The David Lin Report, Released on 9/5/23
Ted Oakley, Founder of Oxbow Advisors, discusses weakness in consumer demand, valuations for stock markets, catalysts for a correction, and how to stay defensive.
0:00 – Intro
1:34 – Economic strength
3:50 – Labor market
5:30 – Russell 2000
6:50 – Debt and interest rates
7:45 – Slowing demand
11:30 – Corporate bankruptcies
13:30 – Oil
15:29 – Fed funds rate
16:50 – Bond yields
20:45 – Tech stocks
26:50 – A balanced portfolio
33:30 – Catalyst for market correction
Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm’s proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.
Ted Oakley: Consumer Demand About To Collapse, Drag Down Stocks, Economy added by Herman James on
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