Trader Talk podcast | Listen online for free

84 episodes

The massive risk hiding inside your S&P 500 index fund
21/10/2026 | 26 mins.
The Bahnsen Group Chief Investment Officer David Bahnsen and Roundhill Investments Chief Investment Strategist Drew Pettit discuss the hidden dangers of top-heavy passive index funds.
101426_TT_Justin Bergner and Michael Reinking_WEB
14/10/2026 | 26 mins.
Why the traditional 60/40 portfolio might be dead
07/10/2026 | 27 mins.
Catalyst Funds Chief Investment Officer David Miller and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander chat about the reality of the 60/40 portfolio in today's volatile economy, and break down why traditional investing strategies might fail you as interest rates rise and the national debt skyrockets.
The $3T AI spend, grid bottlenecks, and the indexing trap
30/09/2026 | 25 mins.
Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto to map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom.
The AI panic, tech concentration, and Nvidia windfalls
23/09/2026 | 25 mins.
Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble.

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About 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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