Podcast appearances and mentions of callie cox

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Best podcasts about callie cox

Latest podcast episodes about callie cox

The Goldmine
How to Invest in an Uncertain Market

The Goldmine

Play Episode Listen Later Apr 16, 2025 39:55


On episode 167 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Market Strategist Callie Cox to discuss dealing with policy uncertainty, the bull case for tariffs, politics affecting portfolios, planning for the future amidst chaos, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Fund your account in five minutes or less at http://public.com/ATC and earn up to $10,000 when you transfer your old portfolio. Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

The Compound Show with Downtown Josh Brown
Downside Surprises With Callie Cox, Buffett's New Letter, Bitcoin Crashes

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Feb 26, 2025 88:56


On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! Happy Birthday Josh!! This episode is sponsored by Betterment! Visit: http://Betterment.com/advisors to learn more!   Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Advisor Lab
Episode 159 Callie Cox: An Evidence-Based Approach to Navigating Market Volatility

The Advisor Lab

Play Episode Listen Later Feb 25, 2025 37:16


Callie Cox is the chief market strategist of Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street quality research for everyday investors. Callie has spent the past decade providing investors with rational, evidence-based insights on the markets and economy. On this episode, we get into how advisors can balance empathy and understanding with a scientifically-grounded approach to guiding clients through market volatility.

The Compound Show with Downtown Josh Brown
The Compound's Post-Election Special with Callie, Ben, Michael and Josh

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Nov 6, 2024 62:53


On this special episode of Live from The Compound, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox to discuss their post election investing ideas. This episode is sponsored by Rocket Money! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick, Callie Cox, Ben Carlson, and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Compound Show with Downtown Josh Brown
The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Oct 29, 2024 82:55


On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Election, current market valuations, the Federal Debt, and more! Then, at 34:22, hear an all-new episode of What Are Your Thoughts with Michael Batnick and guest host Callie Cox! Thanks to Public for sponsoring this episode! Lock in a 6% or higher yield with a Bond Account by visiting: https://public.com/wayt Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Goldmine
How Overvalued Is the Stock Market?

The Goldmine

Play Episode Listen Later Oct 16, 2024 35:29


On episode 145 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Callie Cox, Chief Market Strategist at RWM and author of OptimistiCallie to discuss when diversification goes too far, timing the housing market, overcoming financial mistakes, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! Visit https://public.com/atc to lock in a 6% or higher yield with a Bond Account. The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe

Leading Indicator
Why Rate Cuts Might Not Cure the Housing Crisis | Callie Cox

Leading Indicator

Play Episode Listen Later Oct 14, 2024 18:12


Kyla Scanlon and Callie Cox discuss why interest rate cuts might not rescue the housing market. They discuss the imbalance between supply and demand, the impact of high mortgage rates, and the role of government intervention and Federal Reserve policies. The conversation also touches on the shifting perceptions of the American dream, particularly among millennials, and the growing interest in alternative wealth-building strategies. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures. Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

The Long Game
Fed Cuts Rates... What Does This Mean For The Markets?

The Long Game

Play Episode Listen Later Sep 27, 2024 45:03


In this episode with Callie Cox, we talk about the recent FED rate cut and what it means for you. We then go into tilts we have in our portfolios, what we think about the markets over the next couple years, and much more as it relates to investing.

The Goldmine
Are We on the Brink of a Recession?

The Goldmine

Play Episode Listen Later Aug 21, 2024 32:50


On episode 137 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth's Chief Market Strategist, Callie Cox! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe

The Compound Show with Downtown Josh Brown

On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and much more! Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted subscriptions today! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investopedia Express with Caleb Silver
Behind the Historic Small Cap Breakout, and Investing Lessons for Millennials

The Investopedia Express with Caleb Silver

Play Episode Listen Later Jul 22, 2024 34:18


Callie Cox, the new Chief Market Strategist at Ritholtz Wealth, rejoins The Express to unpack the historic break out in small cap stocks of late, and why the prospect of lower interest rates is actually good news for investors seeking balance. Plus, Callie's advice to Millennials looking to build a balanced portfolio that doesn't look anything like their parents' standard 60/40. And, some weeks last a decade, and last week was one of them. LINKS FOR SHOW NOTES https://www.pionline.com/hedge-funds/hedge-funds-post-pretty-strong-performance-midway-through-2024-return-58 https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf https://www.investopedia.com/ecb-holds-interest-rates-at-record-highs-lowers-inflation-forecasts-8605578 https://www.investoped...ition-8601178 https://www.ritholtzwealth.com/team/callie-cox https://x.com/callieabost

The Investopedia Express with Caleb Silver
Behind the Historic Small Cap Breakout, and Investing Lessons for Millennials

The Investopedia Express with Caleb Silver

Play Episode Listen Later Jul 22, 2024 34:18


Callie Cox, the new Chief Market Strategist at Ritholtz Wealth, rejoins The Express to unpack the historic break out in small cap stocks of late, and why the prospect of lower interest rates is actually good news for investors seeking balance. Plus, Callie's advice to Millennials looking to build a balanced portfolio that doesn't look anything like their parents' standard 60/40. And, some weeks last a decade, and last week was one of them. LINKS FOR SHOW NOTES https://www.pionline.com/hedge-funds/hedge-funds-post-pretty-strong-performance-midway-through-2024-return-58 https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf https://www.investopedia.com/ecb-holds-interest-rates-at-record-highs-lowers-inflation-forecasts-8605578 https://www.investoped...ition-8601178 https://www.ritholtzwealth.com/team/callie-cox https://x.com/callieabost

Alliance Wealth Advisors
Episode #16- Money Stories, Markets & the "Millennial Experience" with Callie Cox, Chief Market Strategist at Ritholtz

Alliance Wealth Advisors

Play Episode Listen Later Jul 18, 2024 66:07


We recently sat down with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Before starting that role, Callie was the U.S. investment analyst at eToro, where she educated two million customers about markets. She is one of the rising stars in the financial industry, and her work has been featured on CNBC, Bloomberg, and the Financial Times.We started the conversation around something Callie wrote about a few years ago, which is the idea of a “money story” and how much it shapes us into who we are and how we make financial decisions. Callie describes a money story as the summation of how we think about money, our earliest experiences, and what emotions tend to show up when we think about our finances.We discussed Callie's career path as a woman in finance and her excellent advice about viewing your career like a jungle gym rather than a ladder. Our conversation also covered why the financial industry struggles to serve younger investors, the “millennial experience” since the Global Financial Crisis, and how finance evolves with each generation.Finally, we dove deeper into markets and the current moment we find ourselves in. Callie also describes why it is historically very expensive to miss out on bull markets, as well as why being an “owner” vs. a “worker” is such an important concept for those looking to build wealth.This conversation is packed with many useful frameworks to help investors make better decisions, regardless of what stage in life you are in. Thanks again to Callie for a great conversation, and we hope you enjoy this episode.Subscribe to Callie's newsletter “OptimistiCallie” by clicking here.Subscribe to Mike's newsletter “Earn After Reading” by clicking here.

Advisor Upside Podcast
6/18/24 - Callie Cox Debuts as Ritholtz's Chief Market Strategist

Advisor Upside Podcast

Play Episode Listen Later Jun 18, 2024 18:51


In her first interview since joining Ritholtz, Cox gets right to work with detailed market analysis and outlooks, promising more content for financial advisors.

The Independent Advisors
The Independent Advisors Podcast Episode 250: Finding The Story Behind The Numbers with Special Guest, Callie Cox!

The Independent Advisors

Play Episode Listen Later May 2, 2024 41:21


Show Notes:The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicators shaping investment strategies, cautioning against fixating on short-term predictions or market outperformance.Long-term wealth-building strategies were favored over reactionary decisions based on emotional responses to daily news. Addressing investing uncertainties, Callie advised separating emotions from portfolio decisions and analyzing real-time trends alongside government metrics like PCE reports for a comprehensive view of inflation dynamics. She recommended following her insights on Twitter (@Calliabost) for ongoing updates and invaluable perspectives on financial markets.

