Episodes
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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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
Episodes manquant?
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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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
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 [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms -
In 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 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. -
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. -
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 Scampi
Ingredients
Olive oil (about 1–2 tablespoons)
4 tablespoons butter (divided)
5 large garlic cloves, sliced
1 pound large shrimp, cleaned and deveined
Salt & pepper (to taste)
½ cup dry white wine (approx.)
Red pepper flakes (optional)
2 tablespoons fresh lemon juice (approx.)
2 tablespoons chopped fresh parsley
Steps
Sauté Garlic
Heat olive oil and 2 tablespoons of butter in a large skillet over medium heat.
Add sliced garlic and sauté until fragrant (30 seconds to 1 minute).
Add Shrimp
Stir in the shrimp.
Season with salt and pepper.
Cook for about 1–2 minutes on one side, until they just begin to turn pink. Flip to cook the other side.
Deglaze & Simmer
Pour in the white wine.
Add red pepper flakes if desired.
Simmer for 1–2 minutes, allowing the wine to reduce by about half and the shrimp to cook through (avoid overcooking).
Finish with Butter & Lemon
Stir in the remaining 2 tablespoons of butter, lemon juice, and chopped parsley.
Remove from heat immediately once the butter melts.
Serve
Plate the shrimp scampi over spaghetti (or pasta of your choice).
Accompany with toasted garlic bread.
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. -
n 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 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. -
In the latest Trader Talk, host Kenny Polcari speaks about why the “buy the dip” mantra isn’t always a winning strategy and how disciplined, fundamentals-based investing creates lasting wealth. Rob Luna, an entrepreneur and founder of Rob Luna Wealth Academy, recounts his journey from humble beginnings to building a successful wealth management business. He emphasizes that investors must analyze earnings, revenue growth, and debt levels to avoid catching falling knives. Both Polcari and Luna agree that a clear investment thesis, early financial planning, and ongoing financial education are essential for navigating volatile markets and bridging the wealth gap.
Steak Pizzaiola
Ingredients
Steak (about ¾ inch thick, your preferred cut)
Olive oil
Oregano
Garlic (crushed or sliced)
1 white onion, sliced
1 red bell pepper, julienned
1 green bell pepper, julienned
1 can crushed tomatoes (not purée)
Red wine (about ½ cup)
Salt & pepper
Crushed red pepper flakes (optional)
Steps
Sauté Aromatics
In a saucepan, heat olive oil over medium heat.
Add crushed or sliced garlic, cooking until golden (about 1–2 minutes).
Stir in sliced onion and julienned peppers. Cover and let them soften (about 5 minutes).
Make the Tomato Sauce
Add the crushed tomatoes, oregano, and optional crushed red pepper flakes.
Turn heat up to bring to a quick boil, then reduce to medium.
Pour in red wine (about ½ cup), salt, and pepper.
Simmer for 10–12 minutes until the sauce thickens.
Season & Sear Steak
Rub steaks with olive oil, salt, and pepper. (Use just enough oil to lightly coat.)
Heat a skillet (preferably ribbed) on high.
Sear steaks for about 3–4 minutes on one side, then flip and cook another 3–4 minutes, depending on desired doneness.
Combine & Simmer
Reduce heat to medium-low.
Add the prepared tomato sauce directly into the skillet with the steaks.
Cover and simmer for about 5–10 minutes (depending on how well-done you like your steak).
Finish & Serve
Remove steaks from the skillet and plate them.
Stir and scrape the skillet to deglaze, incorporating any browned bits into the sauce.
Spoon the sauce over the steaks.
Serve immediately with a glass of Chianti or your favorite table wine. -
In the latest Trader Talk, host Kenny Polcari speaks with Donato Cuttone about how technology and “embedded finance” are reshaping brokerages. Cuttone, who spent decades on the NYSE floor before joining DriveWealth Institutional, explains how the old system of opening traditional brokerage accounts is giving way to digital wallets, fractional trading, and automated “round-up” features. These innovations enable investors—even those overseas—to buy fractions of US stocks for as little as a dollar, 24 hours a day, five days a week.
