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Trader Talk

Yahoo Finance
Trader Talk
Latest episode

82 episodes

  • Trader Talk

    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.
  • Trader Talk

    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.
  • Trader Talk

    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.
  • Trader Talk

    Why human emotion is the biggest threat to your portfolio

    16/09/2026 | 27 mins.
    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.
  • Trader Talk

    Hidden market risks of the AI financing trap

    09/09/2026 | 21 mins.
    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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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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