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 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. Watch more episodes of Trader Talk here. 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.
For more episodes of Trade Talk, please visit: https://finance.yahoo.com/videos/series/trader-talk/
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