The David Lin Report, Released on 5/25/24 (Recorded on 5/23/24)

Ted Oakley, Founder of Oxbow Advisors, is warning that the middle class will continue to struggle this year, and that over the next 10 years, stock market returns will likely stagnate.

0:00 – Intro
1:15 – Recent eco data and the Fed
7:15 – Consumer sentiment
10:45 – Treasuries
15:36 – CRE bonds
17:35 – Growth/value stocks
23:00 – Cash position
25:50 – Real assets
31:00 – Consumer staples stocks
32:00 – Trading
33:54 – Passive vs. active investing
33:50 – Personal finance

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, stocks, Ted Oakley