Épisodes

  • Bitcoin's warning for Nvidia, AI stocks, and gold

    Bitcoin's warning for Nvidia, AI stocks, and gold
    Dec 3 2025
    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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    23 min
  • Why smart investors are buying both bitcoin and gold

    Why smart investors are buying both bitcoin and gold
    Nov 26 2025
    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.
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    25 min
  • What really keeps Wall St. up at night: it's not AI or inflation

    What really keeps Wall St. up at night: it's not AI or inflation
    Nov 19 2025
    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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    25 min
  • Nvidia, Intel and Alibaba ride the AI boom as bubble fears grow

    Nvidia, Intel and Alibaba ride the AI boom as bubble fears grow
    Nov 12 2025
    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.
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    25 min
  • Wall Street bets big on AI while watching Washington unravel

    Wall Street bets big on AI while watching Washington unravel
    Nov 5 2025
    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 tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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    25 min
  • How women are rewriting the rules of wealth

    How women are rewriting the rules of wealth
    Oct 29 2025
    A quiet revolution in money is underway, and women are leading it. On Trader Talk, CFP and CDFA Jennifer Ridley Hansen reveals how gray divorce, inheritance, and rising financial literacy are redefining who controls America’s wealth. She explains how to turn heartbreak into independence, build multi-generational portfolios, and protect your future when life and markets change. 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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    25 min
  • Why you shouldn't cash out when stocks fall

    Why you shouldn't cash out when stocks fall
    Oct 22 2025
    Feeling uneasy about the markets? On this episode of Trader Talk, Hennion and Walsh Asset Management president and chief investment officer Kevin Mahn explains why time in the market still beats timing the market. He breaks down the Fed’s rate cut path, how investors should think about risk tolerance by age, and why AI infrastructure, aerospace and defense, small-cap biotech, and international stocks are key tactical plays—practical, portfolio-ready advice before the next market move. 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? Please 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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    25 min
  • Has the S&P 500 peaked or is the next bull run just beginning

    Has the S&P 500 peaked or is the next bull run just beginning
    Oct 15 2025
    Is the market rally running out of steam? On Trader Talk, veteran market technician Mark Newton of Fundstrat joins Kenny Polcari to dissect what drives the S&P 500 (^GSPC). Newton explains why the equal-weight index tells a different story, how seasonal trends could trigger a short-term pullback, and what sectors may quietly lead the next leg higher. They dive into momentum, sentiment, and why inflation fears could fade fast if oil (CL=F, BZ=F) keeps sliding. 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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    25 min