The Compound Show with Downtown Josh Brown

On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, the craziest meme stock yet, why people play the lottery, the problem with housing, and much more! This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape. Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Long Term Investor
Decoding 2024's Investment Landscape with Callie Cox (EP.136)

The Long Term Investor

Play Episode Listen Later Jan 24, 2024 38:08


Callie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enlightening discussion that blends technical analysis with practical advice for both seasoned and aspiring investors.   Listen and learn:   What sparked the year-end rally and what to expect in 2024 Key insights from eToro's Retail Investor Survey What to expect from Big Tech in 2024   Detailed show notes and resources can be accessed at www.thelongterminvestor.com.   [1:30] Reflecting on the Fourth Quarter 2023 Rally  [9:30] Market Leadership and Trends  [15:10] The Surge in Money Market Fund Flows  [19:20] The Case For Optimism in 2024  [22:50] Insights from eToro's Retail Investor Survey [29:15] Potential Impact of a Bitcoin ETF  

P&L With Paul Sweeney and Lisa Abramowicz
Consumer Health, The Fed, 50 Companies to Watch

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 9, 2024 38:06 Transcription Available


Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024.  Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to discuss retail outlook and consumer health.  Tim Craighead, Senior European Strategist with Bloomberg Intelligence, joins to discuss the annual Bloomberg publication of 50 companies to watch.  Philip Colmar, managing partner and global strategist at MRB Partners, joins to talk markets and investing. Hosted by Paul Sweeney and Lisa MateoSee omnystudio.com/listener for privacy information.

Wealthion
Fed's 2024 Agenda: Rate Cuts and Economic Resilience Explored

Wealthion

Play Episode Listen Later Dec 16, 2023 35:03


In this episode, James Connor ( @BloorStreetCapital ) and Callie Cox, US Investment Analyst at  @etoro  discuss the 2024 market outlook. Discover insights into the Federal Reserve's potential rate cuts, the future of the inflation crisis and much more! ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ****************************** IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Digest & Invest by eToro
eToro's 2024 Outlook - Time to Rebalance

Digest & Invest by eToro

Play Episode Listen Later Dec 14, 2023 36:29


Be the first to know what investors like you are expecting from the upcoming year. Tune in to the eToro summary as Sam North discusses it all with Callie Cox, Josh Gilbert and Ben Laidler.Watch on YouTubeSee you all next time!Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Digest & Invest by eToro
eToro's 2024 Outlook - Time to Rebalance

Digest & Invest by eToro

Play Episode Listen Later Dec 14, 2023 36:29


Be the first to know what investors like you are expecting from the upcoming year. Tune in to the eToro summary as Sam North discusses it all with Callie Cox, Josh Gilbert and Ben Laidler.Watch on YouTubeSee you all next time!Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

The Independent Advisors
The Independent Advisors Episode 229: 2023 Proving Pessimistic Predictors Wrong

The Independent Advisors

Play Episode Listen Later Dec 7, 2023 30:15


Show Notes:Tweet from Seth Golden -https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Sam Ro –https://twitter.com/SamRo/status/1729151079793692842Tweet from Callie Cox -https://twitter.com/callieabost/status/1729136015330414805Blog from Ben Carlson titled “How the Market Shapes your Portfolio” - https://awealthofcommonsense.com/2023/11/how-your-market-shapes-your-portfolio/

The Compound Show with Downtown Josh Brown
The Recession We Deserve

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Nov 10, 2023 83:37


On episode 117 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox and Malcolm Ethridge to discuss: market sentiment, Robinhood earnings, Warren Buffett and his cash, interest rates, the yield curve, recession calls, weight loss drugs, and much more! This episode is sponsored Simplify. Learn more about their diversification-focused strategies at: https://www.simplify.us/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Independent Advisors
The Independent Advisors Episode 220: Market Resilience in a Shutdown

