strangles and when to use each strategically. 4 examples are given. In addition, some macroeconomic commentary is provided.
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In this episode of the Modern Stock & Options Trading Show, you will learn Russ’s trading ‘commandments’ that he has developed over his 25-year investing career. It is a list of rules, key insights and reminders as you trade. Each trade should develop their own list, print it out and place it next to the trading workstation.
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In this episode of the Modern Stock & Options Trading Show, you will learn the three ways to properly protect an overall bullish portfolio and bullish individual securities from a market pullback. Host, Russ Mathews covers buying put options, buying protective puts and bearish call spreads. He also compares buying puts with stop loss odes. With September looming, understanding ways to add downside protection is a critical process to manage a long portfolio and staying invested.
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This is the first episode of Season #3 of The Modern Stock & Options Trading Show. In this episode, host Russ Mathews will discuss why actively managed mutual funds are such a raw deal for investors and why ETF’s and active strategies using individual stocks and conservative options strategies can provide a greater impact.
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In this last episode of Season #2 of The Modern Stock & Options Trading Show, host Russ Mathews discusses his outlook for the stock market (in the USA) for the rest of 2021 - August through December.
In addition, he gives his read on the key macroeconomic indicators discussed on the last episode as well as some additional items affecting the markets. He forecasts where he believes the stock market is headed for the remainder of 2021.
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In this episode of The Modern Stock & Options Trading Show, host Russ Mathews will discuss the key macroeconomic indicators that help him get a feel for where the market is heading. He will also describe both leading and lagging indicators and where he thinks we are on each indicator. The key learning is to see how key data shapes his top down macro-economic view affecting the stock market.
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In this episode of the Modern Stock & Options Trading Show, you will be introduced to a key mindset shift to be made in your trading. Host Russ Mathews’ discusses how to take what the market gives you…using the analogy of repeating ocean waves. Consistent trading often means hitting many singles vs. swinging for the fences and trying to hit homeruns.
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In this episode of The Modern Stock & Options Trading Show, host Russ Mathews will break down the cryptocurrency space today and he will compare and contrast cryptocurrencies with stocks and options. He will break down the blockchain vs. the token (the coin). A discussion of the inevitability of this emerging ‘asset’ class vs. how to play the theme through stocks and derivatives is covered. The bear case to cryptocurrencies (from weak, to the most extreme) is also covered and the other potential risks. Examples are given from fintech payment providers, to exchanges, to mining operations and ETF’s.
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In this episode of The Modern Stock & Options Trading Show, host Russ Mathews will show you a new options strategy, called the Call Debit Spread. The variation he likes to teach is the 'ITM' (In The Money) version. This strategy is great when you are moderately bullish on a stock and want consistency. He discusses when to use the trade, the mechanics and the maximum gain and loss. He also illustrates the trade with two examples.
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In this episode of The Modern Stock & Options Trading Show, host Russ Mathews will discuss the mindset shift that takes place between ‘growing your account’ vs. conversion into ‘monthly income generation.’ In other words, should you care about the fluctuations in the prices of the underlying assets (stocks, etc.) when you are generating monthly income? If so, what are the ratios? How much of your portfolio should be used to generate income? Russ will cover these and illustrate the lessons with 10 examples.
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In this episode of The Modern Stock & Options Trading Show, host Russ Mathews will unpack the 3 choices you have in managing options trades: Exercising the option, closing out the options itself (by entering the opposite trade as the one you opened with), or letting the option expire worthless. He will cover the four rules for selection and also illustrates the decisions with three examples.
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In this episode of the Modern Stock & Options Trading Show, host Russ Mathews will show you a new stock & options strategy, called The Covered Combination Strategy. This strategy puts together two of his favorite strategies – writing covered calls and selling cash-backed puts. He discusses when to use the trade, the two obligations to the trader and the maximum gain and loss. Russ also illustrates the trade with two examples.
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In this episode of the Modern Stock & Options Trading Show, host Russ Mathews will show you the three ways he manages emotions during turbulent markets. In addition, he resets on the arguments for some tactical (or active) portfolio management vs. all passive investing.
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In this episode of the Modern Stock & Options Trading Show, host Russ Mathews will show you how to buy many new hot market themes – through Exchange Traded Funds (“ETF’s”) at lower prices. You can sell cash-backed puts at lower prices and get paid now and only have to buy the ETF. Russ breaks downs the strategy and gives several examples.
