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Trader Talk

Yahoo Finance
Trader Talk
Último episodio

77 episodios

  • Trader Talk

    The 5% yield trap: What to buy and sell right now

    02/09/2026 | 25 min
    Host Kenny Polcari joins FedWatch Advisors Chief Investment Officer Ben Emons and Barnum Financial Group Managing Partner Chris Kampitsis to break down how surging Treasury yields, geopolitical inflation, and tech fatigue are setting a trap for average investors—and exactly where you should move your money to stay safe.
  • Trader Talk

    The bond market warning and how to trade the AI hangover

    26/08/2026 | 25 min
    Host Kenny Polcari joins Interactive Brokers Chief Strategist Steve Sosnick and AInvest Managing Editor Adam Shapiro to discuss the "slow-motion trainwreck" of the U.S. national debt and why the bond market is flashing warning signs that equity investors are ignoring.
  • Trader Talk

    Forget the Mag 7: The phase 2 AI trade is here

    19/08/2026 | 25 min
    Host Kenny Polcari joins Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman to break down the shift toward production for security, how to hedge geopolitical risks using the energy sector, and why the real AI money is moving into phase 2 industrial beneficiaries.
  • Trader Talk

    Forget big tech: the real AI money is in plumbing

    12/08/2026 | 26 min
    Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity.
  • Trader Talk

    AI CapEx fears: Is big tech overspending?

    05/08/2026 | 26 min
    Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
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Acerca de 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.
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