With the first half of 2024 behind us, host and SoFi’s Head of Investment Strategy Liz Thomas lays out what she expects to see in the second half. This episode, Liz addresses listener questions, covering themes like: what isn’t getting the attention it should, how historical trends are getting disrupted this cycle, and the market sectors that could be poised to do well.

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) Intro

(05:05) Biggest surprise so far, this year?

(08:04) Is the market bucking the trends of history?

(11:29) What would make Liz more bullish?

(13:03) Investment ideas for the second half of 2024

(16:28) Liz’s biggest contrarian pick

(18:47) Does the 60/40 still work? 

(22:18) How much should you allocate in one spot?

(25:55) How to handle short time horizon in a recession

(28:05) How does the election factor in?

(30:36) Liz’s Takeaways

Recommended reading:

• Liz’s Mid-Year Outlook: Aging Gracefully

Additional resources:

This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

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