The Independent Advisors

Play Episode Listen Later Sep 28, 2023 42:44


Show Notes:Blog post by Ryan Detrick “10 things to know about a government shutdown” -https://www.carsongroup.com/insights/blog/ten-things-to-know-about-a-government-shutdown/Tweet from Caleb Franzen -https://twitter.com/CalebFranzen/status/1706750189510230271Tweet from Callie Cox -https://twitter.com/callieabost/status/1704905602047336855Tweet from Lisa Abramowicz -https://twitter.com/lisaabramowicz1/status/1707129713452277778Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1707132840788251128Tweet from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1706786492797055305Article by Nick Maggiulli “How to Save for a House -https://ofdollarsanddata.com/how-to-save-for-a-house/

P&L With Paul Sweeney and Lisa Abramowicz
Markets, EMEA, Real Estate, and Work-from-Home

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 27, 2023 49:28 Transcription Available


Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook. Jackie Bowie, Managing Partner and Head of EMEA at Chatham Financial, joins to discuss the outlook for recession in Europe and other parts of the globe and resiliency in the US. Callie Cox, US investment analyst with eToro, joins to talk about markets and investing strategies. Odeta Kushi, Deputy Chief Economist at First American, joins to discuss the housing market and outlook for rates and the economy. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins to discuss commodities, metals, and crypto. Eileen Mullaney, workforce transformation lead at Vialto Partner's discussing the company's latest findings on labor and work-from-office trends. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Apple, Infrastructure, and Amer Sports IPO

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 8, 2023 58:52 Transcription Available


 Dan Ives, Senior Equity Analyst at WedBush Securities, joins to talk the iPhone ban in China, Apple's upcoming annual fall meeting, and other tech stories. Will Rhind, CEO at GraniteShares, joins to talk about single stock ETFs and other investments. Bloomberg Intelligence Analysts Jennifer Rie and Jen Bartashus talk about Kroger and Albertsons. Callie Cox, US Investment Analyst for eToro, discusses markets, investing news, and outlook for the economy. Catherine Lim, Senior Analyst: Consumer & Technology with Bloomberg Intelligence, discusses Amer Sports, the maker of Wilson tennis rackets and Salomon ski boots, plans for filing a US IPO. Michael Dean, Senior Euro Autos Analyst with Bloomberg Intelligence, joins to discuss the Aston Martin DBX. JJ Kinahan, CEO at IG North America, joins to talk trading strategies, markets, retail and options trading, and crypto. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Bloomberg Businessweek
Exuberance Versus Optimism in Markets

Bloomberg Businessweek

Play Episode Listen Later Jul 28, 2023 31:53 Transcription Available


Callie Cox, US Investment Analyst at eToro gives her outlook on earnings and the markets. Everett Millman, Chief Market Analyst at Gainesville Coins discusses how crypto markets are performing in today's economy. Mitch Berlin, Vice Chair of Strategy and Transactions at EY Americas gives his mid-year M&A outlook. And we Drive to the Close with Greg Halter, Director of Research at the Carnegie Investment Counsel.Hosts: Madison Mills and Jess Menton. Producer: Sara Livezey See omnystudio.com/listener for privacy information.

Bloomberg Businessweek
Exuberance Versus Optimism in Markets

Bloomberg Businessweek

Play Episode Listen Later Jul 28, 2023 31:53 Transcription Available


Callie Cox, US Investment Analyst at eToro gives her outlook on earnings and the markets. Everett Millman, Chief Market Analyst at Gainesville Coins discusses how crypto markets are performing in today's economy. Mitch Berlin, Vice Chair of Strategy and Transactions at EY Americas gives his mid-year M&A outlook. And we Drive to the Close with Greg Halter, Director of Research at the Carnegie Investment Counsel.Hosts: Madison Mills and Jess Menton. Producer: Sara Livezey See omnystudio.com/listener for privacy information.

The Independent Advisors
The Independent Advisors Episode 210: Tunnel Vision

The Independent Advisors

Play Episode Listen Later Jul 20, 2023 31:02


Show Notes:Tweet from Callie Cox - https://twitter.com/callieabost/status/1667187571925872646?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Michael Kahn, CMT - https://twitter.com/mnkahn/status/1667159456206016513 31 lessons learned about money. Just want to name a few - https://ryanholiday.net/31-lessons-ive-learned-about-money/?

