| Options Talk with OIC |
(Duration: 7 min)
Options Talk host Joe Burgoyne answers a question from an investor who wants to exercise a long option position. Joe also speaks on the topic of Weekly Options – what they are and how to distinguish Weeklys from standard options.Login to OIC Education and Listen Now
|
(Duration: 15 min)
Phil Gocke, Managing Director for OIC and Joe Harwood from OCC’s Investor Services speak with Options Talk host Joe Burgoyne about how rumors in the marketplace can create speculation and uncertainty in a way that can impact options pricing.Login to OIC Education and Listen Now
|
(Duration: 6 min)
Host Joe Burgoyne will answer a question from an investor who wants to know how the terms "deep-in-the-money" and "in-the-money" differ from one another. Next, Joe will discuss the correlation between options and Japanese candlesticks. Login to OIC Education and Listen Now
|
(Duration: 7 min)
Host Joe Burgoyne will answer an options question from an investor: Will he receive a dividend if he is long an in-the-money call and has instructed his broker to exercise the call the day prior to it going ex-dividend? Next, Joe will explain why an investor can't close her position until expiration on an index put option that is "European" exercise style. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Phil Gocke, Managing Director for OIC and Joe Harwood from OCC's Investor Services speak with host Joe Burgoyne about two important strategies that utilizes options the buy-write and the covered call. This podcast will highlight the differences between the two strategies, how these strategies can be used and the potential risks and rewards. Login to OIC Education and Listen Now
|
(Duration: 6 min)
Host Joe Burgoyne will answer a question from an investor who wants to know what will happen to the dividend if they are long an in-the-money call that goes ex-dividend and they have instructed their broker to exercise the call before close of the day. Joe will also discuss what takes place when an option has a European exercise style. Login to OIC Education and Listen Now |
(Duration: 11 min)
Host Joe Burgoyne and options tax expert Bill Paul from Covington & Burling LLP wrap up this four-part series on taxes and investing by focusing on the Qualified Covered Call (QCC). They will examine what QCC is, how it works and some special tax rules regarding the QCC that every investor should know. Login to OIC Education and Listen Now
|
(Duration: 14 min)
Tax attorney Bill Paul from Covington & Burling LLP joins host Joe Burgoyne to discussing tax straddle rules. Bill will explain, in layman's terms, rules for deferring losses, the impact on the holding period, and the capitalization of charges. Login to OIC Education and Listen Now
|
(Duration: 11 min)
This podcast will focus on a select group of listed options known as Section 1256 contracts that are taxed under special IRS tax rules. Options tax expert Bill Paul from Covington & Burling LLP and host Joe Burgoyne will explain the 60/40 treatment, the type of options that receive this special treatment, and the rationale behind it. Login to OIC Education and Listen Now
|
(Duration: 12 min)
In this special four-part series on taxes and investing, host Joe Burgoyne speaks with options tax expert Bill Paul from Covington & Burling LLP. This podcast explores basic tax treatments of one-sided equity options such as long calls and short puts. Login to OIC Education and Listen Now
|
(Duration: 7 min)
OIC host Joe Burgoyne will explain whether a broker will "automatically" exercise an option if it expires in-the-money and then he'll discuss the assignment of a short call option that is in-the-money. Login to OIC Education and Listen Now
|
(Duration: 15 min)
OIC Instructor Steve Meizinger from ISE discusses horizontal and vertical skews with host Joe Burgoyne. This podcast will cover what these skews are and how they can impact an options position. Login to OIC Education and Listen Now
|
(Duration: 6 min)
Host Joe Burgoyne will explain whether an investor can exercise their right to buy the stock at any time up to the expiration date and then he'll discuss whether an investor has to have cash or stock in their account to buy or sell the shares of stock that underlie an option when exercising a put or call. Login to OIC Education and Listen Now
