Exploring market sentiment and performance dynamics, Liz Ann Sonders discusses behavioral measures in finance, AI tackling online issues, and navigating complex market dynamics. From car safety features to Florida real estate history, she provides investing advice while reflecting on past conversations.

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.

Liz Ann Sonders, Chief Investment Strategist at Schwab, discusses using volatility to rebalance portfolios. She emphasizes 'add low, trim high.' Sonders highlights market swings, new highs, and the importance of taking advantage of volatility to adjust investments.

Liz Ann Sonders from Charles Schwab discusses U.S. equities, highlighting the strength in a few large cap stocks. She challenges the idea of a typical Fed interest rate cutting cycle and its impact on the stock market. The podcast also explores Bitcoin accessibility through ETFs and the economic stimulus impact, along with the influence of AI on market performance.

Liz Ann Sonders and David Rosenberg discuss the possibility of a rolling recession or a hard landing for global markets. They explore various topics including the impact of the pandemic on the economy, inflation, transitioning to a new secular era, labor market dynamics, and decreased flexibility. Additionally, they analyze the performance of US stocks versus non-US stocks and emphasize the importance of broadening and equal weight within the market.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the impact of economic data on investing, market concentration, and top performers in the S&P 500. They also touch upon the challenges of information overload, the influence of interest rates and inflation, and offer advice for young individuals interested in investment management.

Liz Ann Sonders, the Managing Director and Chief Investment Strategist at Charles Schwab, joins Scott to discuss the state of the markets including several mixed signals she’s paying attention to, signs of a recession, and what investors should be thinking about. Follow Liz Ann on Twitter, @LizAnnSonders.We open the show by bringing on Ian Bremmer to discuss the state of the war in Ukraine – roughly one year after Russia’s invasion began. Algebra of Happiness: the best revenge. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the podcast to discuss stock market strategists, analyst earnings estimates, valuations, the rolling recession, the Fed put, energy space, sectors to watch, and growth vs. value.

Liz Ann Sonders, chief investment strategist at Charles Schwab, joins Jack Farley to share her data-driven investment outlook at a challenging time for global markets. Sonders argues that before the turmoil in the regional banking sector, the U.S. was already in a “rolling recession” where weakness rolled throughout different parts of the economy. Now, after the fall of Silicon Valley Bank (“SVB”) in early March, Sonders thinks an official recession (i.e. one declared as such by the National Bureau of Economic Research, or NBER), is more likely, and she says that she thinks a recession is “somewhat unavoidable.” Given these headwinds, Sonders’ investment outlook is that it could be a “bumpy ride” in the short-term. However, Sonders and Farley discuss the importance of a long-term outlook and how market timing very frequently underperforms buy-and-hold strategies. Filmed on April 4th, 2023.__Today’s show is brought to you by VanEck. Go to https://vaneck.com/ForwardGuidanceto access VanEck's Income Investing Yield Monitor.__Follow @vaneck_us on Twitter, this episode's sponsor https://twitter.com/vaneck_usFollow Liz Ann Sonders on Twitter https://twitter.com/LizAnnSondersFollow Charles Schwab on Twitter https://twitter.com/CharlesSchwabFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks___Some of Liz Ann Sonders’ recent research at Charles Schwab:“Under Pressure: Fed Hikes in Face of Bank Turmoil”: https://www.schwab.com/learn/story/fomc-meeting“2023 Quarterly Market Outlook: Fed on the Brink?” https://www.schwab.com/learn/story/quarterly-market-outlook“Another One Bites the Dust: Banking Saga Continues”: https://www.schwab.com/learn/story/another-one-bites-dust-banking-saga-continues“Caveat Emptor: Important Market Shifts Underway”: https://www.schwab.com/learn/story/caveat-emptor-important-market-shifts-underway“The Price You Pay: A Look at Equity Valuations”: https://www.schwab.com/learn/story/price-you-pay-look-equity-valuations__Timestamps:(00:35) The Fed Has Broken Something(03:09) Rate Cuts Might Be Further Away Than The Market Thinks(05:58) Already In A "Rolling Recession"(17:37) Have The Odds Of A Severe Recession (Rather Than Mild) Increased After The Collapse Of Silicon Valley Bank (SVB)?(19:59) Investment Outlook For Stocks(23:11) VanEck Ad(23:59) Equity Valuations: Are Stocks Cheap or Expensive?(33:37) Short-Term Outlook: "Some More Bumps In The Road"(36:12) Time In The Market vs Timing The Market(39:27) Liquidity and Gold(41:28) Sectors And Factors Leading The Stock Market(44:14) "Growth vs. Value" Is A False Choice(49:59) International Developed Markets and Emerging Markets__Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Liz Ann Sonders, Chief Investment Strategist for Charles Schwab, discusses the macro picture, asset class behavior, active management, Federal Reserve outlook, interpreting economic data, the yield curve and recession, the bond market vs. equity market, and lessons from Marty Zweig. Key takeaways: rolling recessions in different sectors, bond yields and stock prices relationship, importance of active management, Fed in pause mode, challenges in interpreting economic data, bond market's caution, and lessons from monetary policy and sentiment analysis.