Shannon Sakosha
Investment Committee member who provides sector-level analysis and tactical views on policy, earnings, and healthcare positioning.
Top 3 podcasts with Shannon Sakosha
Ranked by the Snipd community
Jan 21, 2026 • 47min
The State of Stocks: Noise vs. Reality 1/21/26
Cathie Wood, CEO of ARK Invest and an authority on disruptive innovation, shares her bold 2026 market outlook, emphasizing a 'coiled spring' economy ripe for investment cycles. Joe Terranova discusses tactical opportunities in small caps and energy sectors, while Shannon Sakosha warns of potential volatility as investors navigate crowded positions. The panel also debates the implications of President's Davos remarks on market sentiment and explores the nuances of tech stocks, particularly focusing on NVIDIA and Tesla's future roles.
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.
