Trader Talk

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Trader Talk episodes

October 28 Why Wall Street is dead wrong about the AI tech panic
Resonate Wealth Partners CIO Alex Giuliano and TPW Advisory Founder Jay Pelosky discuss why the market's recent panic over semiconductor stocks might be a massive overreaction.
26 min
October 21 The massive risk hiding inside your S&P 500 index fund
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.
27 min
October 14 101426_TT_Justin Bergner and Michael Reinking_WEB
27 min
October 07 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
September 30 The $3T AI spend, grid bottlenecks, and the indexing trap
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.
26 min
September 23 The AI panic, tech concentration, and Nvidia windfalls
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.
26 min
September 16 Why human emotion is the biggest threat to your portfolio
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.
28 min
September 09 Hidden market risks of the AI financing trap
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.
22 min
September 02 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
August 26 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

About Trader Talk

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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…