Callie Cox, Chief Market Strategist at Ritholtz Wealth, discusses the recent breakout in small cap stocks and the positive impact of lower interest rates on investors. She advises Millennials on portfolio diversification beyond the traditional 60/40 split. The podcast explores market trends, earnings surprises, interest rate effects, and the importance of diversification in real estate and global markets.

Financial journalist Dion Rabouin and economist Callie Cox join the hosts to discuss the Fed's next move, stubborn inflation, Larry Fink's shareholder letter, meme stocks, lottery psychology, housing issues, and more!

Callie Cox, Chief Market Strategist at Ritholtz Wealth, shares her insights on the current economic climate and recession risks. She delves into the complexities of labor market trends and interest rate decisions, challenging traditional recession definitions. The discussion also highlights the implications of potential Federal Reserve interest rate cuts and their impact on inflation. Additionally, Callie cautions against heavily investing in QQQ ETFs due to tech stock volatility, promoting a balanced investment strategy.

Peter Mallouk, CEO at Creative Planning, specializes in advising high-net clients and discusses the evolving landscape of wealth management. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, dives into the Fed's impending rate decision, highlighting its impact on investments. Jan van Eck, CEO of VanEck, shares insights on direct indexing and tokenization, showcasing innovative strategies for managing wealth. The conversation balances optimism with caution, emphasizing the need for emotional management in uncertain financial climates.

Dan Ives discusses the iPhone ban in China and Apple's upcoming fall meeting. Will Rhind talks about single stock ETFs. Bloomberg Intelligence Analysts discuss Kroger and Albertsons. Callie Cox discusses markets and economy. Catherine Lim discusses Amer Sports IPO. Analysts discuss the Aston Martin DBX and trading strategies.