Kenny Polcari

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Kenny Polcari is the founder and CEO of Kace Capital Advisors and a senior market strategist at Slatestone Wealth. He is known for his financial-market commentary on Fox Business, CNBC, and CNN.

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What Kenny Polcari has said on podcasts

18 statements

on Memory demandPositiveSep 30, 2026· Trader Talk
Memory demand will remain exceptionally strong.
“I think it's going to continue to be off the charts.”
Listen at 1:48
Open the episode · The $3T AI spend, grid bottlenecks, and the indexing trap
on Memory demandPositiveSep 30, 2026· Trader Talk
Strong memory demand will continue.
“I think it's going to continue to happen.”
Listen at 2:01
Open the episode · The $3T AI spend, grid bottlenecks, and the indexing trap
on Technology stocksNegativeSep 30, 2026· Trader Talk
Technology stocks are priced for near-perfect outcomes.
“everything's priced to perfection”
Listen at 2:07
Open the episode · The $3T AI spend, grid bottlenecks, and the indexing trap

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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.