Trader Talk

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.

This exchange is turning sustainability into real trading power… On this episode of Trader Talk, Kenny Polcari sits down with Green Impact Exchange co-founder and CIO Dan Labovitz to discuss sustainable markets, carbon credits, and ESG investing. They explore how governance and verified environmental data help investors identify risks, distinguish truly sustainable companies, and bring transparency to carbon markets. Watch more episodes of Trader Talk here. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future.

Trader Talk is off this week, so enjoy an episode of Living Not So Fabulously we think you’ll love. What if you could wipe out $23,000 of debt on disability income while raising two kids - and still build generational wealth? That's what Rita-Soledad Fernandez Paulino reveals in this episode of Living Not So Fabulously. Her zero-based budgeting strategy and mindset shifts transformed her finances to create stability, investment opportunities, and the strength to rewrite her financial future.

Investors who can stay patient may have the real edge heading into 2026. On Trader Talk, Kenny Polcari sits down with Truist (TFC) Chief Investment Officer and Chief Market Strategist Keith Lerner to break down what surprised him most in 2025 and why resilient corporate profits kept this bull market alive. Lerner outlines a “weight of the evidence” outlook for 2026, encompassing the labor market, Fed rate-cut expectations, and where sector leadership may persist beyond the AI trade. 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.

Bitcoin's (BTC-USD) sharp drop into bear-market territory might be the market’s first real warning flare about crowded AI trades and stretched tech valuations. On this episode of Trader Talk, veteran futures and options trader Jim Iuorio joins Kenny Polcari to unpack what bitcoin’s sell-off says about risk appetite, Nvidia’s (NVDA) 15% slide, and whether we’re in the early innings of an AI bubble. They dig into why gold (GC=F) is ripping higher on central bank buying and US fiscal worries, debate 50-year mortgages and tariff “dividends,” and game out the Fed’s next move on rates heading into 2026. It’s a fast and practical roadmap for traders navigating crypto volatility, AI euphoria, and the new gold bull market. 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 crypto markets may be wobbling, but the real story is what comes next. On this episode of Trader Talk, Kenny Polcari sits down with Mo Shaikh, former Aptos Labs co-founder and a key voice in US digital asset policy, to break down bitcoin’s volatility, the rise of stablecoins, and how AI and blockchain are converging. Shaikh explains how institutional adoption, new US regulation, and AI-driven financial automation could reshape money in 2026 and beyond—a must-listen for investors trying to understand where digital assets are really headed.

AI’s runaway energy demand is igniting a massive new boom — and most investors aren’t ready for it. On this episode of Trader Talk, Kenny Polcari and Wall Street veteran Lou Basenese break down why the AI build-out is hitting a wall of power, which sectors could benefit first, and where the real long-term value is hiding beyond the Magnificent 7. They uncover opportunities across natural gas, nuclear, data center infrastructure, and the overlooked industrial names driving the next wave of growth. Trader Talk provides a sharp look at how earnings, energy, and AI are reshaping the market in real-time. 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.

Are you riding the AI wave or worried you’re the last one in? On this episode of Trader Talk, Kenny Polcari breaks down why he sees AI as a Fourth Industrial Revolution, not a replay of the dot-com bubble, and explains how real cash flows and productivity gains set today’s leaders apart from the 2000s hype. He’s joined by hedge fund manager Tom Hayes of Great Hill Capital, who unpacks how crowded the AI trade has become, why retail options buying may be a red flag, and where he sees second-derivative winners in names like Alibaba (BABA), Intel (INTC), and Boeing (BA). Together, they delve into FOMO, volatility, and how disciplined investors can utilize fundamentals and time arbitrage to navigate the shakeout and still capitalize on AI’s long-term upside.

