2 min listen
Liz’s Mid-Year Outlook
Liz’s Mid-Year Outlook
ratings:
Length:
36 minutes
Released:
Jun 17, 2024
Format:
Podcast episode
Description
With the first half of 2024 behind us, host and SoFi’s Head of Investment Strategy Liz Thomas lays out what she expects to see in the second half. This episode, Liz addresses listener questions, covering themes like: what isn’t getting the attention it should, how historical trends are getting disrupted this cycle, and the market sectors that could be poised to do well.
For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.
Notable mentions in the episode:
(00:00) Intro
(05:05) Biggest surprise so far, this year?
(08:04) Is the market bucking the trends of history?
(11:29) What would make Liz more bullish?
(13:03) Investment ideas for the second half of 2024
(16:28) Liz’s biggest contrarian pick
(18:47) Does the 60/40 still work?
(22:18) How much should you allocate in one spot?
(25:55) How to handle short time horizon in a recession
(28:05) How does the election factor in?
(30:36) Liz’s Takeaways
Recommended reading:
Liz’s Mid-Year Outlook: Aging Gracefully
Additional resources:
SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.
SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.
Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.
Wealth Investing Guide: Information you need to know to make your money work harder for you.
This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.
©2024 Social Finance, Inc. All Rights Reserved.
For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.
Notable mentions in the episode:
(00:00) Intro
(05:05) Biggest surprise so far, this year?
(08:04) Is the market bucking the trends of history?
(11:29) What would make Liz more bullish?
(13:03) Investment ideas for the second half of 2024
(16:28) Liz’s biggest contrarian pick
(18:47) Does the 60/40 still work?
(22:18) How much should you allocate in one spot?
(25:55) How to handle short time horizon in a recession
(28:05) How does the election factor in?
(30:36) Liz’s Takeaways
Recommended reading:
Liz’s Mid-Year Outlook: Aging Gracefully
Additional resources:
SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.
SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.
Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.
Wealth Investing Guide: Information you need to know to make your money work harder for you.
This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.
©2024 Social Finance, Inc. All Rights Reserved.
Released:
Jun 17, 2024
Format:
Podcast episode
Titles in the series (36)
The Important Part: Investing With Liz Young Coming on September 28th: The Important Part is a podcast from SoFi dedicated to empowering you to dig deeper into the forces impacting markets and reach your financial goals. Host Liz Young, Head of Investment Strategy at SoFi, is here to help you understand what’s going on in the markets so you can level up your investing game. Subscribe to the podcast to hear episodes every month starting September 28th. by The Important Part: Investing with Liz Thomas