Liz Thomas

Investment Committee member who offers sector-led analysis with emphasis on healthcare, cyclicals, and portfolio positioning heading into year-end and the next year.

Best podcasts with Liz Thomas

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Nov 26, 2025 • 43min

The Setup for Stocks into Year-End 11/26/25

Joe Terranova, a veteran market strategist, shares insights on market idiosyncrasies and the importance of thematic trades like AI. Liz Thomas emphasizes healthcare's strong performance amid tech rotation, while Steve Weiss dives into the risks of tech leverage and discusses Apple’s growth trajectory. The committee also debates key stock picks for the holiday season and the significance of Cyber Week for retailers. They reflect on stocks they’re thankful for, including industry giants like Amazon and Alphabet.

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