Are we in an AI bubble or the next industrial revolution? Host Kenny Polcari discusses tech valuations, the likelihood of Fed rate cuts, and the path to S&P 8,000 with Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip.
Jul 15
26 min
With falling oil prices sparking debate over the Fed's next move, Trader Talk host Kenny Polcari joins Reflexivity CEO Jan Szilagyi and Infrastructure Capital Advisors CEO Jay Hatfield to discuss rotating out of tech, interest rate predictions, and a bold case for the S&P 500 hitting 9,000 (at 11:54)
Jul 8
25 min
Trader Talk host Kenny Polcari, Washington Crossing Advisors Sr. Portfolio Manager Chad Morganlander, and FedWatch Advisors Founder Ben Emons analyze how a shift toward a less communicative Federal Reserve could impact distorted credit markets, while evaluating the sustainability of the AI-driven tech rally and the unique asset profile of SpaceX's recent capital raises.
Jul 1
28 min
Does AI hype have Wall Street ignoring inflation? Trader Talk host Kenny Polcari discusses the growing concerns with NYSE Senior Market Strategist Michael Reinking, and Tuttle Capital Management CEO & CIO, Matthew Tuttle
Jun 17
27 min
Investing beyond AI. Global X ETFs Senior Investment Strategist Seana Smith and SWBC CIO Chris Testani join Trader Talk host Kenny Polcari to detail the key areas you need to be considering beyond the usual AI names right now.
Jun 10
26 min
Life beyond the Magnificent 7. Trader Talk host Kenny Polcari, Pacer ETFs President Sean O'Hara, and Catalyst Funds CIO David Miller discuss why capital is moving outside traditional mega-caps and into tech infrastructure. Breaking down the next leg of the AI boom, the panel reveals why investors must focus on data center power, liquid-cooling systems, and critical memory chipmakers
Jun 3
26 min
First-quarter earnings have delivered strong results, and it's not just the Magnificent Seven hyping Wall Street. Kenny Polcari sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, and Adam Shapiro, Managing Editor of AInvest, to discuss the next evolution of this bull market.
May 27
29 min
What inflation? Despite rising costs and economic uncertainty, consumers are showing resiliency. Trader Talk host Kenny Polcari breaks down the true state of this with PwC Consumer Markets Industry Leader Ali Furman and Wall Street Alliance Group Partner Aadil Zaman.
May 20
29 min
Despite a strong year, multiple possible black swan events could derail Wall Street's rise. Trader Talk Host Kenny Polcari, Visible Alpha Head of TMT Research, Melissa Otto, and Michael Gayed, The Free Markets ETF Co-Portfolio Manager, break down the key things investors need to watch
May 13
26 min
There's a new playbook for Wall Street. On this episode of Trader Talk, host Kenny Polcari is joined by Jay Pelosky, Founder of TPW Advisory, and Eddie Ghabour, CEO of Key Advisors Wealth Management, to discuss how changes in AI, defense, and climate are rewriting the playbook for investors.
May 6
23 min
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