popular interviews

the latest

The Best Way to Play Earnings with Options — with John Shon

Posted on July 11, 2011 at 1:45 pm

Investors should always be on the prowl for investment strategies to improve returns while lowering risk.

new book by john shon

While everyone knows that options can help here, very few individual investors I’ve met actually have a good strategy to implement options.

John Shon, author of Trading on Corporate Earnings News: Profiting from Short Term Options Positions and a professor of accounting at Fordham University, joins us on this episode to discuss:

  • why earnings announcements are good times for investors to make money
  • why stocks continue to move big after earnings, even though they’re being scrutinized
  • how to use options regardless of whether we’re right about earnings strength/weakness
  • how to capitalize on post-earnings announcement drift (stocks continue to move AFTER earnings announcement)
  • advice on how to increase chances of success in options strategies around earnings announcements Continue Reading »

1

  • The Best Way to Play Earnings with Options — with John Shon (transcript)

    Posted on July 20, 2011 at 12:42 pm UTC

    This transcript comes an interview with John Shon that you can find here.  You can also find our archives of interviews with some of the world’s best investors here.

    Announcer: Live from the Internet, it’s Tradestreaming Radio, with your host, Tradestreaming.com’s own Zack Miller.new book by john shon

    Zack: Hey, this is Zack Miller. You’re listening to Tradestreaming Radio, the place on the Internet where investors can learn directly from experts.

    One thing I’ve found in my individual investing practice, both my own investing and the work I do with clients, is that, although I know basic options strategies, I’ve struggled to really implement them. More than anything, I feel that options are a great way for a lot of investors to lower the risk in terms of playing out a thesis that they have on a particular stock.

    The hardest thing to do with options is to pick a direction, and this is what many investors do, is to buy a call or buy a put, and basically say, “I’m making a bet that the stock’s going to go up or down.” It’s (a) very hard to pick which direction, and (b) a lot of times even if we’re right, meaning earnings season is particularly good, there’s some good news out, the stock may not react the way we’re predicting it.

    I was really interested to read this book that was put out recently on the FT Press by John Shon, who’s a professor of accounting at Fordham. He has a Ph.D. from University of Chicago at Booth School. He wrote a book along with Ping Zhou called “Trading on Corporate Earnings News: Profiting from Targeted Short-Term Options Positions.” I invited John on to the show today to discuss the book. Continue Reading »

    2

  • When Good Trades Go Bad: Deadly Portfolio — with John Hohn

    Posted on July 19, 2011 at 12:45 pm UTC

    The fine line between doing what’s right for a client and what’s good for you is walked daily by financial advisors.

    Most of the time things go off without a hitch.But sometimes, the results of poor decision making are disastrous.

    John Hohn joins us on Tradestreaming Radio to talk about his new book, Deadly Portfolio: A Killing in Hedge Funds. John had a 40 year career in financial services, all the while exploring his avocation, writing.

    Deadly Portfolio is his first book and it explores the insides of the financial industry, how decisions are made, how brokers make a living, and how wealthy clients behave.It’s also full of murder and intrigue…
    We talk to John about the book and his experiences in managing 300 brokerage clients influenced his writings. Continue Reading »

    0

  • Join us today: A live chat about global value investing — Prince Waleed Style [Tradestreaming Live]

    Posted on July 18, 2011 at 11:29 am UTC

    Many of you mentioned that you enjoyed our recent interview with Jeff Towson, best-selling author of What Would Ben Graham Do Now: A New Value Investing Playbook for a Global Age.  Towson spent 9 years closely working with Saudi Prince Waleed, one of the world’s richest and most successful investors.

    Towson provides a global value investing framework for Westerners interested in getting involved abroad.  The thing is — after the interview — many of you still had questions.  Towson wrote a book intended for investors of all size, but many felt that his framework was more attuned to private equity investors — professionals with deep pockets.

    I’ve invited Jeff to talk more about his book, his experiences working under Waleed, and his view on global investing in a new live format on Tradestreaming, I’m calling — for lack of a better term — Tradestreaming Live. Think of it as an intimate chat about global investing. Continue Reading »

    2

  • The End of Probability: A new way of thinking about derivatives — with Elie Ayache

    Posted on July 13, 2011 at 12:35 pm UTC

    Every once in a while, you meet someone and you just look in the mirror and think: hey, I’m not worthy. What am I doing with my life?

    Today’s guest Elie Ayache is part entrepreneur, part philosopher, and part technologist.He takes aim at Taleb’s Black Swan model (and in general our view of probability and market pricing) and provides a new model of how to view contingent claims and their relationship with the market’s pricing mechanism. He walks the talk, growing and expanding his software firm’s client base with institutional investors.It’s possible that with time, his software and theory will have a significant impact on how contingent claims are viewed, priced and traded.

    We discuss his new book, The Blank Swan: The End of Probability.  I learned a ton about how this all works (even if I didn’t understand everything Ayache spoke about). Continue Reading »

    0

  • Top Investment Resources for Sentiment Analysis

    Posted on July 12, 2011 at 12:45 pm UTC

    The holy grail for investors — and one being frantically searched for by technologists, entrepreneurs, and investors — is to find a way to program machines to decipher social media (or more accurately, unstructured text) and structure a trading system around it.

    Sentiment analysis (the ability to pull out what people are feeling by the words they’re using online) is one of the next big things in investing. Here are a few of the resources investors may want to consider when learning about sentiment analysis and portfolio management.

    Have any suggestions? Add your own below.

    0

About Tradestreaming

Tradestreaming is a community of investors learning directly from experts. I’m Zack Miller, investor, entrepreneur, and founder of Tradestreaming.com and I literally wrote the book on how to invest in the age of Facebook and Twitter. Tradestreaming is the resource I’ve created to help me become a better investor.  I believe it will help you … Continue Reading