|
(Duration: 20 min)
This podcast will explore the historical development of the options industry including how the Greeks may have used options, what it was like trading prior to the existence of put options and how the industry has fared over the past four decades. OIC Managing Director Phil Gocke and Joe Harwood from OCC's Investor Services join host Joe Burgoyne in the discussion. Login to OIC Education and Listen Now
|
(Duration: 12 min)
Darren Tait of the OCC's Investor Services and Alan Grigoletto, OIC's Director of Education join host Joe Burgoyne in discussing various strategies an investor may want to consider during a bull market. This podcast will highlight the risk and rewards of buying calls, cash secured puts and vertical spreads. Login to OIC Education and Listen Now
|
(Duration: 6 min)
Host Joe Burgoyne will discuss one way to select the proper strike price when purchasing an option and then he'll respond to an investor who is wondering about why their option didn't move as much as the underlying stock. Login to OIC Education and Listen Now
|
(Duration: 15 min)
CBOE's Peter Lusk wrap up his discussion with OIC host Joe Burgoyne about what investors may experience when they start trading options. This podcast will focus on how investors can ready themselves against the unexpected and what is needed in planning an exit strategy. Login to OIC Education and Listen Now
|
(Duration: 9 min)
If you are considering trading options, this podcast will help you understand some important steps for your first trade and what every investor needs to know to get started. OIC Instructor Peter Lusk from CBOE joins host Joe Burgoyne for the first of this two-part series. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Phil Gocke, Managing Director for OIC and Joe Harwood from OCC's Investor Services speak with host Joe Burgoyne about the collar strategy. This podcast will discuss what the collar strategy entails, how it can be used, as well as the risks and rewards. Login to OIC Education and Listen Now
|
(Duration: 5 min)
Host Joe Burgoyne will cover some important options terminology that every investor should know and then share how an investor would go about finding equity option position limits. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Darren Tait of OIC's Investor Services and OIC Instructor Alan Grigoletto cover strategies an investor may want to consider when the market is neutral. They will discuss the ins and outs of various strategies such as the covered call, neutral calendar spread and short straddles and strangles. Login to OIC Education and Listen Now
|
(Duration: 12 min)
OIC Instructor Bo Nobel and Jeff Huddleston from OIC's Investor Services discuss naked long and short options. They will discuss what it means to be naked in options trading, the risk-reward profile and how an investor may want to proceed when trading naked options. Login to OIC Education and Listen Now
|
(Duration: 5 min)
Host Joe Burgoyne will discuss the intricacies of options trading in penny increments and whether or not options can be traded on any listed stock. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Darren Tait of OIC's Investor Services and Alan Grigoletto, an OIC Instructor join host Joe Burgoyne in discussing various strategies an investor may want to consider during a bear market. This podcast will cover the risk and rewards of buying calls, selling puts and spread strategies such as vertical bear and ratio spreads. Login to OIC Education and Listen Now
|
(Duration: 7 min)
Host Joe Burgoyne responds to an investor who wants to know how open interest impacts their order and then he will discuss whether an investor can be long and short the exact same option at the same time. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Host Joe Burgoyne and OIC Instructor Peter Lusk discuss two important concepts that every investor should be familiar with – theta risk and volatility. Joe and Peter will cover what these two topics mean and how they interrelate with one another. Login to OIC Education and Listen Now
|
(Duration: 11 min)
