To kick off 2025, SoFi’s Head of Investment Strategy Liz Thomas dives into listeners’ biggest questions about the year ahead, such as: what happens if liquidity coming out of markets decreases? How will the Fed respond if inflation rates remain high? Is buying gold a good investment in 2025? Get thoughtful insight on all of these questions and more in this special bonus episode.

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

01:25  Liquidity of Markets

03:57  Strength of the US Dollar

07:17  Gold and Gold Mining Stocks

11:33  Are Elevated S&P 500 and NASDAQ 100 Values Sustainable?

16:35  Mag 7 Performance in 2025

19:56  Small Caps in 2025

24:06  Interest Rates and Inflation

26:54  Chinese Equities

29:27  Sectors to Overweight in Your Portfolio

33:22  Closing Thoughts

Additional resources:

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