Podcasts about oxbow advisors

Play Episode Listen Later Mar 27, 2025 61:01

There's a lot of debate right now whether the US is indeed at risk of entering a recession this year.And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes increasingly bipolar.Who is more likely to be proven right this year: the optimists or the pessimists?For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors.Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the road ahead.

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Overpriced Stocks Due For A Big Drop Or A "Lost Decade" | Chance Finucane

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Play Episode Listen Later Feb 25, 2025 57:31

Stock market valuations remain high by nearly every valuation metric.And what concerns today's guest is that the earnings estimates being used to price stocks today seem far above what the free cash flows of the underlying companies will be able to deliver.In short, stocks prices appear to be promising returns that their actual profit growth simply can't meet.We'll discuss this concerning disconnect today with Chance Finucane, Chief Investment Office at Oxbow Advisors. We'll also address the other big trends factoring into his portfolio allocation decisions right now.Oxbow Advisors is a financial advisory firm founded by Ted Oakley that specializes in the needs of high net worth clients. As Ted's CIO, Chance will share with us what find of market outlook the firm sees ahead for the rest of the year and how it is positioning its client's assets for it.Follow Chance at http://oxbowadvisors.com/Or at http://youtube.com/@oxbowadvisorsTIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference

Buffett Staying Quiet, But The Warning Signs Are Loud | Ted Oakley

SF Live

Play Episode Listen Later Feb 25, 2025 46:01

Ted Oakley of Oxbow Advisors returns to discuss the latest developments in the global financial markets. We cover key topics, including the impact of Federal Reserve policies, the state of the U.S. economy, inflation, deflation risks, housing market trends, stock market valuations, and the future of gold. Is the economy stronger than it appears, or are we heading toward a major correction? Ted shares his insights on where investors should be focusing their attention.------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

#226 Ted Oakley: Almost Everybody is Complacent Right Now

Play Episode Listen Later Jan 21, 2025 52:13

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 226 to share his perspective on the biggest challenges facing investors in 2025. Oakley discusses the potential collision between high government debt levels and rising interest rates. He expresses concerns about the new administration's economic plans sparking inflation, and the difficulties in refinancing government debt given budget shortfalls. Oakley also shares his market outlook, highlighting risks around investor complacency, the popularity of passive investing, and the importance of maintaining liquidity. He provides insights from his decades of investing experience, including how he navigated previous turbulent markets. Oakley also previews his upcoming book on generational wealth and the lessons learned from his own upbringing. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. 00:00 Introduction and welcome 01:52 Macro outlook: debt vs interest rates 04:42 Inflation concerns with new administration 06:30 Challenges refinancing government debt 09:17 Markets driven by rumors over fundamentals 11:12 Government's economic impact; recession risks 15:54 Oakley's past performance in turbulent markets 19:11 Risks of passive investing given demographics 22:05 Market complacency and emotional investing 25:23 Finding value in stable dividend stocks 28:04 Views on Bitcoin as speculation 31:47 Fed's interest rate dilemma 34:12 Potential paths out of US debt problem 37:29 Recession risks from spending cuts 39:16 Maintaining high liquidity given risks 42:10 Upcoming book on generational wealth 46:40 Instilling work ethic despite wealth 49:41 Closing thoughts on balance and liquidity

Yes, We're In A Bubble & Bubbles End Badly | Ted Oakley

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Play Episode Listen Later Dec 19, 2024 68:46

As 2024 draws to a close, the mood on Wall Street is very jolly. Stocks are back to trading near all-time highs. Positive sentiment -- be it among investors, businesses or consumers -- is suddenly spiking. Is such exuberance merited? Should we expect the market's good times to continue rolling in 2025? Or, is the optimism overlooking risks -- both valuation-based and structural -- that may make next year a much more challenging one for investors? For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Stewarding Wealth, Values and Wisdom Into The Next Generations - Ted Oakley: Ep #506

The Dentist Freedom Blueprint

Play Episode Listen Later Oct 25, 2024 45:30

We all want to leave a strong legacy and equip our kids in a way that allows them to succeed and leave a legacy of their own. The question is: how do we do that? I recently had a live conversation about this topic with Ted Oakley, Managing Partner and Founder of Oxbow Advisors. As someone who helps clients navigate the markets, plan for retirement, and steward wealth for the next generations, Ted has a tremendous amount of wisdom around understanding true wealth and creating a legacy that is worth more than just money. Check out the show notes for more information! If you like this episode, here are more episodes we think you'll enjoy: Ep 504: Anna Kelley - The Fed Rate Cut is a Sign of a Deeper Problem - The Era of Long-Term Investing Ep 503: Tom Berry - Private Lending Investing - Less Risk and Steady Returns Ep 500: David and Kandace Phelps - Creating the Life You Desire - The Freedom Founders Story and Purpose P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think) : 1. Schedule a Call with My Team: If you'd like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Become a Full-Cycle Investor: There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they're about to learn the hard way what others have gained through “expensive” experience. I'm offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

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Markets Are Too Complacent - Prepare For Pain | Ted Oakley

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Play Episode Listen Later Sep 22, 2024 56:42

In many ways, investors are dealing with a lot of conflicting signals right now. It seems that nearly every day, we're seeing signs that the consumer is weakening under the high cost of living, yet financial markets are back trading at all-time highs. Meanwhile the Federal Reserve is telling us the economy is strong, yet it just cut interest rates by 50 basis points, a move we typically only see during times of extreme stress. So..which is it? Should we be preparing for better or worse conditions ahead? To find out, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year. ONLY 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #bearmarket #recession #investing --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

