Shows
Trader TalkSmart investors protect themselves before the chaos hitsMarkets 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...2025-06-2523 minTrader TalkWhy waiting to invest could cost you more than you thinkThink 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...2025-06-1826 minTrader TalkWhy defensive stocks could be your best bet in a wild marketThink 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...2025-06-1124 minTrader TalkBad trades are part of the businessOn 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 bi...2025-06-0424 minTrader TalkTrust the process, not the pitchIn 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 in...2025-05-2824 min
Trader TalkIt’s not about picking stocks it’s about building habitsIn 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 in...2025-05-2124 minTrader TalkYou can't manage risk if you don't know what you're holdingIn 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...2025-05-1423 minTrader TalkLearn to invest for the next 5 years, not the next 5 minutesIn the latest episode of Trader Talk, Kenny Polcari speaks with Chad Morganlander, Senior Portfolio Manager at Washington Crossing Advisors, about building durable portfolios amid market uncertainty. Morganlander explains why low-debt, dividend-growing companies with stable cash flows are ideal for long-term investors, especially in volatile environments. He highlights sectors like tech, consumer staples, and industrials while steering clear of highly leveraged financials and utilities. The key, he says, is to focus on high-quality, low-volatility stocks and invest with a five-year outlook—not a five-minute one.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and ac...2025-04-3028 minTrader TalkThis sell-off could be your golden ticket to AI and fintech gainsIn the latest episode of Trader Talk, Kenny Polcari sits down with Drew Pettit, director of US equity strategy at Citi, to unpack how thematic investing is evolving in a volatile market. Pettit explains how investors can use structural themes—like AI, fintech, and digital leisure—to identify long-term opportunities beyond traditional sector classifications. While recent market volatility has been driven by tariff headlines and valuation resets, Pettit sees this as a chance to re-enter high-quality names at discounted prices. The key, he says, is understanding what you own and making intentional, informed decisions—not panicking.T...2025-04-2322 minTrader TalkCould Trump's economic chaos spark stagflation?In the latest episode of Trader Talk, Kenny Polcari speaks with Cameron Dawson, CIO at NewEdge Wealth, about why traditional recession indicators no longer hold the same weight in today’s post-pandemic market. Dawson sees slower growth ahead—not a recession—citing fading tailwinds like stimulus and labor gains. The two also discuss the recent pullback in the “Mag 7,” with Dawson urging investors to re-evaluate stretched valuations. The episode wraps with Polcari’s timeless shrimp scampi recipe.Garlicky Shrimp ScampiIngredients
Olive oil (about 1–2 tablespoons)
4 tablespoons butter (divided)
5 large garlic cloves, sliced
1 pound...2025-04-1624 min
Life22Life22: Interview with Kenny Polcari (Day 13,515)Our Interview today is with Chief Market Strategist at Slatestone Wealth, Kenny Polcari. Where you can catch Kenny On: Sub-Stack: https://kennypolcari.substack.com YouTube: https://www.youtube.com/@kennypolcarimedia X: https://x.com/KennyPolcari Check us out on Transistor.FM: https://life22.transistor.fm/ Creators & Guests
Dr. Rev. Kevin M. Dougherty - Host
Kenny Polcari - Guest
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2025-04-121h 14Trader TalkThe suprising way smart investors survive market chaosn the latest Trader Talk, host Kenny Polcari reveals how to navigate market volatility with disciplined, fundamentals-based investing. He emphasizes that despite uncertainties from tariffs, geopolitical tensions, and shifting consumer sentiment, thorough financial analysis and a focus on quality large-cap growth stocks are key to long-term success.Join Polcari on Trader Talk as he speaks with Barbara Doran, founder and CEO of BD8 Capital Partners. Doran advises investors to resist panic, manage risk carefully, and stay committed to their investment thesis even during turbulent times.Trader Talk with Kenny...2025-04-0923 min
MoneyShow MoneyMasters PodcastWhy Kenny Polcari Says 'Don't Panic' Over TariffsIn this episode, we sit down with Kenny Polcari, a seasoned financial expert and Chief Market Strategist at SlateStone Wealth, to discuss the latest tariff news and its impact on the financial markets.
