RiskReversal Pod Market & Milwaukee Magic with Liz Thomas
Aug 12, 2025
Liz Thomas, a former advisor at SoFi with a keen eye on market trends, joins the conversation. They explore the Milwaukee Brewers' remarkable season and community spirit despite local flooding. The discussion shifts to market resilience, inflation control by the Federal Reserve, and the pressures that affect economic data integrity. Thomas emphasizes the significance of diversifying investments, particularly in undervalued sectors like healthcare and energy, while navigating the complexities of insider sales and stock buybacks.
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Milwaukee Fans Brave Flooding
- Liz Thomas recounts Brewers fans packing stands despite heavy flooding.
- She says the streak boosted local morale and city pride.
Stretch Valuations Meet CPI/PPI Risk
- Liz Thomas warns stretched market valuations make CPI and PPI releases a volatility trigger.
- She says this week could give a better entry point but not necessarily a large top.
Fed Will Choose Inflation Over Jobs
- Liz Thomas expects the Fed to prioritize controlling inflation when forced to choose.
- She cites Powell's stance that high inflation 'doesn't work for anybody' as guiding policy.