

The Great Rate Shock 1/8/25
Jan 8, 2025
In this engaging discussion, Joe Terranova, an experienced trader, Stephen Weiss, a keen market analyst, and Shannon Sikosha, a strategic investor, dive into the impact of rising interest rates on stocks. They tackle the state of tech stocks, particularly NVIDIA and Palantir, highlighting challenges and strategies for recovery. The trio also analyzes investment insights related to Accenture and Travelers, while humorously examining software valuations amidst market volatility. Insights on the defense sector and Constellation Energy round out their dynamic conversation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Market Dynamics: Rates and Reactions
01:45 • 13min
The State of Tech Stocks: Risks and Recovery
14:50 • 13min
Market Insights on Defense Sector Stocks
28:10 • 2min
Investment Insights and Natural Disasters
30:10 • 4min
Palantir's Stock Decline and Market Analysis
34:12 • 2min
Navigating Software Stocks and Rising Yields
36:27 • 7min
Analyzing Constellation Energy and Market Trends
43:11 • 3min