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The Compound and Friends
Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes
Feb 26, 2025
Join Callie Cox, Chief Strategist at Ritholtz Wealth Management, as she dissects the recent "growth scare" affecting the stock market. They dive into the complexities of inflation, the challenges posed by federal layoffs, and the implications of Bitcoin's crash. Callie also shares insights on market downturn strategies, the significance of investor sentiment, and the intriguing shifts in Warren Buffett's investments. With a mix of humor and serious analysis, she helps listeners navigate the turbulent economic waters ahead.
01:28:56
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Quick takeaways
- The podcast discusses concerns about a potential economic downturn driven by a slowdown in consumer spending and job losses.
- Inflation remains a worry as it stabilizes around 3%, causing anxiety despite its drop from previous highs.
Deep dives
Concerns Over Economic Data
Concerns are growing about the slowdown in economic growth and the surprising downward trends in various economic indicators. Experts discuss how the optimistic expectations set at the beginning of the year are being challenged by data that consistently underperform. This raises fears of a potential economic downturn, with specific worries about consumer spending being impacted due to job losses. The discussion emphasizes the importance of separating noise from reality in the current economic landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode