FOMO Is Not an Investing Strategy
From Global Macro Update by Mauldin Economics
January 16, 2026 · 36 min
About this episode
Liz Ann Sonders discusses the impact of geopolitical events on markets, evolving AI investment themes, and shares her investing philosophy.
Charles Schwab Chief Investment Strategist Liz Ann Sonders joins us to discuss why geopolitical events rarely move markets long-term, how AI investment themes are evolving, and why 74 stocks outperformed Nvidia in 2025. Plus, Sonders shares her jigsaw puzzle philosophy on investing and more.
People in this episode
Guest: Liz Ann Sonders
Topics covered
- geopolitical events
- AI investment themes
- stock performance
- investing philosophy
Keywords
- geopolitical events
- AI
- investing strategy
- Nvidia
- stock performance
Mentioned in this episode
Organizations: Charles Schwab
Products: Nvidia
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