27 min listen
What’s Coming in 2023: The Federal Reserve, Bond Markets, and Investing in Volatility
What’s Coming in 2023: The Federal Reserve, Bond Markets, and Investing in Volatility
ratings:
Length:
39 minutes
Released:
Oct 19, 2022
Format:
Podcast episode
Description
A little confused about how we’ve gotten to…well, ~gestures to everything~? 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.
To learn more about our sponsor, Vin Social, check out https://vinsocial.co/.
Episode transcripts can be found at https://www.podpage.com/money-with-katie-show/.
—
Mentioned in the Episode
The Important Part: Investing with Liz Young: https://open.spotify.com/show/3v9RQmKZioeCCDXEdmlZNP?si=9e91ea5676834fa1&nd=1
Bond market in "bull market": https://www.nasdaq.com/articles/r.i.p-bond-bull-market-1981-2021-2021-03-16
Inverted yield curves: https://www.cnbc.com/2022/09/21/what-the-inverted-yield-curve-means-for-your-portfolio-.html
Yield curves & recessions: https://www.chicagofed.org/publications/chicago-fed-letter/2018/404
Net present value: https://www.investopedia.com/terms/n/npv.asp
Jack Raines's Young Money post on risk: https://www.youngmoney.co/p/rethinking-risk
Liz Young's 2022 outlook, "Running Into the Wind": https://www.sofi.com/blog/2022-market-outlook/
Liz Young's H2 2022 outlook, "Running Out of Steam": https://www.sofi.com/blog/liz-looks-2h-2022-outlook-running-steam/
Roth IRA platforms mentioned: Vanguard, Fidelity, Charles Schwab (most hands-on), M1 Finance (partially hands-on), Betterment (mostly hands off)
—
Follow Along
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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.
To learn more about our sponsor, Vin Social, check out https://vinsocial.co/.
Episode transcripts can be found at https://www.podpage.com/money-with-katie-show/.
—
Mentioned in the Episode
The Important Part: Investing with Liz Young: https://open.spotify.com/show/3v9RQmKZioeCCDXEdmlZNP?si=9e91ea5676834fa1&nd=1
Bond market in "bull market": https://www.nasdaq.com/articles/r.i.p-bond-bull-market-1981-2021-2021-03-16
Inverted yield curves: https://www.cnbc.com/2022/09/21/what-the-inverted-yield-curve-means-for-your-portfolio-.html
Yield curves & recessions: https://www.chicagofed.org/publications/chicago-fed-letter/2018/404
Net present value: https://www.investopedia.com/terms/n/npv.asp
Jack Raines's Young Money post on risk: https://www.youngmoney.co/p/rethinking-risk
Liz Young's 2022 outlook, "Running Into the Wind": https://www.sofi.com/blog/2022-market-outlook/
Liz Young's H2 2022 outlook, "Running Out of Steam": https://www.sofi.com/blog/liz-looks-2h-2022-outlook-running-steam/
Roth IRA platforms mentioned: Vanguard, Fidelity, Charles Schwab (most hands-on), M1 Finance (partially hands-on), Betterment (mostly hands off)
—
Follow Along
- Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/
- Read Money with Katie: https://moneywithkatie.com/
Follow Money with Katie!
- Instagram: https://www.instagram.com/moneywithkatie/
- Twitter: https://twitter.com/moneywithkatie
- TikTok: https://www.tiktok.com/@moneywithkatie
Subscribe to Morning Brew
- Sign up for free today: https://bit.ly/morningbrewyt
Follow The Brew!
- Instagram: https://www.instagram.com/morningbrew/
- Twitter: https://twitter.com/MorningBrew
- TikTok: https://www.tiktok.com/@morningbrew
Released:
Oct 19, 2022
Format:
Podcast episode
Titles in the series (100)
#5: SPENDING GUILT: 3 Tips to Overcome Guilty Spending: Inspired by my recent venture into the capsule wardrobe, I wrote and recorded this episode about overcoming spending guilt as an objectively high earner who has a hard time spending money. We'll dig into...My money stories from childhoodWhy (I think) I have a hard time with spending, and what I'm doing about it3 legitimate, actionable tips for feeling less guilty about spending your moneyThe budgeting app I mentioned in today's show is called Copilot, and you can use the code KATIE2 to double your free trial. by The Money with Katie Show