Trader Talk

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.

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.

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.

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.

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.

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.

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.

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.

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

Host Kenny Polcari joins Hennion & Walsh CIO Kevin Mahn and Neostellar Capital Principal Willy Lee to break down the Federal Reserve's communication overhaul, the OpenAI IPO delay, and why rotating capital into backdoor AI plays like utilities could be the key to weathering oil shocks and pushing the market toward S&P 8,000.

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.

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)

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.

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

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.

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

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.

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.

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

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.

A massive week on Wall Street has traders at the edge of their seats. Jerome Powell takes center stage at what will likely be his last post-policy decision press conference as Fed Chair. If that wasn't enough, earnings from Big Tech names like Apple, Alphabet, Microsoft, and Amazon are out. Trader Talk Host Kenny Polcari looks to make sense of it all with Interactive Brokers Chief Strategist Steve...

In this episode of Trader Talk, host Kenny Polcari is joined by Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, Kevin Kelly, Kelly Intelligence Founder, CEO, and CCO, and former Ellevest Head of People Ops, Amanda Polcari, to analyze the current disconnect between geopolitical tensions and market volatility. The VIX remains surprisingly subdued as investors look past short-term...

As global markets face geopolitical uncertainty and a shifting interest rate environment, traders are evolving. But how are different generations of Wall Street approaching these chaotic times? This episode of Trader Talk dives into the retail investor game, exploring how newer traders are approaching these markets. Host Kenny Polcari is joined by Robinhood CIO, Steph Guild, Yahoo Finance Anchor,...

Investors entered 2026 with fairly confident expectations, but the war with Iran has turned Wall Street sentiment on its head. Kenny Polcari, CEO and CIO of BD8 Capital Partners, Barbara Doran, Barron's Investor Circle Newsletter Editor, Josh Schafer, and Former Ellevest VP of People, Amanda Polcari, discuss the real concern for investors.