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Ticker Shock

Ticker Shock A Playbook for Investor Relations, Communications, and Leadership in the Age of Retail Investors

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Ticker Shock

A Playbook for Investor Relations, Communications, and Leadership in the Age of Retail Investors

Katie Perry

Business & Economics / Finance / Wealth Management

How identity, access, and attention are transforming the future of corporate branding and investor relations

The modern market is no longer defined solely by balance sheets and earnings reports—it's powered by identity, access, and emotion. Ticker Shock: A Playbook for Investor Relations, Communications, and Leadership in the Age of Retail Investors reveals how a new generation of investors, armed with instinct and a smartphone, is rewriting the rules of engagement across capital markets. These retail investors aren't just buying shares—they're building personal brands, performing belonging, and transforming financial discourse into a cultural act. Katherine Perry dissects this evolution with precision, blending behavioral insight, cultural analysis, and communications strategy to illuminate a financial ecosystem driven by resonance rather than fundamentals.

Through vivid case studies, Perry traces how speculation, sentiment, and social visibility have fused into a powerful new market narrative. Each chapter unpacks how retail behavior is reshaping investor relations, branding, and corporate leadership in an attention-driven age. For executives, marketers, and financial professionals navigating this volatile environment, Ticker Shock provides a critical framework for understanding and adapting to today's participatory, high-velocity markets where visibility equals value, and trust is earned in real time.

The first comprehensive analysis of retail investor culture and its impact on corporate identity, Ticker Shock:

  • Highlights how social media and digital visibility drive market sentiment and valuation
  • Explains why retail speculation is as much cultural expression as financial decision
  • Features case studies from leading companies such as Robinhood, Palantir, and Netflix
  • Explores how CEOs must now communicate like creators to maintain credibility and relevance
  • Provides actionable insights for investor relations, communications, and marketing teams
  • Examines how AI, tokenization, and social platforms are redefining due diligence and access
  • Maps the regulatory and reputational challenges of a participatory financial system

Ideal for executives, investor relations officers, communications professionals, and corporate strategists, Ticker Shock is essential reading for MBA and business school courses in finance, marketing, and corporate communications. It is also a critical reference for financial media, analysts, and fintech operators navigating the evolving dynamics between brand, behavior, and belief in modern markets.

KATHERINE PERRY is a marketer, writer, financial creator, and investor relations strategist with a front-row seat to the rise of modern retail investing. She has produced and hosted financial content for SoFi, Morning Brew, and Stocktwits, and advises fintech brands and public companies on engaging contemporary investors. Perry has been featured in Forbes, The Wall Street Journal, and Bloomberg, and speaks regularly at industry and academic events.


Publication Date: 15 July 2026
Publisher: Wiley
Imprint: Wiley
ISBN-13: 9781394411849
Format: Hardback
Page Count: 320

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