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Trader Talk
Yahoo Finance
30 episodes
6 days ago
Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth. New episodes of Trader Talk release Wednesday 5pET.
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All content for Trader Talk is the property of Yahoo Finance and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth. New episodes of Trader Talk release Wednesday 5pET.
Show more...
Investing
Business,
News,
Business News
Episodes (20/30)
Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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6 days ago
25 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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1 week ago
25 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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2 weeks ago
24 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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3 weeks ago
23 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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1 month ago
23 minutes

Trader Talk
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 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.
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1 month ago
23 minutes

Trader Talk
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, 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms
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1 month ago
25 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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1 month ago
23 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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2 months ago
26 minutes

Trader Talk
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. 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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2 months ago
24 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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2 months ago
24 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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2 months ago
24 minutes

Trader Talk
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. 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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3 months ago
24 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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3 months ago
23 minutes

Trader Talk
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 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 yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
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3 months ago
22 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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3 months ago
28 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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3 months ago
22 minutes

Trader Talk
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 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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4 months ago
24 minutes

Trader Talk
The suprising 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 Barbara Doran, founder and CEO of BD8 Capital Partners. Doran advises investors to resist panic, manage risk carefully, and stay committed to their investment thesis even during turbulent 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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4 months ago
23 minutes

Trader Talk
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 earnings, revenue growth, and debt levels to avoid catching falling knives. Both Polcari and Luna agree that a clear investment thesis, early financial planning, and ongoing financial education are essential for navigating volatile markets and bridging the wealth gap. Steak Pizzaiola Ingredients Steak (about ¾ inch thick, your preferred cut) Olive oil Oregano Garlic (crushed or sliced) 1 white onion, sliced 1 red bell pepper, julienned 1 green bell pepper, julienned 1 can crushed tomatoes (not purée) Red wine (about ½ cup) Salt & pepper Crushed red pepper flakes (optional) Steps Sauté Aromatics In a saucepan, heat olive oil over medium heat. Add crushed or sliced garlic, cooking until golden (about 1–2 minutes). Stir in sliced onion and julienned peppers. Cover and let them soften (about 5 minutes). Make the Tomato Sauce Add the crushed tomatoes, oregano, and optional crushed red pepper flakes. Turn heat up to bring to a quick boil, then reduce to medium. Pour in red wine (about ½ cup), salt, and pepper. Simmer for 10–12 minutes until the sauce thickens. Season & Sear Steak Rub steaks with olive oil, salt, and pepper. (Use just enough oil to lightly coat.) Heat a skillet (preferably ribbed) on high. Sear steaks for about 3–4 minutes on one side, then flip and cook another 3–4 minutes, depending on desired doneness. Combine & Simmer Reduce heat to medium-low. Add the prepared tomato sauce directly into the skillet with the steaks. Cover and simmer for about 5–10 minutes (depending on how well-done you like your steak). Finish & Serve Remove steaks from the skillet and plate them. Stir and scrape the skillet to deglaze, incorporating any browned bits into the sauce. Spoon the sauce over the steaks. Serve immediately with a glass of Chianti or your favorite table wine.
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4 months ago
24 minutes

Trader Talk
Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth. New episodes of Trader Talk release Wednesday 5pET.