'We Hold Gold and We Don't Sell It': 40-Year Wall Street Veteran Ted Oakley

Commodity Culture

Play Episode Listen Later Sep 4, 2024 30:00

Ted Oakley believes that the time for commodities to enter a large bull market is upon us, and he sees gold as an instrumental part of that picture. Ted explains why his fund, Oxbow Advisors, holds both gold bullion and mining stocks, along with giving his outlook on energy, the bond market, the global economy, and much more.Dolly Varden Silver (TSXV: DV | OTC: DOLLF)https://dollyvardensilver.comDisclaimer: Commodity Culture was compensated by Dolly Varden Silver for promotion. Jesse Day is not a shareholder of Dolly Varden Silver. Nothing contained in this promotion is to be construed as investment advice, do your own due diligence.Oxbow Advisors: https://oxbowadvisors.comOxbow on Youtube: https://www.youtube.com/@OxbowAdvisorsFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

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#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You'

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Play Episode Listen Later Aug 15, 2024 46:58

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. https://oxbowadvisors.com/ 00:00 Introduction and welcome Ted Oakley 1:31 Macro picture, a slow disintegration 3:06 Federal Reserve 5:30 State of the Middle Class 7:00 A September rate cut? 08:32 Conversations with clients about the economy 11:31 The average person's exposure to stocks is too high, building balanced portfolios 15:30 Similarities/differences between 2000 and today 17:40 The evolution of the market and rise of passive investing 19:30 Cash position 21:20 10-Year Treasury 23:48 Opportunities — cutting back on tech stocks, investing in pharmaceuticals 25:20 Gold 27:20 When to sell your winners 31:25 Staying rich with a balanced portfolio 33:50 Second, third generation wealth 39:40 Best and worst years personally

EP 778 Rags to Riches In Reverse: Don’t Let it Happen to You

America Trends

Play Episode Listen Later Jul 24, 2024 35:05 Transcription Available

J. Ted Oakley, founder and managing partner, of Oxbow Advisors, has seen it all. That's why he wrote his latest book “30 Million and Broke.” Yes, it happens to celebrities, athletes, and lottery winners who are given the wrong guidance, no guidance or are left to their own devices. Mr. Oakley has seen it happen … Read More Read More

Ted Oakley: A Bear Market WILL Happen

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Play Episode Listen Later Jun 4, 2024 65:38

As we enter the midpoint of 2024, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. Stock in particular, have had a phenomenal run over the past 7 months. So it's little surprise that the bulls expect the party to continue on through the rest of the year. Will it? To find out, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bearmarket #recession #inflation

Ted Oakley - Oxbow Advisors - Interview Series 2024 - Jim Bianco - May 13, 2024

Talking Data

Play Episode Listen Later May 14, 2024 43:36

Ted Oakley interviews Jim Bianco of Bianco Research on interest rates, bond investing, stock investing, and balanced investing. Visit http://www.oxbowadvisors.com/2023-books for a complimentary copy of Ted Oakley's new book "Stay Rich with a Balanced Portfolio" Link: https://oxbowadvisors.com/balanced-po... To speak to a portfolio manager at Oxbow Advisors click this link: http://bit.ly/3Tg0YIS Social Media & YouTube Disclosure: https://bit.ly/3LJ8IRs Intro – 0:00 Government & Consumer Spending - 1:21 Federal Reserve – 10:00 Economic Weakness & Unemployment – 14:15 Effects of Work From Home – 17:12 Consumer Spending – 20:20 Stock Market Euphoria – 22:36 Balanced Investing – 27:50 Rate Outlook – 34:15 Are Rate Changes Worth Chasing? – 36:26 Risk vs Return Expectations – 39:10 Outro – 42:03

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Ebbing Fiscal Stimulus To Cause Economic Slowdown? | Chance Finucane

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Play Episode Listen Later Mar 5, 2024 68:22

As the stock market trades at all-time highs, is this a great time to continue to ride the bull rally? Or has the getting been too good for too long? Is it instead now a good time to take gains and wait for a correction? Today we'll hear answers to these questions from Chance Finucane, Chief Investment Office at Oxbow Advisors. Oxbow Advisors is a financial advisory firm founded by Ted Oakley that specializes in the needs of high net worth clients. As Ted's CIO, Chance will share with us what kind of market outlook the firm sees ahead for the rest of the year and how it is positioning its client's assets for it. Among other risks, Oxbow is watching the liquidity situation very closely. Globally, fiscal stimulus grew substantially in 2023. But in 2024, its growth is predicted to be much more anemic -- even negative -- across the world. That could be a game changer, triggering both economic slowdown and a potential market correction. Follow Oxbow at https://oxbowadvisors.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #recession #stimulus #investing

Your MONEY At RISK: GOLD During MARKET CHAOS | Ted Oakley

SF Live

Play Episode Listen Later Feb 27, 2024 34:41

We speak with Ted Oakley of Oxbow Advisors to discuss the current market melt-up. What signals is the FED sending to the market? Why has the recession not happened yet? A very thorough discussion on the markets including the bond market, gold, consumer financial health, the fragile banking sector and so much more. ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ Guest: Ted Oakley, Managing Partner Company: Oxbow Advisors

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The Stock Market is Really Expensive with Ted Oakley

The Contrarian Investor Podcast

Play Episode Listen Later Feb 23, 2024 30:13

Original Interview - 20th of February, 2024On this episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley for a third time. Ted is the Founder and current Managing Director of @OxbowAdvisors .During our conversation we spoke about Ted's thoughts on the market, why we could have reached a market top, what mistakes the FED have made, the divergence between main & wall street and more. I hope you enjoy!0:00 - Introduction0:47 - What is Ted seeing in the markets?1:48 - Negative news currently coming out?2:33 - Did the FED make a mistake in October?3:54 - What do market tops look like?5:34 - Hard to imagine more fiscal support6:17 - How should FED act?7:22 - Where does Ted see markets in 3-6 months?9:27 - Was 2022 a bear market?12:44 - Was the last year a bull market?12:54 - Main street struggling while Wall Street thriving14:27 - How has consumer kept head above the water?16:27 - Largest drivers continuing to grow, is this time different?19:07 - What would Ted see to change perspective on bull market?21:25 - What would Ted own?22:34 - Concern of oil saturation?24:03 - Where will economy be in 2025?26:01 - Does Ted take into account the election?28:27 - One message to take away from our conversation?Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality.Mr. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Ted Oakley - Website - https://oxbowadvisors.com/Twitter - https://twitter.com/Oxbow_AdvisorsLinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/YouTube - @OxbowAdvisors WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors

Play Episode Listen Later Feb 21, 2024 39:44

This podcast was recorded on Feb. 15, 2024 and made available to premium subscribers that same day (without ads, natch). For more information on premium subscriptions, visit our Substack or Supercast. Ted Oakley, founder of Austin, Tex.-based Oxbow Advisors, joins the podcast to discuss his views on markets and the economy and why this is a time to get defensive with one's portfolio. Content Highlights The stock market highs for the year will be set during the first quarter (1:47); "There are things that people don't see" (or at least don't publicize) that are pointing to a slowdown in the economy (3:08); One of these is the US consumer, who is now borrowing to finance purchases (4:59); Another is commercial real estate, which is just starting to rear its head... (6:05); Interest rate cuts from the Federal Reserve may be further away than realized due to inflation risks (8:22); Oxbow has been invested in 'Magnificent 7' stocks Microsoft (MSFT), Google (GOOG), and Apple (AAPL) for some time, but has been trimming these holdings and is certainly not looking to add more. But certain defensive sectors got cheap recently... (10:48); Background on the guest (23:07); What previous period in investment history is today's market most reminiscent of? Bulls will not like this answer... (29:32). More from the guest Website: OxbowAdvisors.com; Twitter: @Oxbow_Advisors; YouTube; LinkedIn: Oxbow_Advisors.

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Living with Legacy In Mind - Ted Oakley: Ep #460

The Dentist Freedom Blueprint

Play Episode Listen Later Dec 8, 2023 28:30

Today I'm sharing a live conversation that I had at a recent Freedom Founder's event with Ted Oakley, founder and managing partner of Oxbow Advisors in Austin, Texas. With his incredible understanding and ability to grasp the larger economic picture, Ted shares tips on how to set your priorities in order to remain fulfilled. You will also get to hear insight and wisdom from Ted's four-plus decades of being in the financial markets. Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think) : 1. Schedule a Call with My Team: If you'd like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Become a Full-Cycle Investor: There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they're about to learn the hard way what others have gained through “expensive” experience. I'm offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

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Ted Oakley: "Worst Part" For Stocks Lies Ahead In 1st Half Of 2024

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Play Episode Listen Later Nov 26, 2023 65:21

Here at the end of 2023, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. Is that confidence justified? Or will 2024 deliver a rude awakening? To find out, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year. Ted is worried that the "worst part" of the bear market that started in 2022 still lies ahead, likely in the first two quarters of 2024. To follow Ted, go to: https://oxbowadvisors.com/ To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #bearmarket #recession #stockcrash

Government Shutdown, Real Estate, and Tesla

Play Episode Listen Later Nov 13, 2023 37:40 Transcription Available

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown and President Biden's meeting with Chinese President Xi Jinping. Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss his tech outlook for 2024 and his views on Tesla and its cybertruck. Margaret McKnight, Partner and Head of Real Estate Portfolio Solutions at StepStone Group (NASDAQ: STEP), joins to talk real estate and investing. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, joins to talk markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

#117 Ted Oakley On Staying Rich With A Balanced Portfolio

The Business Growth Pod with Allan Draper

Play Episode Listen Later Nov 7, 2023 51:04

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.” With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. 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

Protecting Wealth 101

Play Episode Listen Later Nov 2, 2023 25:00

In episode #149, Allan chats with Ted Oakley. Ted founded Oxbow Advisors, an investing firm that specializes in advising high net worth clients. Topics include:Why investing balance is important for entrepreneurs (2:29)Exiting a cycle of only re-investing into ne's company (4:35)The importance of liquidity (7:47)Economic expectations in the next 18 months (12:51)A healthy fear with successful investing (15:42)Advice to someone who just sold a business for $10mil (17:58)Considering an investor's personality, along with financial figures (21:03)Where people can find Ted (24:12)For the latest from Allan, give him a follow on Instagram!https://www.instagram.com/realallandraper/And check out his website at allandraper.com!

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421: Understanding the Economy & Markets: Inflation, Rate Hikes & Real Estate, Chance Finucane

Accredited Income Property Investment Specialist (AIPIS)

Play Episode Listen Later Oct 15, 2023 32:57

Jason discusses the national debt, unfunded liabilities, and the practicality of a gold standard. He also explores the idea of a balanced budget amendment and its potential impact on the economy. While acknowledging the inflationary effects of debt, he believes the U.S. will continue to kick the can down the road for years. Additionally, Jason emphasizes the importance of investing in real estate and warns that rents are too low and will likely rise, making it an opportune time for investors. Today Jason welcomes Chance Finucane from Oxbow Advisors. They discuss the economy and markets, highlighting concerns about inflation and rate hikes. With a potential economic slowdown on the horizon, banks are facing challenges with higher interest rates affecting their profit margins. As for real estate, office space is collapsing, but the housing market remains resilient due to low inventory and high equity for homeowners. For investors, dividend-paying stocks in various sectors like telecoms, oil pipelines, and REITs offer attractive opportunities in the current market. https://oxbowadvisors.com/ Check out Jason's RENT (Real Estate News & Tech) YouTube Channel today! https://www.youtube.com/@realestatenewstechrentjaso2550 #NationalDebt #GoldStandard #BalancedBudget #RealEstateInvestment #Inflation #RentalMarket Key Takeaways: Jason's editorial 0:47 The US national debt and a gold standard 2:22 Former President Ronald Reagan and the Balance Budget Amendment 7:19 Join the Empowered Investor Pro 8:15 Real Estate News & Tech YouTube channel 9:19 "RENTS are too damn low!" Chance's interview 13:50 Inflation and interest rate hikes 15:52 A mission to increase the unemployment rate 17:11 Low inventory and high interest rates 17:50 Housing crash needs a massive supply of inventory 19:17 The poison pill the FED placed in the housing market 21:42 Bank distress and hold-to-maturity bonds 25:16 Bank failures 26:33 Forcing the FED to pivot by tightening credit 27:44 Collapsing of the commercial real estate 28:54 Food and energy 30:22 Public market portfolio Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

