Today’s guest on The Long View is Callie Cox. Callie is the chief market strategist at Ritholtz Wealth Management, where she helps the firm’s clients make sense of markets and suss out signal in the noise. Callie’s clear, relatable approach to market commentary blends deep macroeconomic market insights with an understanding of investor behavior. Before joining Ritholtz Wealth Management in 2024, Callie was an investment analyst at eToro and previously worked in research roles at Ally, LPL Financial, and First Citizens Bank. She began her career as a reporter at Bloomberg, covering the stock and options markets after graduating from the University of North Carolina with a journalism degree.

Background

Job Markets and AI

“A Millennial’s Guide to Gen Z’s Career Apocalypse,” by Callie Cox, businessinsider.com, Oct. 27, 2025.

“The Wealth Effect,” by Callie Cox, optimisticallie.com, Nov. 10, 2025.

“Governments Are People, My Friend,” by Callie Cox, optimisticallie.com, Feb. 18, 2025.

“Big Tech’s AI Spending Spree,” by Callie Cox, optimisticallie.com, Oct. 27, 2025.

“Humans > Robots,” by Callie Cox, optimisticallie.com, Aug. 4, 2025.

“AI vs. Tariffs,” by Callie Cox, optimisticallie.com, May 19, 2025.

Investing

“How to Invest Without Going Insane,” by Callie Cox, optimisticallie.com, Nov. 3, 2025.

“Why You Should Invest Right Now,” by Callie Cox, optimisticallie.com, Sept. 15, 2025.

“The Seven Rules of Stock Market Bubbles,” by Callie Cox, optimisticallie.com, July 28, 2025.

Other

The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, by Morgan Housel

Jim Paulsen

David Kelly

Howard Marks

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