The David Lin Report, Released on 3/4/24 (Recorded on 2/26/24)

Ted Oakley, Founder of Oxbow Advisors, discuses the current market momentum, as well as the risks investors face in 2024.

0:00 – Intro
1:33 – Market sentiment
3:25 – Tech stocks
4:33 – Defensive play
6:40 – Growth stocks
7:55 – Bond yields
11:35 – Large vs. small caps
13:45 – Economic outlook
18:45 – Interest rate and debt
20:46 – Liquidity
21:40 – Commercial real estate
23:00 – 2024 investment theme
25:07 – Top risks
27:05 – $30 million and broke

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, investing, stocks, Ted Oakley