Callie Cox

Ben Carlson, Head of Institutional Asset Management at Ritholtz Wealth and author of A Wealth of Common Sense, joins Callie Cox, Chief Strategist at Ritholtz Wealth, and Kunal Kapoor, CEO of Morningstar. They tackle market surprises of 2025, the implications of government spending, and recession risks. Kunal dives deep into how AI is revolutionizing finance and the growth of active ETFs. The discussion also hints at trends affecting consumer spending, investment behaviors, and the evolving landscape of private markets.

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.

Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, shares her expertise on navigating the complexities of the current market. The discussion highlights how companies are adjusting earnings guidance amidst uncertainties and delves into the impressive performance of the MAG7. They explore the impact of AI on finance and the declining number of CFA candidates, while also addressing how consumer sentiment contrasts with actual economic performance. The talk wraps up with insights on market psychology and the potential consequences of proposed tariffs.

Join Callie Cox, Chief Strategist at Ritholtz Wealth, and Ben Carlson, an investment analyst, as they dissect the post-election market dynamics. They explore the noticeable impacts of Republican gains on stocks and the rise of small-cap stocks. Topics include Bitcoin's potential evolution as a reserve asset and the economic implications of tariffs and immigration policies. The conversation also highlights market reactions to political events and the psychological factors influencing investor behavior, providing listeners with valuable insights into navigating current financial waters.

Amy Klobuchar, a U.S. Senator from Minnesota renowned for her work in antitrust and tech regulation, joins Callie Cox, chief market strategist at Ritholtz Wealth Management, to delve into the intriguing dynamics of the semiconductor market. They discuss Broadcom's rise amid Nvidia's market challenges and the implications for AI investments. Klobuchar highlights the pressing need for sound antitrust measures to combat AI deepfakes and tackle legal issues around TikTok and other tech giants, emphasizing the intersection of innovation and regulation.