OIC Instructor Alan Grigoletto and Darren Tait of OIC's Investor Services share their insight on what investors should consider when deciding if options is right for their portfolio. They'll discuss options as a risk management tool, ways it can be used to generate income as well as the risks and rewards of options trading. Login to OIC Education and Listen Now
|
(Duration: 6 min)
Host Joe Burgoyne answers who sets the width between the bid-ask on options exchanges and then he will speak on the topic of liquidity - what is it and how you can find out more about it. Login to OIC Education and Listen Now
|
(Duration: 13 min)
OIC Instructor Bo Nobel and Jeff Huddleston from OIC's Investor Services join host Joe Burgoyne in talking about the differences between buying calls and selling puts. Bo and Jeff will cover what these two strategies are, how each works as well as what ways they compare and contrast with one another. Login to OIC Education and Listen Now
|
(Duration: 5 min)
Host Joe Burgoyne discusses setting a stop-loss order on an options position then he will answer a question from an investor who wants to know whether it makes a difference what type of order is entered when the market is volatile. Login to OIC Education and Listen Now
|
(Duration: 15 min)
Host Joe Burgoyne wraps up this three part series with a conversation about the various types of options skews including options smile and smirk. OIC Instructor Steve Meizinger weighs in with his thoughts on what drives skew and which options strategies can be used with it. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Host Joe Burgoyne continues his discussion with OIC Instructor Steve Meizinger about the relationship between options skew and volatility. This podcast will also cover factors that investors need to keep in mind when it comes to these two concepts. Login to OIC Education and Listen Now
|
| Options Talk with OIC: First 50 Podcasts |
(Duration: 9 min)
OIC Instructor Steve Meizinger and host Joe Burgoyne kick off the first of a three part series on Options Skew. While skew is an advanced trading concept, it is nonetheless important for investors to understand. In this podcast, Steve and Joe will cover what exactly is skew and the benefits that come from studying it. Login to OIC Education and Listen Now
|
(Duration: 8 min)
OIC Instructor Barry Nobel joins host Joe Burgoyne in discussing Standard and Quarterly Options. This podcast will cover the differences between the two option types and how an investor can benefit from using them. Login to OIC Education and Listen Now
|
(Duration: 6 min)
Host Joe Burgoyne will discuss how option contracts are adjusted for reverse stock splits and then he will answer a question from an investor who is wondering about disappearing options premium. Login to OIC Education and Listen Now
|
(Duration: 12 min)
OIC Instructor Bo Nobel and Jeff Huddleston of OIC's Investor Services join host Joe Burgoyne in discussing how to get started in trading options – important first steps to take as well as what tools and resources are available to help investors to better understand options. Login to OIC Education and Listen Now
|
(Duration: 17 min)
OIC Instructor Barry Nobel and host Joe Burgoyne discuss some examples of worst case scenarios in trading and what investors need to consider in order to avoid similar pitfalls. Login to OIC Education and Listen Now
|
(Duration: 12 min)
In this podcast, host Joe Burgoyne, OIC Instructor Bo Nobel and Jeff Huddleston from OIC's Investor Services discuss ETFs – what they are, how they are constructed and what are the risks and benefits. Login to OIC Education and Listen Now
|
(Duration: 8 min)
Host Joe Burgoyne responds to real-life inquires that come through Investor Services at OIC. This podcast will focus on what is the Options Disclosure Document and how an investor can find a broker. Login to OIC Education and Listen Now
|
(Duration: 10 min)
OIC Instructor Russell Rhoads and Bill Ryan of OIC's Investor Services join host Joe Burgoyne in talking about Diagonal Spreads - what they are and how they work. This podcast will also cover how time decay and volatility can impact this advanced trading strategy. Login to OIC Education and Listen Now
|
(Duration: 12 min)
