Episodes

  • Smart investors protect themselves before the chaos hits

    Smart investors protect themselves before the chaos hits
    Jun 25 2025
    Markets may look calm, but the real risks hide under the surface. In this episode of Trader Talk, Kenny Polcari sits down with Amy Wu Silverman, managing director and head of derivatives strategy at RBC Capital Markets, to explain why low short-term volatility may lull investors into a false sense of security. Silverman explains how longer-term volatility is quietly rising as traders hedge against growing risks like tariffs, recession fears, and geopolitical uncertainty. They also explore how social media, algorithms, and fake headlines can ignite sudden market swings, leaving unprepared investors vulnerable. 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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    24 mins
  • Why waiting to invest could cost you more than you think

    Why waiting to invest could cost you more than you think
    Jun 18 2025
    Think you're too late to start investing? Think again. In this episode of Trader Talk, Kenny Polcari sits down with Steve Sosnick, chief strategist at Interactive Brokers, to discuss strategies for investors who are getting a late start. Sosnick emphasizes the importance of risk management, advocating for a disciplined approach focused on capital preservation and high-quality dividend stocks rather than speculative, high-risk trades. They also explore the responsible use of options to enhance income, how AI and algorithmic trading are reshaping the markets, and why understanding your personal risk tolerance is crucial for successful 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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    26 mins
  • Why defensive stocks could be your best bet in a wild market

    Why defensive stocks could be your best bet in a wild market
    Jun 11 2025
    Think defensive stocks are boring? Dryden Pence, Chief Investment Officer at Pence Capital Management, says you're missing the point. On this episode of Trader Talk, host Kenny Polcari sits down with Pence, a military intelligence veteran turned investment expert, to uncover why defensive sectors like consumer staples, utilities, and healthcare can be your strongest allies in volatile markets. Pence explains how understanding investor psychology, economic fundamentals, and consumer necessities can help investors stay steady amid chaos. If market volatility makes you anxious, this episode might just be the reality check you need. 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 mins
  • Bad trades are part of the business

    Bad trades are part of the business
    Jun 4 2025
    On this week’s Trader Talk, host Kenny Polcari sits down with Atish Davda, CEO and cofounder of EquityZen, to discuss how average investors can gain access to pre-IPO shares in private tech companies. Davda explains how EquityZen connects shareholders, often early employees at high-growth startups, with accredited investors looking to buy in before an IPO. With private markets becoming increasingly important to diversified portfolios, Davda breaks down how the platform works, what makes a company investable, and how these trades differ from traditional public stock transactions. If you have ever wanted to own a slice of the next big tech company before Wall Street gets in, this episode offers a rare behind-the-scenes look at how that is possible. 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
  • Trust the process, not the pitch

    Trust the process, not the pitch
    May 28 2025
    In the latest episode of Trader Talk, Kenny Polcari sits down with Chris Versace, chief investment officer at Tematica Research, to discuss how thematic investing can help navigate today’s volatile markets. Versace shares insights into identifying structural changes like AI, digital infrastructure, and sustainability, as well as building portfolios aligned with these long-term trends. They also touch on the recent rebound in tech, rising trade tensions, and shifting earnings expectations, concluding that clear strategies and adaptability are key to success in uncertain times. 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 mins
  • It’s not about picking stocks it’s about building habits

    It’s not about picking stocks it’s about building habits
    May 21 2025
    In this episode of Trader Talk, Kenny Polcari talks with Brandon Krieg, co-founder of Stash, about how fintech is changing the way everyday Americans invest. Krieg explains how tools like fractional shares, automated savings, and personalized portfolios help new investors build long-term wealth. They discuss how financial education and behavioral tools can reduce fear and promote smarter decisions. With more people gaining access to the market through apps like Stash, the conversation highlights how technology is breaking barriers and encouraging consistent, goal-based investing. It’s a must-listen for anyone looking to better understand the future of personal finance and 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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    25 mins
  • You can't manage risk if you don't know what you're holding

    You can't manage risk if you don't know what you're holding
    May 14 2025
    In the latest episode of "Trader Talk," Kenny Polcari sits down with Mark Malek, chief investment officer of SiebertNXT, to explore how quantitative investing and clear investment theses can help investors navigate today's volatile markets. Malek emphasizes using data-driven models to cut through noise, avoid over-diversification, and focus on high-probability opportunities, especially in defensive sectors. The two also weigh in on rate-cut expectations, soft versus hard data, and why sticking to fundamentals matters more than ever. '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
  • Rate cut hopes are rising but the data says otherwise

    Rate cut hopes are rising but the data says otherwise
    May 7 2025
    On this week’s Trader Talk, host Kenny Polcari is joined by macro analyst Tom Essaye of Sevens Report Research to break down what's happening with the Federal Reserve, Trump’s economic reset, and how investors should think about hard versus soft data. With markets clinging to rate cut hopes, Essaye warns that traders may be misreading the Fed’s signals—and underestimating the disruption Trump’s trade overhaul could cause. Together, they explore why investors must separate emotion from strategy and resist the urge to bet on a narrative rather than the numbers. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
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    22 mins