Liz Young

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.

UBS Global Wealth Management Chief Economist, Liz Young from SoFi, former US Ambassador to Israel, and Lisa Mateo from Bloomberg discuss topics including economic data, markets, the political situation in Israel, leadership and partnership in finance, and the challenges faced by teachers in teaching social and political issues.

Market analyst Dan Nathan, stock trader Guy Adami, and market strategist Liz Young discuss the Fed's preparation for a rate cut shift, the impact of yields and inflation, small caps, XLE, Toll Brothers, and earnings insight in this engaging podcast.

Liz Young from SoFi discusses Berkshire's cash, bond market volatility, Fed cut expectations, consumer trends, dollar/yen impact, customers trading down, and China's record gold purchases. The podcast delves into market performance, currency interventions, consumer choices, and gold prices amidst currency volatility.

Strategists raising S&P 500 targets, acronym trends like FAANG & MAG7, potential China shock, wealth effect in stock market, Americans' view on economy, market expectations from Jobs Report

Liz Young from SoFi and the hosts discuss bond yields, inflationary inputs like oil and energy, China, Apple/Nvidia, the dollar wrecking ball, and the labor market. They also reflect on the impact of a credit event on equities, the performance of Apple and Nvidia stocks, the strength of the US dollar, and the effects of a strengthening dollar on multinational companies. Additionally, they share personal reflections on September 11th and mention upcoming events.

Topics include the Fed, Nvidia's chip, bullish market environment, mixtape generation, Reddit's influence on stock discussions, T-Bill and US Benchmark Series, market reactions to GDP and inflation projections, influence of interest rates on housing market dynamics, NVIDIA's global impact and technological advancements, nostalgic reflections on music consumption, and assessing the impact of excessive risk-taking in financial markets.

Guest Liz Young, Market strategist at SoFi, joins Guy Adami to preview the biggest week of earnings this season. They discuss the yield curve, market sentiment, consumer credit concerns, small caps, oil/energy, dividend aristocrats, and consumer sentiment affecting the economy.

Liz Young and Tom James discuss the trustworthiness of the rally, economic data, potential rate cuts, bear market rallies, margin expansion, and recent Fed speak. Tom James of TradeFlow Capital Management joins the discussion to talk about commodities and TradeFlow's fund structure, including insights on gold market, rare earth metals, and space mining.

Liz Young and Lee Robinson discuss topics such as the government shutdown, S&P technicals, rising credit card losses, recession warnings on stocks, small caps vs large cap banks, earnings of Micron, Nike, and Costco, atoning for market sins, Altana Wealth's investing pillars, finding asymmetric investments, current macro environment and 2024 outlook, asset allocation, Fannie and Freddie preferred shares, bitcoin, rates, and potential market risks.