The Meb Faber Show - Better Investing

Liz Ann Sonders on The State of the Markets | #498

27 snips
Sep 6, 2023
Guest
Liz Ann Sonders
Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, shares timeless lessons from her mentor Marty Zweig. She discusses the economy, markets, earnings estimates, and the Fed. Topics include rolling recessions, housing market variations, international diversification, and the importance of a disciplined investing approach.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Early Career and Lessons from the Crash
02:33 • 9min
3
Rolling Recessions and the Prolonged Weakness
11:22 • 5min
4
Analyzing Housing Data on a Local Level
16:15 • 25min
5
Equity Markets Outside of the US
40:51 • 7min
6
Reflections on Bull Markets, Wall of Warrior, and Market Rallies
47:49 • 2min
7
Investing vs. Gambling: The Importance of a Disciplined Approach
49:33 • 8min