Trader Talk – My Yahoo Finance Podcast – Wall Street bets big on AI while watching Washington unravel

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.

Is Washington chaos really what’s moving your money, or is it just noise? On this week’s episode of Trader Talk, Kenny Polcari breaks down how the 2026 midterm elections, government shutdown drama, and policy shocks surrounding tariffs, healthcare, EV credits, and rare earth metals can cause entire sectors to be slammed overnight, while long-term investors stay focused on fundamentals. Then Schwab (SCHW) Network lead market technician Richard Ducat joins to map out where the real action is in AI and quantum computing, from legacy names like IBM (IBM) to up-and-coming chip and automation plays. They wrap with a look at gold versus bitcoin, what the rush into alternative assets says about market fear, and how traders can keep their portfolios disciplined when headlines go off the rails.

Listen to the full episode here.

 

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.