Trader Talk
Kenny Polcari brings market insights from his 35+ years on Wall Street. He breaks down complex financial trends into clear, practical advice for everyday investors. The podcast aims to equip listeners with knowledge and strategies to navigate markets confidently and make informed decisions to grow wealth. New episodes release Wednesday at 5pm ET.
Episodes
Fed overhauls, AI rotation, and S&P 8,000 targets
Host Kenny Polcari joins Hennion & Walsh CIO Kevin Mahn and Neostellar Capital Principal Willy Lee to break down the Federal Reserve's communication overhaul, the OpenAI IPO delay, and why rotating capital into backdoor AI plays like utilities could be the key to weathering oil shocks and pushing the market toward S&P 8,000.
Is tech priced to perfection? S&P 8,000 & AI debate
Are we in an AI bubble or the next industrial revolution? Host Kenny Polcari discusses tech valuations, the likelihood of Fed rate cuts, and the path to S&P 8,000 with Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip.
S&P 9,000, falling oil prices, and the Fed's next rate move
With falling oil prices sparking debate over the Fed's next move, Trader Talk host Kenny Polcari joins Reflexivity CEO Jan Szilagyi and Infrastructure Capital Advisors CEO Jay Hatfield to discuss rotating out of tech, interest rate predictions, and a bold case for the S&P 500 hitting 9,000 (at 11:54)
Deconstructing SpaceX's $20B bond euphoria
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.
AI vs. inflation: why Wall Street is ignoring soaring rates
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
Beyond AI: where you should invest capital now
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.
Forget the Mag 7: Focus on AI infrastructure
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
The next phase of the bull market
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.
Inflation rising: how consumers are remaining resilient
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.
2026 black swans: war, private credit, and AI
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
AI, defense, and climate: the new pillars of growth
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.
Market mayhem? Powell's last stand, Big Tech earnings in focus
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
The Fed, SpaceX & VIX: the new rules of trading volatility
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
How Retail Investors are navigating volatility
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,
Why Iran could end the bull market
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.
Market uncertainty: Understanding the shift
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 Hoop
Jerome Powell’s biggest Fed mistake?
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 vol
Are investors underestimating market volatility?
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
The investing mistakes Wall Street veterans still think about
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 expen
Why this bull market may be younger than you think
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 invest
AI isn't a bubble but the real upside is shifting
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 fin
Why market confidence matters more than inflation right now
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
Why curiosity is the most underrated investing edge
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 invest
Sustainable markets are here - are you ready to invest?
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 transpar
LIVING NOT SO FABULOUSLY: How one mom paid off $23k in debt on a tight income
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 financ
Profits, the Fed, and where sector leadership goes next
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,
Bitcoin's warning for Nvidia, AI stocks, and gold
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.
Why smart investors are buying both bitcoin and gold
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
What really keeps Wall St. up at night: it's not AI or inflation
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, nucl
Nvidia, Intel and Alibaba ride the AI boom as bubble fears grow
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
Wall Street bets big on AI while watching Washington unravel
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 Networ
How women are rewriting the rules of wealth
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 Ke
Why you shouldn't cash out when stocks fall
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 sto
Has the S&P 500 peaked or is the next bull run just beginning
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 inf
Are we near the top of bitcoin’s 4-year cycle?
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, th
Why October could be make or break for the markets
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 sep
Why investors should care about the rise of quantum AI
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-t
How Black Monday changed Wall Street forever
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
Why Fed cuts won't save you
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 es
Nvidia earnings preview and the Trump chip tariff twist
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 dat
Nvidia and semiconductors still lead but new winners emerge
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,
CoreWeave leads AI infrastructure stocks poised to surge
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 i
How AI stocks and earnings are driving the market rally
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
AI and biotech take on brain cancer
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 expla
Firing Fed Chair Jerome Powell could spark market chaos
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 performa
Why Nvidia, Microsoft and Google still dominate the AI trade
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
Portfolio picks: Why you can't ignore defense stocks
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
Why smart investors never trade on fear
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
Smart investors protect themselves before the chaos hits
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
Why waiting to invest could cost you more than you think
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 rathe
Why defensive stocks could be your best bet in a wild market
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. Pen
Bad trades are part of the business
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 increasingl
Trust the process, not the pitch
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 to
It’s not about picking stocks it’s about building habits
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
You can't manage risk if you don't know what you're holding
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 defensiv
Rate cut hopes are rising but the data says otherwise
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 tr
Learn to invest for the next 5 years, not the next 5 minutes
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
This sell-off could be your golden ticket to AI and fintech gains
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
Could Trump's economic chaos spark stagflation?
