Liz Thomas

Joining the conversation is Liz Thomas, SoFi's investment strategist and author of the 2026 market outlook. She discusses the potential for market bubbles and reflects on the surprising success of her 2025 predictions. Liz elaborates on sector performance, arguing that small-cap gains may just be a catch-up, not sustainable growth. The conversation shifts to the implications of the yield curve inversion and Japan's economic moves, with Liz emphasizing gold as a pivotal asset for 2026 amid fiscal risks and changing global demand.

Liz Thomas, chief economist at SoFi, shares her insights on the bond market’s reaction to rate cuts and forecasts for 2026. She discusses the rising Treasury yields and how Japan impacts global markets. Liz highlights anticipated Fed leadership changes and liquidity risks. The conversation also dives into consumer spending shifts, the recent surge in M&A activity, and the healthcare sector's rotation. Finally, she provides an optimistic outlook for gold, anticipating new highs as demand holds strong.

In this insightful discussion, investment heavyweights Josh Brown, Joe Terranova, and Liz Thomas tackle the daunting question of a potential tech bubble. They dissect Sam Altman's warnings, while considering rising hedging costs and AI's impact on stock valuations. Brown shares a top stock pick, and the group evaluates market volatility and investor sentiment shifts, especially regarding major tech names and the cybersecurity sector. They also touch on the promising growth in biotech, highlighting its resilience amidst market fluctuations.

Liz Thomas, technical market analyst on sector rotation and support levels. Steve Weiss, portfolio manager with stock-specific trade calls. Bill Baruch, market strategist focused on positioning and sector moves. Mike Santoli, senior markets commentator offering midday geopolitical and market analysis. They discuss a market rebound after selling, rotations into megacaps and AI names, positioning in semiconductors and energy, and notable stock calls.

Liz Thomas, an insightful analyst at SoFi, dives into market dynamics and economic trends alongside Dan Nathan. They discuss the latest CPI and its implications for the Federal Reserve's interest rate decisions. The conversation explores consumer spending behavior amid economic normalization and the job market's recent revisions. Additionally, they highlight the impact of rising long-term yields on tech stocks and the risks of market euphoria, particularly referencing companies like Oracle. Tune in for a lively analysis of what these trends mean for investors!

In this lively discussion, financial market analyst Liz Thomas joins experts Dan Nathan and Danny Moses to dissect recent market trends. They delve into the Federal Reserve's impending meeting, the implications of China's stimulus actions, and the volatility in equities. The group also highlights the struggles of small businesses and the performance of consumer discretionary stocks, particularly Nike. They wrap up with insights from the successful iConnections conference, emphasizing their tech-driven solutions and future expansions.

Liz Thomas, Senior Market Strategist at SoFi, dives into the recent Fed decisions and their market implications, explaining the contrast between dovish actions and hawkish rhetoric. She discusses why Bitcoin hasn’t rallied despite increased liquidity, highlighting factors like leverage unwind and rising yields. Liz also addresses the significance of upcoming jobs data for Fed policies going forward. The conversation culminates in an exploration of the evolving AI landscape, identifying emerging winners and use cases as we head toward 2026.

Join Liz Thomas, a market strategist at SoFi, as she dives into the recent market sell-off and bounce-back. She discusses the fragility of high-risk assets like meme stocks and crypto while illuminating the role of algorithmic trading in volatility. With insights on upcoming bank earnings, she analyzes how the steepening yield curve impacts regional banks versus larger institutions. The podcast also features a fascinating look at gold's rise amid shifting economic conditions and the potential implications of a government shutdown on data releases.

Bruce Richards, a Marathon executive on public and private credit, offers views on private credit risk and lending posture. Liz Thomas, a senior finance commentator, discusses oil, the Strait of Hormuz, and geopolitical threats to markets. They tackle private credit vulnerabilities, sector exposures, rising oil and how Middle East tensions could ripple through markets.

Jenny Harrington, portfolio allocator who watches REITs and biotech. Stephen Weiss, seasoned trader with tactical stock calls. Liz Thomas, market strategist focused on technical levels and risk. Joe Terranova, investor who tracks momentum and energy rotation. They debate market durability amid Middle East tensions, short covering and momentum dynamics, energy’s impact on growth and earnings, and where to rotate after de‑escalation.