Trader Talk

Jaksot

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  Why human emotion is the biggest threat to your portfolio 16.09.2026 27min

  New Age Alpha Chief Investment Officer Julian Koski and Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson discuss why the underlying economy is much stronger than the headlines suggest.
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  Hidden market risks of the AI financing trap 09.09.2026 21min

  Host Kenny Polcari joins RBC Capital Markets' Amy Wu Silverman and HB Wealth's Gina Martin Adams to discuss the hidden risks lurking beneath a seemingly calm stock market.
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  The 5% yield trap: What to buy and sell right now 02.09.2026 25min

  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.
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  The bond market warning and how to trade the AI hangover 26.08.2026 25min

  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.
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  Forget the Mag 7: The phase 2 AI trade is here 19.08.2026 25min

  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.
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  Forget big tech: the real AI money is in plumbing 12.08.2026 26min

  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.
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  AI CapEx fears: Is big tech overspending? 05.08.2026 26min

  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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  S&P 8,500 melt-up? Why money is leaving big tech 29.07.2026 29min

  Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.
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  Fed overhauls, AI rotation, and S&P 8,000 targets 22.07.2026 26min

  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.
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  Is tech priced to perfection? S&P 8,000 & AI debate 15.07.2026 26min

  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.
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  S&P 9,000, falling oil prices, and the Fed's next rate move 08.07.2026 25min

  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)
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  Deconstructing SpaceX's $20B bond euphoria 01.07.2026 28min

  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.
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  AI vs. inflation: why Wall Street is ignoring soaring rates 17.06.2026 27min

  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
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  Beyond AI: where you should invest capital now 10.06.2026 26min

  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.
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  Forget the Mag 7: Focus on AI infrastructure 03.06.2026 26min

  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
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  The next phase of the bull market 27.05.2026 29min

  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.
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  Inflation rising: how consumers are remaining resilient 20.05.2026 29min

  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.
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  2026 black swans: war, private credit, and AI 13.05.2026 26min

  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
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  AI, defense, and climate: the new pillars of growth 06.05.2026 23min

  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.
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  Market mayhem? Powell's last stand, Big Tech earnings in focus 29.04.2026 28min

  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.