Kenny shares his insights on why the market's reaction might be an overreaction and why investors should take a step back and not panic. He breaks down how to navigate the current volatility, covers the importance of staying diversified, explains why it's crucial not to make emotional decisions during turbulent times, and suggests that keeping a long-term investment perspective during periods of un...2025-04-0407 minTrader TalkWhy this strategist raised their recession oddsOn this week’s Trader Talk, host Kenny Polcari stresses that emotional trading—chasing hot stocks or panic-selling at minor dips—is a surefire way to lose. Instead, decisions should hinge on strategy and data.Guest Kristina Hooper, Chief Global Market Strategist at Invesco, raises U.S. recession odds to 30–35%, citing four simultaneous “swing factors”: tariffs, China’s stimulus uncertainty, renewed inflation pressures, and looming spending cuts. This combination has rattled corporate plans and heightened market volatility.The bottom line? Markets hate guesswork and emotional overreactions. Polcari and Hooper agree that lev...2025-03-1924 minTrader TalkHow long-term energy plays outshine short-term hypeWhat do chasing oil prices, a forward-looking energy strategy, and a bison burger recipe have in common? They’re at the heart of the latest Trader Talk episode, where host Kenny Polcari and guest Lou Basenese dive into why focusing on the bigger trend in energy is far more profitable than reacting to every price swing. Broadcasting from the New York Stock Exchange, Polcari draws on decades of Wall Street experience to cut through the noise and help you build a smarter, steadier investment playbook.Polcari opens by warning against “chasing oil”—the practice of rushing into energy s...2025-03-1224 minTrader TalkHow Trump's foreign policies impact your portfolioIn the latest Trader Talk episode, where host Kenny Polcari and Dr. Scholl Foundation President and CEO Dan Mahaffee explore the geopolitical myths and realities shaping today’s markets. Broadcasting from the New York Stock Exchange, Polcari leverages decades of institutional experience to cut through the noise and help investors focus on what truly matters.Polcari opens by debunking the popular belief in imminent rate cuts—a comforting bedtime story for many investors. He points out that the economy isn’t collapsing: the labor market remains robust, wages are strong, and corporate earnings are mostly solid. Rate cuts...2025-03-0524 minTrader TalkHow this family office ETF outperforms the S&P 500What do market fundamentals, active ETF strategies, and global investing challenges have in common? They’re at the core of the latest Trader Talk episode, where host Kenny Polcari and guest Rob Haugen, a seasoned market maker now with River1 Asset Management, explore how to navigate today’s dynamic public markets. Broadcasting from the iconic New York Stock Exchange, Polcari leverages decades of institutional trading experience to help investors decode market behavior and capitalize on opportunities.Polcari kicks off by reminiscing about his early days on the trading floor, emphasizing that while a company’s fundamentals are crucia...2025-02-2624 minTrader TalkHow tariffs can create buying opportunitiesWhat 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...2025-02-1924 minTrader TalkAre Trump's new policies enough to keep the market afloat?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 orde...2025-02-1223 minTrader TalkNo rate cuts? How to navigate inflation and market uncertaintyWhat 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 unli...2025-02-0424 minTrader TalkDid Nvidia kill quantum computing? Defiance ETF CEO weighs inWhat 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 clai...2025-01-2924 minTrader TalkBuying stocks for Fed cuts? Think againWhat 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 fal...2025-01-2225 min
Wealthion - Be Financially ResilientTop Market Risks for 2025: Inflation, Yields & Volatility | Kenny Polcari2025 could bring some of the biggest market and economic risks in years. Inflation is back, bond yields are surging, and volatility is shaking investor confidence. Kenny Polcari, SlateStone Wealth’s Chief Market Strategist, joins Andrew Brill to dive deep into these risks, sharing insights on debt policy, energy demand, and the role of AI in reshaping the markets. Learn which sectors to watch—like tech, healthcare, and energy—and why historical patterns, like the 1980s inflation crisis, might repeat in 2025.Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https...2025-01-0938 min