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In this episode of the Modern Stock & Options Trading Show, you will be introduced to host Russ Mathews’ method & techniques for selecting stocks to trade. These include the specific stocks that he does his options trading strategies on. Russ will teach you how to break stocks into the eleven S&P 500 industry sectors and what “homework” is needed on each company to stay on top of the key metrics. He also covers how many stocks to include in your ‘Basket of Stocks.”
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In this episode of the Modern Stock & Options Trading Show, you will be introduced to a specific options trading strategy for select moments, called the Straddle Trade. It is the trade when you expect a large move in a stock (or ETF) either up or down but you don’t know which way it will go. It is best used when there is an event looming with a binary outcome. In this situation, where a large move is expected, this is one of host Russ Mathews favorite trading strategies. Russ will teach you the strategy, the proper mechanics to frame the trade and provide two examples.
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In this episode of the Modern Stock & Options Trading Show, Host Russ Mathews provides his insights and perspective on two of the most powerful portfolio leverage tools available today, margin (also known as regulation-T margin) and portfolio margin. The risks of trading on margin are covered in the episode, along with the potential power to leverage up your account using money lent to you from the brokerage firm. In addition, rules to protect the downside at certain levels is covered.
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In this episode of the Modern Stock & Options Trading Show, host, Russ Mathews unpacks the three main drivers affecting markets right now: the US Election, the
Covid-19 vaccine and Stimulus for Us citizens and small businesses. He builds the case for remaining cautiously bullish for the remainder of the year and he breaks down the themes to focus on.
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In this episode of the Modern Stock & Options Trading Show, host Russ Mathews continues Season #2 by unpacking the controversial investment philosophy of ‘Buy & Hold.’ In other words, buying and holding a diversified portfolio of funds and securities and just hanging in there for decades. He makes the case for protecting the downside and sidestepping large drawdowns combined with superior strategies on the growth side. In addition, he describes why this combination can help the individual investor have a strong chance to consistently beat the market averages.
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In this episode of the Modern Stock & Options Trading Show, host Russ Mathews will discuss the volatile markets of September and October and expand one of his favorite trading strategies -Selling Cash Backed Puts (with downside protection). Russ will teach you what it is, why it is so powerful and the proper mechanics to frame the trade. In volatile markets this is a great trade setup and it is illustrated with two examples.
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In this episode of the Modern Stock & Options Trading Show, you will hear host Russ Mathews’ perspective on the markets. This includes how to position portfolios and entering trades through a favorite trading strategy - selling (cash backed) puts. Russ will give you his take on what is underlying the stock market, why it is so powerful, the proper mechanics to frame your portfolio, the two largest risks to stocks and when to turn bullish.
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In this episode of the Modern Stock & Options Trading Show, you will learn ways to properly protect individual securities and your overall portfolio from a market crash. Host, Russ Mathews covers the no-cost order types (Stop-Loss Orders, Stop Limit Orders, Trailing Stop-Loss Orders, etc.) as well as paid protection (buying protective put options). In addition to individual securities, Russ covers ways to hedge your overall portfolio. Downside protection is a critical process to manage your portfolio while still staying invested.
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In this episode of the Modern Stock & Options Trading Show, you will be introduced to the top 10 investing & trading books of all time. These are the books that influenced host & portfolio manager Russ Mathews’ investment career. Russ groups the books into two categories. Category A, are the best books to understand stocks & investing in general. Category B, are the best books containing strategies to build wealth through the stock market.
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In this episode of the Modern Stock & Options Trading Show, you will be introduced to one of host Russ Mathews' favorite trading strategies - buying deep in the money Call Options (when bullish) or Put options (when bearish). Russ will teach you what the strategy entails, why it is so powerful and the proper mechanics to frame the trade. This is one of the bread and butter strategies where you can gain leverage without the use of margin. In this episode, the 'DITM' Call trade is described & illustrated with two examples.
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SEASON #2: In this episode of the Modern Stock & Options Trading Show, host, Russ Mathews kicks off Season #2 unpacking the age-old question – are you a trader or an investor? It is a distinction with many implications: The timeframe of holdings, the instruments you trade, the risk management techniques used, taxes, and many other factors. In addition, the context of 2020 and Covid-19, make the differences especially important.
