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