Oxbow Advisors, Released on 7/2/25

0:00 – Intro
0:30 – Themes
1:14 – May Statistics
1:36 – Unemployment
1:48 – Consumer Expectations
2:08 – Homes For Sale
2:33 – Housing Prices vs Inflation
2:56 – Stagflation
3:20 – National Debt History
3:58 – Debt Growth
4:18 – Interest Expense
4:39 – Deficit Growth
4:58 – U.S. Deficit vs Developed World
5:21 – Central Banks Buying Gold
5:48 – U.S. Treasury 10-Year Yield History
6:45 – Long Term Bond Returns
7:22 – Feeling Rich
8:10 – Everyone Is All In On U.S. Stocks
9:01 – What If Boomers Go Bust?
9:40 – Cash/Liquidity Levels
10:26 – The Myth Of Private Equity
11:28 – Energy Midstream And Pipelines
12:04 – Recent Portfolio Additions
12:51 – Summary
14:45 – 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. He’s the author of Second Generation Wealth: What Do You Want for Your Kids?

  bonds, economy, investing, stocks, Ted Oakley