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 weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

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 weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

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 weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Is it possible to disrupt the health insurance industry? This week’s guest, Scott Blackley, the Chief Transformation Officer at Oscar Health, believes the future lies in using technology (such as AI) to our advantage. He talks with Liz about how using cloud-based or cloud-native technology can help healthcare companies disrupt the industry (and remain competitive as a result), why consumers won’t see the effects of inflation on healthcare until a few years down the line, and his take on what companies to watch out for.  For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Interested in learning more about how markets will fare in 2023? Adam Parker, CEO and founder of Trivariate Research, offers his take on sector calls and what a possible recession might look like. He speaks with Liz on how investors can approach defensive sectors of markets, why there may not be a V-shaped recovery like many are forecasting, and why a general strategy of doing the opposite of what the consensus is doing may be a smart approach. For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Liz is back with her investment outlook for 2023 and answers your burning questions. Now that 2022 is over, what are her takes on individual bonds versus bond ETFs, dividend aristocrats, and energy stocks? Don’t forget to tune in to hear her thoughts on whether we’re headed for a recession, why it may be different that ones in the past, and why they don’t have to feel like the end of the world.  For more on Liz’s 2023 outlook, check out her article at  www.sofi.com/article/investment-strategy/2023-market-outlook/  and follow her on Twitter @LizYoungStrat.

With food inflation and continuing changes in consumer demands, how are meal kit companies faring? Linda Findley, CEO of Blue Apron, gives her take on how this industry is doing, and whether these companies are faring, both in terms of demand and profit margins. She talks with Liz about her observations on the meal kit landscape during the pandemic and beyond, why food inflation hasn’t affected the industry as much, and what it means for the potential of long-term success with a seasonal business. For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

With talks of layoffs and other volatility in the tech industry, what should investors do? This week’s guest, Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities offers his take on the overall landscape. He talks with Liz about why growth in the tech industry will still continue, and what the future may hold for groups like software and semiconductors.why enterprise companies are the ones to watch out for, and Dan’s take on what companies are the ones to watch. For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Until the way we interact in a professional setting (like going out for celebrations and client lunches) changes, the restaurant industry won’t be able to bounce back for a while. How does this have implications for investors? This week’s guest helps to shed light on this conundrum. Bo Peabody, founder of restaurant app Seated and co-founder of Mezze Restaurant Group, talks to Liz about when he believes the restaurant industry will go back to “normal”, how inflation may not have impacted profitability as much as we think. Liz and Bo also talk about the opportunity available for innovation in the industry. For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

How much weight should an investor put on a company’s advertising strategy? According to this week’s guest, quite a lot. Joe Marchese, Executive Chairman at Human Ventures and previous President of Advertising Revenue for Fox Networks Group, sit down with Liz to talk about looking at ads - specifically ones that aim to acquire a customer versus ones that simply acquire a transaction- can give investors a lot of insight into how a company may fare in the long run. Liz and Joe also talk about advertising trends and what that could mean for the consolidation of a business, or M&A, through the business cycle.For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Are there advantages that retail investors have over institutional investors, or should retail investors focus on simple strategies for success? Ross Mac sits down with Liz to talk about how technology has helped to democratize investing (and by extension made it a less taboo subject to talk about in public) and whether Wall Street is underestimating this demographic. Liz and Ross also talk about how to learn more about investing strategies, whether that’s intentionally seeking out competing information, or following experts who provide insightful information.   For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Just because there’s a consensus from the pros on how the market will perform, does that mean they’re always right? Chris Verrone, partner and head of Technical Strategy and Macro Research at Strategas, sits down with Liz to talk about how he approaches technicals, why it’s important as an investor to be able to admit that you’re wrong and know how to change course.   For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Do professional investors really have a crystal ball and accurately predict earnings growth, when inflation will stabilize, and more? Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group at BMO, sits down with Liz to talk about his take on the Fed, his thoughts on when inflation may go down, and what sectors investors should watch out for. Liz also offers her take on whether Wall Street is becoming too "academic", and whether short-term thinking is actually bad for investors.    For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat