93 episodes

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.

The Modern Stock & Options Trading Show Russ Mathews

    • Business
    • 4.5 • 2 Ratings

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.

    Podcast #93 - How to Protect (Adjust) Covered Calls

    Podcast #93 - How to Protect (Adjust) Covered Calls

    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.    
    Don’t Forget to subscribe to the show!

    • 17 min
    Episode #92: Using Options to Create Synthetic Stock Positions Without Ownership

    Episode #92: Using Options to Create Synthetic Stock Positions Without Ownership

    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. 
    Don’t Forget to subscribe to the show!

    • 24 min
    Episode #91: Reg-T Margin vs. Portfolio Margin

    Episode #91: Reg-T Margin vs. Portfolio Margin

     
    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.    
    Don’t Forget to subscribe to the show!

    • 26 min
    Episode #90 - Mega ROTH IRA vs. the BACKDOOR Roth IRA

    Episode #90 - Mega ROTH IRA vs. the BACKDOOR Roth IRA

     
    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. 
    Don’t Forget to subscribe to the show!

    • 28 min
    Episode #89: Secure Act 2.0 Key Highlights

    Episode #89: Secure Act 2.0 Key Highlights

    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. 
    Don’t Forget to subscribe to the show!

    • 28 min
    Episode #88: Cash Flow, Cash Flow, Cash Flow

    Episode #88: Cash Flow, Cash Flow, Cash Flow

    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. 
    Don’t Forget to subscribe to the show!

    • 20 min

Customer Reviews

4.5 out of 5
2 Ratings

2 Ratings

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
She's On The Money
Victoria Devine
Backstage with Cooper & Matty Johns
JOHNS MEDIA
Equity Mates Investing Podcast
Equity Mates Media
Chanticleer
Australian Financial Review
Motley Fool Money
LiSTNR

You Might Also Like

Stock Market Options Trading
Eric O'Rourke
Swing Trading the Stock Market
Ryan Mallory
Chat With Traders
Tessa Dao
Desire To Trade Podcast | Forex Trading & Interviews with Highly Successful Traders
Etienne Crete
Investing With IBD
Investor's Business Daily
B The Trader
Alex B