The David Lin Report, Released on 4/30/23

Ted Oakley, Founder of Oxbow Advisors, discusses the current economic condition, the risk of mass bankruptcies in the U.S., and the best sectors to invest in during this upcoming recession, which according to Ted, won’t be so “mild”.

0:00 – Intro
0:55 – Coming recession
5:33 – Market outlook
8:45 – Fed pivot this year?
11:28 – Zombie companies going bankrupt
16:50 – Commercial real estate
19:00 – Fixed income
23:00 – Best sectors to invest in now
26:40 – What should small businesses do?
30:11 – Advice for young people

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.

  economy, investing, recession, stocks, Ted Oakley