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Trader Talk

Trader Talk

Von: Yahoo Finance
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 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.Yahoo Finance LLC Persönliche Finanzen Politik & Regierungen Ökonomie
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  • AI isn't a bubble but the real upside is shifting

    AI isn't a bubble but the real upside is shifting
    Jan 28 2026
    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.
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    24 Min.
  • Why market confidence matters more than inflation right now

    Why market confidence matters more than inflation right now
    Jan 21 2026
    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.
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    24 Min.
  • Why curiosity is the most underrated investing edge

    Why curiosity is the most underrated investing edge
    Jan 14 2026
    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.
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    26 Min.
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