The Julia La Roche Show, Released on 5/1/25 Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets. In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic while market multiples […]
Oxbow Advisors, Released on 4/25/25 (Recorded on 4/24/25) 0:00 – Intro 1:00 – Tariffs 8:40 – Inflation 18:20 – Uncertainty 19:50 – Bonds 22:10 – Stocks 26:30 – Asset Allocation 30:00 – Retail Investors 32:57 – Current Advice 35:00 – Outro Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s […]
Adam Taggart | Thoughtful Money, Released on 3/27/25 There’s a lot of debate right now whether the US is indeed at risk of entering a recession this year. And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes increasingly […]
Soar Financially, Released on 2/24/25 Ted Oakley of Oxbow Advisors returns to discuss the latest developments in the global financial markets. We cover key topics, including the impact of Federal Reserve policies, the state of the U.S. economy, inflation, deflation risks, housing market trends, stock market valuations, and the future of gold. Is the economy […]
The Julia La Roche Show, Released on 1/21/25 Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 226 to share his perspective on the biggest challenges facing investors in 2025. Oakley discusses the potential collision between high government debt levels and rising interest rates. He expresses concerns about the […]
CapitalCosm, Released on 1/16/25 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 […]
CapitalCosm, Released on 11/10/24 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 […]
The David Lin Report, Released on 10/19/24 (Recorded on 10/18/24) Ted Oakley, Founder of Oxbow Advisors, discusses the major market shifts investors can expect in Q4, 2024, factoring in a Presidential Election, two wars that the U.S. is involved in, a Fed easing cycle, and what Oakley describes as an “extremely overvalued” stock market. 00:00 […]
