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The Modern Stock & Options Trading Show

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.

Jun 13, 2024

Russ discusses this adjustment / ptotection strategy with markets at all-time highs.   He discusses when and why one may want to adjust and protect their covered call trades. 

If the underlying stock (or ETF) has gained and is strongly above the call strike price written when you are already into a trade, is there...

May 21, 2024

Russ discusses how to use a combination of options strategies to simulate the risk & return graph of a stock. 

He also discusses the wrinkle he adds to the core strategy to cut off the downside below a certain percentage. 

He also gives an example. 

You can use this strategy to simulate multiple stocks as well in a...

Apr 12, 2024


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. ...

Feb 15, 2024


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...

Jan 13, 2024

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...