Ted Oakley Interviews Luke Gromen

Oxbow Advisors, Released on 4/24/24 (Recorded on 4/22/24)

Ted Oakley interviews Luke Gromen on the implications of U.S. debt to GDP.

0:00 – Intro
0:43 – Is The U.S. Going Broke?
3:00 – Is It Different This Time?
6:15 – Interest Rates – Inflation
14:45 – Can It Be Fixed?
18:45 – Gold/U.S. Treasury Outlook
24:19 – Oil Outlook
28:30 – What Wall Street Can’t See
39:03 – Outro

Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to institutions and individuals.

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.

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