In the 55th episode of the Market Misbehavior podcast, Dave speaks with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Callie address recessionary fears, the Fed and the spectre of stagflation, what the explosive growth in money market funds could mean for risk assets, separating short-term trends from long-term potential of artificial intelligence, and why investors should know what they own and why they own it. Recorded 6/24/25.

You can follow Callie's work at https://www.optimisticallie.com/.
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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.