AI and bitcoin just flashed a message investors can’t ignore

Every investor worries about returns, but this Trader Talk episode shows why taxes, timing, and temperament can matter even more than the next hot stock. Kenny Polcari sits down with Adam Johnson, veteran hedge fund manager and founder of Bullseye Brief, to break down three big myths about AI stocks, from spending fears to bubble talk, and why names across the AI ecosystem may still have room to run despite recent pullbacks. The conversation then shifts to Bitcoin’s latest plunge, how stablecoins and miners pivoting into AI data centers are reshaping crypto and what this volatility signals for long-term investors. They wrap with what Fed rate cuts in 2026 could mean for mortgages, housing affordability and anyone trying to stay disciplined through the noise.

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future.

Watch more episodes of Trader Talk here: https://finance.yahoo.com/videos/series/trader-talk/

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.

This podcast is for informational and educational purposes only. The information presented should not be construed as investment advice. The opinions shared are solely those of the host, Kenny Polcari, Chief Market Strategist for SlateStone Wealth, and the guests on the Podcast and do not reflect the investment advice or views of SlateStone Wealth.
All information provided is subject to change without notice, and while we use what we believe to be reliable sources, even the best can miss a play—kind of like your favorite sports analyst. The firm may or may not hold positions in the assets, strategies, or industries discussed, but this podcast is not designed to promote or enhance the performance or profitability of any investment.
We hope you enjoy the content as much as you enjoy the recipe.
Listeners should consult their own financial, legal, or tax advisers to determine whether any strategies or investments discussed are suitable for their specific situation.
For more information on SlateStone Wealth’s wealth management and investment services, please visit https://slatestone.com

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