In the second half of this two-part series, host Joe Burgoyne picks up his conversation with OIC Instructor Barry Nobel about "too good to be true" scenarios. Joe and Barry go over some specific examples of options pricing that falls into this category and review how corporate actions like mergers and takeovers can create unusual pricing scenarios. Login to OIC Education and Listen Now
|
(Duration: 9 min)
Host Joe Burgoyne and OIC Instructor Barry Nobel discuss what happens when option pricing appears to be too good to be true. This podcast will cover some possible reasons that pricing may appear differently than the models suggest and what potential risks investors should be aware of when coming across "too good to be true" scenarios. Login to OIC Education and Listen Now
|
(Duration: 11 min)
Host Joe Burgoyne dialogues with OIC Instructor Russell Rhoads and Bill Ryan of OIC's Investor Services about a trading strategy that every investor will find use in knowing how to implement - calendar spreads. This podcast will feature a discussion about how this particular strategy works and what investors need to know about the impact of volatility and other important factors such as early assignment and exercise. Login to OIC Education and Listen Now
|
(Duration: 13 min)
As with any trading strategy, there are always benefits and risks. Spreads are no exception. In this podcast featuring OIC Instructor Russell Rhoads and Bill Ryan from OIC's Investor Services, host Joe Burgoyne will discuss with our experts what the advantages and disadvantages are in using spreads and how an investor might want to consider executing a spread given the risks and rewards. Login to OIC Education and Listen Now
|
(Duration: 18 min)
OIC Instructor Bill Ryan and Joe Harwood of OIC's Investor Services sit down with host Joe Burgoyne to discuss debit and credit spreads - what they are and why an investor might want to use them. This podcast also includes a discussion on how these spreads can work with bear and bull spread strategies. Login to OIC Education and Listen Now
|
(Duration: 10 min)
In part two of the series on bull and bear spread strategies, host Joe Burgoyne concludes his conversation with Bill Ryan of OIC's Investor Services and OIC Instructor Russell Rhoads by explaining how implied volatility factors into bull and bear spreads. The podcast also covers the impact of early exercise and assignment as well as the benefits and risks of using these spread strategies. Login to OIC Education and Listen Now
|
(Duration: 10 min)
OIC Instructor Russell Rhoads and Bill Ryan of OIC's Investor Services speak with host Joe Burgoyne about a couple of strategies that are good for investors to keep in their trading arsenal – Bull and Bear Spreads. The group will define what these spread strategies are and discuss a couple of examples that demonstrate how these spreads can work through to expiration. Login to OIC Education and Listen Now
|
(Duration: 11 min)
Joe Harwood of OIC's Investor Services and OIC Instructor Bill Ryan, along with host Joe Burgoyne, set out to understand why some financial instruments move quickly while others don't. Topics discussed during this podcast include the impact of volatility as well as supply and demand. Login to OIC Education and Listen Now
|
(Duration: 15 min)
OIC Instructor Bill Ryan and Joe Harwood of OIC's Investor Services sit down with host Joe Burgoyne to discuss open interest - how it is defined and how trades are impacted by it. Using a hypothetical, five-day scenario, the group will demonstrate how selling and buying too close can potentially reduce or eliminate open interest. Login to OIC Education and Listen Now
|
(Duration: 9 min)
Host Joe Burgoyne and OIC Instructor Aubree Greenspun explore strategies that deal specifically with volatility including calendar spreads and backspreads. This podcast also include a discussion on historical and implied volatility and important tips for investors to keep in mind when implementing this strategy. Login to OIC Education and Listen Now
|
(Duration: 13 min)
This podcast will cover a product that has garnered a great deal of attention since its release – Weekly options. OIC Instructor Bill Ryan and Joe Harwood from OIC's Investor Services join host Joe Burgoyne in talking about Weekly options – what they are and what investors will need to keep in mind when trading them. Login to OIC Education and Listen Now
