41 min

Market Outlook with SoFi's Head of Investment Strategy - Liz Young �‪�‬ The Finimize Podcast

    • Investing

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.
Partner with us: https://business.finimize.com/
Subscribe To Finimize Newsletter: https://finimize.com/

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)

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.
Partner with us: https://business.finimize.com/
Subscribe To Finimize Newsletter: https://finimize.com/

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)

41 min