Trader Talk

Trader Talk

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Trader Talk episodes

  • Why the traditional 60/40 portfolio might be dead

    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.

    28 min
  • The 5% yield trap: What to buy and sell right now

    Host Kenny Polcari joins FedWatch Advisors Chief Investment Officer Ben Emons and Barnum Financial Group Managing Partner Chris Kampitsis to break down how surging Treasury yields, geopolitical inflation, and tech fatigue are setting a trap for average investors—and exactly where you should move your money to stay safe.

    26 min
  • The bond market warning and how to trade the AI hangover

    Host Kenny Polcari joins Interactive Brokers Chief Strategist Steve Sosnick and AInvest Managing Editor Adam Shapiro to discuss the "slow-motion trainwreck" of the U.S. national debt and why the bond market is flashing warning signs that equity investors are ignoring.

    26 min
  • Forget the Mag 7: The phase 2 AI trade is here

    Host Kenny Polcari joins Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman to break down the shift toward production for security, how to hedge geopolitical risks using the energy sector, and why the real AI money is moving into phase 2 industrial beneficiaries.

    26 min
  • Forget big tech: the real AI money is in plumbing

    Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity.

    27 min

About Trader Talk

From the publisher's feed

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…

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