{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"When to Hold Cash and When to Strike: Liz Miller’s Market Strategy","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/50a5e44e\"></iframe>","width":"100%","height":180,"duration":3050,"description":"Markets are swinging wildly, but are investors overreacting? In this episode of In the Money with Amber Kanwar, seasoned portfolio manager Liz Miller of Summit Place Financial Advisors shares how she’s navigating market uncertainty—from surging tariffs and Fed drama to stock-specific opportunities.Liz explains why corporate earnings are murky, why the Fed’s influence may be fading, and how tariff unpredictability and U.S. dollar volatility are forcing investors to rethink risk. She also unpacks why she’s favouring U.S.-centric companies and building cash, even while nipping at beaten-down names.In the mailbag, Liz breaks down whether fully valued names like Netflix (NFLX), Google (GOOGL), and Costco (COST) are still worth buying—and why she’s more bullish on under-the-radar opportunities like Disney (DIS), BlackRock (BLK), and even Sweetgreen (SG). Plus, why she avoids gold miners and prefers gold ETFs for safer exposure.Then, in her Pro Picks segment, Liz shares 3 stocks she’s adding in this turbulent environment: Evercore (EVR), GE Healthcare (GEHC) and Carlisle Companies (CSL)Whether you’re managing retirement risk, debating tech valuations, or wondering how to play inflation and tariffs, this episode is packed with grounded, long-term investing insight.Timestamps00:00 Show intro01:35 How Liz is approaching this volatile time in markets  03:20 How to dissect earnings this season when things are so uncertain05:20 We need clarity on tariffs in order to be able to assess stocks07:20 Why Liz just bought several positions during the recent down days, is holding cash and is reorienting towards domestic names 11:05 Trump, Jerome Powell and  issues with the Fed’s credibility15:20 ITM Mailbag: Would Liz buy Netflix (NFLX-Nasdaq) at these levels? 18:30 What is Liz’s view on Google (GOOG.Nasdaq) for the next 3 years? 23:30 Is Costco (COST.Nasdaq) a solid recession hedge?27:45 Does Liz still like Sweetgreen here (SG.NYSE)? 31:40 Why Liz likes owning gold through ETFs35:50...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}