Options Talk with OIC

Options Talk with OIC

By The Options Industry CouncilBusinessInvesting
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Options Talk with OIC episodes

  • Introduction to Tax Straddles
    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.
    15 min
  • Options Subject to 60-40 Tax Treatment
    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.
    12 min
  • Tax Treatment of One-Sided Equity Options
    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.
    13 min
  • Q & A with Joe Burgoyne Pt. 10
    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.
    8 min
  • Horizontal and Vertical Skews
    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.
    16 min
  • Q & A with Joe Burgoyne Pt. 9
    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.
    7 min
  • History of Options Trading
    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.
    21 min
  • Options Strategies for a Bull Market
    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.
    13 min
  • Q & A with Joe Burgoyne Pt. 8
    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.
    7 min
  • Putting Your Toe in the Water, Pt. 2
    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.
    16 min

About Options Talk with OIC

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