Ted Oakley: Liquidity Is Probably Your Best Investment Right Now

The Julia La Roche Show, Released on 11/7/23

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins in-person in Austin, Texas, for episode 117 to discuss the economy, markets, life, and his new book, “Stay Rich With A Balanced Portfolio.”

0:00 Welcome Ted Oakley to the show
1:08 Macro outlook
3:10 Economic picture
5:06 Wealthy don’t mind being safe right now
8:00 Short-term treasuries
9:16 10-year Treasury
14:13 Inflation
17:15 Investor bias
20:20 Ted Oakley’s upbringing
27:04 Writing Staying Right With A Balanced Portfolio
30:30 Folks can afford to wait now
31:50 Psychology of investing
39:00 Gold
40:27 What is a balanced portfolio these days?
41:51 Every landing is hard
44:16 The small investor
46:20 The curse of second-generation wealth

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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