What podcasts say about Shannon Kosha

Every statement, with the speaker, the exact quote and the moment it was said.

What Shannon Kosha has said on podcasts

5 statements · 2 positive · 2 negative · 1 neutral

on Bond yieldsPositiveOct 8, 2026· Halftime Report
If prolonged rate hikes do not occur, current bond yields are attractive.
“if you don't think that's going to happen, yields are probably pretty attractive here.”
Listen at 8:59
Open the episode · The Rally and Rising Rate Risk 10/8/26
on Equity-sector selectionNeutralOct 8, 2026· Halftime Report
Investors should select specific sub-industries rather than broad sectors.
“you have to be selective here.”
Listen at 9:35
Open the episode · The Rally and Rising Rate Risk 10/8/26
on Real EstatePositiveOct 8, 2026· Halftime Report
Some real estate remains cheap despite rates being 100 basis points higher.
“a lot of it still looks pretty cheap, even in an interest rate environment that's 100 basis points higher than it is today.”
Listen at 10:38
Open the episode · The Rally and Rising Rate Risk 10/8/26
on Small- and mid-cap equitiesNegativeOct 8, 2026· Halftime Report
Small- and mid-cap earnings are expected to be less attractive than large-cap earnings.
“we don't think that the earnings are going to be as attractive in that space as they are in the large cap space”
Listen at 17:13
Open the episode · The Rally and Rising Rate Risk 10/8/26
on Starbucks–Chipotle combinationNegativeOct 8, 2026· Halftime Report
Starbucks and Chipotle face different operational challenges.
“I don't think this is a similar challenge.”
Listen at 19:17
Open the episode · The Rally and Rising Rate Risk 10/8/26

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.