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Stephanie Link

Shares her expertise on market trends and stock selection, with a focus on sectors like financials and healthcare.

Top 3 podcasts with Stephanie Link

Ranked by the Snipd community
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16 snips
Jan 21, 2025 • 47min

Stocks and the Trump Trade 1/21/25

Josh Brown, a market trends analyst, teams up with Joe Terranova, a regional banks expert, Stephanie Link, a financials strategist, and Brian Belsky, a technology investor, for an engaging discussion. They delve into the implications of Trump's new trade agenda and its potential impact on stocks. The group explores market insights amidst rising inflation concerns and highlights the contrasting performances of tech giants NVIDIA and Apple. They also analyze recent developments in cryptocurrency and the launch of an innovative Bitcoin ETF.
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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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Oct 31, 2024 • 45min

The Mega Cap Melt 10/31/24

In this installment, guests like Joe Taranova, an Investment Committee member skilled in mega cap tech analysis, and Stephanie Link, who brings expertise in technology and healthcare sectors, dive into the recent market reactions to Meta and Microsoft's earnings. Jim Labenthal shares insights on tech stock valuations while Josh Brown analyzes Uber's performance. The panel discusses the implications of rising interest rates on the housing market and highlights the growth potential of companies like KLA Corp and Eli Lilly amidst shifting market dynamics.