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The Long View

Callie Cox: A Student Teacher of Financial Markets

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 11 November 2025

⏱️ 50 minutes

🧾️ Download transcript

Summary

Ritholtz Wealth Management’s chief market strategist shares her framework for sussing out signal from market noise, her take on AI’s long-term impact on the economy and markets, and investing lessons learned from her own personal experience.

Transcript

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0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:05.0

Hi and welcome to the Longview. I'm Ben Johnson, head of client solutions with Morningstar.

0:12.0

And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.

0:16.0

Today's guest on the Longview is Callie Cox.

0:20.0

Callie is the chief market strategist at Rittholz Wealth Management,

0:23.7

where she helps the firm's clients make sense of markets

0:26.6

and suss out signal in the noise.

0:29.4

Callie's clear, relatable approach to market commentary

0:32.4

blends deep macroeconomic market insights

0:35.3

with an understanding of investor behavior. Before joining

0:39.2

Riddholz wealth management in 2024, Callie was an investment analyst at E. Toro, and previously

0:45.5

worked in research roles at Ally, LPL Financial, and First Citizens Bank. She began her career as a reporter

0:53.3

at Bloomberg covering the stock and options markets

0:55.9

after graduating from the University of North Carolina with a journalism degree.

1:01.9

Well, Callie, thank you so much for joining us on The Longview today. I wanted to start by asking

1:07.9

you where your spark came from, specifically what first sparked your interest

1:13.6

in global financial markets and ultimately led you down the path to a career in finance?

1:21.6

First of all, Ben and Christine, I just want to say thanks for having me on. I'm a huge fan of

1:26.4

Morning Star, all all the valuable research

1:29.0

that you put out to both everyday investors and then people in the industry like me.

1:34.4

I'm really excited for this conversation, so thank you for having me on. I know we're going to

1:38.0

talk about some interesting things. What first sparked my interest in markets and money?

...

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