Oxbow Advisors, Released on 1/19/24 (Recorded on 1/18/24)

0:00-1:07 Intro
1:07-7:00 What Is Happening With The Consumer?
7:00-14:25 Inflation Outlook
14:25-20:39 Bonds & Interest Rates
20:39-24:25 Market Sentiment
24:25-27:40 Stock Market Outlook
27:40-29:13 Rosenberg Research Strategizer
29:13-35:06 Today’s Market vs Previous Highs
35:06-37:50 What Should Investors Do Right Now?
37:50-39:00 Outro

David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin Sheff’s chief economist & strategist. Mr. Rosenberg was also chief North American economist at Bank of America Merrill Lynch in New York and prior thereto, he was a senior economist at BMO Nesbitt Burns and Bank of Nova Scotia. Mr. Rosenberg previously ranked first in economics in the Brendan Wood International Survey for Canada for seven straight years, was on the US Institutional Investor All American All Star Team for four years, and was ranked second overall in the 2008 survey.

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.

  david rosenberg, economy, markets, recession, stock market, Ted Oakley