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Recession By Q4? And 6% Unemployment Next Year? | Chance Finucane

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Play Episode Listen Later Sep 6, 2023 59:19

As the market struggles to find momentum here, the question investors are wrestling with right now is: Will the rally resume? Or is it time to get out of the pool? Oxbow Advisors is a financial advisory firm that specializes in the needs of high net worth clients. I spoke a few weeks back with it's founder and CEO, Ted Oakley. Today, we have the good fortune of sitting down with Chance Finucane, Oxbow's Chief Investment Officer -- to learn more about what the firm sees ahead for the rest of the year and how it is positioning its client's assets for it. Follow Oxbow at their website https://oxbowadvisors.com/ ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠ Follow Adam on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/menlobear⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠⁠ #recession2024 #jobs #marketcorrection ****************************** IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

The 3 Investing Strategies to Thrive in Coming Market Crash: Ted Oakley

The Jay Martin Show

Play Episode Listen Later Aug 23, 2023 23:49

Ted Oakley of Oxbow Advisors believes many investors are vastly overvaluing the current stock market and he reveals his team's three key strategies to protect wealth and provide income in the face of a coming crash. Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

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Inflation and Recession Squeeze to Initiate Market Turmoil with Ted Oakley

Play Episode Listen Later Aug 18, 2023 34:00

Interview recorded - 17th of August, 2023On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley - Managing Partner and Founder of Oxbow Advisors.During our conversation we spoke about what Ted is currently seeing, whether the market has peaked, how higher interest rates has struggled and what sectors Ted is looking to rotate into. I hope you enjoy!0:00 - Introduction1:19 - What is Ted seeing in the economy?4:14 - A lot has changed over the past 2 years5:44 - Markets peaked?6:58 - What is Ted's thoughts on inflation?9:23 - Will there be a depression moving forward?10:44 - Higher interest rates to cause bankruptcies?11:49 - Could the FED cut rates at record levels?13:39 - How has Ted's portfolio changed over the past few months?16:34 - How can you be patient during turbulent times?19:32 - How big could the reversal be?22:44 - What sectors has Ted rotated into?24:44 - Sectors that are unloved?26:19 - What is Ted seeing among the property market?30:34 - One message to takeaway from our conversation?Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality.Mr. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Ted Oakley - Website - https://oxbowadvisors.com/Twitter - https://twitter.com/Oxbow_AdvisorsLinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/YouTube - @OxbowAdvisors WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Stocks Are Overvalued, Beware of Correction with Chance Finucane

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Play Episode Listen Later Aug 7, 2023 24:09

Interview recorded - 1st of August, 2023On this week of the WTFinance podcast I have the pleasure of speaking with Chance Finucane - Chief Investment Office of Oxbow Advisors. During our conversation we spoke about Chance's thoughts on the market, why they went risk on at the end of 2022, which companies are overvalued and more!0:00 - Introduction0:57 - What is Chance's thoughts on the market?2:55 - Why risk on at the end of 2022?3:27 - Rotating into other sectors?5:50 - What does an undervalued company look like?7:45 - Ominous trend of mean reversion?9:18 - What is the economic data currently saying?12:15 - What is Chase' base case?13:53 - Which specific industries are undervalued?15:55 - What is your strategy to calculating fair value?17:55 - How long holding stocks for?19:45 - What other assets is Chance watching?22:05 - One message to takeaway from our conversation?Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago. He is a graduate of Indiana University with a B.S. in Accounting and Finance and an M.B.A. in Accounting. Chance is a member of the firm's investment committee.Chance Finucane - Twitter - https://twitter.com/chancefinucane?lang=enWebsite - https://oxbowadvisors.com/Twitter - https://www.linkedin.com/in/chance-finucane-a2b82b128/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.adviserinvestments.com/bi-weekly-newsletter/are-stocks-overvalued/

2029: Understanding the Economy & Markets: Inflation, Rate Hikes & Real Estate, Chance Finucane

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jul 24, 2023 33:31

Jason discusses the national debt, unfunded liabilities, and the practicality of a gold standard. He also explores the idea of a balanced budget amendment and its potential impact on the economy. While acknowledging the inflationary effects of debt, he believes the U.S. will continue to kick the can down the road for years. Additionally, Jason emphasizes the importance of investing in real estate and warns that rents are too low and will likely rise, making it an opportune time for investors. Today Jason welcomes Chance Finucane from Oxbow Advisors. They discuss the economy and markets, highlighting concerns about inflation and rate hikes. With a potential economic slowdown on the horizon, banks are facing challenges with higher interest rates affecting their profit margins. As for real estate, office space is collapsing, but the housing market remains resilient due to low inventory and high equity for homeowners. For investors, dividend-paying stocks in various sectors like telecoms, oil pipelines, and REITs offer attractive opportunities in the current market. https://oxbowadvisors.com/ Check out Jason's RENT (Real Estate News & Tech) YouTube Channel today! https://www.youtube.com/@realestatenewstechrentjaso2550 #NationalDebt #GoldStandard #BalancedBudget #RealEstateInvestment #Inflation #RentalMarket Key Takeaways: Jason's editorial 1:17 The US national debt and a gold standard 2:56 Former President Ronald Reagan and the Balance Budget Amendment 7:53 Join the Empowered Investor Pro 8:49 Real Estate News & Tech YouTube channel 9:54 "RENTS are too damn low!" Chance's interview 14:24 Inflation and interest rate hikes 16:26 A mission to increase the unemployment rate 17:45 Low inventory and high interest rates 18:24 Housing crash needs a massive supply of inventory 19:51 The poison pill the FED placed in the housing market 22:17 Bank distress and hold-to-maturity bonds 25:50 Bank failures 27:07 Forcing the FED to pivot by tightening credit 28:18 Collapsing of the commercial real estate 29:28 Food and energy 30:57 Public market portfolio Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

