Shannon Sokosha
Investment Committee contributor on the Halftime Report who discusses sector positioning and company-level trade ideas (noted in transcript as Shannon/Shan).
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Mar 24, 2026 • 44min
How to Trade Stocks Amid the Iran War 3/24/26
Brian Belsky, portfolio manager known for tactical buys and sells. Shannon Sokosha, sector strategist focused on oil and positioning. Kerry Firestone, investment pro with macro and portfolio views. Joe Terranova, veteran trader offering tactical market calls. They debate market moves from the Iran war, oil and recession risk, sector breadth, tactical trades like gold and Apple, and portfolio rotations into names like Costco and NextEra.
