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Trading Options in U.S. Markets
Rating: 4.5 out of 5(142 ratings)
8,484 students

Trading Options in U.S. Markets

Do it your self-investing with stocks and options. Learn how to research, analyze, and place a trade to match the trend
Created byAndy Peterson, Mark Ely, Kumar Koppireddy, Ellis Estevez
Last updated 1/2018
English

What you'll learn

  • Fully understand the basics of investing
  • Have a knowledge of TradeCaddie investing tools

Course content

4 sections • 29 lectures • 4h 54m total length

  • Course Introduction0:49

    Welcome to Options Trading in U.S. Markets.  

  • 101: Introduction to Investment Income Part A10:19

    It will be worth your while to download the PDF file accompanying this and the next 2 videos.  This video describes income types, common stock, capital gains, and capital losses. If you are familiar with the material in these introductory videos, feel free to speed up the lectures by 1.5 times using the speed setting found in the lower left hand corner in order to get to the material that matters to you most.

  • 101: Introduction to Investment Income Part B10:57

    Explore investment income basics with a focus on bonds, short selling, and tax implications, including wash sale rules and cost basis adjustments for bonds and treasuries.

  • 101: Introduction to Investment Income Part C16:51

    Explore how options work, including calls, puts, premiums, and expiration cycles—regular, weeklies, quarterlies, and leaps—as a source of investment income.

  • 101 Review
  • 102: Basic Research8:09

    This is a short, high level overview of what to look for when researching stocks. We cover briefly Technical and Fundamental Analysis, as well as monitoring trends and following basic rules. We introduce the TradeCaddie research gateway briefly, which is simply a list of links that help you analyze stocks. 

  • Review 102
  • 110: Introduction to Stocks - Part A10:21

    What is stock? How does it compare to bonds? What is the stock market, and how does one buy and sell on it? Why do stock prices change? Who are the shareholders? Can stock price changes be predicted? What is market capitalization?  This lecture also covers how to read a stock chart, including P/E ratio, trading volume, and so on. Bull markets, bear markets, chickens, pigs, and more. 

  • 110 - Introduction to Stocks - Part B14:23

    This lecture covers:

    • Stock Types
    • How to trade stocks
    • Stock Exchanges
    • Why Stock Prices change
    • Earnings Reports
  • 110 - Introduction to Stocks - Part C11:06

    This lecture covers the following:

    • Buying Stocks
    • DRIPS and DIPS
    • How to read a stock chart
    • Market Sentiment
  • Review 110 - Introduction to Stocks
  • 120: Introduction to Technical Analysis14:37

    Identify trends and key levels using trend lines, exponential moving averages, Bollinger bands, RSI, MACD, and slow stochastic, with multi-indicator confirmation for entries and exits.

  • Review 120 - Introduction to Technical Analysis
  • 130: Introduction to Fundamental Analysis - Part A14:36

    Of the three types of analysis, fundamental is the one that directly evaluates the core business financial abilities and management effectiveness, as well as evaluates how the company is competing with other companies within the same business discipline. It is in this course that you will learn about Valuation Measures (P/E Ratio, Price/Book Ratio, Market Cap, and more), Profitability, Management Effectiveness, Trading Information (Beta, 52-Week Change, Volume, Percent held by Insiders), and so on. 

  • 130: Introduction to Fundamental Analysis - Part B15:45

    How to understand the fundamental financial performance of a company from its balance sheets and financial reporting.  

  • Review 130 - Introduction to Fundamental Analysis
  • 140: Introduction to Economic Events and Research - Part A11:47

    This course teaches you about how analysts speculate on how events in society can have an effect on stocks. Free data is available on various websites. This video tells you about Indicators such as the ADP Employment Report, the Beige Book, Business Inventories, Chicago PMI, Construction Spending, Consumer Confidence, CPI, PPI, and so on.

  • 140: Introduction to Economic Events and Research - Part B12:33

    This lecture reviews the following Economic Indicators:

    • Durable Goods Orders
    • EIA Petroleum Status Report
    • Employment Cost Index
    • Employment Situation
    • Existing Home Sales - Monthly
    • Factory Orders
    • GDP (Gross Domestic Product)
    • Jobless Claims
    • PPI
    • Import and Export Prices Monthly
  • Review 140 - Introduction to Economic Events and Research
  • 170: Introduction to Sentimental Analysis11:15

    Measure investor sentiment using volume, open interest, news, and put-call ratios. Explain how sentiment analysis, the voice of the customer, informs daytrading decisions.

