Avsnitt
-
Trader Talk host Kenny Polcari, Washington Crossing Advisors Sr. Portfolio Manager Chad Morganlander, and FedWatch Advisors Founder Ben Emons analyze how a shift toward a less communicative Federal Reserve could impact distorted credit markets, while evaluating the sustainability of the AI-driven tech rally and the unique asset profile of SpaceX's recent capital raises.
-
Does AI hype have Wall Street ignoring inflation? Trader Talk host Kenny Polcari discusses the growing concerns with NYSE Senior Market Strategist Michael Reinking, and Tuttle Capital Management CEO & CIO, Matthew Tuttle
-
Saknas det avsnitt?
-
Investing beyond AI. Global X ETFs Senior Investment Strategist Seana Smith and SWBC CIO Chris Testani join Trader Talk host Kenny Polcari to detail the key areas you need to be considering beyond the usual AI names right now.
-
Life beyond the Magnificent 7. Trader Talk host Kenny Polcari, Pacer ETFs President Sean O'Hara, and Catalyst Funds CIO David Miller discuss why capital is moving outside traditional mega-caps and into tech infrastructure. Breaking down the next leg of the AI boom, the panel reveals why investors must focus on data center power, liquid-cooling systems, and critical memory chipmakers
-
First-quarter earnings have delivered strong results, and it's not just the Magnificent Seven hyping Wall Street. Kenny Polcari sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, and Adam Shapiro, Managing Editor of AInvest, to discuss the next evolution of this bull market.
-
What inflation? Despite rising costs and economic uncertainty, consumers are showing resiliency. Trader Talk host Kenny Polcari breaks down the true state of this with PwC Consumer Markets Industry Leader Ali Furman and Wall Street Alliance Group Partner Aadil Zaman.
-
Despite a strong year, multiple possible black swan events could derail Wall Street's rise. Trader Talk Host Kenny Polcari, Visible Alpha Head of TMT Research, Melissa Otto, and Michael Gayed, The Free Markets ETF Co-Portfolio Manager, break down the key things investors need to watch
-
There's a new playbook for Wall Street. On this episode of Trader Talk, host Kenny Polcari is joined by Jay Pelosky, Founder of TPW Advisory, and Eddie Ghabour, CEO of Key Advisors Wealth Management, to discuss how changes in AI, defense, and climate are rewriting the playbook for investors.
-
A massive week on Wall Street has traders at the edge of their seats. Jerome Powell takes center stage at what will likely be his last post-policy decision press conference as Fed Chair. If that wasn't enough, earnings from Big Tech names like Apple, Alphabet, Microsoft, and Amazon are out. Trader Talk Host Kenny Polcari looks to make sense of it all with Interactive Brokers Chief Strategist Steve Sosnick and Yahoo Finance Executive Editor Brian Sozzi.
-
In this episode of Trader Talk, host Kenny Polcari is joined by Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, Kevin Kelly, Kelly Intelligence Founder, CEO, and CCO, and former Ellevest Head of People Ops, Amanda Polcari, to analyze the current disconnect between geopolitical tensions and market volatility. The VIX remains surprisingly subdued as investors look past short-term chaos toward earnings and Fed policy, but can it last?
-
As global markets face geopolitical uncertainty and a shifting interest rate environment, traders are evolving. But how are different generations of Wall Street approaching these chaotic times? This episode of Trader Talk dives into the retail investor game, exploring how newer traders are approaching these markets. Host Kenny Polcari is joined by Robinhood CIO, Steph Guild, Yahoo Finance Anchor, Julie Hyman, and Former Head of People Ops at Ellevest, Amanda Polcari, to discuss.
-
Investors entered 2026 with fairly confident expectations, but the war with Iran has turned Wall Street sentiment on its head. Kenny Polcari, CEO and CIO of BD8 Capital Partners, Barbara Doran, Barron's Investor Circle Newsletter Editor, Josh Schafer, and Former Ellevest VP of People, Amanda Polcari, discuss the real concern for investors.
