Ted Oakley interviews Jim Bianco on interest rates, bond investing, stock investing, and balanced investing

Oxbow Advisors, Released on 5/13/24

Intro – 0:00
Government & Consumer Spending – 1:21
Federal Reserve – 10:00
Economic Weakness & Unemployment – 14:15
Effects of Work From Home – 17:12
Consumer Spending – 20:20
Stock Market Euphoria – 22:36
Balanced Investing – 27:50
Rate Outlook – 34:15
Are Rate Changes Worth Chasing? – 36:26
Risk vs Return Expectations – 39:10
Outro – 42:03

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.

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).

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