BROADCASTS.com

b'Today\\u2019s guest is Liz Ann Sonders, the Chief Investment Strategist of Charles Schwab.\\nIn today\\u2019s episode, Liz Ann starts off by sharing some timeless lessons from her mentor, the great Marty Zweig! Then she shares her view of the economy and markets. She touches on earnings estimates, expectations for the Fed, market breadth, and where she sees opportunity going forward.\\n(1:08) - Welcome Liz Ann to the show\\n(1:28) - How Marty Zweig\'s sentiment indicators had a lasting impact on Liz Ann Sonders\' approach\\n(5:26) - Marty Zweig\\u2019s Investing Rules\\n(5:42) - Reminiscences of a Stock Operator\\n(7:30) - Rukeyser\'s advice to Liz Ann: Explain finance so non-finance parents understand\\n(10:01) - Understanding rolling recessions: A pandemic-era phenomenon\\n(12:54) - Unprecedented weakness in leading indicators (LEI) hints at potential recession\\n(15:49) - Housing market varies between existing/new and single/multifamily homes\\n(19:27) - Fed\'s future path unclear\\n(24:39) - Market\'s unpredictability and rich multiples require earnings growth for justification\\n(39:30) - Emphasizing international diversification, especially in Japan\\n(42:30) - Investors are turning to treasuries for yield\\n(47:11) - Why this year feels like a "wall of worry" market\\n(48:11) - Why the "get in, get out" approach to investing is gambling, not disciplined strategy\\n(51:03) - What investment belief Liz Ann holds that most of her professional peers do not\\nLearn more about Liz Ann: Charles Schwab; Twitter;\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nSponsor: Future Proof, The World\\u2019s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Over 3,000 finance professionals and every relevant company in fintech, asset management and wealth management will be there. It\\u2019s the one event that every wealth management professional must attend!\\n\\nSponsor: Today\\u2019s episode is sponsored by\\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Subscribe for free\\xa0here.\\nFollow The Idea Farm:\\xa0Twitter\\xa0|\\xa0LinkedIn\\xa0|\\xa0Instagram\\xa0|\\xa0Tik Tok\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb\'s invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'