Welcome to the Modern Stock and Options Trading Show. This is the podcast where portfolio manager and professional investment educator, Russ Mathews, shows you ...
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. Don’t Forget to subscribe to the show!
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15:29
Episode #97: 5 Themes for 2025
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 3. EV’s (& Robotics 4.) ) Healthcare Innovation and the aging population & 5.) Infrastructure refresh – Roads, Bridges, Airports, etc. Russ discusses what he is doing now. Don’t Forget to subscribe to the show!
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25:06
Episode #96: Current Markets – What To Do Now
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. Don’t Forget to subscribe to the show!
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12:18
Episode #95: The Science vs. the Art of Investing.
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. Don’t Forget to subscribe to the show!
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16:21
Episode #94: The. Box Spread Options Strategy
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.
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.
New Zealand