Markets are sending subtle but important signals about confidence, volatility, and risk appetite. On this episode of Trader Talk, Kenny Polcari is joined by Mark Tepper, founder and CEO of Strategic Wealth Partners, to unpack what shifting sentiment means for stocks, rates, and portfolio discipline in 2026. Tepper explains where he sees opportunity in the first half of the year, why volatility may rise later on, and how long-term investors should stay positioned through potential drawdowns.

Yahoo Finance's Warrior Money, hosted by former Congressman Patrick Murphy and veteran investor Dan Kunze, is dedicated to uplifting the financial well-being of military veterans transitioning into civilian life. Each week, an array of guests—from everyday vets to high-ranking government officials—offer insight on successfully making the leap from service to business.

Thoughts? Questions? Fan mail? Email us at [email protected].

The moment you think you’ve figured out the market is when it humbles you. On Trader Talk, Kenny Polcari sits down with Caleb Silver to break down why curiosity, not confidence, separates long-term winners from everyone else. From affordability pressures and AI fears to why retail investors keep asking the same questions, they explore how learning, unlearning, and adaptability shape smarter investing. The conversation also touches on common behavioral mistakes and what investors are really worried about heading into 2026.

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.

This exchange is turning sustainability into real trading power…

Trader Talk is off this week, so enjoy an episode of Living Not So Fabulously we think you’ll love.

Investors who can stay patient may have the real edge heading into 2026. On Trader Talk, Kenny Polcari sits down with Truist (TFC) Chief Investment Officer and Chief Market Strategist Keith Lerner to break down what surprised him most in 2025 and why resilient corporate profits kept this bull market alive. Lerner outlines a “weight of the evidence” outlook for 2026, encompassing the labor market, Fed rate-cut expectations, and where sector leadership may persist beyond the AI trade.

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.

Bitcoin's (BTC-USD) sharp drop into bear-market territory might be the market’s first real warning flare about crowded AI trades and stretched tech valuations. On this episode of Trader Talk, veteran futures and options trader Jim Iuorio joins Kenny Polcari to unpack what bitcoin’s sell-off says about risk appetite, Nvidia’s (NVDA) 15% slide, and whether we’re in the early innings of an AI bubble. They dig into why gold (GC=F) is ripping higher on central bank buying and US fiscal worries, debate 50-year mortgages and tariff “dividends,” and game out the Fed’s next move on rates heading into 2026. It’s a fast and practical roadmap for traders navigating crypto volatility, AI euphoria, and the new gold bull market.

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.

The crypto markets may be wobbling, but the real story is what comes next. On this episode of Trader Talk, Kenny Polcari sits down with Mo Shaikh, former Aptos Labs co-founder and a key voice in US digital asset policy, to break down bitcoin’s volatility, the rise of stablecoins, and how AI and blockchain are converging. Shaikh explains how institutional adoption, new US regulation, and AI-driven financial automation could reshape money in 2026 and beyond—a must-listen for investors trying to understand where digital assets are really headed.

AI’s runaway energy demand is igniting a massive new boom — and most investors aren’t ready for it. On this episode of Trader Talk, Kenny Polcari and Wall Street veteran Lou Basenese break down why the AI build-out is hitting a wall of power, which sectors could benefit first, and where the real long-term value is hiding beyond the Magnificent 7. They uncover opportunities across natural gas, nuclear, data center infrastructure, and the overlooked industrial names driving the next wave of growth. Trader Talk provides a sharp look at how earnings, energy, and AI are reshaping the market in real-time.

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.

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.