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Investors Face A Coming 'Scramble To Stay Alive' Warns Veteran Wealth Manager Ted Oakley

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Play Episode Listen Later Jun 29, 2023 55:02

When the road ahead is uncertain, there's no wiser choice than to listen to those with experience - who have seen enough market cycles to judge what's most likely to happen next. Today we're fortunate to welcome financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. Here in mid 2023, we'll ask him if the current powerful bull rally means the coast is clear for investors to pile back into the markets again, or if the bear market that attacked last year is simply drawing as much capital into the markets as it can before it strikes again. And we'll find out how he's currently positioning his clients assets for what he sees lying ahead. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠ Follow Adam on Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/menlobear⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠ #bearmarket #stockmarketcrash2023 #recession2023 ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

Ted Oakley | Your Money Mentality & The Psychology of Staying Rich

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Jun 5, 2023 54:19

Ted Oakley is the Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, He is a frequent guest on FOX Business News, Bloomberg Radio, Cheddar TV, Yahoo Finance, and many more. Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books on family wealth, staying rich, money mentality, and more. Links are in the notes. Mr. Oakley's primary philanthropic interest is helping children. A good friend based in Asia introduced me to Ted's son Keys who was kind enough to help set up this recording. My friend is both an inheritor and wealth creator himself, and curious about the topics we discuss today, I soon discovered that Ted had interviewed my dear friend Jay Hughes, an advisor to wealthy families, and author, who was an early guest on my show. Today, Ted and I will discuss the peculiar challenges and opportunities associated with staying rich. We are reminded that any fortune that can be made, can be lost. We talk about the importance of keeping family stories alive. Ted points out how there are over a million people in the US with a net worth of $10-$15 million, yet they drop out from this group regularly. We investigate the reasons. It's music to my ears when Ted emphasizes the need to have liquidity, idle cash on the side. We end with the topic of the next generation. Ted was a real delight to talk to; we found many overlaps with how we think at Sicart Associates. I also learned a lot, I hope you do too. Please help me welcome – Ted Oakley. www.oxbowadvisors.com https://oxbowadvisors.com/books/ ---- ⁠⁠⁠⁠⁠Crisis Investing: 100 Essays⁠⁠⁠⁠⁠ - My new book. To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Follow me on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/bogumil_nyc⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Talking Billions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bogumil Baranowski⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sicart Associates, LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Read ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Money, Life, Family⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - the book. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adviserinfo.sec.gov⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Investing In Uncertain Economic Times W/Chance Finucane

Ritter on Real Estate

Play Episode Listen Later May 25, 2023 39:41

On today's episode of Ritter On Real Estate, we chat with Chance Finucane CFA/Chief Investment Officer at Oxbow Advisors. Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago. He is a graduate of Indiana University with a B.S. in Accounting and Finance and an M.B.A. in Accounting. Chance is a member of the firm's investment committee. Welcome, Chance! Key Points From The Episode: -Chance's background, graduating from IU & working In Finance. -The current state of the economy, how the pandemic impacted markets and investments. -How to analyze markets as a public investor.-Artificial Intelligence & Chat GPT, what are the investment opportunities?-How investors should deal with "FOMO".-The future of Inflation. Where Chance sees the fed heading next. -Where Oxbow Advisors guides investors to invest. Books Mentioned: -The Obstacle Is The Way By Ryan Holliday- The Most Important Thing By Howard Marx

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Silicon Valley Bank, Jobs Day, and Markets

ceo jobs managing directors markets fed cio global head silicon valley bank chief economists svb bloomberg intelligence td securities paul sweeney rygel tom gimbel lasalle network oxbow advisors

Play Episode Listen Later Mar 10, 2023 42:00

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the broader economy. Carol Schleif, CIO at BMO Family Office, joins the show in studio to talk about jobs, outlook for the economy, and broad disruption in credit markets from rising rates. Tom Gimbel, founder and CEO of LaSalle Network, joins the program to discuss the labor market and jobs day. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the program to discuss the Fed and outlook for interest rate hikes and a potential US recession. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the program to discuss jobs day and also weighs in on the SVB closure with Bloomberg Intelligence analyst Herman Chan. Chance Finucane, CIO at Oxbow Advisors, joins the outlook for markets amid rising interest rates, jobs numbers, and the fallout on regional banks from SVB. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Episode #136 -- Ted Oakley and Remaining Flexible Amidst Market Confusion

Gold Goats 'n Guns Podcast

Play Episode Listen Later Mar 9, 2023 54:13

Ted Oakley of Oxbow Advisors joins me for a practical get-to-know-you talk about investing in the current rising interest rate environment. It is always great to find a kindred spirit who is committed to giving people actionable information about where to place their money.Show Notes;Oxbow Advisors

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Mass Bankruptcy of Public Companies Ahead? with Ted Oakley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Feb 17, 2023 27:02

