Trader Talk

Trader Talk
Podcast Description
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. Check out new episodes of Trader Talk on Wednesday 12:00pm ET. Buon appetito!
Podcast Insights
Content Themes
The podcast explores topics related to market volatility, Federal Reserve policies, and investment strategies, with episodes addressing inflation and market uncertainty, such as the discussions on rate cuts potential and shifts in market sentiment, while blending market analysis with culinary segments featuring Italian recipes.

Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth. New episodes of Trader Talk release Wednesday 5pET.
In 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.
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

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