The Weekly Money ClipThe Weekly Money Clip: March 4th Episode - Expert Analysis on Google's Gemini A.I., College Loan Policies, Bitcoin Projections, Cybersecurity, and Market TrendsDive deep into the latest episode of "The Weekly MoneyClip" featuring insights from five esteemed business experts: James Breslo, Jennifer Horn, Michael Lee, Simson Garfinkle, and Kenny Polcari. In this episode, James Breslo dissects the failure of Google's Gemini A.I. app and its potential parallels with BudLight's negative trajectory. Jennifer Horn scrutinizes the impact of no-loan policies in college and the soaring costs of degrees. Michael Lee offers projections on the surging Bitcoin prices and its implications for the rest of the year. Simson Garfinkle sheds light on the shift towards memory-safe software and the transition from C to Rust pr...2024-04-1432 min
The Weekly Money ClipEconomic Shockwaves Unleashed: Episode 2 Exposes Global Threats | The Weekly Money Clip Unveils Financial TurbulenceWelcome to Episode 2 of "The Weekly Money Clip," where CenterClip's esteemed contributors provide invaluable insights into the latest financial trends and economic indicators. In this episode, join Scott Stantis, Michael Lee, Mitch Roschelle, Kenny Polcari, and Josh Hammer as they delve into pressing topics shaping the global economy.Kicking off the discussion, Scott Stantis, internationally syndicated editorial cartoonist and Senior Fellow at the Alabama Policy Institute, explores the looming threat of a potential UK recession and its potential global ramifications. Next, Michael Lee, Founder and Market Strategist at Michael Lee Strategy, weighs in on the transformative impact of A...2024-04-1126 min
The Weekly Money ClipPremiere Episode: The Weekly MoneyClip | Fresh Perspectives on Financial NewsGet ready for an unparalleled journey through the world of finance with the debut episode of "The Weekly MoneyClip," proudly brought to you by CenterClip and distributed by CrossCheck Media. In this groundbreaking podcast, we're ushering in a new era of business podcasting, promising insightful commentary and diverse perspectives on the latest financial news.Hosted by CenterClip, a pioneer in innovative media solutions, "The Weekly MoneyClip" is poised to redefine the podcasting landscape with its unique blend of expertise and authenticity. Each 30-minute episode features a curated selection of top business stories, dissected and analyzed by a div...2024-04-1027 min
MoneyShow MoneyMasters PodcastMish Schneider & Kenny Polcari: Stock Strategists Talk ”No Landing” Scenario, Supercycles, Small Caps, and the S&P 500Mish Schneider is chief strategist at MarketGauge.com, and Kenny Polcari is chief market strategist at SlateStone Wealth. Both sat down with me at the 2024 MoneyShow/TradersEXPO Las Vegas to share their take on stocks, sectors, gold, currencies, and more in this MoneyShow MoneyMasters Podcast twofer.
Mish kicks things off by sharing her "still photograph" theory on the markets and the economy, noting that "everything's pretty good" with earnings, interest rates, and growth stocks, even if we have issues with government debt and lingering inflation. She doesn't think the Federal Reser...2024-03-1421 min
MoneyShow MoneyMasters PodcastMish Schneider & Kenny Polcari: Stock Strategists Talk "No Landing" Scenario, Supercycles, Small Caps, and the S&P 500Mish Schneider is chief strategist at MarketGauge.com, and Kenny Polcari is chief market strategist at SlateStone Wealth. Both sat down with me at the 2024 MoneyShow/TradersEXPO Las Vegas to share their take on stocks, sectors, gold, currencies, and more in this MoneyShow MoneyMasters Podcast twofer.Mish kicks things off by sharing her "still photograph" theory on the markets and the economy, noting that "everything's pretty good" with earnings, interest rates, and growth stocks, even if we have issues with government debt and lingering inflation. She doesn't think the Federal Reser...2024-03-1421 min
