Podcasts by The Modern Stock

Episode #85: EBITDA - What Is It and Why Do We Care As Investors from 2023-09-11T21:47

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 investo...

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Episode #84:  Is the ‘60% Stocks /40% Bonds’ Portfolio Structure Dead from 2023-08-16T00:14

In this episode, Russ explores the standard portfolio construction / asset allocation structure of 60% stocks / 40% bonds.Listen

Episode #83 - The 7 Largest Mistakes Investors&Traders Make from 2023-07-26T23:00

In this episode, Russ explores the 7 largest mistakes investors & traders make.  From taking too much risk to trading without a written...

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Episode #82: Your Investment Timeframe Determines Most Other Decisions from 2023-06-30T22:40

In this episode, Russ explores how your investment timeframe determines many other investment decisions.  Listen

Episode #81: How to Invest In Today’s Environment from 2023-06-19T18:54

In this episode, Russ explores the multidirectional & murky investment environment now. 

From what is happenin...

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Episode #80: Stock Buybacks vs. Dividends from 2023-05-25T00:57

In this episode, Russ explores the definitions and pros and cons of stock buybacks vs. dividends.  There is some debate about what the ...

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Episode #79: Playing Earnings - The Iron Condor (With Strike Prices Outside the Expected Move) from 2023-04-28T20:50

We are in the heart of earnings season.  What are the different ways to play earnings?  Russ go...

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Episode #78: Increasing Returns By Waiting to Frame the Trade from 2023-03-31T23:01

In this episode, Russ discusses several scenarios for waiting to add the protection leg to your trading strategy.  In other words, when ...

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Episode #77: Is Direct Indexing for Me? from 2023-03-13T23:06

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...

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Episode #76: Should I invest in IPO’s, SPAC’s and Companies Coming Public from 2023-02-21T22:04

There are several ways a company can access the public markets to raise capital.  Russ covers the pros and cons of each – the Initial P...

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Episode #75: AI (Artificial Intelligence) and The World of Investing&Trading from 2023-02-10T00:41

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 f...

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Episode #74: Top 5 Ways to Measure A Stocks Risk (or Options Strategy) from 2023-01-25T23:42

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...

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Episode #73 - Alternatives to Cash for 2023 from 2023-01-03T01:28

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 hi...

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Episode #72 – Tax Loss Harvesting&Positioning for 2023 from 2022-12-16T02:36

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 ...

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Episode #71 - The Bullish Case (in a Sea of Bears) from 2022-11-23T19:07

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.  V...

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Episode #70: How the Macro Economic Picture Affects You from 2022-11-08T00:03

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 ab...

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Episode #69: How to Recover Your Portfolio from 2022-10-21T23:13

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 ...

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Episode #68: When Will the Stock Market Recover? from 2022-10-07T18:08

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 curren...

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Episode #67:  Are Markets Today Efficient – A Fresh Look At Efficient Market Theory from 2022-09-20T17:27:58

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 Stro...

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Episode #66:  How to Make Your Money Work Harder In The Stock Market from 2022-09-03T04:17:56

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 & i...

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Episode #65:  Inflation Has Peaked – What it Means for Markets from 2022-08-16T18:08:30

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 expectatio...

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Episode #64:  The Put Call Ratio (Key Sentiment Indicator) from 2022-07-29T04:01:46

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 ho...

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Episode #63 - Four Reasons To Invest In Stocks&Options For the Second Half of 2022 from 2022-07-08T23:34:11

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 & opti...

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Episode #62: The 1:1:1 Trade from 2022-06-09T19:08:05

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 ...

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Episode #61: Trading Strategy: The Poor Man’s Covered Call from 2022-05-17T00:29:54

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 Cal...

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Episode #60:  Is This The Moment of Capitulation from 2022-05-05T21:38:46

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 m...

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Episode #59 How To Trade Quarterly Earnings from 2022-04-22T01:07:03

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 p...

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Episode #58:  Reflections – Past 2 Years of Trading from 2022-03-28T17:47:36

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 chang...

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Episode #57: Bearish Strategy - The Put Ratio Backspread from 2022-03-14T22:09:43

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 (Qu...

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Episode #56: The Current Markets&The Look Forward from 2022-02-23T03:20:38

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 Feder...

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Episode #55: The Importance of Practice With Simulated Trading from 2022-02-09T20:23:34

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. ...

