Oxbow Advisors, Released on 10/23/23

0:00-1:07 Chapter: Intro
1:07-2:52 Chapter: Inflation Outlook
2:52-4:25 Chapter: Yield Curve Inversion
4:25-7:11 Commercial Lending & Mortgage Rates
7:11-9:28 Chapter: U.S. National Debt
9:28-12:42 Chapter: Private Equity Concerns
12:42-15:42 Chapter: Long Term Bonds
15:42-17:34 Chapter: Passive Investing and “60/40”
17:34-18:34 Chapter: Commodity Outlook
18:34-20:18 Chapter: Active Investing
20:18-23:53 Chapter: Market Cycles – Neil Howe
23:53-27:15 Chapter: Investor Overconfidence
27:15-29:15 Chapter: Market Trends-Japan 1989
29:15-32:25 Chapter: Bonds vs Stocks
32:25-34:33 Chapter: Has Capital Preservation Been Forgotten?
34:33-36:58 Chapter: What Would You Do With Cash Right Now?
36:58-41:02 Chapter: Advice For Younger Investors
41:02-End Chapter: Outro

Grant Williams is a portfolio and strategy advisor to Vulpes Investment Management in Singapore and an Advisor to Matterhorn Asset Management in Switzerland and the founder and publisher of Things That Make You Go Hmmm… and the Grant Williams Podcast. Grant has decades of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses, including Robert Fleming, UBS and Credit Suisse.

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.

  economy, Grant Williams, investing, markets, Ted Oakley