Same Data, Different Conclusions

Liz Young, Head of Investment Strategy for SoFi, dives into the complexities of macro data impacting stock investors. She emphasizes the importance of building a solid investment thesis while understanding key economic indicators. Young discusses the challenges of interpreting differing market data and the influence of human emotions on investment strategies. Plus, she identifies one sector that’s been unfairly punished and shares insights on the potential for a recession in 2023. It's a fascinating chat filled with valuable perspectives for modern investors.