Trader Talk

• Learn to invest for the next 5 years, not the next 5 minutes

  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.

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• This sell-off could be your golden ticket to AI and fintech gains

  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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• Could 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 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.

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• The suprising way smart investors survive market chaos

  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.

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• Disciplined investing and education pave the way to lasting wealth

  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.

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