I'm curious to hear how you build out an investment thesis, and that could be for a company or even the modeling the macro picture. So I start with where are we in the business cycle? And there's a number of different indicators you can look at for that. Where is the stock market in relation to that? And then you look at something like valuations,. Do we deserve to be paying this much in forward earnings on the S&P 500?
Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick Engdahl
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