Callie Cox Reveals How to Protect Your Portfolio From the Next Crisis!
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/.🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist 👉 Follow Dave on X: https://x.com/DKellerCMT👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉 Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉 Follow Dave on Instagram: https://www.instagram.com/marketmisbehavior 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.
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42:04
Jay Hatfield on Why Stocks Can Rally Despite the Fed's Dysfunction
In the 54th episode of the Market Misbehavior podcast, Dave checks in with Jay Hatfield, Chief Investment Officer at Infrastructure Capital Advisors. Jay breaks down the latest inflation data, reviews the Fed's actions taken in 2025, stresses the impact of corporate tax policy, talks through the market's incredible recovery from the tariff tantrum, and speaks to the strength in crude oil prices. Recorded 6/12/25.Learn more about Jay's work at https://www.infracapfunds.com/🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist 👉 Follow Dave on X: https://x.com/DKellerCMT👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉 Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉 Follow Dave on Instagram: https://www.instagram.com/marketmisbehavior 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.
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30:30
Legendary Investor George Noble Shares Secret Strategies to Managing Humbling Moments
In the 53rd episode of the Market Misbehavior podcast, Dave speaks with legendary investor George Noble. George talks about lessons learned from an internship with Peter Lynch in 1981, incredible successes and humbling moments managing the Fidelity Overseas Fund, overcoming the behavioral challenges in money management, and positioning through periods of market adversity. Recorded 6/10/25.Check out George's podcast at youtube.com/@KramerNoble.🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist 👉 Follow Dave on X: https://x.com/DKellerCMT👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉 Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉 Follow Dave on Instagram: https://www.instagram.com/marketmisbehavior 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.
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52:22
Jessica Inskip on What Individual Investors Get WRONG and How to FIX It
In the 52nd episode of the Market Misbehavior podcast, Dave checks in with Jessica Inskip, Director of Investment Research at StockBrokers.com. Jessica shares the one thing individual investors get wrong, how they can use charts and other techniques to explore "second level" thinking, why the S&P 500 is approaching a "ceiling of uncertainty", what interest rates really mean for equity investors, upside potential for cryptocurrencies, and why consumer sentiment should be top of mind in June 2025. Recorded 6/3/25.You can follow Jessica's work on social media at https://x.com/JessInskip_ and https://www.instagram.com/jessinskip_/?hl=en, and check out her podcast at https://creators.spotify.com/pod/profile/market-makeher/.🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist 👉 Follow Dave on X: https://x.com/DKellerCMT👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉 Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉 Follow Dave on Instagram: https://www.instagram.com/marketmisbehavior 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.
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33:49
Tom Bowley's TOP Secret to Navigating Leadership Trends in 2025
In the 51st episode of the Market Misbehavior podcast, Dave speaks with Tom Bowley, Chief Market Strategist at EarningsBeats. Tom discusses why technical analysis still adds value during periods of headline risk, his proprietary research on intraday price movements and fund flows, and how the growth-to-value ratio compares to the 2022 market peak. Recorded 5/29/25.You can learn more about Tom and his work at https://www.earningsbeats.com/.🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist 👉 Follow Dave on X: https://x.com/DKellerCMT👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉 Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉 Follow Dave on Instagram: https://www.instagram.com/marketmisbehavior 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.
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-curious, tune in for straightforward discussions and actionable tips for upgrading your investing game.
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