Today we discuss the financial industry and the cycles of business. We have Liz Young from SoFi here to discuss her role in producing investment-related content across various platforms. The strategist shares insights into her career journey, emphasizing the importance of being open to unexpected opportunities. Liz advises young professionals to explore different roles to discover their interests. We also talk market dynamics, Fed policies, and inflation! Join us as we discuss...
- Investment-related content across various platforms for SoFi.
- Macroeconomic trends and their impact on capital markets.
- The importance of seizing opportunities in one's career.
- The significance of workplace environment and personal skills for career satisfaction.
- Embracing discomfort and learning from mistakes early in one's career.
- The unpredictability of the finance industry and the need for resilience.
- The influence of market conditions on personal happiness and resilience.
- Considering the business cycle as a mental model for navigating market volatility.
- The challenges of identifying the current phase of the business cycle.
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Today's Guest: Liz Young
As SoFi’s Head of Investment Strategy, Liz Young is responsible for providing economic and market insights to various audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets. Earlier in her career, she was a portfolio analyst at Baird and a research analyst at BMO Global Asset Management. Liz holds a BBA in Finance and Marketing from the University of Wisconsin-Milwaukee and an MBA from Marquette University. She is a CFA Charterholder and member of the CFA Institute and CFA Society of New York. Liz is also the host of the monthly podcast, The Important Part: Investing With Liz Young. It takes listeners through today’s top-of-mind themes in investing and breaks them down into digestible and actionable pieces. Each month, Liz delves into investing topics such as clean energy, inflation, market cycles, and consumer behavior with special guests to get to the important part--why it matters to investors as they work toward their wealth-building goals. This show is the place to come for understanding how to approach your investments, with the inside scoop from those who are armed with the knowledge to help you do so.
Liz's Online Presence:
Today's Panelists
Phil Weiss | Apprise Wealth Management
Kirk Chisholm | Innovative Advisory Group