Benjamin Gottlieb

podcasts @SoFi | professor @LoyolaMarymount | past @kcrw + @kcet | obnoxious LA sports fan | hubby to @sarahparvini

[Benjamin Gottlieb @benjamin_max]

If you've got questions about IPOs, this is the episode for you. Streaming live now on @SoFi's YouTube channel #IPO #investing

[Liz Thomas @LizThomasStrat]

🚨 My latest podcast episode premiers live on YouTube at 3pm ET‼️@ThomasFarley CEO of @Bullish and former President of the NYSE joins me to talk the future of finance👇🏼👇🏼👇🏼 https://t.co/9PTkkdn5Oi

[Liz Thomas @LizThomasStrat]

🚨 My latest podcast episode premiers live on YouTube at 3pm ET‼️@ThomasFarley CEO of @Bullish and former President of the NYSE joins me to talk the future of finance👇🏼👇🏼👇🏼 https://t.co/9PTkkdn5Oi

[SoFi @SoFi]

How long should investors hold private equity? According to Anastasia Amoroso of @partnersgroup, the typical timeline is around 5-10 years.

Join @LizThomasStrat on The Important Part at 12 PM PT / 3 PM ET to hear @AAmoroso_1's take on private markets, liquidity, and long-term strategy. https://t.co/rldFPeHE5T

[CNN Breaking News @cnnbrk]

Mortgage rates climb to highest level in nine months, threatening to make buying a home even more expensive. https://t.co/ymbhlql3pl

[The Kobeissi Letter @KobeissiLetter]

Food is set to become even more expensive:

World fertilizer prices have surged +44% since the start of the Iran War, to the highest since 2022.

This comes as ~33% of globally traded fertilizers pass through the Strait of Hormuz, which remains effectively closed.

This includes 23% of global ammonia, 34% of urea, the world's most widely used nitrogen fertilizer, and nearly 20% of global phosphate supply.

Furthermore, the Bloomberg Agriculture Subindex has increased ~9% since the Iran war.

The index tracks the futures prices of key agricultural commodities, including wheat, corn, soybeans, sugar, coffee, and cotton.

In the past, world fertilizer prices have acted as a leading indicator for agricultural output prices, as rising production costs eventually force farmers to reduce supply, pushing crop prices higher.

A new wave of global food inflation is imminent.

[Benjamin Gottlieb @benjamin_max]

If you've got questions about this job market, this is the episode for you. @LizThomasStrat about to go live with @LinkedIn's Andrew Seaman, Editor at Large for Jobs & Career Development.

[SoFi @SoFi]

Did you know some of the fastest-growing roles in the AI economy aren’t actually building AI?

Join @LizThomasStrat at 12 PM PT / 3 PM ET for the latest episode of The Important Part podcast. Set your reminders! https://t.co/Y7Rwe7yLwC

[Charlie Bilello @charliebilello]

13.1% of credit card balances in the US are now 90+ days delinquent, the highest since 2011.

10.3% of student loan balances are now 90+ days delinquent, the highest since 2020.

5.6% of auto loan balances are now 90+ days delinquent, the highest level on record.

[Benjamin Gottlieb @benjamin_max]

Check out our new YT channel too! And subscribe :D

[SoFi @SoFi]

It's time! Economist Neil Dutta of @RenMacLLC joins @LizThomasStrat to look beyond the latest market headlines and unpack what rising gas prices could mean for consumers, companies, and investors. Check out the premiere LIVE and don't forget to subscribe: https://t.co/KFWDnyh7oR

[Benjamin Gottlieb @benjamin_max]

@SoFi @RenMacLLC @LizThomasStrat Can't wait for this one!

[SoFi @SoFi]

Markets can move fast when headlines take over. But the bigger story may be what happens next. Join us LIVE at 12 PM PT / 3 PM ET. Economist Neil Dutta of @RenMacLLC sits down with @LizThomasStrat to discuss what investors may be missing. Set your reminder! https://t.co/xsRJZdh3EI

[Liz Thomas @LizThomasStrat]

It continues to be a market of AI vs. not AI.

47 stocks in the S&P 500 are currently at or within 2% of a 52-week high. 31 of them are in AI-sensitive industry groups, or roughly two-thirds.

[Liz Thomas @LizThomasStrat]

🎙️New pod‼️ @alexavontobel tells us everything we need to know about venture capital investing. If you wonder whether venture capital investing fits your goals, listen to this ⬇️ https://t.co/07R8vpJ98i

[SoFi @SoFi]

We’re LIVE!

Our Head of Investment Strategy @LizThomasStrat sits down with @lindarottenberg to talk about “elsewhere markets,” and why innovation isn’t just happening in the places investors expect.

Watch now ⬇️ https://t.co/D5b2YI607S

[Benjamin Gottlieb @benjamin_max]

Live on YT right now! Check it out.

[SoFi @SoFi]

Is it possible to break into a market dominated by one company… and actually win? @WarbyParker’s co-CEO Dave Gilboa did exactly that. 👓

Join @LizThomasStrat and Dave Gilboa on The Important Part Podcast to hear how a business school idea turned into a billion-dollar company, and why the company’s next chapter could be even bigger.

Join us LIVE at 12 PM PT / 3 PM ET on YouTube https://t.co/M9Ax9JfW4m

[Benjamin Gottlieb @benjamin_max]

Are you too late to the party on gold? Check out our latest episode LIVE and find out.

[SoFi @SoFi]

Join us RIGHT NOW to watch @JanvanEck3’s episode premiere on YouTube ➡️ https://t.co/IMJ5Dnvjhw

[SoFi @SoFi]

Too late to start investing in gold? @JanvanEck3 doesn’t think so. 🏆

@LizThomasStrat sat down with the CEO of @VanEck_us, one of the world’s largest providers of ETFs and mutual funds, on the latest episode of The Important Part to talk gold, crypto, the Fed, and more.

Watch the full conversation LIVE at 12 PM PT / 3 PM ET on our YouTube channel: https://t.co/71MVVylcm4

[SoFi @SoFi]

Is today’s focus on AI a productivity boom or a market bubble? @LizThomasStrat sits down with @fundstrat’s Tom Lee and bestselling author Michael Lewis to talk about AI, crypto, gold, and the state of the market.

Join us RIGHT NOW and be the first to watch the episode premiere on YouTube: https://t.co/fnviVoZiO8

[Benjamin Gottlieb @benjamin_max]

If you have questions about what's going on with our markets today, join us later this afternoon for a special episode of The Important Part with @LizThomasStrat + @SoFi. She sits down with @fundstrat and author Michael Lewis. You won't want to miss it -> https://t.co/eWtA4Ay3Ur

[Benjamin Gottlieb @benjamin_max]

Really proud of our team who put this together! It's an INCREDIBLE conversation. Stay tuned for it next week, live on @SoFi's YT channel.

[SoFi @SoFi]

Is today’s AI moment a productivity boom or a market bubble? 🤔 Find out during a special, live recording of The Important Part with @LizThomasStrat, @fundstrat, and author Michael Lewis.

Join us live on YouTube and wherever you get your podcasts February 18.

[Liz Thomas @LizThomasStrat]

The most worrisome aspect of this morning's labor data was unemployment. No October read, but unemployment rose to 4.6% in November (unrounded 4.56%).

Main drivers: Prime-age labor participation up (supply up), hires & quits down & layoffs up (demand down).