FOMO Is Not an Investing Strategy

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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