|
(Duration: 10 min)
The last of this three part series on The Greeks concludes with host Joe Burgoyne and OIC Instructor Todd Rich defining Vega and discussing the significant ways it can impact an option price. Login to OIC Education and Listen Now
|
(Duration: 11 min)
OIC Instructor Todd Rich and host Joe Burgoyne continue their conversation about The Greeks with an explanation of Gamma, Theta and Rho and the impact of time on each of them. Login to OIC Education and Listen Now
|
(Duration: 12 min)
The Greeks have a reputation for being an extremely complex topic to tackle for even the most experienced investor. However, in this podcast, host Joe Burgoyne and OIC Instructor Todd Rich aim to make it a little easier to digest by breaking down the terms into smaller segments, starting with Delta. Login to OIC Education and Listen Now
|
(Duration: 11 min)
OIC Instructor Aubree Greenspun and host Joe Burgoyne discuss what it means for a spread to be long and short and how these strategies works. This podcast also includes a discussion on vertical and ratio call spreads as well as the impact of volatility on these particular strategies. Login to OIC Education and Listen Now
|
(Duration: 15 min)
Host Joe Burgoyne continues his discussion on American and European Style Options by discussing the methodology in using these particular option styles and some of the strategies associated with each. Guests Darren Tait of OIC's Investor Services and Jim Bittman from the Chicago Board Options Exchange share their perspectives. Login to OIC Education and Listen Now
|
(Duration: 12 min)
In part one of this two part series, Jim Bittman of the Chicago Board Options Exchange and Darren Tait of OIC's Investor Services explore the differences between American and European Style Options and discuss how dividends can be impacted by these types of options. Login to OIC Education and Listen Now
|
(Duration: 12 min)
This podcast covers two core strategies that investors should be familiar with when trading options. Host Joe Burgoyne and OIC instructor Aubree Greenspun discuss how covered calls compare with writing puts and the potential risks and benefits of implementing each of these strategies. Login to OIC Education and Listen Now
|
(Duration: 10 min)
OIC Instructor Todd Rich and host Joe Burgoyne review the ins and outs of the Backspreads strategy. Topics covered in this podcast include examples of call and put backspreads as well as a discussion about the risks and rewards of using this particular strategy. Login to OIC Education and Listen Now
|
(Duration: 10 min)
Darren Tait of OIC's Investor Services, Jim Bittman of the Chicago Board Options Exchange and host Joe Burgoyne build upon last week’s discussion about put-call parity by delving into the topic of synthetic long stock. Topics covered in this podcast include what is synthetic long stock, what type of investor may consider buying it and why would an investor consider buying it. Login to OIC Education and Listen Now
|
(Duration: 14 min)
Host Joe Burgoyne speaks to Jim Bittman of the Chicago Board Options Exchange and Darren Tait from OIC's Investor Services about the meaning of put call parity, how it works and what it does to keep the markets in line with one another.
Login to OIC Education and Listen Now
|
(Duration: 11 min)
This podcast focuses on defining long and short calls and puts. OIC Instructor Aubree Greenspun and host Joe Burgoyne review terminology and discuss how these strategies compare and contrast with one another. Login to OIC Education and Listen Now
|
(Duration: 14 min)
Oftentimes, special circumstances arise that may change the complexion of trade and it’s important for investors to understand how these occurrences might impact their portfolio. OIC Instructor Barry Nobel and Joe Harwood of OIC’s Investor Services speak with host Joe Burgoyne about what are contract adjustments and what it can potential mean to investors. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Host Joe Burgoyne discusses Long and Short Put Spreads with Jeff Huddleston of OIC's Investor Services and Marty Kearney, an OIC Instructor. This podcast will help investors learn about what exactly is a put spread and how it can be used.
