WTFinance, Released on 2/17/23 (Recorded on 2/16/23)

0:00 – Introduction
0:10 – Current thoughts on what will happen in markets this year?
0:55 – Are we not going to see a soft landing?
1:40 – Speculation is back
2:10 – Why haven’t we reached the bottom yet?
3:55 – Will we see disinflation over the coming year?
6:10 – What should investors be paying attention to?
7:40 – Shift from growth to value overperformance?
8:50 – The issue with regular investment coverage
9:55 – Speaking to individuals with skin in the game
10:45 – Why aren’t there many opportunities around?
12:00 – Mass bankruptcy coming?
13:40 – The issue with refinancing debt?
15:30 – Any assets to preserve wealth during this period?
17:25 – What level will markets get to?
20:00 – Will precious metals and other commodities benefit?
21:30 – Being positioned no matter what happens
22:15 – What are individuals missing out on?
23:30 – Any industry that is underperforming?
24:45 – One message to take away from our conversation?

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.

  markets, recession, stocks, Ted Oakley