MiB: Liz Ann Sonders, Schwab Chief Funding Strategist

Financial Advisor

MiB: Liz Ann Sonders, Schwab Chief Funding Strategist

March 23, 2024

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This week, we converse 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 all 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 impression of sentiment, each attitudinally and behaviorally. a lot of which she realized from Zweig.

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

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

You’ll be able to 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 may be discovered right here.

You’ll want to 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 guide “Deaths of Despair and the Way forward for Capitalism” (co-written together with his spouse Ann Case) was a NYT best-seller. His newest guide is “Economics in America: an immigrant economist explores the land of inequality.”