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Shannon Sikosha

Investment Committee member on CNBC’s Halftime Report, offering perspectives on market dynamics and investment decisions.

Top 3 podcasts with Shannon Sikosha

Ranked by the Snipd community
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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.