-
Geopolitical tensions, uncertainty over the Fed's interest rate path, and the growing costs of AI for Big Tech companies have Wall Street singing a different tune than many expected at the start of the year. On this episode of Trader Talk, Slatestone Wealth Partner and Chief Market Strategist, Kenny Polcari, Yahoo Finance Head of News, Myles Udland, Man Group Chief Market Strategist, Kristina Hooper, and Former Ellevest VP of People, Amanda Polcari, discuss where we go from here and what you should be doing to protect your money.
-
Did Jerome Powell misjudge inflation and cost the economy precious time? On Trader Talk, host Kenny Polcari sits down with Lou Basenese, Mark Malek, and Mike Lee to debate Powell’s transitory inflation call, whether the Fed acted too late, and how history will judge his legacy. The panel also breaks down what a Kevin Warsh Fed could mean for interest rate cuts, balance sheet policy, and market volatility.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.
Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
Is the Fed done cutting rates? Are investors underestimating market volatility? On this episode of Trader Talk, host Kenny Polcari sits down with Northlight Asset Management CIO Chris Zaccarelli to break down those questions and more, including Fed chair speculation, rate-cut timing, and why the labor market may be softer than headline unemployment rates suggest.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.
Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
What advice would seasoned pros give their younger selves before making their first trade? On this episode of Trader Talk, Kenny Polcari sits down with Adam Johnson, John Lonski, and Greg Faranello to break down the early mistakes that shaped their careers. The panel debates bonds versus equities, long-term investing versus trading, position sizing, discipline, and why ego is one of the most expensive risks in markets. It’s a candid conversation about learning from losses, doing your own work, and building conviction that lasts through cycles.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.
Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
The stock market looks stretched, but is the bull run really close to ending? On this episode of Trader Talk, Kenny Polcari sits down with Ryan Detrick, chief market strategist at Carson Group, to break down why market breadth, credit spreads, and rotation suggest more runway ahead. They dig into the Fed’s next moves, sticky 3% inflation, and why small caps and global markets could surprise investors. It’s a data-driven look at what could shape returns in 2026 and beyond.
Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Please email us at [email protected].
Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. -
What if the AI boom is just getting started? On this episode of Trader Talk, Kenny Polcari sits down with tech analyst Daniel Newman to break down why AI is still in its earliest innings—and why market leadership is starting to broaden beyond the Magnificent Seven. They unpack the implications of the Nvidia (NVDA) and Eli Lilly (LLY) partnership, enterprise AI adoption, and where investors may find the next wave of alpha as the trade widens.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.
Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
Markets are sending subtle but important signals about confidence, volatility, and risk appetite. On this episode of Trader Talk, Kenny Polcari is joined by Mark Tepper, founder and CEO of Strategic Wealth Partners, to unpack what shifting sentiment means for stocks, rates, and portfolio discipline in 2026. Tepper explains where he sees opportunity in the first half of the year, why volatility may rise later on, and how long-term investors should stay positioned through potential drawdowns.
Yahoo Finance's Warrior Money, hosted by former Congressman Patrick Murphy and veteran investor Dan Kunze, is dedicated to uplifting the financial well-being of military veterans transitioning into civilian life. Each week, an array of guests—from everyday vets to high-ranking government officials—offer insight on successfully making the leap from service to business.
Thoughts? Questions? Fan mail? Email us at [email protected]. -
The moment you think you’ve figured out the market is when it humbles you. On Trader Talk, Kenny Polcari sits down with Caleb Silver to break down why curiosity, not confidence, separates long-term winners from everyone else. From affordability pressures and AI fears to why retail investors keep asking the same questions, they explore how learning, unlearning, and adaptability shape smarter investing. The conversation also touches on common behavioral mistakes and what investors are really worried about heading into 2026.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.
Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. - Visa fler