Liz Thomas at Harry's | Standing Table #3

RiskReversal Pod

RiskReversal Media

Business News, Business, Investing, News

4.7 • 836 Ratings

🗓️ 26 May 2026

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today, we’re back on Wall Street and dining at Harry’s, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi. Her origin story starts in Wisconsin, but she’s made a name for herself in New York as a trusted market and investment guru. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon, a Portfolio Analyst at Baird, and a Research Analyst at BMO Global Asset Management. Timecodes 00:00 — “Edgy Broads” 00:21 — Welcome to Standing Table at Harry’s on Wall Street 01:24 — Meet SoFi’s Head of Investment Strategy, Liz Thomas 02:24 — From Wisconsin to Wall Street: Liz’s Journey Begins 04:54 — The Mentor Who Changed Liz’s Career Path 06:14 — Guy & Dan Tell the Early Fast Money Origin Story 09:35 — Liz Opens Up About Leaving Everything Behind for NYC 12:31 — Becoming a CNBC Personality & Inspiring Young Women 16:18 — Why Liz Took the Leap from BNY Mellon to SoFi 20:49 — Marriage, Motherhood & Being the Breadwinner 22:21 — Liz’s Mission Supporting Women Through Grace Outreach 23:37 — Liz’s Career Advice: Don’t Wait to Be Noticed Standing Table is made possible through our continued partnership with Apex Fintech Solutions. Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://apexfintechsolutions.com/ LinkedIn: https://www.linkedin.com/company/apex-fintech/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	I was raised by a single mom who put herself through college.
0:02.9	So being able to do that for other women and be a part of that kind of empowering mission, too. We got to meet your mom at the wedding. She is a badass. I thought you were going to say something different. I thought you were going to say she's a what? An edgy what? She's an edgy broad, which is a high compliment. You know that's my highest praise. It is the highest. The highest.
0:21.6	New York City, the finance capital of the world.
0:25.6	It has more ambition than one tiny island can handle.
0:28.6	And it's not a bad place to get a bite to eat either.
0:31.6	For three decades, we've made it here on the markets, calling our shots, and always speaking our minds.
0:38.3	But the best conversations happen across the table.
0:43.3	So pull up a chair while we break bread with founders, CEOs, and creators, all in the iconic
0:49.3	spots that define the greatest city on earth.
0:53.3	This is standing table.
0:55.0	Presented by Apex Fintech Solutions.
1:04.0	Guy and I have found ourselves back on Wall Street.
1:08.0	I know. Shocker, right?
1:10.0	Any excuse to have a liquid lunch at one of our
1:12.0	favorite old haunts? Harry's has been a trusted Wall Street institution for over 50 years,
1:18.2	a mainstay for business lunches, after-work drinks, and elegant steak dinners. Our guest today is
1:24.8	Liz Thomas. Her origin story starts in Wisconsin, but she's made a name for herself in New York as a trusted market and investment guru.
1:32.5	Prior to joining SOFI, Liz was the director of market strategy at BNY Mellon, a portfolio analyst at Baird, and a research analyst at BMO Global Asset Management.
1:43.4	You've seen her on CNBC, Bloomberg, and all over your screens.
1:47.4	But today we sit right across the table from her here at Harry's.
1:55.4	Have you ever been here before?
1:57.3	This place is, this is old school.
	...

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