Episodes

  • How tariffs can create buying opportunities

    How tariffs can create buying opportunities
    Feb 19 2025
    What do tariffs, long/short strategies, and robust market insights have in common? They’re the focus of the latest Trader Talk episode, where host Kenny Polcari and guest Tom Hayes, founder, chairman, and managing member of Great Hill Capital, dive into volatile market trends and actionable strategies for investors. Broadcasting from the iconic New York Stock Exchange, Polcari leverages decades of institutional trading experience to help you navigate market uncertainty amid shifting trade dynamics. Polcari opens by addressing how tariff headlines trigger investor panic—stocks fall and volatility spikes—despite tariffs being standard taxes on imported goods meant to protect domestic industries and bolster government revenues. Hayes explains that it’s not the tariffs themselves but the emotional responses they elicit that create opportunities. “Sell the rumor, buy the news,” he emphasizes, noting that market dislocations expose companies with strong pricing power and diversified supply chains. Hayes also shares his views on long/short strategies, comparing today’s market dynamics to past cycles. He highlights that after periods of political and economic shocks, international and emerging markets often rebound, offering attractive long-term prospects. Balancing fundamental analysis with technical indicators such as moving averages, RSI, and relative strength helps investors time entries and exits effectively. Later in the episode, Polcari wraps up with a culinary twist, sharing the backstory and recipe for his guest-favorite veal Parmesan—a beloved Italian-American dish that perfectly illustrates the art of smart investing. 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    23 mins
  • Are Trump's new policies enough to keep the market afloat?

    Are Trump's new policies enough to keep the market afloat?
    Feb 12 2025
    What do earnings season, rising interest rates, and a housing shortage have in common? They’re the focus of the latest Trader Talk episode, where host Kenny Polcari and guest Stephanie Link, Chief Investment Strategist at Hightower Advisors, tackle the biggest market trends and economic questions of 2025. Broadcasting live from the iconic New York Stock Exchange, Polcari leverages decades of institutional trading experience to help investors navigate market uncertainty, inflation pressures, and evolving GDP growth. Polcari kicks off the episode by emphasizing the importance of momentum trading—using tools like moving averages, RSI, MACD, and strict stop-loss orders—to capture rising assets and exit declining ones at the right moment. He explains that earnings reports provide a real-time economic pulse, shedding light on labor trends, inflation, and new product launches that are crucial for investors. Stephanie Link forecasts a GDP growth rate of 2 to 2.5% for 2025, noting that Trump’s pro-growth policies, lower taxes, and deregulation are driving optimism in the technology and manufacturing sectors. Despite the current environment with mortgage rates hovering near 7%, both experts agree that a drop to sub-5% levels could stimulate the housing market—a sector still grappling with a shortage of about 5 million homes. No Trader Talk episode is complete without a culinary twist. Polcari shares his Champagne Chicken recipe—a classic dish that, much like a balanced portfolio, combines precision with flavor. 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    23 mins
  • No rate cuts? How to navigate inflation and market uncertainty

    No rate cuts? How to navigate inflation and market uncertainty
    Feb 4 2025
    What do market whipsaws, Fed uncertainty, and a classic Italian stew have in common? They’re the focus of the latest Trader Talk episode, with host Kenny Polcari and guest John Lonski tackling the biggest economic questions of 2025. From inflation risks to consumer resilience, Polcari cuts through the noise to help investors stay ahead. In this episode, Polcari welcomes John Lonski, a seasoned economist and former Chief Economist at Moody’s, to break down shifting market sentiment. The two dive into the debate over Federal Reserve policy, with Polcari firmly in the camp that rate cuts are unlikely this year. Lonski agrees that inflation is creeping back, warning that continued GDP growth could push interest rates higher rather than lower. “We’re starting at full employment,” he explains. “If economic momentum holds, the Fed may have no choice but to keep rates steady—or even raise them.” As tariff speculation grows, Lonski views them as a strategic bargaining tool rather than an imminent economic threat. Meanwhile, strong corporate earnings and tight credit spreads suggest that businesses remain optimistic, reinforcing market stability. No Trader Talk episode is complete without a culinary touch. Be sure to check out Polcari's latest recipe for giambotta—a hearty Italian stew that, much like investing, is all about balance and patience. 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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    24 mins
  • Did Nvidia kill quantum computing? Defiance ETF CEO weighs in

    Did Nvidia kill quantum computing? Defiance ETF CEO weighs in
    Jan 29 2025
    What do a rollercoaster quantum market, hawkish Fed commentary, and a sizzling grilled ribeye have in common? They’re the focus of the latest Trader Talk episode, with host Kenny Polcari and guest Sylvia Jablonski diving into the latest on Wall Street. From navigating quantum hype to predicting rate cuts, Polcari cuts through the noise to help you keep your portfolio intact. In this episode, Polcari welcomes Sylvia Jablonski, CEO and CIO of Defiance ETF, who shares her expertise on the future of quantum investing. The two discuss the fallout from Nvidia CEO Jensen Huang’s recent claim that quantum computing is “15 to 30 years away,” which sent quantum stocks tumbling. Jablonski, however, is more optimistic, pointing to real-world use cases already taking shape in sectors like risk management and drug discovery. “Quantum already exists in some form,” she asserts. “We’re not waiting decades for innovation—it’s here, just not the flawless version people imagine.” For those rattled by recent turbulence, Polcari doubles down on the importance of research. “Find the disruptors and do your homework,” he advises. “Big run-ups don’t guarantee sustainable stories—educate yourself and build positions methodically.” No Trader Talk episode is complete without a culinary touch, and this week, Polcari offers a recipe to soothe market-induced stress: grilled ribeye on a bed of fresh arugula and red onions, finished with shaved Grana Padano. Simple, flavorful, and perfectly paired with actionable market insights. 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 yfpodcasts@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    24 mins
  • Buying stocks for Fed cuts? Think again

    Buying stocks for Fed cuts? Think again
    Jan 22 2025
    What do a turbulent job market, surging bond yields, and a plate of Linguine Arrabiata all have in common? They’re front and center in the debut installment of Trader Talk, with host Kenny Polcari back on the New York Stock Exchange floor. As markets whipsaw on every snippet of Federal Reserve commentary, Polcari cuts through the noise, reminding viewers that “sometimes, good news is bad news”—especially if you’re banking on rate cuts alone. In this week’s episode, Polcari welcomes special guest Adam Johnson, a former hedge fund manager and Bloomberg anchor. They dig into the fallout from a stronger-than-expected jobs report, why towering bond yields could stir up fresh turbulence, and which sectors might brace best against a downturn. “I’m an investor, not a trader,” Johnson tells Polcari, “I always tell my clients ‘It’s about time in the market and not timing the market.’” For the hungry investors, Polcari stirs up more than just trading tips—his Linguine Arrabiata recipe brings some culinary spice to the day’s heated market action. 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 yfpodcasts@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    25 mins