Episodes

  • Is tech priced to perfection? S&P 8,000 & AI debate

    Is tech priced to perfection? S&P 8,000 & AI debate
    Jul 15 2026
    Are we in an AI bubble or the next industrial revolution? Host Kenny Polcari discusses tech valuations, the likelihood of Fed rate cuts, and the path to S&P 8,000 with Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip.
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    27 mins
  • S&P 9,000, falling oil prices, and the Fed's next rate move

    S&P 9,000, falling oil prices, and the Fed's next rate move
    Jul 8 2026
    With falling oil prices sparking debate over the Fed's next move, Trader Talk host Kenny Polcari joins Reflexivity CEO Jan Szilagyi and Infrastructure Capital Advisors CEO Jay Hatfield to discuss rotating out of tech, interest rate predictions, and a bold case for the S&P 500 hitting 9,000 (at 11:54)
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    26 mins
  • Deconstructing SpaceX's $20B bond euphoria

    Deconstructing SpaceX's $20B bond euphoria
    Jul 1 2026
    Trader Talk host Kenny Polcari, Washington Crossing Advisors Sr. Portfolio Manager Chad Morganlander, and FedWatch Advisors Founder Ben Emons analyze how a shift toward a less communicative Federal Reserve could impact distorted credit markets, while evaluating the sustainability of the AI-driven tech rally and the unique asset profile of SpaceX's recent capital raises.
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    28 mins
  • AI vs. inflation: why Wall Street is ignoring soaring rates

    AI vs. inflation: why Wall Street is ignoring soaring rates
    Jun 17 2026
    Does AI hype have Wall Street ignoring inflation? Trader Talk host Kenny Polcari discusses the growing concerns with NYSE Senior Market Strategist Michael Reinking, and Tuttle Capital Management CEO & CIO, Matthew Tuttle
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    28 mins
  • Beyond AI: where you should invest capital now

    Beyond AI: where you should invest capital now
    Jun 10 2026
    Investing beyond AI. Global X ETFs Senior Investment Strategist Seana Smith and SWBC CIO Chris Testani join Trader Talk host Kenny Polcari to detail the key areas you need to be considering beyond the usual AI names right now.
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    27 mins
  • Forget the Mag 7: Focus on AI infrastructure

    Forget the Mag 7: Focus on AI infrastructure
    Jun 3 2026
    Life beyond the Magnificent 7. Trader Talk host Kenny Polcari, Pacer ETFs President Sean O'Hara, and Catalyst Funds CIO David Miller discuss why capital is moving outside traditional mega-caps and into tech infrastructure. Breaking down the next leg of the AI boom, the panel reveals why investors must focus on data center power, liquid-cooling systems, and critical memory chipmakers
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    26 mins
  • The next phase of the bull market

    The next phase of the bull market
    May 27 2026
    First-quarter earnings have delivered strong results, and it's not just the Magnificent Seven hyping Wall Street. Kenny Polcari sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, and Adam Shapiro, Managing Editor of AInvest, to discuss the next evolution of this bull market.
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    29 mins
  • Inflation rising: how consumers are remaining resilient

    Inflation rising: how consumers are remaining resilient
    May 20 2026
    What inflation? Despite rising costs and economic uncertainty, consumers are showing resiliency. Trader Talk host Kenny Polcari breaks down the true state of this with PwC Consumer Markets Industry Leader Ali Furman and Wall Street Alliance Group Partner Aadil Zaman.
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    29 mins