Is Washington chaos really what’s moving your money, or is it just noise? On this episode of Trader Talk, Kenny Polcari breaks down how the 2026 midterm elections, government shutdown drama, and policy shocks surrounding tariffs, healthcare, EV credits, and rare earth metals can cause entire sectors to be slammed overnight, while long-term investors stay focused on fundamentals. Then Schwab Network lead market technician Richard Ducat joins to map out where the real action is in AI and quantum computing, from legacy names like IBM to up-and-coming chip and automation plays. They wrap with a look at gold versus bitcoin, what the rush into alternative assets says about market fear, and how traders can keep their portfolios disciplined when headlines go off the rails. 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.

A quiet revolution in money is underway, and women are leading it. On Trader Talk, CFP and CDFA Jennifer Ridley Hansen reveals how gray divorce, inheritance, and rising financial literacy are redefining who controls America’s wealth. She explains how to turn heartbreak into independence, build multi-generational portfolios, and protect your future when life and markets change. 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.

Feeling uneasy about the markets? On this episode of Trader Talk, Hennion and Walsh Asset Management president and chief investment officer Kevin Mahn explains why time in the market still beats timing the market. He breaks down the Fed’s rate cut path, how investors should think about risk tolerance by age, and why AI infrastructure, aerospace and defense, small-cap biotech, and international stocks are key tactical plays—practical, portfolio-ready advice before the next market move. 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? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Is the market rally running out of steam? On Trader Talk, veteran market technician Mark Newton of Fundstrat joins Kenny Polcari to dissect what drives the S&P 500 (^GSPC). Newton explains why the equal-weight index tells a different story, how seasonal trends could trigger a short-term pullback, and what sectors may quietly lead the next leg higher. They dive into momentum, sentiment, and why inflation fears could fade fast if oil (CL=F, BZ=F) keeps sliding. 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.

Stop gambling on meme coins. On Trader Talk, Kenny and Cade Bergman, co-owner and host of WOLF Bitcoin and head of content at WOLF Financial, make the case that bitcoin (BTC-USD) is the only scarce permissionless asset built for billion-dollar balance sheets. They chart the four-year cycle, call out altcoin risks, and map clean exposure through spot ETFs, miners, and corporate treasuries. Plus, the truth about stablecoin yield and how to start with just $25 without getting wrecked. 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.

A rate cut may sound bullish, but it can signal deeper problems. On Yahoo Finance’s Trader Talk, Kenny Polcari and strategist Barry Knapp explain why the Fed’s move highlights consumer slowdown, slight bank pressure, and tariff margin risk. They break down the sectors to buy, including industrials, materials, and energy, and the ones to avoid as the economy shifts. Get the market strategy that separates short-term sugar highs from real gains. 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.

AI is moving from chatbots to true teammates faster than anyone expected. Futurum Research CEO Daniel Newman joins Kenny Polcari on Trader Talk to unpack agentic AI, explain why automation could hit both blue-collar and white-collar work, and explain how quantum computing may threaten and secure finance and crypto. They dig into energy demands, potential fixes, and real-world examples, from robo-taxis to personalized health. Newman also stocked his data-driven wellness playbook on why AI outperforms traditional advice. 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? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

What if one phone call told you the market was on fire? On Trader Talk, Kenny Polcari relives Black Monday with First Boston trader John Parasco, the 1987 crash that erased half a trillion dollars in hours. Hear how specialists begged for firm capital, hedge funds dumped portfolios alphabetically, and blue chips like Johnson & Johnson (JNJ) lost half their value in a single day. A raw inside floor account of chaos, fear, and survival when Wall Street stared into the abyss. 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.

Can the Fed’s small rate cuts rescue Main Street, or will they crush it? On Trader Talk, host Kenny Polcari sits down with Mitch Roschelle, CEO of M2 Communities and founder of Macro Trends advisers, to reveal why a 25 basis point cut won’t move the needle, how AI’s energy hunger is driving utility stocks higher, and why unrealistic sellers are stalling the housing market. With 40 years in real estate and capital markets, Roschelle offers blunt insight on what the Fed, small businesses, and homebuyers must face next. 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.

Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI capital expenditures still point to strong demand. They map the ripple effects across the market, from power-hungry data centers boosting utilities and energy to overlooked value in healthcare. Plus, the hardware sleepers to watch now include Cisco (CSCO) and IBM (IBM). 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 AI boom is reshaping the stock market, and investors want to know what comes next. On Trader Talk, Kenny Polcari sits down with Erin Gibbs, Chief Equity Strategist at SlateStone Wealth, with 25 years of experience in portfolio strategy and quantitative research. Gibbs explains why Nvidia (NVDA) and semiconductors remain strong, how AI-driven energy demand could lift utilities and industrials, and why small caps may finally break out if rates fall. The conversation also looks at trimming megacap tech, the impact of tariffs, and chip export rules to China as markets shift toward 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.

CoreWeave (CRWV) is emerging as a significant force in the AI infrastructure boom. Michael Lee, founder of Michael Lee Strategy and former Morgan Stanley vice president, says Wall Street underestimates its growth potential. On this episode of Trader Talk, Kenny Polcari and Lee reveal why CoreWeave and other AI infrastructure stocks could deliver massive gains, how rising demand for compute power is reshaping the market, and why hedge funds may be underinvested. They also cover growth versus value strategies, risks from energy grid limits, and the sectors that benefit most as AI spending accelerates 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? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Is this bull market stronger than Wall Street thinks? On this episode of Trader Talk, Kenny Polcari and Bullseye Brief founder Adam Johnson explain why artificial intelligence (AI)–driven capital spending, strong earnings, and resilient consumer demand could push stocks even higher. They reveal how savvy investors read earnings reports for future signals and why the Federal Reserve may not need to cut rates as soon as traders expect. 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? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

When a biotech startup lands in a major index just months after its IPO, investors take notice. In this episode of Trader Talk, Kenny Polcari speaks with Amir Heshmatpour, executive chairman and president of NeOnc Technologies (NTHI), about how the company defied a tough market to go public, secure a $50 million partnership in the Middle East, and join the Russell Microcap Index. Heshmatpour explains NeOnc’s focus on intranasal drug delivery for brain cancer, the significance of its partnership with USC’s medical school, and how global clinical trials are expanding the company’s reach. The conversation also includes how AI and quantum computing could transform the biotech industry. It’s a rare behind-the-scenes look at how a small-cap biotech is executing on a global stage. 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? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Trump’s threats to fire Federal Reserve Chairman Jerome Powell are more than political noise and could send shockwaves through global markets. On this episode of Trader Talk, Kenny Polcari speaks with Dan Payne, chief investment officer at SlateStone Wealth, about what this kind of policy disruption means for investors. Payne stock his four Ps of investing—philosophy, process, people, and performance—and emphasizes the importance of discipline and emotional control. With rising volatility and political uncertainty ahead, this episode shows how savvy investors can stay grounded and seize opportunity while others overreact. 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? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Everyone wants in on AI, but few understand what is really driving the trade. In this episode of Trader Talk, Kenny Polcari sits down with William Lee, investor at SuRo Capital, to unpack the infrastructure powering the AI boom. From Nvidia's (NVDA) dominance to Microsoft's (MSFT) and Google's (GOOG, GOOGL) strategic positioning, Lee explains why these giants are still central to the AI story. The conversation also highlights emerging players like CoreWeave (CRWV) and Vast Data and why capital efficiency, not hype, will separate the winners from the noise. For investors chasing the next wave of innovation, this episode breaks down where the real opportunity lies. 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.

Amid global geopolitical tensions, defense stocks are quietly booming. In this episode of Trader Talk, Kenny Polcari sits down with Dan Kunze, co-founder of Galei Asset Management and Marine veteran, to explain why defense and aerospace companies are seeing long-term growth. From giants like Lockheed Martin and Northrop Grumman to data firms like Palantir, Kunze unpacks how global instability and innovation in AI and space tech are fueling the sector. If you're ignoring defense in your portfolio strategy, you might be missing one of the market’s most reliable performers. Watch more episodes of Trader Talk here. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future.