Digest & Invest by eToro
"Unlock Your Investment Potential" - Discover eToro's Q3 - 2023 Investment Outlook

Digest & Invest by eToro

Play Episode Listen Later Jul 6, 2023 40:47


eToro Quarterly Investment Outlook: Gain Exclusive Insights on the Fixed Income and AI Boom for Q3 2023. Stay Ahead of the Game with Insider Knowledge and Make Informed Investment Decisions.Our Global Market Strategist, Ben Laidler, our US Investment Analyst, Callie Cox and our Australian Analyst, Josh Gilbert, sit down with our host, Sam North to discuss all of the above and more.WATCH ALONG ON YOUTUBELearn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.See a list of all episodes by going to our website: https://www.etoro.com/digest-and-invest/

Digest & Invest by eToro
"Unlock Your Investment Potential" - Discover eToro's Q3 - 2023 Investment Outlook

Digest & Invest by eToro

Play Episode Listen Later Jul 6, 2023 40:47


eToro Quarterly Investment Outlook: Gain Exclusive Insights on the Fixed Income and AI Boom for Q3 2023. Stay Ahead of the Game with Insider Knowledge and Make Informed Investment Decisions.Our Global Market Strategist, Ben Laidler, our US Investment Analyst, Callie Cox and our Australian Analyst, Josh Gilbert, sit down with our host, Sam North to discuss all of the above and more.WATCH ALONG ON YOUTUBELearn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.See a list of all episodes by going to our website: https://www.etoro.com/digest-and-invest/

P&L With Paul Sweeney and Lisa Abramowicz
Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 28, 2023 53:12


Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company's performance, and the state of commodity prices. Bloomberg Senior Technology Analyst Mandeep Singh talks about AI, chip curbs and outlook for Nvidia and others. Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and the Fed. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. Selma Hepp, Chief Economist at CoreLogic, joins to discuss new US home sales and her note the Case-Schiller Index. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

The Independent Advisors
The Independent Advisors Episode 205: Funny How That Works Out

The Independent Advisors

Play Episode Listen Later Jun 15, 2023 31:00


Show Notes:Blog post from Callie Cox, “Bad Breadth” -https://www.etoro.com/en-us/news-and-analysis/etoro-updates/bad-breadth/Blog post by Michael Batnick, “Why Should I Hold Stocks?” - https://theirrelevantinvestor.com/2023/06/02/why-should-i-hold-stocks/

The Investopedia Express with Caleb Silver
Trading and Investing Goes Hyper-Social

The Investopedia Express with Caleb Silver

Play Episode Listen Later Apr 17, 2023 31:11


Callie Cox, eToro's Investment Analyst, joins the show to talk about the social online broker's new deal with Twitter to allow users to trade directly from the platform, how young investors are behaving, and why they are so misunderstood. Plus, the VIX may still be on Spring break, but the MOVE Index is warning of gathering storm clouds on the horizon. And, why the Velocity of Money is our term of the week. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/d/dmi.asp https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://downloads.usda.library.cornell.edu/usda-esmis/files/tm70mv177/1n79jj23p/x920hc378/crop0423.pdf https://www.etoro.com/en-us/news-and-analysis/market-insights/how-to-spot-a-recession/ https://twitter.com/callieabost https://www.investopedia.com/terms/v/velocity.asp https://www.youtube.com/watch?v=QcnlgaRdN84

The Investopedia Express with Caleb Silver
Trading and Investing Goes Hyper-Social

The Investopedia Express with Caleb Silver

Play Episode Listen Later Apr 17, 2023 31:11


Callie Cox, eToro's Investment Analyst, joins the show to talk about the social online broker's new deal with Twitter to allow users to trade directly from the platform, how young investors are behaving, and why they are so misunderstood. Plus, the VIX may still be on Spring break, but the MOVE Index is warning of gathering storm clouds on the horizon. And, why the Velocity of Money is our term of the week. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/d/dmi.asp https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://downloads.usda.library.cornell.edu/usda-esmis/files/tm70mv177/1n79jj23p/x920hc378/crop0423.pdf https://www.etoro.com/en-us/news-and-analysis/market-insights/how-to-spot-a-recession/ https://twitter.com/callieabost https://www.investopedia.com/terms/v/velocity.asp https://www.youtube.com/watch?v=QcnlgaRdN84

