Our (now) annual spring update w/ Callie

by Chase Lee, CFA / in  / on April 9, 2024

One year after we first had her on the podcast, we were honored to run it back a second time with Callie Cox on episode 15 of Doxa Takes. She has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. Callie is one of the best at making complicated things simple - a talent we use in breaking down the three possible paths we see ahead for the markets.

Path one: Things get a little too hot and interest rates stay high, causing future problems?

Path two: We thread the needle between too hot and too cold, and economic momentum continues.

Path three: The labor market goes cold and unemployment rises, setting up an economic dip.

With three very different potential outcomes ahead, it can be tempting to overreact to the daily market noise. However, maintaining a balanced and patient approach is crucial in navigating this uncertain environment i.e. the Doxa strategy at its finest.

Click the link below or search "Doxa Takes" on Apple Podcasts, Spotify, or Overcast. Enjoy!

Doxa Takes, Ep.15

Please visit https://doxacap.com/insights/importantinfo/ for disclosures and definitions of terms applicable to this post.
Chase Lee, CFA, Director of Research 
David Mucciaro, Director of Financial Planning 
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