Amid rising tariffs, geopolitical tensions, and economic uncertainty, how should long-term investors navigate today’s volatile market? Invesco’s Chief Market Strategist Brian Levitt joins Kenny Polcari on Trader Talk to break it all down. From the evolving US-China trade dynamic to the Fed’s interest rate stance, Levitt explains why clarity, not calm, is what markets crave. They dig into inflation, potential rate cuts, housing pressure, and the behavioral traps that lead investors to sell at the worst times. The big message is to stay focused, stay invested, and avoid letting headlines dictate your portfolio. Watch more episodes of Trader Talk here. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future. Thoughts? Questions? Fan mail? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms

Markets may look calm, but the real risks hide under the surface. In this episode of Trader Talk, Kenny Polcari sits down with Amy Wu Silverman, managing director and head of derivatives strategy at RBC Capital Markets, to explain why low short-term volatility may lull investors into a false sense of security. Silverman explains how longer-term volatility is quietly rising as traders hedge against growing risks like tariffs, recession fears, and geopolitical uncertainty. They also explore how social media, algorithms, and fake headlines can ignite sudden market swings, leaving unprepared investors vulnerable. 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? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Think you're too late to start investing? Think again. In this episode of Trader Talk, Kenny Polcari sits down with Steve Sosnick, chief strategist at Interactive Brokers, to discuss strategies for investors who are getting a late start. Sosnick emphasizes the importance of risk management, advocating for a disciplined approach focused on capital preservation and high-quality dividend stocks rather than speculative, high-risk trades. They also explore the responsible use of options to enhance income, how AI and algorithmic trading are reshaping the markets, and why understanding your personal risk tolerance is crucial for successful investing. 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.

Think defensive stocks are boring? Dryden Pence, Chief Investment Officer at Pence Capital Management, says you're missing the point. On this episode of Trader Talk, host Kenny Polcari sits down with Pence, a military intelligence veteran turned investment expert, to uncover why defensive sectors like consumer staples, utilities, and healthcare can be your strongest allies in volatile markets. Pence explains how understanding investor psychology, economic fundamentals, and consumer necessities can help investors stay steady amid chaos. If market volatility makes you anxious, this episode might just be the reality check you need. 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.

On this week’s Trader Talk, host Kenny Polcari sits down with Atish Davda, CEO and cofounder of EquityZen, to discuss how average investors can gain access to pre-IPO shares in private tech companies. Davda explains how EquityZen connects shareholders, often early employees at high-growth startups, with accredited investors looking to buy in before an IPO. With private markets becoming increasingly important to diversified portfolios, Davda breaks down how the platform works, what makes a company investable, and how these trades differ from traditional public stock transactions. If you have ever wanted to own a slice of the next big tech company before Wall Street gets in, this episode offers a rare behind-the-scenes look at how that is possible. 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.

In the latest episode of Trader Talk, Kenny Polcari sits down with Chris Versace, chief investment officer at Tematica Research, to discuss how thematic investing can help navigate today’s volatile markets. Versace shares insights into identifying structural changes like AI, digital infrastructure, and sustainability, as well as building portfolios aligned with these long-term trends. They also touch on the recent rebound in tech, rising trade tensions, and shifting earnings expectations, concluding that clear strategies and adaptability are key to success in uncertain times. 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.

In this episode of Trader Talk, Kenny Polcari talks with Brandon Krieg, co-founder of Stash, about how fintech is changing the way everyday Americans invest. Krieg explains how tools like fractional shares, automated savings, and personalized portfolios help new investors build long-term wealth. They discuss how financial education and behavioral tools can reduce fear and promote smarter decisions. With more people gaining access to the market through apps like Stash, the conversation highlights how technology is breaking barriers and encouraging consistent, goal-based investing. It’s a must-listen for anyone looking to better understand the future of personal finance and investing. 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.