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 t
The surprising way smart investors survive market chaos
n the latest Trader Talk, host Kenny Polcari reveals how to navigate market volatility with disciplined, fundamentals-based investing. He emphasizes that despite uncertainties from tariffs, geopolitical tensions, and shifting consumer sentiment, thorough financial analysis and a focus on quality large-cap growth stocks are key to long-term success.
Join Polcari on Trader Talk as he speaks with Ba
Disciplined investing and education pave the way to lasting wealth
In the latest Trader Talk, host Kenny Polcari speaks about why the “buy the dip” mantra isn’t always a winning strategy and how disciplined, fundamentals-based investing creates lasting wealth. Rob Luna, an entrepreneur and founder of Rob Luna Wealth Academy, recounts his journey from humble beginnings to building a successful wealth management business. He emphasizes that investors must analyze e
How embedded finance is changing fintech
In the latest Trader Talk, host Kenny Polcari speaks with Donato Cuttone about how technology and “embedded finance” are reshaping brokerages. Cuttone, who spent decades on the NYSE floor before joining DriveWealth Institutional, explains how the old system of opening traditional brokerage accounts is giving way to digital wallets, fractional trading, and automated “round-up” features. These innov
Why this strategist raised their recession odds
On this week’s Trader Talk, host Kenny Polcari stresses that emotional trading—chasing hot stocks or panic-selling at minor dips—is a surefire way to lose. Instead, decisions should hinge on strategy and data.
Guest Kristina Hooper, Chief Global Market Strategist at Invesco, raises U.S. recession odds to 30–35%, citing four simultaneous “swing factors”: tariffs, China’s stimulus uncertainty, rene
How long-term energy plays outshine short-term hype
What do chasing oil prices, a forward-looking energy strategy, and a bison burger recipe have in common? They’re at the heart of the latest Trader Talk episode, where host Kenny Polcari and guest Lou Basenese dive into why focusing on the bigger trend in energy is far more profitable than reacting to every price swing. Broadcasting from the New York Stock Exchange, Polcari draws on decades of Wall
How Trump's foreign policies impact your portfolio
In the latest Trader Talk episode, where host Kenny Polcari and Dr. Scholl Foundation President and CEO Dan Mahaffee explore the geopolitical myths and realities shaping today’s markets. Broadcasting from the New York Stock Exchange, Polcari leverages decades of institutional experience to cut through the noise and help investors focus on what truly matters.
Polcari opens by debunking the popular
How this family office ETF outperforms the S&P 500
What do market fundamentals, active ETF strategies, and global investing challenges have in common? They’re at the core of the latest Trader Talk episode, where host Kenny Polcari and guest Rob Haugen, a seasoned market maker now with River1 Asset Management, explore how to navigate today’s dynamic public markets. Broadcasting from the iconic New York Stock Exchange, Polcari leverages decades of i
How tariffs can create buying opportunities
What do tariffs, long/short strategies, and robust market insights have in common? They’re the focus of the latest Trader Talk episode, where host Kenny Polcari and guest Tom Hayes, founder, chairman, and managing member of Great Hill Capital, dive into volatile market trends and actionable strategies for investors. Broadcasting from the iconic New York Stock Exchange, Polcari leverages decades of
Are Trump's new policies enough to keep the market afloat?
What do earnings season, rising interest rates, and a housing shortage have in common? They’re the focus of the latest Trader Talk episode, where host Kenny Polcari and guest Stephanie Link, Chief Investment Strategist at Hightower Advisors, tackle the biggest market trends and economic questions of 2025. Broadcasting live from the iconic New York Stock Exchange, Polcari leverages decades of insti
No rate cuts? How to navigate inflation and market uncertainty
What do market whipsaws, Fed uncertainty, and a classic Italian stew have in common? They’re the focus of the latest Trader Talk episode, with host Kenny Polcari and guest John Lonski tackling the biggest economic questions of 2025. From inflation risks to consumer resilience, Polcari cuts through the noise to help investors stay ahead.
In this episode, Polcari welcomes John Lonski, a seasoned eco
Did Nvidia kill quantum computing? Defiance ETF CEO weighs in
What do a rollercoaster quantum market, hawkish Fed commentary, and a sizzling grilled ribeye have in common? They’re the focus of the latest Trader Talk episode, with host Kenny Polcari and guest Sylvia Jablonski diving into the latest on Wall Street. From navigating quantum hype to predicting rate cuts, Polcari cuts through the noise to help you keep your portfolio intact.
In this episode, Polca
Buying stocks for Fed cuts? Think again
What do a turbulent job market, surging bond yields, and a plate of Linguine Arrabiata all have in common? They’re front and center in the debut installment of Trader Talk, with host Kenny Polcari back on the New York Stock Exchange floor. As markets whipsaw on every snippet of Federal Reserve commentary, Polcari cuts through the noise, reminding viewers that “sometimes, good news is bad news”—esp
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