Oxbow Advisors, Released on 4/24/24 (Recorded on 4/22/24) Ted Oakley interviews Luke Gromen on the implications of U.S. debt to GDP. 0:00 – Intro 0:43 – Is The U.S. Going Broke? 3:00 – Is It Different This Time? 6:15 – Interest Rates – Inflation 14:45 – Can It Be Fixed? 18:45 – Gold/U.S. Treasury Outlook […]
The David Lin Report, Released on 3/4/24 (Recorded on 2/26/24) Ted Oakley, Founder of Oxbow Advisors, discuses the current market momentum, as well as the risks investors face in 2024. 0:00 – Intro 1:33 – Market sentiment 3:25 – Tech stocks 4:33 – Defensive play 6:40 – Growth stocks 7:55 – Bond yields 11:35 – […]
WTFinance, Released on 2/23/24 (Recorded on 2/20/24) During our conversation we spoke about Ted’s thoughts on the market, why we could have reached a market top, what mistakes the FED have made, the divergence between main & wall street and more. I hope you enjoy! 0:00 – Introduction 0:47 – What is Ted seeing in […]
Wall St. For Main St., Released on 2/15/24 During this 30+ minute interview, Ted talks about the similarities between the current US stock market bubble in Mag 7, Nvidia, artificial intelligence and passive investing and the 1999-2000 tech bubble. Many adults who previously had no interest in the stock market (chasing prices higher) are now […]
Soar Financially, Released on 2/11/24 We speak with Ted Oakley of Oxbow Advisors to discuss the current market melt-up. What signals is the FED sending to the market? Why has the recession not happened yet? A very thorough discussion on the markets including the bond market, gold, consumer financial health, the fragile banking sector and […]
Oxbow Advisors, Released on 1/19/24 (Recorded on 1/18/24) 0:00-1:07 Intro 1:07-7:00 What Is Happening With The Consumer? 7:00-14:25 Inflation Outlook 14:25-20:39 Bonds & Interest Rates 20:39-24:25 Market Sentiment 24:25-27:40 Stock Market Outlook 27:40-29:13 Rosenberg Research Strategizer 29:13-35:06 Today’s Market vs Previous Highs 35:06-37:50 What Should Investors Do Right Now? 37:50-39:00 Outro David Rosenberg is the […]
Oxbow Advisors, Released on 1/5/24 Ted Oakley reviews his thoughts on the economy, the stock market, and the changing environment in bonds. He outlines Oxbow’s outlook for the year ahead. 0:00-0:25 Chapter: Intro 0:25-1:57 Themes 1:57-5:15 Chapter: The Economy 5:15-9:32 Chapter: Bonds & Interest Rates 9:32-13:54 Chapter: Stocks 13:54-15:57 Chapter: Summary 15:57-END Chapter: Outro Ted […]
Adam Taggart | Thoughtful Money, Released on 11/26/23 Here at the end of 2023, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. Is that confidence justified? Or will 2024 deliver a rude awakening? To find out, we turn to the experience and […]
