Shannon Sakosha
Member of the Investment Committee offering macro and sector analysis, emphasizing valuation, earnings trends, and portfolio construction.
Top 3 podcasts with Shannon Sakosha
Ranked by the Snipd community
Dec 15, 2025 • 47min
Final Full Trading Week of 12/15/25
Joe Terranova, a seasoned market commentator, joins Shannon Sakosha, a macro analysis expert, and Steve Weiss, a trader and AI infrastructure pro, to unpack the trading landscape. They explore the sector rotation towards materials and financials, weighing in on a potential 'run it hot' economy into 2026. The discussion dives into bank M&A dynamics, consumer strength, and strategic stock trades, including insights on UNP's buy thesis and trimming AI exposure. They wrap with commentary on market optimism and potential calls of the day.
Jun 26, 2025 • 44min
The Committee’s Playbook for New Highs 6/26/25
Joining the discussion are Josh Brown, an expert in market momentum and top stock picks; Jenny Harrington, a specialist in value investing and market trends; and Shannon Sakosha, a strategist in market dynamics. They dive into the potential acquisition of Core Scientific by CoreWeave and Coupang's surge in South Korea’s thriving e-commerce market. The group also shares their favorite stock picks like Novartis and Amazon while exploring the impact of tariffs on corporate earnings and the evolving dynamics of digital IPOs.
Oct 17, 2024 • 45min
The Everything Rally 10/17/24
Joining the discussion are Josh Brown, a savvy market commentator, Shannon Sakosha, an expert in investment dynamics, Kerry Firestone, a market analyst, and Jim Laventhal, who offers keen insights into trends. They dive into the 'Everything Rally' as stocks hit record highs, highlighting technology sector gains and consumer spending. The conversation includes a notable hacking incident affecting Bitcoin and strategic moves by Uber, alongside the impact of earnings reports from Netflix and other major players shaping the market landscape.