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Gender Equality, Equities, and Hostess (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 23, 2023 43:17


Matt Luzzetti, Chief US Economist at Deutsche Bank, shares his views on the economy and breaks down the recent Fed Minutes. Doug Baker, portfolio manager and head of Preferred Securities Sector Team at Nuveen, joins the program in studio to discuss his market outlook and sectors he likes in 2023. Bloomberg anchor Caroline Hepker outlines the lack of gender diversity in fund management. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. Andy Callahan, CEO of Hostess Foods (NASDAQ: TWNK), joins the program to discuss his company's performance and outlook amid consumer tightening and inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

The Contrarian Investor Podcast
Yes, the Fed Can Still Engineer a 'Soft Landing': Callie Cox, eToro

The Contrarian Investor Podcast

Play Episode Listen Later Feb 21, 2023 37:25


A short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 — almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up! Callie Cox of eToro joins the podcast to discuss her view that the Federal Reserve can engineer a 'soft landing' -- defeating inflation while not tipping the US economy into a recession. Content Highlights It's hard to see how the Fed will be able to combat inflation without breaking things in the economy, but this is the guest's view (3:00); This view is partly based on the job market (4:06); Inflation is the major risk to the 'soft landing' thesis. But there are encouraging signs (6:00); Still, there is a chance investors are underestimating the chances of higher interest rates from the Fed (8:08); Ultimately, investors are discounting the global economy's strength (9:21); Technology has been harder hit than other sectors of the economy, which may bring second-order effects especially locally. But nationally, initial jobless claims are still low (13:57); The US consumer has been a particular strong point. No reason for that to stop (15:53); Background on the guest (20:12); Views on cryptocurrency (24:48); The concept of decentralized finance, or DeFi: not just a fool's errand (26:43); Does the VIX still matter? Maybe, but there are better options to gauge volatility (31:14). More on Callie Cox Website: eToro.com; Corporate Twitter: @eToroUS; Personal Twitter: @CallieAbost. Not investment advice.

The Compound Show with Downtown Josh Brown
We Just Might Pull This Off

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Jan 13, 2023 97:34


On episode 76 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox to discuss the latest CPI data, why Michael's feeling a little bullish, calling the Fed's bluff, chances of a soft landing, retail investor sentiment, and much more!This episode is sponsored by Composer. To learn more, visit https://bit.ly/compoundandfriendsCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.

P&L With Paul Sweeney and Lisa Abramowicz
Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 10, 2023 44:32


Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft's potential investment in OpenAI. George Bory, chief investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

The Long Game
Investing in 2023 With Callie Cox

The Long Game

Play Episode Listen Later Jan 6, 2023 49:05


In this episode with investment specialist, Callie Cox we talk about: - Why The first investing question is always about time frame - The importance of finding your why with investing - Creating parameters for investing - Millennial trends around crypto, risk, etc.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Travel, and Cannabis (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 29, 2022 30:07


Callie Cox, Investment Analyst at Etoro, discusses markets and investing. Ken Shea, Senior Analyst with Bloomberg Intelligence, joins to talk about the business of cannabis with the legalization of marijuana in New York. Whitney Beatty, Founder of Josephine & Billie's Cannabis Speakeasy, discusses the legalization of marijuana in New York. Larry Cuculic, President and CEO at Best Western, on upcoming travel. Dean Turner, UK Economist with UBS, talks about markets and the economy. Hosted by Paul Sweeney and Caroline Hyde.See omnystudio.com/listener for privacy information.

The Independent Advisors
The Independent Advisors Episode 169: Wild is an understatement.

