Inflation and Recession Squeeze to Initiate Market Turmoil with Ted Oakley

WTFinance, Released on 8/19/23 (Recorded on 8/17/23)

On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley – Managing Partner and Founder of Oxbow Advisors. During our conversation we spoke about what Ted is currently seeing, whether the market has peaked, how higher interest rates has struggled and what sectors Ted is looking to rotate into. I hope you enjoy!

0:00 – Introduction
1:19 – What is Ted seeing in the economy?
4:14 – A lot has changed over the past 2 years
5:44 – Markets peaked?
6:58 – What is Ted’s thoughts on inflation?
9:23 – Will there be a depression moving forward?
10:44 – Higher interest rates to cause bankruptcies?
11:49 – Could the FED cut rates at record levels?
13:39 – How has Ted’s portfolio changed over the past few months?
16:34 – How can you be patient during turbulent times?
19:32 – How big could the reversal be?
22:44 – What sectors has Ted rotated into?
24:44 – Sectors that are unloved?
26:19 – What is Ted seeing among the property market?
30:34 – One message to takeaway 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.

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