Ted Oakley: We are Nowhere Near a Bottom

Palisades Gold Radio, Released on 6/22/21

0:00 – Introduction
0:35 – Inflation & Rates
4:00 – Consumer Outlook
5:34 – Markets & Margin Calls
7:22 – Fed Academics
10:06 – Feds Dual Mandate
14:36 – Fed & Easy Money
15:58 – Japan’s Debt
17:29 – Normal Times?
20:30 – Europe Outlook & Energy
24:25 – Make the Fed Pivot?
28:10 – What is Worth Buying?
31:08 – Speculation Abounds
35:54 – Real Estate & China
38:08 – Wrap Up

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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