

Stocks and Sticky Inflation 02/12/25
Feb 12, 2025
Joe Terranova, a market trend guru; Shannon Sikosha, an investment strategist; Steve Weiss, a portfolio management pro; and Carrie Firestone, a savvy portfolio manager, dive into the implications of a surprising CPI report. They dissect how inflation affects the record stock rally and discuss individual stock resilience in light of market volatility. The conversation includes insights on healthcare stocks, the 'magnificent seven' tech stocks, and strategic portfolio adjustments, all while balancing serious analysis with lighthearted humor.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating the Stock Market Landscape
02:08 • 13min
Stock Market Dynamics and Insights
14:50 • 11min
Strategic Portfolio Moves and Sponsor Insights
25:48 • 2min
Investment Moves and Market Dynamics
27:50 • 5min
Market Movers and Stock Performance Analysis
32:44 • 2min
Market Dynamics and Sector Performances
34:39 • 11min
Market Insights and Stock Recommendations
46:05 • 2min