Kitco News, Released on 12/8/22
Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses the FOMC’s upcoming meeting, labor markets, how to select good companies to invest in, a potential housing market downturn, and the upcoming recession in 2023. He spoke with David Lin, Anchor and Producer at Kitco News.
0:00 – Fed rate hike
2:37 – Labor market
6:44 – Asset allocation
10:56 – Investment red flags
17:43 – Cash flow
19:05 – Public and private debt
22:10 – Housing
26:40 – Recession Severity
28:48 – Investment implications
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.