Login to OIC Education and Listen Now
|
(Duration: 15 min)
OIC Instructor Barry Nobel and Joe Harwood, Manager of OIC's Investor Services speak with host Joe Burgoyne about the differences between long and short strangles and what investors need to know about using this particular options strategy. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Understanding how to exit a position is just as important as deciding which strategy to use to enter one. Host Joe Burgoyne, along with OIC Instructor Marty Kearney and Jeff Huddleston from OIC's Investor Services, discuss the importance of having an exit strategy and factors to consider when developing your plan for getting out of a position. Login to OIC Education and Listen Now
|
(Duration: 14 min)
This podcast focuses on how options can be used to potentially increase income in an investor’s portfolio. Joe Harwood from OIC's Investor Services and OIC Instructor Barry Nobel share their perspectives with host Joe Burgoyne. Login to OIC Education and Listen Now
|
(Duration: 17 min)
In this podcast host Joe Burgoyne, OIC Instructor Barry Nobel and Joe Harwood, Manager of OIC's Investor Services discuss order types – what they are and how they are used. Login to OIC Education and Listen Now
|
(Duration: 13 min)
OIC Instructor Marty Kearney and Jeff Huddleston of OIC's Investor Services speak with host Joe Burgoyne about what investors need to understand about Early Exercise. Topics covered on the show include reasons why Early Exercise may happen and how it can impact American-style options versus European-style options. Login to OIC Education and Listen Now
|
(Duration: 12 min)
OIC Instructor Marty Kearney and Jeff Huddleston of OIC's Investor Services speak with host Joe Burgoyne about what investors need to understand about Early Exercise. Topics covered on the show include reasons why Early Exercise may happen and how it can impact American-style options versus European-style options. Login to OIC Education and Listen Now
|
(Duration: 10 min)
Darren Tait of OIC's Investor Services and OIC Instructor Bill Ryan speak with host Joe Burgoyne about what this advanced trading strategy is and what to consider prior to using it in your trading arsenal. Login to OIC Education and Listen Now
|
(Duration: 15 min)
Host Joe Burgoyne and OIC Instructor Peter Lusk define what this strategy is and why an investor might use this strategy for their position. Login to OIC Education and Listen Now
|
(Duration: 13 min)
The last of this three part series concludes with host Joe Burgoyne, OIC Instructor Todd Rich and Bill Ryan of OIC's Investor Services discuss what effects that Vega, one of the Greeks, can have on volatility. Login to OIC Education and Listen Now
|
(Duration: 12 min)
Host Joe Burgoyne continues his discussion with OIC Instructor Todd Rich and Bill Ryan of OIC's Investor Services about how these two types of volatility compare and contrast with one another. Login to OIC Education and Listen Now
|
(Duration: 9 min)
Host Joe Burgoyne speaks with Bill Ryan of OIC's Investor Services and OIC Instructor Todd Richabout what volatility is and how it works. Login to OIC Education and Listen Now
|
(Duration: 8 min)
OIC Instructor Peter Lusk and host Joe Burgoyne discuss when an investor may need to implement this strategy and what are some of the advantages and disadvantages that should be taken into consideration prior to using it. Login to OIC Education and Listen Now
|
(Duration: 10 min)
Host Joe Burgoyne asks two industry experts, Darren Tait of OIC's Investor Services and OIC Instructor Bill Ryan to weigh in on what components go into determining options pricing. Login to OIC Education and Listen Now
|
(Duration: 10 min)
In second part of this two part series, Host Joe Burgoyne wraps up his discussion with Darren Tait of OIC's Investor Services and OIC Instructor Bill Ryan with a discussion about how short straddles may impact your trading strategy. Login to OIC Education and Listen Now
|
(Duration: 9 min)
OIC Instructor Bill Ryan and Darren Tait from OIC's Investor Services join host Joe Burgoyne in explaining the complexities of using a straddle and whether you can profit or lose no matter which way the underlying moves. Login to OIC Education and Listen Now
|
(Duration: 16 min)
Host Joe Burgoyne speaks with Bill Ryan from OIC's Investor Services and Todd Rich, an OIC instructor, about what exactly is a covered call, how it can be used and how it compares to the collar strategy. Login to OIC Education and Listen Now
|
(Duration: 13 min)
Host Joe Burgoyne and Peter Lusk, an OIC instructor, continue their discussion on volatility by focusing on what happens when volatility collapses or explodes. Login to OIC Education and Listen Now
|
(Duration: 11 min)
This first podcast in the series with OIC Instructor Peter Lusk and host Joe Burgoyne where they discuss the type of impact that volatility can have on earnings and how positions change when volatility moves. Login to OIC Education and Listen Now
|
