Apr 23, 2020
This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She was recently named to the inaugural Barron’s “100 Most Influential Women in U.S. Finance.”
In this episode, Liz Ann discusses her career path from Zweig/Avatar Group to Charles Schwab, gender diversity within the industry, how she decides what content to read, how she utilizes Twitter day-to-day, why she thinks the recovery will take the shape of a “Y,” and why she thinks diversification is as important as ever right now.
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(0:38) - Colby Donovan and Steve Curley introduce the podcast
(1:26) – Introduce Liz Ann Sonders
(1:52) – Her career path
(3:16) – Thoughts on gender diversity within finance
(7:45) – How she scales herself around the Charles Schwab platform
(13:45) – How she utilizes Twitter
(16:13) – Her typical week and how that may change after social distancing measures are reduced
(18:45) – Her thoughts on a possible “Y” shaped recovery
(21:02) – Mistakes she could see investors making as the market rebounds
(25:00) – What parts of the market she likes long-term
(28:35) – Diversification benefits
(30:34) – Why she thinks healthcare will drive the U.S.
(31:40) – Follow her on Twitter @LizAnnSonders and read her research here
(33:10) – End of episode questions