

Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders
This week on The Master Investor Podcast, Wilfred Frost sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, which oversees $13.4 trillion in client assets. Liz Ann begins with the surge in global bond yields and the growing tension between Treasury Secretary Scott Bessent and the Federal…

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What people are saying
“Another useless establishment mouthpiece!!!! She had nothing nuanced or new to say. Just plain terrible! Do I really need to the CIO of $2T plus asset manager to know we have a fiscal profligacy issue?”
“SO. MUCH. FCKIN. ADS. Stop, it's disrespectful for listener!”
“Too many sponsor ads. I am out”
“The 1950’s and the 1960’s Unions stopped all productivity in many industries in the United States. During this period investment was made in foreign countries such as Japan, Europe, and Southeast Asia. An example is the tube vs semiconducto…”
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