Trader Talk

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.

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.

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

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.

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.

The Fed, SpaceX & VIX: the new rules of trading volatility 22.04.2026 27min

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?

How Retail Investors are navigating volatility 15.04.2026 28min

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.

Why Iran could end the bull market 08.04.2026 29min

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 01.04.2026 28min

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.

Jerome Powell’s biggest Fed mistake? 25.02.2026 25min

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

Are investors underestimating market volatility? 18.02.2026 25min

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

The investing mistakes Wall Street veterans still think about 11.02.2026 25min

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

Why this bull market may be younger than you think 04.02.2026 25min

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 yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

AI isn't a bubble but the real upside is shifting 28.01.2026 25min

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

Why market confidence matters more than inflation right now 21.01.2026 25min

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 yfpodcasts@yahooinc.com.

Why curiosity is the most underrated investing edge 14.01.2026 25min

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

Sustainable markets are here - are you ready to invest? 07.01.2026 25min

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.

LIVING NOT SO FABULOUSLY: How one mom paid off $23k in debt on a tight income 31.12.2025 25min

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.

Profits, the Fed, and where sector leadership goes next 17.12.2025 22min

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

Bitcoin's warning for Nvidia, AI stocks, and gold 03.12.2025 22min

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