2025 Outlook Q&A

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The Important Part: Investing with Liz Thomas

SoFi

53 episodes

1 week ago

Every investment is a high-stakes decision made without certainty. How do the world's most successful investors and business leaders navigate risk, tolerate failure, and stay agile when everything changes? And what can be learned from their insights? Liz Thomas, SoFi's Head of Investment Strategy, sits down with influential leaders to unpack the pivotal decisions that shaped their careers and portfolios, and wade through the noise to get to the important part. Liz speaks with top voices in finance, business, academia, and media armed with knowledge to help listeners achieve their financial goals. Investing isn't just about picking stocks. It's about defining your relationship with risk, learning from failure, and staying resilient. For more, read Liz’s column every Thursday on SoFi’s website, sign up for On the Money, SoFi's financial literacy newsletter, and follow Liz on Twitter @LizThomasStrat. 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. ©2025 Social Finance, Inc. All Rights Reserved.

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Investing

Business,

Entrepreneurship

2025 Outlook Q&A

The Important Part: Investing with Liz Thomas

35 minutes

10 months ago

2025 Outlook Q&A

To kick off 2025, SoFi’s Head of Investment Strategy Liz Thomas dives into listeners’ biggest questions about the year ahead, such as: what happens if liquidity coming out of markets decreases? How will the Fed respond if inflation rates remain high? Is buying gold a good investment in 2025? Get thoughtful insight on all of these questions and more in this special bonus episode. 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 Introduction 01:25 Liquidity of Markets 03:57 Strength of the US Dollar 07:17 Gold and Gold Mining Stocks 11:33 Are Elevated S&P 500 and NASDAQ 100 Values Sustainable? 16:35 Mag 7 Performance in 2025 19:56 Small Caps in 2025 24:06 Interest Rates and Inflation 26:54 Chinese Equities 29:27 Sectors to Overweight in Your Portfolio 33:22 Closing Thoughts 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.