The Modern Stock & Options Trading Show

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 app...

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.  Don't forget to subscribe to the show!

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...

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...

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...

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. Don't forget to subscribe to the show!

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 max...

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.  Don't forget to subscribe to the show!

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.    Don't forget to subscribe to the show!

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. Don't forget to subscribe to the show!

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.  Don't forget to subscribe to...

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.  Don't forget to subscribe to the show!

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. Don't forget to subscribe to the show!

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 powerf...

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...

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.  Don't forget to subscribe to the show!

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...

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...

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 negat...

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 worl...

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. Don't forget to subscribe to the show!

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.    Don't forget to subscribe to the show!

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.  Don't forget to subscribe to the show!

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.  Don't forget to subscribe to the show!