Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes

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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.

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INSIGHT

Downside Surprises

Callie Cox is concerned about the economic data's slowing growth and downside surprises.
This is reminiscent of 2024's rally, but now trends are reversing.

INSIGHT

Inflation Concerns

Inflation remains stubbornly high, exceeding the Fed's 2% target.
Public perception of inflation is amplified by recent experience and political rhetoric.

ADVICE

Job Loss Focus

Focus on potential job losses rather than just inflation.
Consumer spending drives the US economy, so job security is crucial.

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On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! Happy Birthday Josh!!

This episode is sponsored by Betterment! Visit: http://Betterment.com/advisors to learn more!

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