Callie Cox

Joining the discussion are Garrett Baldwin, an economist and financial writer, and Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. They explore the paradox of rising stock markets amid a youth shift toward socialism, analyzing the socioeconomic factors behind this trend. Garrett and Callie dive into the implications of AI on labor dynamics and investments, debate corporate spending trends, and reflect on recent earnings reports from tech giants. A humorous take on market intricacies adds to the engaging dialogue!

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.

Callie Cox, part of the Ritholtz Wealth Management team and author of the newsletter OptimistiCallie, offers insightful investment advice for everyday investors. She delves into creating a ‘practical and beautiful’ portfolio amidst economic volatility. The discussion touches on navigating emotional challenges in investing, the impact of current policies, and the significance of understanding personal risk tolerance. Callie also highlights trends for younger investors shaped by technology and the importance of personal finance education in today’s complex market.

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.

Callie Cox, Chief Market Strategist at Ritholtz Wealth Management and author of OptimistiCallie, dives into the intricate dynamics of the stock market. She discusses overvaluation concerns in the S&P 500, particularly influenced by tech sectors. The conversation navigates the challenges of housing affordability amid rising mortgage rates and stresses the importance of diversification into more reasonable investments. Callie also shares personal insights on overcoming financial mistakes and the emotional hurdles of investing.

Callie Cox, Chief Market Strategist for Ritholtz Wealth, dives into the intricacies of U.S. market resilience in the face of new tariff threats. She discusses how tariffs on copper might spike inflation and their potential impact on various industries. Callie also highlights the significance of American exceptionalism for investors amid global challenges. Plus, she explores the remarkable rise of NVIDIA and offers strategic insights for investing at market peaks, emphasizing the importance of tech stocks and dividends for long-term wealth.

Kathy Bostjancic, Chief Economist at Nationwide, dives into the potential economic impacts of Federal Reserve rate cuts, while Henrietta Treyz, Managing Partner at Veda Partners, analyzes the 2024 U.S. election dynamics, focusing on voter behavior and polling challenges. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, shares her bullish outlook on the stock market amidst political uncertainties. Lisa Mateo rounds it all up with global newspaper headlines, giving context to the evolving landscape. Expect insightful takes on economic resilience and investment strategies!