You Say You Want An AI Revolution with SoFi's Liz Thomas

RiskReversal Pod

RiskReversal Media

Investing, Business News, News, Business

4.7 • 836 Ratings

🗓️ 16 December 2025

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Liz Thomas from SoFi discuss the impact of recent Federal Reserve decisions on the market. They analyze the Fed's dovish rate cuts and the implications of its plans to buy $40 billion in treasuries. The conversation shifts to the underperformance of Bitcoin despite expectations for a boost from the Fed's liquidity actions. They explore broader market trends, including the recent Empire Manufacturing Survey's dismal results, and upcoming significant economic data releases such as the unemployment rate and CPI numbers. The episode concludes with insights into the potential future of the AI revolution and its market implications for 2026. Timecodes 0:00 - Fed Speak & BTC 6:15 - Data Talk 13:20 - Jobs/Inflation 19:00 - AI Revolution —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	Hit your money goals without switching platforms.
0:04.1	Download SOFI's all-in-one super app for industry-leading API.
0:08.3	Great loan rates and stock trading.
0:10.7	SoFi, get your money right.
0:12.4	Banking products and loans offered by SOFi Bank, N-A-N-M-L-S-9-6-8-9-1.
0:18.1	Brokerage and active investing products offered through SO-Fi Securities LLC, member, FINRA, S-I-P-1, brokerage and active investing products offered through SoFi Securities LLC member,
0:22.1	FINRA, SIPC.
0:28.5	A very warm welcome on this very chilly day to the Risk Reversal podcast.
0:33.4	The voice you hear if you're not watching on video is G. Swizzle.
0:36.5	The voice you're about to hear is that of Elizabeth Thomas. She of Sofi. Hi, E.T. Hello, happy Monday. Snowy. Happy snowy Monday. Well, it is. It's cold, blustery, the whole thing. But, you know, that's what it winter is. By the way, hailing from Wisconsin, you know these things. Earlier I said to Elizabeth before we started that words were like weapons.
0:59.0	They hurt sometimes.
1:00.4	And maybe some of the words we're hearing out of some of these Fed officials are hurting.
1:05.4	Now, let's break this down because I read this one of two ways.
1:10.1	You know, you can look at it as it was hawkish in terms of the rhetoric around further rate cuts.
1:15.8	You could look at it as dovish as the fact that they're going to buy $40 billion of bills probably into April, maybe through April.
1:23.9	So was my read accurate in your opinion?
1:32.5	Well, so the meeting, I think, expectation was that we would get what's called a hawkish cut. So something along the lines of, okay, they're going to cut
1:38.1	rates by 25 basis points, but Powell's going to jawbone the fact that the next cut is not a
1:43.9	foregone conclusion. They're going to take this methodically. They're going to wait for the fact that the next cut is not a foregone conclusion. They're
1:45.3	going to take this methodically. They're going to wait for the data, blah, blah, blah, blah, blah.
1:48.7	So basically telling the market, do not get your hopes up for methodical cuts at every meeting
1:55.0	and don't get your hopes up for a ton of cuts in 2026 because we've still got this dual mandate
	...

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