  • Review 170 - Introduction to Sentimental Analysis
  • 180: Understanding the Greeks8:27

    Details on how to understand the calculations and formulas called the greeks.

  • Review 180 - Understanding the Greeks

Requirements

  • This is a basic course and no prior knowledge of investing is necessary.
  • This course is put on by the partners of TradeCaddie LLC, and while references to our trading tools are sometimes mentioned, but are certainly not required for the course.
  • Time. Understanding the markets takes an "investment" of your time. These "100 level" courses consist of over four hours of videos, and include resources for you to download and a quiz to take.

Description

Having a good foundation is important when investing.  This course will teach you how to trade in the options markets and how to research, analyze, and understand the reasons why trend directions occurred. 

If you know your exit points (when to get out of a trade) both positive and negative, then you are better equipped to become a successful trader. 

One of the biggest mistakes of novice traders is over trading.  Just because you have a feeling does not mean you should trade it. 

Knowing when and how to place a trade increases your chances of profitability. Many people trade in one direction. Their expectation is usually bullish (meaning the stock will rise in value).  This is one direction trading.  With options you can make money in bullish, bearish, and stagnant markets. 

This course is design to give you a basic understanding how to identify opportunities which can generate profits while minimizing the downside and risk. 

101 - Introduction to Interest Income - This course introduces the user to the wide world of making money in methods other than wage income.

102 - Basic Research - This introduces free tools on the internet they can use to do their basic research.

110 - Introduction to Stocks (Equities) - This course is a cursory overview of what stocks are and the basic principle behind investing using stocks as your asset.

120 - Introduction to Technical Analysis - This course is the first course of five in Technical Analysis. It introduces the user to how to use charting to gauge support and resistance levels.

130 - Introduction to Fundamental Analysis - This course introduces the user to Fundamental Analysis, which is the researching of the strength of a company, as well as its effectiveness within the industry.

140 - Introduction to Economic Events and research - This course introduces the user to the economics.

150 - Introduction to Options - This course gives a brief overview of what options are and how they relate to stocks. It introduces the user to the five basic instruments (Stock, Long Call, Short Call, Long Put, and Short Put) but does not go into detail. It talks the history of options and how the Black Scholes Model was used in deriving fair pricing for options. We also introduce the user to the orientation to the options chain and how to use it.

151 - Long Call - Optimizes a Bullish trend. The Long Call is a Debit Trade and gives the buyer the right to buy a stock, at a fixed price, within a set time frame. Our reward is theoretically unlimited and our risk is limited to the price of the option.

152 - Short Call - Optimizes a Stagnant to Bearish trend. The Short Call is a Credit Trade and gives the seller the obligation to sell a stock, at a fixed price, within a set time frame. Our maximum reward is the credit received and our risk is theoretically unlimited.

153 - Long Put - Optimizes a Bearish trend. The Long Put is a Debit Trade and gives the buyer the right to sell a stock, at a fixed price, within a set time frame. Our maximum reward is the strike of the Long Put minus the Debit and our risk is limited to the price of the option.

154 - Short Put - Optimizes a Stagnant to Bullish trend. The Short Put is a Credit Trade and gives the seller the obligation to buy a stock, at a fixed price, within a set time frame. Our maximum reward is the credit received and our maximum risk is the Short Put strike minus the credit received.

160 - Debit/Credit Trade Review - Review of Credit verses Debit Trades. A Debit Trade is when a higher priced option is bought and the lower premium option is sold (at the same time). A Credit Trade is when the higher priced option is sold and the lower priced options are bought (at the same time).

170 - Introduction to Sentimental Analysis - This course introduces the user to Sentimental Analysis which, is the emotional influence on a stock or options price.

180 - Understanding the Greeks - This course covers Delta, Gamma, Theta, and Vega. The Greeks are based on a mathematical model that are calculated daily to assist the trader in projecting the future theoretical valuation of an option price.

190 - Options Review - This course reviews the Put and Call positions.


Who this course is for:

  • The beginner - the individual who would like to know the basics about investing, progressing towards a working knowledge that is found in later courses.

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