Ted Oakley & Jim Bianco discuss inflation, the Federal Reserve, employment, interest rates, and the stock and bond markets

Oxbow Advisors, Released on 1/23/23

Ted Oakley & Jim Bianco discuss their thoughts about inflation, the Federal Reserve, employment, interest rates, and the stock and bond markets in 2023.

0:00-0:30 Intro
0:31-4:38 Inflation
4:39-7:30 Higher Wages
7:31-9:53 Employment Numbers
9:54-18:42 Federal Reserve Outlook
18:43-22:13 Wall Street Expectations
22:14-24:01 Reversion to the Mean
24:02-28:04 Market Sentiment
28:05-31:44 Industry Inexperience
31:45-35:18 What to Do
35:19-37:05 Outro

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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