The Julia La Roche Show, Released on 8/15/24

00:00 Introduction and welcome Ted Oakley
1:31 Macro picture, a slow disintegration
3:06 Federal Reserve
5:30 State of the Middle Class
7:00 A September rate cut?
08:32 Conversations with clients about the economy
11:31 The average person’s exposure to stocks is too high, building balanced portfolios
15:30 Similarities/differences between 2000 and today
17:40 The evolution of the market and rise of passive investing
19:30 Cash position
21:20 10-Year Treasury
23:48 Opportunities — cutting back on tech stocks, investing in pharmaceuticals
25:20 Gold
27:20 When to sell your winners
31:25 Staying rich with a balanced portfolio
33:50 Second, third generation wealth
39:40 Best and worst years personally
45:00 Too many overexposed to stocks

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, markets, Ted Oakley