Market Outlook with SoFi's Head of Investment Strategy - Liz Young 🏆

The Finimize Podcast

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1y ago 41:26

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On the eighth episode of The Finimize Podcast, Eddie Donmez catches up with Liz Young, the head of investment strategy at SoFi.

Liz shares with us her big-picture macro view, today’s stock market valuations, the outlook for monetary policy, and what it all means right now. With cash yields topping 5% in some places, she breaks down where she’s seeing opportunities and what assets she’s steering clear of.
This episode was filmed on Thursday, March 16th.

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Timestamps:

Big Picture Macro Outlook: (00:00 - 09:15)

The Health Of The Consumer: (9:16 - 14:12)

Debate: Does The Fed Want People To Lose Their Job: (9:17 - 17:50)

Why Valuations Matters In 2023: (17:51 - 22:05)

Asset Allocation For The Next 10 Years: (22:50 - 26:00)

Outlook For Financials & Opportunities: (26:01 - 31:28)

What Liz Would Avoid: (36:28 - 37:44)

Outro *The Fed Usually Breaks Something*: (37:45 - 39:38)

43 episoder

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