The Independent Advisors

Play Episode Listen Later Sep 29, 2022 36:22


Show Notes:Comments on Currency Markets -https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-2022-09-27/Tweet from Sentiment Trader - https://twitter.com/sentimentrader/status/1572914151915393026Tweet from Callie Cox - https://twitter.com/callieabost/status/1567253842995154945

The Advisor Lab
Episode 109: Building an Engaged Audience on Social: How Callie Cox and eToro Do It

The Advisor Lab

Play Episode Listen Later Aug 10, 2022 40:26


In this episode, we catch up with Callie Cox, an investment analyst at eToro who has built an incredibly engaged audience on Twitter talking all things macro and the market. Everything Callie puts out pulls and engages new readers, so we wanted to get into the details of her blueprint, personality, and thought process. We also discuss her take on what's happening in the macro economy. 

The Independent Advisors
The Independent Advisors Episode 161: Is "recession" the right word?

The Independent Advisors

Play Episode Listen Later Aug 4, 2022 39:51


1. Blog post from Ben Carlson -https://awealthofcommonsense.com/2022/07/investing-in-home-renovations-vs-investing-in-stocks/2. Tweet from Callie Cox -https://twitter.com/callieabost/status/1552758197852708866

The Independent Advisors
The Independent Advisors Episode 157: Grin and "Bear" It

The Independent Advisors

Play Episode Listen Later Jul 7, 2022 38:54


Show NotesTweet from Callie Cox -https://twitter.com/callieabost/status/1542509125178761216?s=11&t=Fk1x6hVaUG2VecRfSaJAEQTweet by Money Visuals - https://twitter.com/mvmoneyvisuals/status/1542493659853209600?s=11&t=Fk1x6hVaUG2VecRfSaJAEQTweet by Michael Gayed -https://twitter.com/leadlagreport/status/1543738320089501697?s=11&t=jG-2GYz4mIWvLBzWDK1eMQTweet by Julian Kilymochko -https://twitter.com/julianklymochko/status/1543247571769954304?s=11&t=dWeGQ7qvEFVisGfqUADAAwSocial media:Facebook and LinkedIn @JessupWealthManagementTwitter and Instagram @JessupWealth

Millennial Investing - The Investor’s Podcast Network
MI185: Maximizing Your Money w/ Callie Cox

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 23, 2022 53:40


IN THIS EPISODE, YOU'LL LEARN: 04:00 - Whether we have entered a recession yet or not.05:55 - How millennials view the crypto markets versus older generations.11:59 - How you can better position yourself financially during an inflationary environment.28:45 - How community and comradery play into investing for retail investors.45:01 - The advantages that millennials have in saving for retirement over older generations.48:55 - Callie's top tips for navigating today's real estate market.50:18 - Where to put your cash for a home down payment.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESMorgan Housel's book, The Psychology of Money.Robert and Clay's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: MI178: Wealth Building Hacks w/ Jeremy Schneider.Related episode: MI157: Just Keep Buying w/ Nick Maggiulli.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon.Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.Break into the multifamily investing space or level up your investing game. Learn these at the Multifamily Investor Nation Convention. Visit mfincon.com for details and tickets. Use promo code TIP to get $200 off your tickets.Protect your family with Fabric Insurance's term life insurance now, in just 10 minutes.Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream!Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.Read this episode's transcript and full show notes on our website.Connect with Callie: Website | Twitter | LinkedInConnect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Advisor Lab
Episode 99: 5 Advisors / Wealth Management Firms Crushing it With Content in Times of Volatility

The Advisor Lab

Play Episode Listen Later May 18, 2022 22:47


In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content. Check out the examples - Animal Spirits: https://apple.co/3l9QZEy Potomac: https://potomacfund.com/ IronBridge: https://ironbridge360.com/ BWM Financial: https://bwmfinancial.com/ Callie Cox: https://twitter.com/callieabost   Check out Seven Group: https://www.thesevengroup.com/