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The last episode of Season #1: In this episode of the Modern Stock & Options Trading Show, you will learn how to use ‘in the money’ covered call trades to generate enough cash to get the stock market to pay for your long-term stock core holdings. It uses one of host Russ Mathews favorite trading strategies, the ITM (‘In the Money’) Covered Call. This is the strategy used in the BOOST portion of your portfolio to earn significant, double digit cash on cash returns every 5-6 months with 10%-25% downside protection.
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In this episode of the Modern Stock & Options Trading Show, you will hear Portfolio Manager Russ Mathews’ view of the US economic re-opening and his outlook on the stock market for the remainder of 2020. You will learn the types of economic factors to focus on and gain insights in how to trade both the short term pullback and some of the themes and sectors to focus on for the rest of 2020.
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In this episode of the Modern Stock & Options Trading Show, host Russ Mathews will continue his introduction to the credit spread trading strategy, by covering the IRON CONDOR variation. Risk management rules and the primary trade adjustment strategy (the buy back and roll out) are also covered. The trade and adjustments are illustrated with an example.
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In this episode of the Modern Stock & Options Trading Show, you will learn how to use one of host Russ Mathews’ favorite trading strategies, the CREDIT SPREAD (also known as vertical credit spreads, bull put spreads, etc). Russ will teach you his rules and ways to maximize this trade for success. You will learn why it is so powerful and the proper mechanics to frame the trade. Credit Spread basics are explained and the trade is illustrated with two examples.
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In this episode of the Modern Stock & Options Trading Show, you will learn the message the stock market is sending to traders and investors in the middle of the COVID -19 (Coronavirus) pandemic. Host Russ Mathews’ will cover the current state of play and the key lesson for our investment portfolios going into Q3 and Q4, 2020. Three trade examples of how to take advantage are presented.
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In this episode of the Modern Stock & Options Trading Show, you will hear host Russ Mathews’s view on the current market and where the bottom will likely be. In addition, he covers how to position your portfolio for playing the rebound after the current worldwide health crisis. Using ‘In the money’ call options on the SPY or QQQ exchange traded funds, could be a powerful way to play the market bounce-back after the coronavirus.
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In this episode of the Modern Stock & Options Trading Show, we will build on the last show covering how to trade volatility. We now find markets in a season of ‘extreme volatility,’ with market indexes rising and crashing 1,000-2,000 points every day (on the Dow Jones Industrial Average). Host Russ Mathews will illustrate how to take advantage of extreme volatility with his six-point playbook for trading and investing through extreme volatility.
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In this episode of the Modern Stock & Options Trading Show, you will learn about Volatility. Volatility in market indexes and individual securities – what is it and how to use it to your advantage to make money. Volatility is the option seller’s best friend while it is the long term buy and hold investor’s worst enemy. Host Russ Mathews will illustrate how to take advantage of volatility with two examples from his favorite trading strategies.
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In this episode of the Modern Stock & Options Trading Show, you will hear Portfolio Manager Russ Mathews' view and outlook on the stock market for 2020. In addition you will learn the top three rules to trade markets as volatility returns.
