Trader Talk – My Yahoo Finance Podcast – Trust the process, not the pitch

Wall Street vet Kenny Polcari, Chief Market Strategist for SlateStone Wealth, brings you expert advice and key market insights from the New York Stock Exchange.

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.

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, just like your favorite sports analyst. Kenny Polcari or SlateStone Wealth may own some of the securities discussed on this program. These discussions, including those involving guest speakers, are for informational purposes only and should not be considered recommendations. 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.