91 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
    • 4.6 • 91 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.

    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.    
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    • 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. 
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    • 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. 
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    • 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. 
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    • 20 min
    Episode #87: Reflections on 2023 & Into Early 2024

    Episode #87: Reflections on 2023 & Into Early 2024

    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. 
    Don’t forget to subscribe to the show!

    • 26 min
    Can You Predict Earnings Season Ahead of Time

    Can You Predict Earnings Season Ahead of Time

    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.    
    Don’t forget to subscribe to the show!

    • 25 min

Customer Reviews

4.6 out of 5
91 Ratings

91 Ratings

Rpens ,

This is exactly the options podcast I’ve been searching for a long time!

I’m about 5 episodes in and it’s been very enlightening! I’ve been doing his type of trading for over a year with very good success. His podcasts have affirmed my strong belief in the covered call strategy! And because of this podcast, I now have learned an additional way to earn income through the cash backed covered put strategy on my trades. I would add that if the short put option goes ITM, I would look at rolling for additional premium and the same for the ITM short call. I’ve been doing that while earning consistent income. Also it’s something that can be done over and over without assignment if done timely. This guy really knows what he’s talking about! He offers excellent real world scenarios with easy to follow instructions! I highly recommend his podcast to anyone who wants to take their trading to a much much higher level!

man who looks inside for cues ,

First time listener

I just listened to his June 19,2023 episode, I've been in the market for years yet I am smart enough to know that you can always learn more. I like how he repeats his tips & at the end summarizes the whole episode. He also lays down real world knowledge in addition to investing or trading options i.e. his words at around the 22 minute mark about homes & not becoming an entrepreneur without having a W2 for your loan & a good chunk of cash to live off. Im just sad that he only does his Podcast every couple of weeks. I HIGHLY recommend him & this podcast . See u in 2 weeks

Russ DeMott ,

Excellent and understandable

I listen to several excellent trading and investing podcasts. However, Mr. Mathews has a gift for explaining complex concepts very clearly. This may be the most understandable and useful podcasts for options traders and for investing in general. Absolutely top notch!

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