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Episode #54: Time To ‘Buy The Dip’ (Scale In) from 2022-01-25T20:42:52

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.  H...

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Episode #53: 2022 Market Outlook&Key Macro Factors from 2021-12-30T01:23:23

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 me...

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Episode #52 - The Mechanics of Trade Adjustments from 2021-12-09T03:03:52

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 phi...

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Episode #51: Deciding If&When to Adjust a Loosing Trade from 2021-11-15T19:38:41

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 option...

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Episode #50: Strategic Overwriting of Covered Calls from 2021-10-31T23:38:49

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...

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Episode #49: Straddles&Strangles Master Class from 2021-10-04T18:28:27

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 st...

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Episode #48: Russ’s Top 20 Trading Rules from 2021-09-15T03:04:46

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 o...

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Episode #47: Buying Puts vs. Protective Puts vs. Bear Call Spreads from 2021-08-31T00:13:10

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...

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Episode #46:  Never Buy Another Mutual Fund Again from 2021-08-11T03:00:50

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 ...

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Episode #45:  My Outlook for the Remainder of 2021 from 2021-07-28T00:47:30

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 - A...

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Episode #44:  How To Determine Where the Stock Market Is Going from 2021-07-07T00:08:26

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 head...

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Episode #43: Hitting Singles Vs. Homeruns from 2021-06-14T22:38:07

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 ...

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Episode #42: Cryptocurrencies vs. Stocks (&Options) from 2021-05-26T02:55:55

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 wi...

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Episode #41: Call Debit Spreads from 2021-05-12T01:23:01

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 teac...

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Episode #40 - Mindset Shifts (Growth vs. Generating Income) from 2021-04-26T00:41:58

In this episode of The Modern Stock & Options Trading Show, host Russ Mathews will discuss the mindset shift that takes place between ‘growing your acc...

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Episode #39: Options – When to Exercise vs. Close out vs. Let Expire from 2021-04-13T17:50:55

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 t...

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Episode #38: The Covered Combination Strategy from 2021-03-29T23:36:40

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 strate...

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Episode #37: Control Emotions During Volatile Markets from 2021-03-12T02:01:53

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 ...

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Episode #36: How to Buy ‘Thematic’ ETF’s Cheaper&Get Paid Now from 2021-02-20T02:34:49

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 lo...

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Episode #35: How I Pick Which Stocks to Trade from 2021-02-03T01:33:22

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 sp...

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Episode #34: The Straddle Trade from 2021-01-19T01:33:36

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 t...

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Episode #33: Margin&Portfolio Margin – Game Changers from 2020-12-31T17:16:18

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 availabl...

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Episode #32: End of 2020 Investment Update from 2020-11-20T00:39:24

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 ...

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Episode #31: Buy&Hold Is Dead from 2020-10-09T01:45:03

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 othe...

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Episode #30: The Best Strategy Now – Selling Cash backed Puts (w/ downside protection) from 2020-09-19T18:49:25

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 s...

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Episode #29: How to Invest Now&For the Rest of 2020 from 2020-09-11T03:27:59

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 f...

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Episode #28: The Best Ways to Protect The Downside from 2020-08-31T01:03:55

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, ...

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Episode #27: Top 10 Trading&Investment Books of All Time from 2020-08-16T01:52:04

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...

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Episode #26: Buying Deep ITM Calls (the Stock Replacement) Strategy from 2020-07-30T23:42:18

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 Opti...

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Episode #25: Are You a Trader or an Investor? …and Why It Matters from 2020-07-21T17:59:51

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...

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Episode #24: How to Get The Market to Pay For Your Stocks (Free Stocks) from 2020-06-19T01:38:12

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 ...

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Episode #23:  US Reopening, Economic&Market Outlook from 2020-05-30T23:21:32

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 ...

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Episode #22: Credit Spreads Continued…The Iron Condor from 2020-05-17T23:28:58

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 v...

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Episode #21: Introduction to Credit Spreads from 2020-05-02T00:57:33

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 ver...

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Episode #20: The Message The Market Is Sending from 2020-04-15T23:11:31

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 (Coron...

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 Episode #19: The Bottom&The Turn from 2020-03-27T04:09:32

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 co...

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Episode #18: How to Trade During Extreme Volatility from 2020-03-13T23:28:03

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 vol...

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