Interview recorded - 16/02/2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley, Managing Partner and Founder of Oxbow Advisors.During our conversation we spoke about what is happening in the markets, why investors shouldn't be paying attention to the FED, how the current economic environment could lead to many bankruptcies and what assets to watch out for in such an environment. I hope you enjoy!0:00 - Introduction0:10 - Current thoughts on what will happen in markets this year?0:55 - Are we not going to see a soft landing?1:40 - Speculation is back2:10 - Why haven't we reached the bottom yet?3:55 - Will we see disinflation over the coming year?6:10 - What should investors be paying attention to?7:40 - Shift from growth to value overperformance?8:50 - The issue with regular investment coverage9:55 - Speaking to individuals with skin in the game10:45 - Why aren't there many opportunities around?12:00 - Mass bankruptcy coming?13:40 - The issue with refinancing debt?15:30 - Any assets to preserve wealth during this period?17:25 - What level will markets get to?20:00 - Will precious metals and other commodities benefit?21:30 - Being positioned no matter what happens22:15 - What are individuals missing out on?23:30 - Any industry that is underperforming?24:45 - One message to take away from our conversation?Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality.Mr. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Ted Oakley - Website - https://oxbowadvisors.com/Twitter - https://twitter.com/Oxbow_AdvisorsLinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/YouTube - @OxbowAdvisors WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane

Play Episode Listen Later Feb 16, 2023 44:16

Rebecca Hotsko chats with Chance Finucane, who is a partner, and Chief Investment Officer at Oxbow Advisors. They discuss Chance's current outlook for the market and economy for 2023, why he expects a recession sometime in 2023, what's driving investors' complacency in the market, and much more!IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro02:41 - Why Chance expects a recession sometime in 2023 and the stock market to decline by about 20%. 03:55 - What's driving investors' complacency in the market, despite being so pessimistic. 07:43 - What a Fed Pivot means for the stock market and the economy. 10:54 - Which leading indicators Chance is relying on to help inform his investment decisions. 11:51 - What would be the catalyst to cause investors to start selling. 12:52 - Why Chance thinks the defensive sectors are the most overvalued parts of the market still. 24:34 - The sectors that typically outperform coming out of a recession. 24:34 - How much the stock market would drop if earnings downgrade as expected. 26:21 - What Oxbow's investment process looks like for their high growth equity strategy. 27:58 - Why he thinks earnings estimates are still too high for 2023. 30:20 - Why Google is one of their biggest holdings for their equity strategy and looks attractive at today's price. 31:32 - Which tech stocks he thinks are undervalued and overvalued at today's prices. 42:10 - Why Chance is still bullish on energy long term despite recently reducing some exposure to positions.48:27 - Why he thinks this next decade could be more like the 1970s with waves of inflation. And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Oxbow Advisors.Related Episode: Listen to MI231: History's Biggest Financial Bubble w/ David Hay, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Find the perfect piece of jewelry for life's special moments with Blue Nile. Save up to 50% off today!Support our free podcast by supporting our sponsors.Connect with Chance: Website | LinkedIn Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble'

Play Episode Listen Later Feb 15, 2023 54:08

Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. 0:00 Intro 0:31 Reaction to CPI 1:09 Fed pivot not going to happen 1:45 Jay Powell is serious about getting inflation down 2:38 Many in the industry haven't experienced higher rates 3:00 Biases 5:00 Things will likely be more volatile the next 10 years 6:03 60/40 risk parity trade 7:10 There always comes a change in investing 8:04 Volatility in rates could reflect to volatility in bond prices 10:45 Stock picking 12:26 Macro outlook 14:20 Markets aren't priced correctly 15:10 50% liquidity 16:20 Not timing the market, timing the value 17:00 Earnings 18:00 Assessment of markets so far in 2023 19:09 Sobering up in markets 20:00 Capitulation? 23:00 What would happen if the Fed cut rates 23:30 Debt situation 26:00 Real estate 29:08 Housing 34:00 Opportunities 34:49 Gold and gold miners 38:52 Gold continued 41:00 Bitcoin 43:20 Super bubble and what a normalized investing environment looks like 48:00 Backstory, work with foster children

NTD Business (Feb. 7): AI Search Engine War: Microsoft Versus Google; McCarthy Suggests ‘Responsible' Debt Increase

EpochTV

Play Episode Listen Later Feb 7, 2023 24:42

Microsoft search engine Bing has integrated with AI technology. At the same time, Google is working hard on its own AI chatbot, Bard. Who will win the war for search engine dominance? Ahead of President Joe Biden's State of the Union Address Tuesday night, House Speaker Kevin McCarthy is calling on the president and Democrats to negotiate on cutting spending. He says raising the nation's borrowing limit is possible, but it must be “responsible.” Fed Chair Jerome Powell says it's possible that interest rates could go higher than previously thought. Which markets will be affected the most if that happens? We talk with investment firm Oxbow Advisors. Thousands more workers are being laid off. Zoom and Boeing are the latest companies to cut back ahead of a potential recession. The control of Disney's Florida theme parks is up in the air. Soon, it may lose its self-governing status, with the governor appointing board members instead. Tickets for Beyonce's tour are now on sale. We have tips on how to protect your money and avoid concert scams this year. A charity in New Jersey is collecting donations to help survivors of the earthquake in Turkey and Syria. We hear from the charity's CEO. ⭕️ Watch in-depth videos based on Truth & Tradition at Epoch TV

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

Play Episode Listen Later Jan 30, 2023 39:48

Mark Douglas, CEO of MNTN, joins the program to discuss Netflix's recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Financial (NASDAQ: LPLA), joins the show to discuss markets and sectors she likes as economic pressures continue. Ted Oakley, founder and managing partner at Oxbow Advisors, joins to discuss sectors he thinks can outperform the market in 2023. Lyle Himebaugh, Partner at Granite Group Advisors, talks about markets, valuations, and makes sector picks while giving his outlook for 2023. Keith Naughton, Bloomberg auto reporter joins to talk about the EV market and Ford's decision to slash the price of its Mustang Mach-E. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

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Expect A Mass Die-Off Of Public Companies Later This Year | Ted Oakley

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Play Episode Listen Later Jan 20, 2023 67:16

When the road ahead is uncertain, there's no wiser choice than to listen to those with experience - who have seen enough market cycles to judge what's most likely to happen next. Today we're fortunate to welcome financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. Here at the start of 2023, we'll ask him if the bear market is over, or if it's simply sharpening its claws, waiting to strike again. And we'll find out how he's currently positioning his clients assets for the coming year. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow Adam on Twitter https://twitter.com/menlobear Follow us on Facebook https://www.facebook.com/Wealthion-109680281218040 #investing #wealth #money ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane

Forward Guidance

Play Episode Listen Later Dec 5, 2022 46:22

Chance Finucane, chief investment officer at Oxbow Advisors, joins Jack to discuss his investment outlook at this current point in the business cycle. Finucane argues that the U.S. is at the beginning of a multi-year economic slowdown that will see corporate earnings dwindle materially across many sectors, and that accordingly preservation of capital is top priority. Finucane and Farley discuss the housing and auto market, outlook on fixed-income and the Federal Reserve, as well as individual stock ideas. Filmed on November 21, 2022. -- Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks on Twitter https://rb.gy/igyzsj -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/forward_guidance, you'll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Timestamps: (00:00) Introduction (00:26) Outlooks on Growth and Inflation (02:39) The Housing Market Recession (05:33) The Auto Market (08:05) General Investment Outlook (10:49) MegaCap Tech Stocks (13:19) Banks and Other Financial Stocks (14:15) Fixed-Income Outlook (16:49) Is Sentiment Too Bearish? (19:34) How Much Will Corporate Earnings Grow In 2023 (if at all)? (22:19) Curve Ad (23:21) How High Will The Fed Hike Interest Rates? (27:09) Municipal and Investment Grade Corporate Bonds (28:34) Even More Bearish Than Summer 2022 (33:16) Long-Duration Treasurys (34:41) Sectors and Individual Stocks (36:31) Will Companies Be Able to Pass Costs Onto Consumers In 2023? (42:56) Energy (44:32) About Oxbow -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Big Tech, Markets, Energy, and Streaming (Podcast)

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Play Episode Listen Later Oct 28, 2022 36:11

Cam Crise, Macro Strategist with Bloomberg News, joins the show to talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break down Amazon stock and outlook after a disappointing Q3. Ted Oakley, founder and managing partner at Oxbow Advisors, joins the show to talk about sectors he thinks can outperform the market in 2022. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, consumer spending, and outlook for her company. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to talk about Exxon and Chevron earnings and the global energy market. Felix Gillette, editor with Bloomberg's “Screentime” and writer with Bloomberg Businessweek, joins the show to discuss his Big Take story on the Netflix-HBO rivalry. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

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The Bear Market Has Only Just Begun | Ted Oakley

Forward Guidance

Play Episode Listen Later Sep 19, 2022 48:33

Use code GUIDANCE250 to get $250 off tickets to Blockworks' London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/ Ted Oakley, founder and managing partner of Oxbow Advisors, joins Jack Farley to argue that asset prices remain well above their fair value, and that the drawdowns investors have seen in 2022 are likely not over. Oakley shares his outlook on inflation, the business cycle, and the Federal Reserve, and he outlines where he is finding value and safety for his investors in this turbulent macro environment. Filmed on September 6, 2022. -- Follow Oxbow Advisors on Twitter https://twitter.com/Oxbow_Advisors Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/ForwardGuidance Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:38) Why Stocks Remain Overvalued (11:04) Why A Deep Recession Is Imminent (16:02) Energy (20:52) Fixed Income (28:14) Longer-Term Outlook on Inflation and Interest Rates (32:32) Is The Fed Still Behind The Curve? (41:44) Contrarian View -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Families Who Get & Stay Rich All Have This In Common | Ted Oakley, Oxbow Advisors

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Play Episode Listen Later Sep 10, 2022 80:33

Financial advisor Ted Oakley has spent the past several decades helping hundreds of high net worth families manage their wealth. Over this time, he's realized that the families who are successful at maintaining & growing their wealth -- vs spending it all in a single generation -- share important traits in their attitude & behavior. These commonalities -- like how they treat & teach their children around money -- can help families of ANY net worth become wealthier over time. https://youtu.be/h_6QxlV4_QQ

Queen Elizabeth, Bond Market, Compound King ETFs

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Play Episode Listen Later Sep 9, 2022 25:44

Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio manager at Winthrop Capital Management joins to give his investment outlook for the rest of this year. Ted Oakley, founder and managing partner at Oxbow Advisors joins to discuss his investment strategies amid the current market volatility. Eric Kazatsky, Senior Municipal Strategist with Bloomberg Intelligence joined for his weekly hit to give an update on the municipal bond market. And Robert Cantwell, founder and portfolio manager at Upholdings joins to talk about his firm's unique ETF strategy, including Compound King ETFs. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Bear Market NOT Over & Is Headed To New Lows | Ted Oakley, Oxbow Advisors

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Play Episode Listen Later Sep 8, 2022 43:26

Markets have been sinking after Fed Chair Jerome Powell's tough talk at Jackson Hole last week. Getting inflation under control remains the Fed's top priority, and it's going to be a real challenge. It will require tough medicine that's going to require "pain", to use Powell's words. In rocky times like these, it helps to seek the counsel of advisors who have experienced many past market cycles -- what are they lessons they've learned that may help us better navigate our wealth through what's to come? Which is why we're fortunate today to talk with money manager Ted Oakley, founder and Managing Partner of investment advisory firm Oxbow Advisors. https://youtu.be/t-LskifjKA4

Clinical psychologist warns about being infected with 'get-even-itis'

Money Life with Chuck Jaffe

Play Episode Listen Later Aug 3, 2022 58:48

Stanley Teitelbaum, a clinical psychologist who authored a book on the "self-defeating patterns" that individual investors make says that the market's first-half losses has pushed many investors into a bad type of inaction, one where they don't want to make a move until their position gets back to break-even or recaptures a recent high, neither of which is guaranteed. While no one wants to accept losses, Teitelbaum says investors who evaluate securities on their prospects rather than on the price of purchase will be making smarter moves. Also on the show, Chuck answers a question from a fortunate investor who wants to figure out what to do with an oversized cash stash, and Chance Finucane, chief investment officer at Oxbow Advisors, talks stocks in the Market Call.

