2025 Outlook Q&A | The Important Part with Liz Thomas

To kick off 2025, SoFi’s Head of Investment Strategy Liz Thomas dives into listeners’ biggest questions about the year ahead, such as: what happens if liquidity coming out of markets decreases? How will the Fed respond if inflation rates remain high? Is buying gold a good investment in 2025? Get thoughtful insight on all of these questions and more in this special bonus episode. 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. About SoFi: A finance company that can help you get ahead. Get Your Money Right® with SoFi. Connect with SoFi: Subscribe to SoFi on YouTube: https://www.youtube.com/channel/UCuoYE0bfkZCwaspBVQ59jfQ?view_as=subscriber?sub_confirmation=1 Like SoFi on Facebook: https://www.facebook.com/SoFi/ Follow SoFi on Twitter: https://twitter.com/SoFi Follow SoFi on Instagram: https://www.instagram.com/sofi/ Follow SoFi on LinkedIn: https://www.linkedin.com/company/sofi/ 00:00 Introduction 01:25 Liquidity of Markets 03:57 Strength of the US Dollar 07:17 Gold and Gold Mining Stocks 11:33 Are Elevated S&P 500 and NASDAQ 100 Values Sustainable? 16:35 Mag 7 Performance in 2025 19:56 Small Caps in 2025 24:06 Interest Rates and Inflation 26:54 Chinese Equities 29:27 Sectors to Overweight in Your Portfolio 33:22 Closing Thoughts