Wall Street bets big on AI while watching Washington unravel

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Is Washington chaos really what’s moving your money, or is it just noise? On this 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 Network lead market ...