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70 episodes

Is tech priced to perfection? S&P 8,000 & AI debate
15/07/2026 | 26 mins.
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.
S&P 9,000, falling oil prices, and the Fed's next rate move
08/07/2026 | 25 mins.
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)
Deconstructing SpaceX's $20B bond euphoria
01/07/2026 | 28 mins.
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.
AI vs. inflation: why Wall Street is ignoring soaring rates
17/06/2026 | 27 mins.
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
Beyond AI: where you should invest capital now
10/06/2026 | 26 mins.
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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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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