Ted Oakley: Banks Still In Trouble? Fed Rate Hikes Will Cause US Commercial Real Estate Bust Soon?

Wall St. For Main St., Released on 3/20/23

During this 20+ minute interview, Ted talks about how many US banks will be writing off losses on US Treasury bonds because of Fed rate hikes and how more pain for the banks is coming because of a large US commercial real estate bust. Ted says how some smaller banks have up to ~70% of their profits and loan books tied to US commercial real estate.

A Thesis-Changing Filing To First Republic Bank’s Bulls https://seekingalpha.com/article/4588…

Ted also talks about oil stocks, gold stocks and what he views as safe investments in a very difficult environment for professional money managers where markets may be range bound with a lot of volatility both up and down for years to come.

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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.

Jason Burack is an investor, entrepreneur, financial historian, Austrian School economist, and contrarian. Jason co-founded the startup financial education company Wall St for Main St, LLC, to try to help the people of Main Street by teaching them the knowledge, skills, research methods, and investing expertise of Wall Street. You can also find Jason’s work at his blog website at www.jasonburack.com.

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