MiB: Liz Ann Sonders, Schwab Chief Funding Strategist

March 22, 2024

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This week, we communicate with Liz Ann Sonders, managing director and chief funding strategist at Charles Schwab & Co, with $8.5 trillion on its platforms. She has been named greatest market strategist by Kiplinger Private Finance and one in every of SmartMoney journal’s Energy 30. She has additionally been named to Barron’s 100 Most Influential Ladies in Finance.

She discusses how she started her profession at Avatar Associates working with the legendary Marty Zweig. She discusses the influence of sentiment, each attitudinally and behaviorally. a lot of which she discovered from Zweig.

Sonders explains her job as “Studying, Writing & Speaking.”

An inventory of her favourite books is right here; A transcript of our dialog is accessible right here Tuesday.

You may stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts could be discovered right here.

You should definitely take a look at our Masters in Enterprise subsequent week with Sir Angus Deaton, 2015 Nobel Laureate “for his evaluation of consumption, poverty & welfare.” He was Knighted in 2016, and is a twin citizen of Nice Britain and United States. His ebook “Deaths of Despair and the Way forward for Capitalism” (co-written along with his spouse Ann Case) was a NYT best-seller. His newest ebook is “Economics in America: an immigrant economist explores the land of inequality.”