Adapting to this shift, Cuttone says, brokerages require new routing and settlement frameworks that can handle massive transaction volumes and same-day clearance. Regulators still lag behind as markets move from analog to digital, but modern tech can bridge the gap. Polcari likens the evolution to cooking this week's dish Veal Osso Bucco: patience, adaptability, and a willingness to embrace innovation are the key ingredients for success.
Veal Osso Bucco
Ingredients
Osso Bucco
6 veal shanks
Kosher salt & freshly ground black pepper
Flour (gluten-free optional)
Extra-virgin olive oil
1 large onion, roughly chopped (about 1 cup)
2 carrots, peeled and roughly chopped (about 1 cup)
1 stalk celery, roughly chopped (about ¾ cup)
1 small can tomato paste (not purée)
8 medium garlic cloves, crushed or finely chopped
Red wine (for deglazing)
Beef broth
Gremolata
½ cup flat-leaf parsley, finely chopped
1 tablespoon lemon zest (from 1–2 lemons)
2 garlic cloves, minced
ServingPolenta (prepared according to package instructions)
Steps
Preheat Oven
Heat oven to 350°F.
Season & Dredge
Rinse veal shanks and pat dry.
Season with salt and pepper.
Dredge each shank in flour (use gluten-free flour if desired).
Brown the Shanks
Heat olive oil in a frying pan over high heat.
Brown shanks on all sides, searing to lock in juices.
Transfer to a roasting pan, leaving space between them.
Add Aromatics
Scatter the chopped onion, carrot, celery, and crushed garlic over the shanks.
Sprinkle a little lemon zest on top.
Deglaze & Make Sauce
Return to the frying pan.
Deglaze with red wine, scraping up any browned bits.
Stir in beef broth and the tomato paste.
Bring to a boil, then reduce heat and let it thicken for about 4 minutes.
If needed, add a bit more broth to maintain a saucy consistency.
Braise
Pour this wine-broth mixture over the veal shanks in the roasting pan.
Cover tightly and place in the 350°F oven for 1 hour.
Reduce heat to 325°F and continue cooking for another 4 hours, until veal is very tender.
Puree Half the Veggies
Remove half of the cooked vegetables and puree them to create a smoother sauce.
Make the Gremolata
Combine parsley, lemon zest, and minced garlic in a small bowl.
Set aside to use as a bright finishing touch.
Plate & Serve
Spoon polenta onto each plate, forming a bed.
Place a veal shank on top of the polenta.
Surround the shank with the remaining (non-pureed) braised vegetables.
Drizzle some of the pureed sauce over the top.
Garnish with gremolata.
Enjoy with a robust red wine like Brunello di Montalcino. Buon appetito! -
On 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 level-headed, well-researched approaches outperform impulsive trades every time.
Porcini Rubbed Rib-Eye (Tagliata Style)
Ingredients
Porcini Rub
1 oz dried porcini mushrooms (ground into a fine powder)
2 tablespoons sugar
1 tablespoon salt & pepper (combined)
4 garlic cloves, chopped
¼ cup olive oil
Steak & Garnish
1 bone-in rib-eye steak (or preferred cut)
Additional salt (for seasoning the steak)
1 tablespoon olive oil (for searing)
Arugula (a handful)
Thinly sliced red onion
1 lemon (for fresh lemon juice)
Shaved parmesan cheese
Steps
Make the Porcini Rub
Combine the ground porcini, sugar, salt & pepper, chopped garlic, and olive oil in a bowl.
Mix into a paste-like consistency.
(Optional: Make a larger batch to store in the fridge for future use.)
Season & Rub
Lightly salt the rib-eye.
Massage the porcini rub all over the steak, coating thoroughly.
Preheat Oven
Heat your oven to 400°F.
Sear the Steak
Heat 1 tablespoon of olive oil in a large cast iron skillet over medium-high heat.
Carefully place the steak in the hot skillet and sear until browned on each side.
Finish in the Oven
Move the cast iron skillet with the steak into the preheated oven.
Cook for 5–8 minutes, depending on thickness, until an instant-read thermometer in the center reaches 135°F (for medium-rare).
Rest the Steak
Remove from the oven and tent the steak with foil.
Let it rest for 10 minutes to retain its juices.
Slice & Plate
Slice the steak at an angle (tagliata style) and fan out on a serving platter.
Arrange arugula and red onion slices on the plate.
Place the sliced steak on top, drizzle with a bit more olive oil and a squeeze of fresh lemon juice.
Top with shaved parmesan cheese.
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. -
What 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 stocks the moment prices tick up or selling at the first sign of a downturn. He explains that oil is inherently volatile, subject to geopolitics, production decisions, and economic cycles. Instead of betting on short-term moves, Polcari advocates zooming out: Oil demand remains robust, and US producers have become major global players, helping stabilize prices in the long run.
Basenese, executive vice president of Market Strategy at Prairie Operating Company, elaborates on a growth-focused approach to domestic energy production. He emphasizes that new drilling technologies have changed the game, allowing smaller firms to tap proven reserves more efficiently, often at attractive valuations. Rather than trying to guess the next $150-per-barrel spike, Basenese suggests zeroing in on companies poised to thrive over time—particularly those balancing production, acquisitions, and sustainability in areas like Colorado’s DJ Basin.
As always, Polcari wraps with three essential market tips—review the macro outlook, form your own opinion, and keep a calendar of key events—before serving up his signature recipe, this time a Big Board Bison Burger inspired by NYSE history. It’s a perfect blend of American heritage and forward-thinking strategy, both on and off the trading floor.
Big Board Bison Burger with Market Rally Onions Recipe
Ingredients
The Bison Burger
1 pound premium American bison (makes 2 substantial patties)
Broker’s Blend:1 teaspoon coarse sea salt
1 teaspoon freshly cracked black pepper
½ teaspoon garlic powder
Sharp white cheddar, sliced
Brioche buns, toasted
Market Rally Onions
1 thinly sliced sweet onion
2 tablespoons butter
1 ounce bourbon
1 tablespoon maple syrup
Wall Street Sauce
¼ cup mayonnaise
1 tablespoon Dijon mustard
2 tablespoons minced roasted red peppers
1 tablespoon fresh herbs (e.g., chives or parsley)
Pinch of cayenne (to taste)
Optional Toppings
Butter lettuce
Steps
Season the BisonForm two burger patties from the bison.
Season both sides with Broker’s Blend (salt, pepper, garlic powder).
Prepare the OnionsIn a pan over medium heat, melt butter.
Add sliced onions and cook until they soften.
Stir in bourbon and maple syrup, and continue cooking until onions are golden and caramelized.
Grill or SearGrill or cook bison patties in a cast iron skillet for about 4 minutes per side for medium-rare.
Bison is lean, so avoid overcooking.
Top with CheeseDuring the final minute of cooking, top each patty with sharp white cheddar.
Cover or tent with foil briefly to help the cheese melt.
Toast the BunsToast brioche buns until golden brown.
Mix the SauceIn a small bowl, combine mayonnaise, Dijon mustard, roasted red peppers, fresh herbs, and a pinch of cayenne.
AssembleSpread Wall Street Sauce on the toasted buns.
Add butter lettuce (if desired).
Place the bison patty with melted cheddar.
Top with the bourbon-maple onions.
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. -
In 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, he explains, are not a gift but a tool for deep economic distress. Instead of banking on a Fed pivot, investors should base decisions on the actual data.
Mahaffee brings a global perspective, delving into how geopolitical tensions—such as the European challenges and the ongoing conflict in Ukraine—intertwine with trade negotiations. He discusses critical mineral deals necessary for modern industries like semiconductors and drones, highlighting the delicate balance between national security and economic interests. Mahaffee also warns against relying on quick fixes, emphasizing that tariffs and reciprocal measures are tools for negotiation, not guaranteed solutions.
