Are you riding the AI wave or worried you’re the last one in? On this episode of Trader Talk, Kenny Polcari breaks down why he sees AI as a Fourth Industrial Revolution, not a replay of the dot-com bubble, and explains how real cash flows and productivity gains set today’s leaders apart from the 2000s hype. He’s joined by hedge fund manager Tom Hayes of Great Hill Capital, who unpacks how crowded the AI trade has become, why retail options buying may be a red flag, and where he sees second-derivative winners in names like Alibaba (BABA), Intel (INTC), and Boeing (BA). Together, they delve into FOMO, volatility, and how disciplined investors can utilize fundamentals and time arbitrage to navigate the shakeout and still capitalize on AI’s long-term upside.

Is Washington chaos really what’s moving your money, or is it just noise? On this episode of Trader Talk, Kenny Polcari breaks down how the 2026 midterm elections, government shutdown drama, and policy shocks surrounding tariffs, healthcare, EV credits, and rare earth metals can cause entire sectors to be slammed overnight, while long-term investors stay focused on fundamentals. Then Schwab Network lead market technician Richard Ducat joins to map out where the real action is in AI and quantum computing, from legacy names like IBM to up-and-coming chip and automation plays. They wrap with a look at gold versus bitcoin, what the rush into alternative assets says about market fear, and how traders can keep their portfolios disciplined when headlines go off the rails.

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 [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

A quiet revolution in money is underway, and women are leading it. On Trader Talk, CFP and CDFA Jennifer Ridley Hansen reveals how gray divorce, inheritance, and rising financial literacy are redefining who controls America’s wealth. She explains how to turn heartbreak into independence, build multi-generational portfolios, and protect your future when life and markets change.

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 [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Feeling uneasy about the markets? On this episode of Trader Talk, Hennion and Walsh Asset Management president and chief investment officer Kevin Mahn explains why time in the market still beats timing the market. He breaks down the Fed’s rate cut path, how investors should think about risk tolerance by age, and why AI infrastructure, aerospace and defense, small-cap biotech, and international stocks are key tactical plays—practical, portfolio-ready advice before the next market move.

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? Please email us at [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Is the market rally running out of steam? On Trader Talk, veteran market technician Mark Newton of Fundstrat joins Kenny Polcari to dissect what drives the S&P 500 (^GSPC). Newton explains why the equal-weight index tells a different story, how seasonal trends could trigger a short-term pullback, and what sectors may quietly lead the next leg higher. They dive into momentum, sentiment, and why inflation fears could fade fast if oil (CL=F, BZ=F) keeps sliding.

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 [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Stop gambling on meme coins. On Trader Talk, Kenny and Cade Bergman, co-owner and host of WOLF Bitcoin and head of content at WOLF Financial, make the case that bitcoin (BTC-USD) is the only scarce permissionless asset built for billion-dollar balance sheets. They chart the four-year cycle, call out altcoin risks, and map clean exposure through spot ETFs, miners, and corporate treasuries. Plus, the truth about stablecoin yield and how to start with just $25 without getting wrecked.

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 [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

A rate cut may sound bullish, but it can signal deeper problems. On Yahoo Finance’s Trader Talk, Kenny Polcari and strategist Barry Knapp explain why the Fed’s move highlights consumer slowdown, slight bank pressure, and tariff margin risk. They break down the sectors to buy, including industrials, materials, and energy, and the ones to avoid as the economy shifts. Get the market strategy that separates short-term sugar highs from real gains.

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 [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

AI is moving from chatbots to true teammates faster than anyone expected. Futurum Research CEO Daniel Newman joins Kenny Polcari on Trader Talk to unpack agentic AI, explain why automation could hit both blue-collar and white-collar work, and explain how quantum computing may threaten and secure finance and crypto. They dig into energy demands, potential fixes, and real-world examples, from robo-taxis to personalized health. Newman also stocked his data-driven wellness playbook on why AI outperforms traditional advice.

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? Please email us at [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

What if one phone call told you the market was on fire? On Trader Talk, Kenny Polcari relives Black Monday with First Boston trader John Parasco, the 1987 crash that erased half a trillion dollars in hours. Hear how specialists begged for firm capital, hedge funds dumped portfolios alphabetically, and blue chips like Johnson & Johnson (JNJ) lost half their value in a single day. A raw inside floor account of chaos, fear, and survival when Wall Street stared into the abyss.

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 [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Can the Fed’s small rate cuts rescue Main Street, or will they crush it? On Trader Talk, host Kenny Polcari sits down with Mitch Roschelle, CEO of M2 Communities and founder of Macro Trends advisers, to reveal why a 25 basis point cut won’t move the needle, how AI’s energy hunger is driving utility stocks higher, and why unrealistic sellers are stalling the housing market. With 40 years in real estate and capital markets, Roschelle offers blunt insight on what the Fed, small businesses, and homebuyers must face next.

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 [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.