Russ Mathews - Portfolio Manager & Investment Educator
The Modern Stock & Options Trading ShowEpisodes
Episodes of The Modern Stock & Options Trading Show
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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 cover
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
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 ge
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
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 ha
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,
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 investors care and the pros and cons of this earnings measurement. Don’t forget to subscribe to the show!
In this episode, Russ explores the standard portfolio construction / asset allocation structure of 60% stocks / 40% bonds. This portfolio structure has been around for 50+ years and is a standard for investing. A series of 'bear markets' sin
In this episode, Russ explores the 7 largest mistakes investors & traders make. From taking too much risk to trading without a written plan with an edge, each risk is discussed and how to overcome each one. Helping traders to avoid these mist
In this episode, Russ explores how your investment timeframe determines many other investment decisions. Investment timeframes are described, and then the decisions that are influenced. From asset class selected, to the amount of reliance o
In this episode, Russ explores the multidirectional & murky investment environment now. From what is happening with inflation, to the FED pausing interest rate hikes, to unemployment to real estate to cash and cash alternatives. The economy i
In this episode, Russ explores the definitions and pros and cons of stock buybacks vs. dividends. There is some debate about what the best way is to return capital to shareholders. Russ explores the definitions, the pros and cons of each way
We are in the heart of earnings season. What are the different ways to play earnings? Russ goes through the different option strategy choices and then focuses on one of his favorite ways to play earnings. He covers the Iron Condor with the s
In this episode, Russ discusses several scenarios for waiting to add the protection leg to your trading strategy. In other words, when you have strong directional conviction in how an underlying stock or ETF will move, Russ shows how you can w
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. Is this a good strategy? In this episode, Russ covers: What is direct Indexing; the Pros and Cons of Dir
There are several ways a company can access the public markets to raise capital. Russ covers the pros and cons of each – the Initial Public Offering (IPO), the Special Purpose Acquisition Company (SPAC’s), Regulation CF, etc. In addition, he
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 affec
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, A
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 alt
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
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 ar
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. R
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 furthe
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
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 tacti
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