Buy Hold SellThe Weekly Money Clip: March 4th Episode - Expert Analysis on Google's Gemini A.I., College Loan Policies, Bitcoin Projections, Cybersecurity, and Market TrendsDive deep into the latest episode of "The Weekly MoneyClip" featuring insights from five esteemed business experts: James Breslo, Jennifer Horn, Michael Lee, Simson Garfinkle, and Kenny Polcari. In this episode, James Breslo dissects the failure of Google's Gemini A.I. app and its potential parallels with BudLight's negative trajectory. Jennifer Horn scrutinizes the impact of no-loan policies in college and the soaring costs of degrees. Michael Lee offers projections on the surging Bitcoin prices and its implications for the rest of the year. Simson Garfinkle sheds light on the shift towards memory-safe software and the transition from C...2024-03-0429 min
Buy Hold SellEconomic Shockwaves Unleashed: Episode 2 Exposes Global Threats | The Weekly Money Clip Unveils Financial TurbulenceWelcome to Episode 2 of "The Weekly Money Clip," where CenterClip's esteemed contributors provide invaluable insights into the latest financial trends and economic indicators. In this episode, join Scott Stantis, Michael Lee, Mitch Roschelle, Kenny Polcari, and Josh Hammer as they delve into pressing topics shaping the global economy.Kicking off the discussion, Scott Stantis, internationally syndicated editorial cartoonist and Senior Fellow at the Alabama Policy Institute, explores the looming threat of a potential UK recession and its potential global ramifications. Next, Michael Lee, Founder and Market Strategist at Michael Lee Strategy, weighs in on the transformative impact...2024-02-2523 min
Buy Hold SellPremiere Episode: The Weekly MoneyClip | Fresh Perspectives on Financial NewsGet ready for an unparalleled journey through the world of finance with the debut episode of "The Weekly MoneyClip," proudly brought to you by CenterClip and distributed by CrossCheck Media. In this groundbreaking podcast, we're ushering in a new era of business podcasting, promising insightful commentary and diverse perspectives on the latest financial news.Hosted by CenterClip, a pioneer in innovative media solutions, "The Weekly MoneyClip" is poised to redefine the podcasting landscape with its unique blend of expertise and authenticity. Each 30-minute episode features a curated selection of top business stories, dissected and analyzed by a...2024-02-2525 min
Successfully Unemployed Show with Entrepreneurs Investors and Side HustleFinancial Expert Stock Trader Turned Successfully Unemployed with Kenny PolcariStock trading can make you good money but not as much as you can make when you become successfully unemployed and get paid for your value and not from your J.O.B. Kenny Polcari shares with us how we can retire early and make money in many different ways.Get my free real estate investing course: https://masterpassiveincome.com/freecoursesuYoutube Channel: https://successfullyunemployed.co/youtube// WHAT TO WATCH NEXTStart a Podcast: https://youtu.be/YdKKwSSOnJAMake Money Online: https://youtu.be/WDkRHg3uxR0Flea Mar...2024-02-2045 min
Wealthion - Be Financially ResilientProtect Your Portfolio: Shield Your Wealth Against Inflation & Rollercoaster MarketsDive into the latest economic insights with Andrew Brill and Kenny Polcari, Chief Market Strategist at Slatestone Wealth. This episode unpacks the rollercoaster ride of recent market trends, inflation pressures, and how to fortify your investment strategy amidst uncertainty. Discover expert analysis on Federal policies, the impact of AI and tech on the stock market, and timeless advice on wealth management. Don't miss these actionable strategies to protect and grow your wealth in turbulent times.
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com.
Timestamps
02:41 - Interpreting Economic Data for Investors
07:29 - Fed...2024-02-1744 min
Take It To The Board with Donna DiMaggio BergerShow Me the Money: Investment Strategies with Michael Coady and Kenny Polcari of Slatestone WealthSend us a textFinancially strapped community associations are always looking for new revenue sources but is a sound investment strategy a possible path to avoiding large budget increases or special assessments? In this episode, host Donna DiMaggio Berger, along with investment gurus Michael Coady, Chief Strategy and Growth Officer for Slatestone Wealth, and Kenny Polcari, Chief Market Strategist for Slatestone Wealth, discuss how investments can be utilized by both association boards and their residents personally as part of their overall fiscal management. What most association boards want to k...2023-11-2253 min