2026 Market Outlook: The Show Must Go On with SoFi's Liz Thomas

RiskReversal Pod

RiskReversal Media

Investing, Business News, News, Business

4.7 • 836 Ratings

🗓️ 22 December 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of the RiskReversal Podcast, Guy & Liz discuss the potential risks of a market bubble, the validity of 2025 predictions, and the outlook for 2026. Key topics include sector performance, expectations for the small-cap market, and the implications of the yield curve inversion. The episode also highlights the significance of gold and other precious metals in the current economic climate. The discussion covers broader economic factors such as fiscal stimuli and interest rate differentials, particularly in Japan, and their impact on global markets. Read Liz's outlook here: https://www.sofi.com/article/investment-strategy/the-2026-outlook/ Timecodes 0:00 - 2025 Retrospective 5:45 - 2026 Big Picture 11:50 - Small Caps 16:00 - Yield Curve 21:15 - Japan Factor 25:30 - Gold —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:31.3	SoFi, the all-on-one super app for banking, borrowing, and investing.
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0:40.2	So-Fi. Get your money right.
0:42.5	Banking products and loans offered by SoFi Bank, N-M-L-S-9-1, Brokerage and Active Investing Products
0:50.8	offered through So-Fi Securities, LLC LLC member FINRA SIPC.
0:55.7	IConnections is the largest membership-only platform for the alternative investment industry.
0:59.7	Bringing together thousands of fund managers and allocators in one powerful hub.
1:02.9	IConnections reimagines how the industry connects through its digital offerings and premier in-person
1:07.0	events, empowering allocators and managers to meet, build relationships, and do business
1:11.1	anytime, anywhere. To explore more about IConnections, its events, and gain access to the
1:15.4	members-only platform, visit iConnections.io. I'm not saying this isn't a bubble. I'm not saying
1:20.9	that this won't all come crashing down. I'm not saying that we're not taking inappropriate risk.
1:25.4	I think that all of those things are probably true, at least to some degree, right now.
1:29.7	And it's also not a fruitful thing to try to chase and decide when something is going to happen.
1:36.3	All you can do is look at some of the warning signs and what you've learned about history
1:41.2	and decide whether or not the risk is worth the reward right now
1:45.6	as an investor.
1:47.8	Welcome to the Risk Reversal podcast on this Monday, December 22nd.
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