Liberty and Finance, Released on 1/22/23

Inflation is coming down, but Ted Oakley of Oxbow Advisors says it’ll be difficult to get inflation below 4% or 5%. Rates are putting stress on the economy. The M2 money supply contracted last year for the first time in decades. Real estate is taking a hit and the bear market in stocks will continue, he says. The U.S. is $31 trillion in debt, and if rates stay high long enough, the political side will start complaining. Whether the Fed can have the fortitude to keep rates high to quell inflation remains to be seen, he says.

0:00 Intro
2:21 Inflation
6:13 Money supply
7:40 Liquidity
10:20 Gold update
13:25 Real estate
17:51 Oxbow Advisors
18:22 Miles Franklin

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.

  economy, gold, inflation, investing, markets, real estate, Ted Oakley