You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.
Are you riding the AI wave or worried you’re the last one in? On this episode of Trader Talk, Kenny Polcari breaks down why he sees AI as a Fourth Industrial Revolution, not a replay of the dot-com bubble, and explains how real cash flows and productivity gains set today’s leaders apart from the 2000s hype. He’s joined by hedge fund manager Tom Hayes of Great Hill Capital, who unpacks how crowded the AI trade has become, why retail options buying may be a red flag, and where he sees second-derivative winners in names like Alibaba (BABA), Intel (INTC), and Boeing (BA). Together, they delve into FOMO, volatility, and how disciplined investors can utilize fundamentals and time arbitrage to navigate the shakeout and still capitalize on AI’s long-term upside.
Watch more episodes of Trader Talk here: https://finance.yahoo.com/videos/series/trader-talk/
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.
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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