Shannon Sikosha
Investment professional and regular Halftime Report committee member who discusses sector rotation, consumer trends, and portfolio positioning.
Top 5 podcasts with Shannon Sikosha
Ranked by the Snipd community
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.
Dec 2, 2025 • 47min
Can Stocks Rally to Year-End? 12/2/25
Join Josh Brown, a savvy investment advisor and CEO of Ritholtz Wealth Management, alongside market strategist Joe Terranova and investment expert Shannon Sikosha. They dive into the potential for a year-end stock rally driven by mega-cap names like NVIDIA and Meta. The trio discusses market dynamics, emphasizing quality names for 2026 and the signs of liquidity's return. Josh reveals his top stock picks, while Joe highlights Twilio's promising technical breakout. Tune in for their insights into navigating the current market!
Jun 11, 2025 • 44min
The Road to New Records 6/11/25
Joe Terranova, Shannon Sikosha, Steve Weiss, and Jason Snipe from the Investment Committee dive into market dynamics as the S&P 500 edges close to an all-time high. They discuss Steve's latest investment picks and the impact of semiconductor companies on market trends. The conversation shifts to U.S.-China trade relations and implications for investors. They also explore the resurgence of Goldman Sachs and the strength of the aerospace sector, while highlighting opportunities in alternative investments like uranium and final trade recommendations.
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.
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.
