A Playbook for IR, Communications, and Leadership in the Age of Retail Investors
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Markets as Media
Markets now behave like media systems. Prices move in response to attention, narrative velocity, and distribution, not just fundamentals. Visibility, framing, and timing influence valuation alongside earnings and guidance.
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Investors as Audiences
Retail investors are active audiences. They watch, react, organize, and signal in public, shaping volatility, perception, and governance. Companies must communicate clearly, accessibly, and in real time.
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Executives as Brands
Executive communication is a market signal. CEOs now operate as public brands whose tone, credibility, and visibility affect trust and price action. Earnings calls and public communications are closely watched moments.
What Experts Are Saying

About the Author
Katherine Perry is a strategic marketer, financial news host, and advisor whose work spans corporate marketing, investor relations, and executive positioning. She has interviewed nearly 100 CEOs, CFOs, and founders as a host for SoFi, Stocktwits, Morning Brew, and other financial networks, giving her a front-row view into how leaders communicate and how narratives move modern markets.
Her commentary has appeared in The Wall Street Journal, Bloomberg, Fortune, Forbes, and other national outlets. Perry is also a seasoned speaker, with appearances at Money20/20, Nasdaq, the New York Stock Exchange, Advertising Week, and Benzinga, as well as academic institutions including Columbia University, Fordham Law School, UC Berkeley School of Law, and the University of Missouri-Kansas City.
She began investing as a teenager, an early education that inspired the central question behind Ticker Shock: what happens when investing becomes accessible to everyone? Originally from Syracuse, New York, and a graduate of the University of Notre Dame, Perry serves as Chief Marketing Officer at the digital asset infrastructure company zerohash in New York City.