The Independent Advisors
The Independent Advisors Episode 144: Backwardation

The Independent Advisors

Play Episode Listen Later Apr 7, 2022 39:25


Show Notes: 1. Tweet by Callie Cox -https://twitter.com/callieabost/status/15088671396834672832. Tweet by Ryan Detrick -https://twitter.com/ryandetrick/status/1508962681776230405?s=11&t=U3BMjvfImCbAxS0Any_gtQ3. Tweet by JC Parets -https://twitter.com/allstarcharts/status/1508880337383968770?s=11&t=U3BMjvfImCbAxS0Any_gtQ4. Tweet by Evergreen Gavekal -https://twitter.com/evergreengk/status/1509275522886340610?s=11&t=f-eAZEn8H__ZA_HWNAnRig5. Tweet by the author of the Macro Compass -https://twitter.com/macroalf/status/1509214118447833092?s=11&t=45e9IPJzLMPwaQYbJMwGCg6. Tweet by Bloomberg Opinion - https://twitter.com/bopinion/status/1508586710241726467?s=11&t=1XMUedgwI47yHzeQZRYWKQ7. Financial Planning Topic of the week -https://www.cnbc.com/2022/03/30/new-retirees-whose-income-drops-may-need-to-appeal-medicare-surcharges.htmlSocial MediaFacebook/Linkedin: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth

The Independent Advisors
The Independent Advisors Episode 142: It's an art not a science.

The Independent Advisors

Play Episode Listen Later Mar 24, 2022 36:11


Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/15049123547981865012. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/15040856787491102783. Article written by JC Parets -https://allstarcharts.com/cash-levels-near-multi-decade-highs/4. Tweet by Callie Cox -https://twitter.com/callieabost/status/1503826930466009096?s=11Social Media:Facebook/Linkedin @JessupWealth ManagementInstagram/Twitter @JessupWealth

science independent advisors jc parets callie cox andrew thrasher
Grit Behind the Glitz Podcast
Chasing Opportunities and Creating Inclusivity with Callie Cox, Miss Missouri 2021

Grit Behind the Glitz Podcast

Play Episode Listen Later Mar 7, 2022 46:34


Callie Cox is currently serving as Miss Missouri 2021. She is a senior at the University of Missouri where she's applying the nearly $20,000 in scholarships she's earned to finish her degree in communication and psychology. Her hope? To further her mission of creating a more inclusive culture for people of all abilities!

KAT Country Cuts Podcast
Callie Cox - Miss Missouri - 022422

KAT Country Cuts Podcast

Play Episode Listen Later Feb 24, 2022 5:56


KAT Country Mornings with Erin and Chris chat with Callie Cox, our current Miss Missouri, and her special partnership with MU Health Care's Children's Hospital.

The Independent Advisors
The Independent Advisors Episode 132: Treasury or Treasure?

The Independent Advisors

Play Episode Listen Later Jan 10, 2022 35:13


Episode #132 TopicsThe 10-year Treasury Yield is at its highest since February 2020.Initial Jobless Claims Update on 2022's January TrifectaLooking Back on the S&P 500's Performance Historical Quarterly Performance An update on the US bond market & the risks that come with it. What are the necessary tax filings after someone passes away?Show Notes:1. Tweet from Callie Cox - https://twitter.com/callieabost/status/14761930720275128332. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/14770226331243151363. Charlie Bilello on 1/2/22 -https://twitter.com/charliebilello/status/1477721057817735175?s=114. Financial Planning Topic of the week -https://obliviousinvestor.com/Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter:@Jessupwealth

The Independent Advisors
The Independent Advisors Podcast Episode 113: The Real Risk of Investing

The Independent Advisors

Play Episode Listen Later Sep 2, 2021 38:08


Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475... 3. Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304... 4. Financial Planning Topic of the week - https://money.com/pay-off-student-loans-or-invest/? Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

The Weiss Investor
The Speed Of Light w/ Callie Cox

The Weiss Investor

Play Episode Listen Later Aug 26, 2021 53:13


Boomers and millennial experts unite! On today's jam-packed episode, Kenny and Ally Invest's Senior Investment Strategist Callie Cox quest to find a signal through the noise as the Federal Reserve convenes at Jackson Hole, Wyoming. Amidst the confusion and chaos over tapering, market corrections, cryptocurrencies, housing prices, a generation gap, and the Delta Variant, what's the best way for a long-term investor play it cool? And how do you discuss your financial plans with your spouse/partner? You won't want to miss this one! Follow Callie (and her new pug!) on Twitter @CallieABost.