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 the 60/40 portfolio from Modern Portfolio Theory that many large money management firms use for clients are not really diversified. Especially when Fed rate hikes are causing a long bond bear market. Ted shares details about his local Texas real estate markets and how Fed rate hikes are causing immense problems for commercial real estate in office buildings and also now in residential and AirBnb. The 2 most sensitive asset classes to higher interest rates are bonds and real estate so the Fed keeping rates “higher for longer” can eventually break both.

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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.

  investing, real estate, stock market, Ted Oakley