In the latest episode of "Trader Talk," Kenny Polcari sits down with Mark Malek, chief investment officer of SiebertNXT, to explore how quantitative investing and clear investment theses can help investors navigate today's volatile markets. Malek emphasizes using data-driven models to cut through noise, avoid over-diversification, and focus on high-probability opportunities, especially in defensive sectors. The two also weigh in on rate-cut expectations, soft versus hard data, and why sticking to fundamentals matters more than ever. '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.

On this week’s Trader Talk, host Kenny Polcari is joined by macro analyst Tom Essaye of Sevens Report Research to break down what's happening with the Federal Reserve, Trump’s economic reset, and how investors should think about hard versus soft data. With markets clinging to rate cut hopes, Essaye warns that traders may be misreading the Fed’s signals—and underestimating the disruption Trump’s trade overhaul could cause. Together, they explore why investors must separate emotion from strategy and resist the urge to bet on a narrative rather than the numbers. Yahoo Finance's Opening Bid, 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 at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at [email protected]. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

In the latest episode of Trader Talk, Kenny Polcari speaks with Chad Morganlander, Senior Portfolio Manager at Washington Crossing Advisors, about building durable portfolios amid market uncertainty. Morganlander explains why low-debt, dividend-growing companies with stable cash flows are ideal for long-term investors, especially in volatile environments. He highlights sectors like tech, consumer staples, and industrials while steering clear of highly leveraged financials and utilities. The key, he says, is to focus on high-quality, low-volatility stocks and invest with a five-year outlook—not a five-minute one. 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.

In the latest episode of Trader Talk, Kenny Polcari sits down with Drew Pettit, director of US equity strategy at Citi, to unpack how thematic investing is evolving in a volatile market. Pettit explains how investors can use structural themes—like AI, fintech, and digital leisure—to identify long-term opportunities beyond traditional sector classifications. While recent market volatility has been driven by tariff headlines and valuation resets, Pettit sees this as a chance to re-enter high-quality names at discounted prices. The key, he says, is understanding what you own and making intentional, informed decisions—not panicking. 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.

In the latest episode of Trader Talk, Kenny Polcari speaks with Cameron Dawson, CIO at NewEdge Wealth, about why traditional recession indicators no longer hold the same weight in today’s post-pandemic market. Dawson sees slower growth ahead—not a recession—citing fading tailwinds like stimulus and labor gains. The two also discuss the recent pullback in the “Mag 7,” with Dawson urging investors to re-evaluate stretched valuations. The episode wraps with Polcari’s timeless shrimp scampi recipe. Garlicky Shrimp Scampi Ingredients Olive oil (about 1–2 tablespoons) 4 tablespoons butter (divided) 5 large garlic cloves, sliced 1 pound large shrimp, cleaned and deveined Salt & pepper (to taste) ½ cup dry white wine (approx.) Red pepper flakes (optional) 2 tablespoons fresh lemon juice (approx.) 2 tablespoons chopped fresh parsley Steps Sauté Garlic Heat olive oil and 2 tablespoons of butter in a large skillet over medium heat. Add sliced garlic and sauté until fragrant (30 seconds to 1 minute). Add Shrimp Stir in the shrimp. Season with salt and pepper. Cook for about 1–2 minutes on one side, until they just begin to turn pink. Flip to cook the other side. Deglaze & Simmer Pour in the white wine. Add red pepper flakes if desired. Simmer for 1–2 minutes, allowing the wine to reduce by about half and the shrimp to cook through (avoid overcooking). Finish with Butter & Lemon Stir in the remaining 2 tablespoons of butter, lemon juice, and chopped parsley. Remove from heat immediately once the butter melts. Serve Plate the shrimp scampi over spaghetti (or pasta of your choice). Accompany with toasted garlic bread. 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.