The Important Part: Investing with Liz Thomas - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

The Important Part: Investing with Liz Thomas — Business
The Important Part: Investing with Liz Thomas

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 Chief Market Strategist, 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.

Copyright: © Copyright 2021 SoFi. All Rights Reserved.

Latest Episodes:

A Successful Transition to Investing with Steve Young Feb 20, 2024

Show notes

Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investment Strategy Liz Thomas sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game.

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

(02:58) Transitioning from football into business

(07:38) Succeeding by harnessing vulnerability

(10:47) Steve’s advice for new investors? Be a forever student

(14:29) Private Equity vs. Public Market Investing

(17:02) Investment evaluation starts with the people in charge

(21:39) Don’t just chase the success story

(23:00) How do you know when an investment has failed?

(25:52) The fine art of portfolio construction

(29:16) Where do alternatives fit into the equation?

(31:24) The Hot Minute

(33:40) Liz’s Takeaways

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.

Recommended reading:

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.

A Look at the Year Ahead with Cameron Dawson Jan 30, 2024

Show notes

For the past year, the “looming recession” has been top of mind for people both inside and out of the world of business. What’s in store for the economy in 2024? Newedge Wealth’s Chief Investment Officer, Cameron Dawson joins host and Sofi’s Head of Investment Strategy, Liz Thomas, to share her outlook on the year. The two cover consumer trends, what signs of recession they’re looking out for, and what they expect to see from the Fed.

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

(01:54) The biggest surprises of 2023

(06:51) The real economic impact of expectations

(10:46) Does Cameron foresee a soft landing?

(15:55) If there’s so much cash, why are credit balances at all-time highs?

(19:11) When will inflation be in the rearview?

(24:20) What to expect from the Fed

(28:01) Consumer sentiment - “Watch what they do, not what they say”

(32:20) The 60/40 - alive or dead?

(35:43) When will money markets lose their allure?

(39:13) The Hot Minute

(42:13) Liz’ Takeaways

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.

Recommended reading:

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.

Liz’s Outlook on 2024 Jan 08, 2024

Show notes

As the new year starts off, host and SoFi’s Head of Investment Strategy Liz Thomas speaks directly to listeners’ concerns about the year to come. Is the recession behind us? I’ve got money ready to put to work - what do I do with it? How high is too high for a debt load? With her trademark frankness and a career’s worth of insight, Liz answers all these questions and more.

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

(04:00) Where is inflation headed in 2024?

(08:50) What to look out for with debt this year

(15:10) What sectors to keep an eye on in 2024

(21:15) Is Liz still bearish?

(25:01) Where’s a good place to put your money in 2024?

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.

Recommended reading:

A Cycle for the Ages (Liz’s 2024 Outlook)
Investing in Small Cap Stocks
How to Invest in Gold: Tips for First Time Gold Investors
CDs vs Savings Accounts Compared

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.

Retail Recap of the 2023 Holidays with Courtney Reagan Dec 19, 2023

Show notes

Holiday shopping is upon us, and the seasonal sales are in full swing. But just how does the 2023 holiday season stack up against the ghosts of retail past? On this episode, Courtney Reagan, CNBC’s Senior Retail Reporter, sits down with host Liz Thomas, SoFi’s Head of Investment Strategy.

Liz and Courtney discuss the (promising) future of big box stores, how retail has bounced back from the economic downswing, and who the winners of this holiday season will be.

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

(02:00) What’s the story on consumer spending in 2023?

(05:29) Are consumers trading down?

(08:07) Inventory management improved in 2023

(12:41) On the ground for Black Friday

(19:58) What product categories hit it out of the park this year?

(23:56) Record sales numbers or just inflation?

(26:41) Nostalgia rules the toy aisle

(29:24) What’s happening with retail stocks?

(32:53) Hot Minute

(34:28) Liz’ Takeaways

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.

Recommended reading:

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.

Building Your Portfolio with Shannon Saccocia Nov 07, 2023

Show notes

You’re ready to invest, and you’ve got a lump sum waiting to be put to use. What do you do next? How do you buy individual stocks — and should you? In this episode, SoFi’s Head of Investment Strategy Liz Thomas is joined by Shannon Saccocia. Shannon Saccocia, CFA, is the Chief Investment Officer of NB Private Wealth (“NBPW”), a division of Neuberger Berman. Liz and Shannon talk about how to navigate the market, and ways to anchor yourself in your investment choices.

