The Economy in 2023: Investing in Volatile Times

A little confused about how we’ve gotten to…well, *gestures to everything?* ¯\_(ツ)_/¯ The S&P 500 down roughly 25% YTD, record-high inflation, and rate hike after rate hike?

SoFi’s (https://www.sofi.co) Head of Investment Strategy, Liz Young, joins me to break it all down—and makes a few historically informed predictions about what’s likely on the horizon in 2023.
She also addresses why she thinks now’s the time on which we’re all going to look back and wish we bought more, what to buy during downturns, and the relationship between the stock market and the bond market.

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Mentioned in the Episode
The Important Part: Investing with Liz Young: https://open.spotify.com/show/3v9RQmK...
Bond market in "bull market": https://www.nasdaq.com/articles/r.i.p...
Inverted yield curves: https://www.cnbc.com/2022/09/21/what-...
Yield curves & recessions: https://www.chicagofed.org/publicatio...
Net present value: https://www.investopedia.com/terms/n/...
Jack Raines's Young Money post on risk: https://www.youngmoney.co/p/rethinkin...
Liz Young's 2022 outlook, "Running Into the Wind": https://www.sofi.com/blog/2022-market...
Liz Young's H2 2022 outlook, "Running Out of Steam": https://www.sofi.com/blog/liz-looks-2...
Roth IRA platforms mentioned: Vanguard, Fidelity, Charles Schwab (most hands-on), M1 Finance (partially hands-on), Betterment (mostly hands off)

00:00 Intro
03:17 What to know if you’re feeling dicey about investing right now
04:38 The market as a forecasting mechanism
07:04 Stock market vs. bond market
20:23 Tax-advantaged & taxable investing for today’s market
24:42 What would Liz tell someone who wants to wait out the market’s current volatility?
30:03 What’s coming in 2023
35:46 Rich Girl Roundup: Roth IRA platforms
38:39 Credits

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The Economy in 2023: Investing in Volatile Times