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Callie Cox Reveals How to Protect Your Portfolio From the Next Crisis!

🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre... 📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/rea... 🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking... 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/. 👉 Follow Dave on X: https://x.com/DKellerCMT 👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.b... 👉 Follow Dave on Facebook:   / marketmisbehavior   👉 Follow Dave on Instagram:   / marketmisbehavior   0:00 Introduction 3:57 Focusing on what's important through information overload 7:30 Equity market resilience in the face of weak economic and consumer data 12:04 What a recession could mean for investors today 16:10 Fed expectations through 2025 19:45 Importance of Q2 earnings season 22:47 Cash & money market balances at all time highs 25:37 Protecting your portfolio today from unexpected events tomorrow 29:49 Strength in technology and outlook for 2nd half of 2025 34:49 Final comments 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. Some of the links in this description and in the video may be affiliate links, which means you pay nothing more and it helps me to make Market Misbehavior awesome! As an Amazon Associate, I earn from qualifying purchases. For full disclaimer, please see our website: https://www.marketmisbehavior.com/dis.... * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *