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The Grant Williams Podcast

The Grant Williams Podcast: Liz Ann Sonders, Charles Schwab & Co., Inc. - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 21 June 2021

⏱️ 13 minutes

🧾️ Download transcript

Summary

My guest in the latest episode of The Grant Williams Podcast is someone I’ve been dying to interview for a very long time – the wonderful Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. My anticipation was rewarded with what turned out to be one of my favourite conversations to date as Liz Ann talked about her formative years working for the late, great Marty Zweig, the seismic changes she’s seen in the investment industry during her two decades with US Trust and Schwab and the importance of trying to help educate a new generation of investors in an environment which seems more and more to want to lure them away in the short term from the disciplined practices which will serve them best over the long term. Oh, and of course, we talk about markets in general, growth vs value, inflation vs deflation and all the other stuff about which you’d want to hear Liz Ann’s thoughts plus, we get to hear exactly where Liz Ann was in March 2009 when she and her husband heard the bell ring... As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

Transcript

Click on a timestamp to play from that location

0:00.0

Before we get going, here's a bit where I remind you that nothing we discussed should

0:14.1

be considered as investment advice.

0:16.6

This conversation is for informational and hopefully entertainment purposes only.

0:20.6

So while we hope you find it both informative and entertaining, please do your own research

0:25.6

or speak to a financial advisor before putting a dime of your money into these crazy markets.

0:32.6

You're about to listen to a special preview edition of The Grant Williams Podcast featuring

0:41.9

my very special guest Liz Ann Sondas, Senior Vice President and Chief Investment Strategist

0:46.7

at Charles Schwab.

0:47.7

I've been a huge fan of Liz Ann's for a long time.

0:51.0

I've seen her speak on numerous occasions and I read everything she writes, whether it's

0:55.0

on Twitter or periodically longer pieces she writes on the Charles Schwab website.

1:00.3

Liz Ann's approach is so refreshing to me.

1:02.6

In a world of sound bites and drip-fed stock tips, she is thoughtful, she's measured

1:07.3

and she's incredibly insightful so I'm delighted to get this chance to finally sit down

1:11.7

and chat with her.

1:12.7

I hope you enjoyed this conversation as much as I did.

1:16.6

Every episode of The Grant Williams Podcast including the end game, The Super Terrific

1:20.0

Happy Hour and The Narrative Game is available to copper and silver tier subscribers at my

1:24.9

website, Grant-Williams.com.

1:28.2

Copper tier subscribers get access to all the podcasts, while members of the silver tier

1:32.6

get both the podcasts and my monthly newsletter things that make you go, hmm, so if you enjoy

1:38.1

what you hear on the show and you want more high quality content like it, please make

...

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