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 […]
The Julia La Roche Show, Released on 11/7/23 Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins in-person in Austin, Texas, for episode 117 to discuss the economy, markets, life, and his new book, “Stay Rich With A Balanced Portfolio.” 0:00 Welcome Ted Oakley to the show 1:08 Macro outlook 3:10 Economic picture 5:06 […]
Oxbow Advisors, Released on 10/23/23 0:00-1:07 Chapter: Intro 1:07-2:52 Chapter: Inflation Outlook 2:52-4:25 Chapter: Yield Curve Inversion 4:25-7:11 Commercial Lending & Mortgage Rates 7:11-9:28 Chapter: U.S. National Debt 9:28-12:42 Chapter: Private Equity Concerns 12:42-15:42 Chapter: Long Term Bonds 15:42-17:34 Chapter: Passive Investing and “60/40” 17:34-18:34 Chapter: Commodity Outlook 18:34-20:18 Chapter: Active Investing 20:18-23:53 Chapter: Market […]
Wall St. For Main St., Released on 10/16/23 During this 40+ minute interview Jason asks Ted about the most recent whopper lies coming from DC and Wall Street about low recession risk and how DC can afford funding 2 more wars. Ted talks about the bad incentives Wall St money managers now have and how […]
