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Shannon Sikosha

Investment Committee member on Halftime Report, providing expertise on market dynamics and investment strategies.

Top 5 podcasts with Shannon Sikosha

Ranked by the Snipd community
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Feb 12, 2025 • 44min

Stocks and Sticky Inflation 02/12/25

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.
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Jan 8, 2025 • 44min

The Great Rate Shock 1/8/25

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.
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Dec 11, 2024 • 41min

The Return of Big Tech 12/11/24

Joe Terranova, a market trends expert, joins Shannon Sikosha, Stephanie Link, and Rob Seichen, to discuss the Nasdaq crossing 20,000. They analyze the resurgence of big tech stocks, particularly the MAG-7, emphasizing factors like enterprise spending and AI strategies. The team debates market dynamics heading into 2025 and explores the implications of healthcare reform on stock performance. Insights into emerging tech opportunities and predictions for companies like Boeing and Adobe round out a lively conversation on current investment trends.
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Nov 13, 2024 • 42min

Keep Buying the Rally? 11/13/24

Joe Terranova, a market strategist, joins Shannon Sikosha, a keen analyst, and Jim Labenthal, a seasoned investment expert, to dissect the recent post-election stock rally. They debate whether to continue buying at record highs and explore emerging sector opportunities beyond the usual tech giants. The group discusses the implications of new Senate leadership on market dynamics and shares insights on investing strategies in healthcare and retail as they gear up for the holiday season.
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Oct 9, 2024 • 44min

The Bull Market’s Birthday 10/9/24

Join market experts Joe Terranova, Shannon Sikosha, Jason Snipe, and Jim Labenthal as they celebrate the bull market's two-year anniversary. They dive into the impressive performance of the S&P 500 and the major tech stocks, discussing the potential for a downturn amidst positive economic indicators. The committee shares their latest portfolio moves and highlights promising sectors like financials and healthcare. Don't miss insights on the rebound of cruise line stocks and John Deere's resurgence, blending optimism with strategic investment advice!