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In this episode of the Modern Stock & Options Trading Show, you will learn a four point game plan for how to position your portfolio and trade markets that are at all-time highs. One of the best strategies for this time period is selling cash backed puts. The options trade is explained in this episode and is illustrated with two examples.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will learn how to use one of host Russ Mathews favorite trading strategies, the Collar Trade, to attempt to get 10% annualized returns. Russ will teach you the quarterly version and the 3 times a year version of the strategy, why it is so powerful and the proper mechanics to frame the trade. This is one of the strategies to generate income safely. The Collar trade is illustrated with two examples.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will learn about how to generate double digit returns by combining the collar trade strategy with REITs (Real Estate Investment Trust) securities. REITs trade on stock exchanges just like stocks and they have options just like stocks – yet they are a non-correlated asset class. With the stock market breaking out to all-time highs, it is a good way to generate double digit returns with downside protection in an asset class other than stocks. The strategy is explained and illustrated with an example.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will learn through a case study on one covered call trade. The trade is on CRM (Salesforce.com) and it was introduced back at the end of July 2019. It uses the Large Unprotected Covered Call strategy. As the stock has fallen in price, the buy back & rollout trade adjustment was used. Russ uses this example to illustrate how to make money even when the stock price has fallen nearly $10 a share.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will learn that the brokerages have all known commissions would eventually go to zero. They have been planning for it. You will learn the four other ways brokerage firms make money and what this means to your accounts. In addition, you will learn what actions you can take to reduce the charges on the other items in addition to commissions.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will learn about the various ways to generate income in today’s market. Russ will teach you the different investment instruments available at brokerages: from Bonds, CD’s REITS, dividend paying stocks, MLP’s, Money Market Funds, Step Up CD’s etc… and a better way. A way to consistently generate 10% - 25%+ annual ‘synthetic dividends’ on stocks and ETF’s with downside protection. Covered calls and collar basics are explained and are illustrated with two examples.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will be introduced to the first in a series of trade management or trade adjustment strategies. Trade adjustments are ways to manage existing trades that are in place and working – to get extra income or improve your situation in the trade. Managing trades is one of the key ways professional traders and successful home traders increase their returns and minimizing risk.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will be introduced to an overview of trade strategy progression. In other words, how to sequence (or progress) through the various trade strategies learned so far. By executing trade progressions properly, you will learn how to maximize your cash on cash returns while minimizing risk.
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In this episode of the Modern Stock & Options Trading Show, you will learn about one of host Russ Mathews favorite trading strategies - selling (cash backed) puts. Russ will teach you what it is, why it is so powerful and the proper mechanics to frame the trade. This is one of the bread and butter strategies to generate income safely and buy stocks you like at a discount. Options basics are explained in this episode and the selling puts trade is illustrated with two examples.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, host Russ Mathews shares his insights and key take aways from the three-day Money Show in San Francisco. He shares where the top traders see the market headed;, he explains how the case for active investing was made. Russ provides insights on REITS, options, leverage & risk management and reinforces why it is so powerful to trade with the safety of downside protection.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, host Russ Mathews puts the sharp market volatility of the past week into context. He explains how market pullbacks affect and provide the ideal backdrop for teaching the trading strategies taught so far - the Collar Trade and the Large Unprotected Covered Call Trade. In this episode, Russ will answer the top questions asked from listeners and teach why it is so powerful to trade with the safety of downside protection. Russ also covers the difference between being a ‘trader’ and an ‘investor’ and how the two can marry up in the context of trading strategies. Mathews is a professional portfolio manager and CEO of his own Investment education and money management firm.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will be introduced to one of host Russ Mathews favorite trading strategies - the Large Unprotected Covered Call Trade. Russ will teach you what it is, why it is so powerful and the proper mechanics to frame the trade. This is one of the bread and butter strategies for a TAXABLE account, where you can leverage the power of margin to generate income safely. In this episode and the Large Unprotected Covered Call trade is described and illustrated with two examples. Russ Mathews is a professional portfolio manager and CEO of his own Investment education and money management firm.
Don’t forget to subscribe to the show!
Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will learn about one of host Russ Mathews favorite trading strategies - the Collar Trade. Russ will teach you what it is, why it is so powerful and the proper mechanics to execute the trade. This is one of the bread and butter strategies to generate income safely. Options basics are explained in this episode and the Collar trade is illustrated with two examples.
Don’t forget to subscribe to the show!
Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock & Options Trading Show, you will learn how to properly frame your portfolio before you start trading and investing. Russ will teach you to divide your investing capital (and accounts) into short term, medium term and long term timeframes and then to further divide the portfolio into the BASE portion of the portfolio and the BOOST portion of the portfolio. This framework brings together asset allocation & risk management and is the critical process to manage your portfolio and where the stock & options strategies will fit in. This risk management needs to be done before you trade.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
In this episode of the Modern Stock and Options Trading Show, you will be introduced to an overview of the show and learn why this show is different from all other investing shows. In addition, you will learn the value you will get out of the show. You will also hear the origin story of your host, Russ Mathews, and why his expertise and background is unique in the world of investing today.
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Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com
Welcome to the Modern Stock & Option Trading Show. This is the podcast where portfolio manager and professional investment educator, Russ Mathews, shows you how to trade with an edge in today's markets. To powerfully BOOST your portfolio and manage the downside risk.
Mathews Capital Management LLC
Russ Mathews, CEO & Founder
Podcast@MathewsCapitalManagement.com