The David Lin Report, Released on 10/19/24 (Recorded on 10/18/24)

Ted Oakley, Founder of Oxbow Advisors, discusses the major market shifts investors can expect in Q4, 2024, factoring in a Presidential Election, two wars that the U.S. is involved in, a Fed easing cycle, and what Oakley describes as an “extremely overvalued” stock market.

00:00 – Record Stock Market Exposure
01:20 – Retail Sales & Inflation Concerns
03:40 – Rising Consumer Debt
05:01 – High Credit Card Rates
06:17 – Fed’s Rate Mistakes
09:58 – Inflation Risk & Fed Cuts
12:05 – U.S. Debt Projections
14:05 – Boomers’ Market Exposure
16:38 – Global Conflicts & Market Shifts
18:19 – Real Assets vs. Financial Assets
25:11 – Fixed Income & Bonds Outlook
28:18 – Oil Investment Outlook
32:15 – Election Impact on Markets
36:06 – Market Complacency & Risk

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, investing, stocks, Ted Oakley