Trader Talk How long-term energy plays outshine short-term hype
What do chasing oil prices, a forward-looking energy strategy, and a bison burger recipe have in common? They’re at the heart of the latest Trader Talk episode, where host Kenny Polcari and guest Lou Basenese dive into why focusing on the bigger trend in energy is far more profitable than reacting to every price swing. Broadcasting from the New York Stock Exchange, Polcari draws on decades of Wall Street experience to cut through the noise and help you build a smarter, steadier investment playbook.
Polcari opens by warning against “chasing oil”—the practice of rushing into energy stocks the moment prices tick up or selling at the first sign of a downturn. He explains that oil is inherently volatile, subject to geopolitics, production decisions, and economic cycles. Instead of betting on short-term moves, Polcari advocates zooming out: Oil demand remains robust, and US producers have become major global players, helping stabilize prices in the long run.
Basenese, executive vice president of Market Strategy at Prairie Operating Company, elaborates on a growth-focused approach to domestic energy production. He emphasizes that new drilling technologies have changed the game, allowing smaller firms to tap proven reserves more efficiently, often at attractive valuations. Rather than trying to guess the next $150-per-barrel spike, Basenese suggests zeroing in on companies poised to thrive over time—particularly those balancing production, acquisitions, and sustainability in areas like Colorado’s DJ Basin.
As always, Polcari wraps with three essential market tips—review the macro outlook, form your own opinion, and keep a calendar of key events—before serving up his signature recipe, this time a Big Board Bison Burger inspired by NYSE history. It’s a perfect blend of American heritage and forward-thinking strategy, both on and off the trading floor.
Big Board Bison Burger with Market Rally Onions Recipe
Ingredients
The Bison Burger
- 1 pound premium American bison (makes 2 substantial patties)
- Broker’s Blend:1 teaspoon coarse sea salt
- 1 teaspoon freshly cracked black pepper
- ½ teaspoon garlic powder
- Sharp white cheddar, sliced
- Brioche buns, toasted
Market Rally Onions
- 1 thinly sliced sweet onion
- 2 tablespoons butter
- 1 ounce bourbon
- 1 tablespoon maple syrup
Wall Street Sauce
- ¼ cup mayonnaise
- 1 tablespoon Dijon mustard
- 2 tablespoons minced roasted red peppers
- 1 tablespoon fresh herbs (e.g., chives or parsley)
- Pinch of cayenne (to taste)
Optional Toppings
- Butter lettuce
Steps
- Season the BisonForm two burger patties from the bison.
- Season both sides with Broker’s Blend (salt, pepper, garlic powder).
- Prepare the OnionsIn a pan over medium heat, melt butter.
- Add sliced onions and cook until they soften.
- Stir in bourbon and maple syrup, and continue cooking until onions are golden and caramelized.
- Grill or SearGrill or cook bison patties in a cast iron skillet for about 4 minutes per side for medium-rare.
- Bison is lean, so avoid overcooking.
- Top with CheeseDuring the final minute of cooking, top each patty with sharp white cheddar.
- Cover or tent with foil briefly to help the cheese melt.
- Toast the BunsToast brioche buns until golden brown.
- Mix the SauceIn a small bowl, combine mayonnaise, Dijon mustard, roasted red peppers, fresh herbs, and a pinch of cayenne.
- AssembleSpread Wall Street Sauce on the toasted buns.
- Add butter lettuce (if desired).
- Place the bison patty with melted cheddar.
- Top with the bourbon-maple onions.
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 tradertalk@yahooinc.com.
Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.