The Independent Advisors

The Independent Advisors


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

May 02, 2024

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.