We're delighted to continue our annual tradition with Callie Cox, marking our third conversation with the Chief Market Strategist at Ritholtz Wealth Management and author of the OptimistiCallie newsletter. Callie brings her experience from roles at eToro, Ally Invest, LPL Financial, and TABB Group to talk about the volatile landscape. We break down the essentials of risk management, look at the "all-weather" portfolio concept, and Callie shares her take on maintaining a long-term focus in today's short-term world. As a trusted voice in financial media with contributions to Business Insider, CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's, Callie delivers the practical wisdom investors need in today's complex landscape. Enjoy!
(3:15) Market Correlations
(11:55) Economic Outlook
(18:05) Long-term thinking in a short-term environment
(25:00) Risk management into a slowdown
(32:00) David & Chase close with some Doxa Takes
Nothing we say here is investment advice – we don't know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We're here just chatting and of course you're welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase, David, and Callie and should not be held as representations of their respective firms.
For terms and conditions, please visit our website at https://doxacap.com/terms-conditions/
Music by Agent Method