Rounding out the episode, Polcari shares three essential market tips: tune into central bank briefings, analyze earnings beyond headline figures, and stay alert to geopolitical developments. And, as always, the show concludes with a nod to tradition—the Luncheon Club Lobster Roll, a market recipe steeped in NYSE history.
Luncheon Club Lobster Roll Recipe
Ingredients
1 lb. fresh lobster meat, steamed
(Ask the grocery seafood counter to steam it if you like)
Brioche roll, toasted and buttered
Fresh lemon wedges
⅓ cup premium mayonnaise
2 tablespoons fresh lemon juice
2 tablespoons finely diced celery
1 tablespoon fresh chives, minced
1 teaspoon Dijon mustard
Sea salt and white pepper (to taste)
Fresh dill sprigs
Butter lettuce leaves
Potato chips (Cape Cod chips recommended)
Steps
Prepare the Sauce: In a small bowl, whisk together the mayonnaise, lemon juice, celery, chives, Dijon mustard, salt, and white pepper.
Mix with Lobster: Gently combine the steamed lobster meat with the prepared sauce.
Toast & Butter Rolls: Butter the brioche roll(s), then toast or griddle until golden.
Assemble: Line the toasted roll with butter lettuce leaves.Spoon the dressed lobster onto the roll.
Finish & Serve: Top with fresh dill. Add lemon wedges on the side. Serve with Cape Cod-style potato chips for extra crunch.
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. -
What 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 crucial over the long term, short-term price movements are largely driven by supply and demand dynamics. “It’s not just about a company’s value—it’s about who’s buying and who’s selling,” Haugen notes. This insight underpins his active ETF strategy, which blends rigorous fundamental analysis with timely tactical moves guided by technical indicators like moving averages, RSI, and relative strength.
Haugen also addresses global market considerations, cautioning investors about emerging markets—particularly China. He explains that while China presents opportunities, its stocks are fraught with “stroke-of-a-pen” risks due to sudden regulatory shifts, making Chinese ADRs a less attractive proposition compared to stable, developed markets like Europe and the United States.
By focusing on sectors with strong inflows and robust pricing power, Haugen’s approach demonstrates how strategic positioning can turn market dislocations into long-term gains.
Be sure to check out Kenny's recipe of the week below.
Kenny’s Classic Bolognese Recipe
Ingredients
2 tablespoons olive oil
2 tablespoons butter
1 cup diced onion
1 cup diced celery
1 cup diced carrot
4 cloves garlic, minced
1 pound ground beef (or half beef/half pork)
1 cup whole milk
¼ teaspoon nutmeg
1 cup white wine (Pinot Grigio recommended)
1 (28-ounce) can crushed “kitchen-ready” tomatoes
2 parmesan cheese rinds
Salt and pepper (to taste)
Steps
Sauté Vegetables: In a large pot over medium heat, add the olive oil and butter. Once melted, stir in the onion, celery, and carrot. Season with salt and pepper. Sauté for about 10 minutes.
Add Garlic: Stir in the minced garlic and cook for another 2 minutes.
Brown the Meat: Add the ground meat, season with salt and pepper, and break it up with a fork. Cook until it’s fully browned.
Simmer with Milk: Pour in the cup of milk. Lower the heat and simmer, stirring often, until the milk is mostly absorbed (about 15 minutes).
Add Nutmeg & Wine: Stir in the nutmeg and then the white wine. Simmer again until the wine is absorbed.
Combine Tomatoes & Rinds: Stir in the crushed tomatoes and the parmesan rinds. Bring the sauce to a slow boil, then immediately reduce to a low simmer.
Long Simmer: Leave the pot uncovered and let it simmer for about 3 hours. Stir every 10 minutes. (If the sauce gets too thick halfway through, add a splash of water.)
Finish & Serve: Season with salt and pepper. Remove the cheese rinds before serving. Spoon the Bolognese over a hearty pasta like Rigatoni.
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. -
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. -
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 [email protected].
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. - Montre plus
