The Long View Callie Cox: A Student Teacher of Financial Markets
41 snips
Nov 11, 2025 
Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, combines her journalism roots with market savvy to guide investors. She discusses her journey into finance, transforming complex market data into relatable insights. Callie shares a practical framework for analyzing market signals and addresses trends in AI and its effects on employment. She emphasizes the importance of educating clients about investing and navigating the noise of social media, all while advocating for gradual profit-taking in tech. Her career wisdom encourages new investors to get started.
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Early Spark From Newspapers To Bloomberg
- Callie traced her market interest to reading newspapers as a child and loving the markets page.
- Her Bloomberg reporting job cemented her curiosity and launched her career in markets and research.
Joining Ritholtz After Years Of Following
- Callie described moving to Ritholtz after following and learning from its founders for years.
- She pitched adding strategist capacity and now teaches markets as part of her dream job.
Three-Classroom Communication Framework
- Callie divides her audience into advisors, clients, and prospects and tailors communication to each group.
- She says the core message is the same but delivered differently across those buckets.
