A regular guest and guest host on CNBC, Bloomberg TV & Radio, CNN, Fox Business News, and PBS NewsHour as well as named one of the “25 Most Powerful Women in Finance” by American Banker, one of the “Top 50 Women in Wealth” by Wealth Magazine, and twice named one of the “100 Most Influential Women in Finance” by Barron’s Magazine, Liz Ann Sonders has a resume that’s impressive by any measure. She’s worked with industry giants like Marty Zweig and Charles Schwab and has made a name for herself as an investment strategist capable of breaking down complicated and confusing concepts into simple, easy-to-understand takeaways. In this episode of the FEG Insight Bridge, Greg and Liz Ann discuss her storied career, her take on the current markets, and her thoughts on the Fed, the infrastructure plan, and taxes.
Chapters
0:30 Episode Intro
1:27 Liz Ann's Background
3:38 Lessons Learned from Marty Zweig, Charles Schwab, and Others
5:37 Advice for Young Women Who Want to Break Into Finance
7:51 Liz Ann’s View on the Economy
16:19 Three Things Investors Should be Looking Out For This Fall
19:22 Liz Ann’s Take on Taxes, Infrastructure, and Valuations
30:02 The Rise of the Retail Investor
34:41 Informational Resource Recommendations
37:52 How Liz Ann’s Approach Differs from Other Strategists
41:11 Lightning Round