Oxbow Advisors, Released on 4/25/25 (Recorded on 4/24/25)
0:00 – Intro
1:00 – Tariffs
8:40 – Inflation
18:20 – Uncertainty
19:50 – Bonds
22:10 – Stocks
26:30 – Asset Allocation
30:00 – Retail Investors
32:57 – Current Advice
35:00 – Outro
Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).
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. He’s the author of Second Generation Wealth: What Do You Want for Your Kids?
Ted Oakley Interviews Jim Bianco discussing tariff effects, the economy, bonds, and the stock market added by Herman James on
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All the talking guests are missing the point. This is a war which we, the US, will win (in the short term as nations are concerned). Since the world (Europe and the world — because of our tactics for controlling nations) is seeking to overthrow the the dollar (which will die in the end), they are at war with us. But our “ace in the cards” is to stop other nations from continuing their income from selling goods to the US (unless they play ball with us). By applying tariffs, we will be able to cause businesses to close in other countries (cutting off the paychecks of many of their citizens) which will be a catalyst to social unrest within those countries (although there are other variables involved in their social collapse). These countries will then look for solutions with the US and the world — leading them to turn to us (the superpower of the world). If they play ball, they may have a chance to postpone this kind of catastrophe. Social unrest may result in many nations though because of the the Keynesian policies of printing money and the nations being “angry” with each other.
Who’s your dealer?