Our first repeat guest, Callie Cox, joins Chase and David to chat markets and the economy. She has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. She's one of the best at making complicated things simple - a talent we use in breaking down the three paths we see ahead. Callie made for one of our best episodes last year, and this one is no different! Enjoy!
(2:35) How we got here
(12:20) 1: "Things are too hot"
(16:25) Hot Take
(18:10) 2: "Let's thread the needle"
(23:00) 3: "It's colddddd"
(32:40) Are we talking about politics?
(35:57) Let a balanced portfolio work
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