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

(05:00) - How would you invest $50,000?

(09:03) - Balancing between diversification and concentration

(14:56) - ETF vs. Mutual Fund vs. Individual Stocks

(22:23) - One simple rule: If you don’t get it, don’t buy it

(24:29) - Anchor a buy in your logic behind it

(25:58) - How do you think about interaction in a portfolio?

(29:05) - Delineating objectives in a portfolio

(33:57) - When is momentum investing useful?

(36:28) - The Hot Minute

(39:59) - Liz’ Takeaways

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.

Recommended reading:

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.

Keeping a Level Head with Ben Carlson Oct 10, 2023

Show notes

How can individual investors learn to navigate all the resources and information available? Is real estate still a worthwhile investment in a volatile market? What role can social media play in informing your investment choices? This episode, we’ll hear from Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Author of four books and the blog A Wealth of Common Sense, Ben Carlson has a gift for whittling down market complexities into simple solutions. He and Liz discuss the importance of not getting swept up in market fads, establishing a set of rules for your portfolio, and what it looks like to weather market extremes.

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

(03:20) - The market’s problems are complex, but the answers can be simple

(08:39) - Investor psychology - how can individual investors manage their emotions?

(16:29) - Reliable resources for individual investors

(21:14) - One of the most common mistakes individual investors make

(24:04) - The status of real estate investing

(32:21) - How to weather a bear market storm

(36:16) - Liz’ takeaways from the interview

Additional resources:

The 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.
The 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: The information you need to know to make your money work harder for you.

Recommended reading:

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.

Inside the Minds of Retail Investors With Gunjan Banerji Sep 12, 2023

Show notes

How did social media play into the meme stock mania of 2021? What makes the retail investors of today more discerning than ever before? Is there such a thing as no-fee trading?

Liz sits down with Gunjan Banerji, lead writer for The Wall Street Journal's live markets coverage to talk about the evolution of retail investors, the type of investing they find most attractive, and the ways in which social media can be both a blessing and a curse. Liz also offers her quick take on meme stock investing and where you can start to do your research on investments.

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

(06:19) Retail investor preferences (passive or active?)

(10:00) How social media has impacted retail investing and what to consider before turning to social for advice

(15:08) Why retail investors aren't the "last to the party"

(19:24) Why investing isn't free

(28:00) Gunjan's hot takes in investing

(29:28) Liz's takeaways from the interview

Additional resources:

The 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.
The 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: The information you need to know to make your money work harder for you.

Recommended reading:

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.

RERUN: What Does It Take To Be a Discerning Investor? Aug 22, 2023

Show notes

Originally released April 2022. Liz sits down with Bryn Talkington and Jenny Harrington to discuss what it takes to be a successful investor – and if it’s really as complicated as some ‘experts’ claim? It’s a special episode and we’re re-releasing it in anticipation of Season Three.

Season Three of The Important Part returns in just a few weeks, on Tuesday September 12th, and we’ll be kicking off the new season with a three-part series spotlighting the Retail Investor.

In this episode, Liz joins Bryn Talkington, Managing Partner of Requisite Capital Management and Jenny Harrington, CEO of Gilman Hill Asset Management, to talk about how to be stoic in investing, how to tell between useful investment advice and fluff, as well as why paying yourself is timeless advice. Liz offers her take on how investors may need to shift their investing approach and what it means to be an open-minded investor.

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.

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.

Lens Into the Real Estate Market With Skylar Olsen Apr 25, 2023

Show notes

How is the housing market really doing in the US? Dr Skylar Olsen, chief economist at Zillow, joins Liz to speak about recent data that looks at key factors like housing prices, demand, and why some primary homeowners are holding onto their homes. She also chats about whether inflation will go down soon (and affect housing prices) and whether home buying interest has actually softened.

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.

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.

Benefits of Charitable Giving With John Marick Mar 28, 2023

Show notes

Are there other upsides other than tax benefits when it comes to giving to charitable causes? John Marick, former CEO of Consumer Cellular and board member of Meals On Wheels America, joins Liz to speak about partnering with nonprofits or charities as part of a company mission and how charitable giving is beneficial beyond the balance sheet. He also speaks about what investing in a nonprofit looks like, and whether it’s all that different from other types of organizations.

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.

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.

Related Podcasts