Buying stocks for Fed cuts? Think again

What do a turbulent job market, surging bond yields, and a plate of Linguine Arrabiata all have in common? They’re front and center in the debut installment of Trader Talk, with host Kenny Polcari back on the New York Stock Exchange floor. As markets whipsaw on every snippet of Federal Reserve commentary, Polcari cuts through the noise, reminding viewers that “sometimes, good news is bad news”—especially if you’re banking on rate cuts alone.

In this week’s episode, Polcari welcomes special guest Adam Johnson, a former hedge fund manager and Bloomberg anchor. They dig into the fallout from a stronger-than-expected jobs report, why towering bond yields could stir up fresh turbulence, and which sectors might brace best against a downturn. “I’m an investor, not a trader,” Johnson tells Polcari, “I always tell my clients ‘It’s about time in the market and not timing the market.’”

For the hungry investors, Polcari stirs up more than just trading tips—his Linguine Arrabiata recipe brings some culinary spice to the day’s heated market action.

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.

Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.