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More Turmoil Ahead in the Market, Here's How to Survive: Ted Oakley

The Jay Martin Show

Play Episode Listen Later Jul 19, 2022 23:58

Author and Founder of Oxbow Advisors, Ted Oakley joins the show to discuss the current state of both politics and financial markets and how they are connected. Ted warns that we haven't yet reached a market bottom and advises investors to position their portfolios to play defense and survive the continued down trend he sees up ahead. Sign up for our free weekly newsletter at https://www.JayMartin.club

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Ted Oakley: We are Nowhere Near a Bottom

Palisade Radio

Play Episode Listen Later Jun 22, 2022 40:49

Tom welcomes back Ted Oakley, Managing Director and Founder of Oxbow Advisors. Ted believes the Fed will push the economy into a recession to mitigate inflationary pressures. He explains how rising rates effect many markets and economy. These rate hikes are slowing the housing market. In addition, consumers are beginning to cut back on expenses and many will start losing jobs as the economy contracts. He discusses how some investors take loans out against their stock portfolio. This area of credit is huge, but exact figure are hard to come by. These loans can become problematic when stocks decline significantly. The Fed continues to put the wrong people in positions. Too many lack business experience, and instead we have mostly academics. These types are completely disconnected from the man on the street. He notes that the Fed's calls are only correct about a quarter of the time. Any time there are major bubbles, the cause is usually massive leverage. Eventually, all the bubbles will have to deleverage until they reach normal levels. The E.U. is composed of many countries with different economic capabilities, which is difficult to balance. ESG policies have definitely worsened the energy problems in the West. Shutting down pipelines while over regulating the carbon energy is a direct attack on that industry. It did not have to be this way if we had better leadership. If bond markets begin to seize up, the Fed will intervene because that would lock up the economy. In addition, there is a lot of political pressure to alleviate inflation before November. He cautions that the current rallies should be sold at least until investors are completely sick of these markets. We're in an incredibly unprecedented speculative time, and this means the pain will continue for a considerable period. Lastly, Ted discusses how China will deal with their real estate situation. Time Stamp References:0:00 - Introduction0:35 - Inflation & Rates4:00 - Consumer Outlook5:34 - Markets & Margin Calls7:22 - Fed Academics10:06 - Feds Dual Mandate14:36 - Fed & Easy Money15:58 - Japan's Debt17:29 - Normal Times?20:30 - Europe Outlook & Energy24:25 - Make the Fed Pivot?28:10 - What is Worth Buying?31:08 - Speculation Abounds35:54 - Real Estate & China38:08 - Wrap Up Talking Points From This Episode Why the Fed intends to create a recession.The effects of leverage on the blowing up of asset bubbles.The E.U.'s complex economic structures and the effects of ESG on energy markets.Why credit markets may cause the Fed to pivot. Guest Links:Twitter: https://twitter.com/Oxbow_AdvisorsWebsite: https://oxbowadvisors.comYouTube: https://www.youtube.com/user/OxbowAdvisors J. Ted Oakley, CFA, CFP, is Managing Director and Founder of Oxbow Advisors. Ted 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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Markets, Fintech, And ETFs (Podcast)

Play Episode Listen Later May 31, 2022 20:54

Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses where the market is going amid a dimming economic outlook. Vidya Peters, COO at Marqeta (NASDAQ: MQ), discusses fintech and how consumers are paying for items. Katie Greifeld, cross-asset reporter with Bloomberg News, discusses ETF investing and emerging market ETFs. Alfonso Peccatiello, author of The Macro Compass and formerly of ING, discusses markets and the economy in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

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More Market Weakness In Store For 2022 | Ted Oakley

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Play Episode Listen Later May 17, 2022 58:31

Even though both stocks and bonds have had a dismal start to the year, most investors aren't panicking yet. Instead, there's a lot of talk about the bottom being near. And hope that much of the recent losses can be regained. That kind of optimism isn't seen in a real bear market, cautions seasoned financial advisor Ted Oakley, Managing Partner and founder of Oxbow Advisors. See the YouTube Video for the charts and graphics: https://youtu.be/eWBvzdd5z6k

Biden Cancels Sales of Oil & Gas Leases; More Pain To Come for Stocks: Oxbow Advisors | NTD Business

NTD Business

Play Episode Listen Later May 12, 2022 26:20

NTD Business News- 5/12/2022 1. Coinbase: Crypto Not Safe if Firm Bankrupts 2. $1 Trillion Crypto Collapse 3. World's Most Valuable Company: Saudi Aramco 4. Oxbow: More Pain To Come for Stocks 5. Powell Gets 4 More Years

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Ted Oakley, Dr. Sayantani DasGupta, Trish Kitchell w. the YMCA

The Frankie Boyer Show

Play Episode Listen Later May 5, 2022 39:36

Frankie's guests include author of "Your Money Mentality" Ted Oakley, author of "Debating Darcy" Dr. Sayantani DasGupta, and to talk about the YMCA with Trish Kitchell.J. Ted OakleyBOOK: YOUR MONEY MENTALITY How You Feel About Risk, Losses and GainsJ. Ted Oakley, founder and managing partner of Oxbow Advisors, began his career in the investment industry in 1976. His latest book, Your Money Mentality: How You Feel About Risk, Losses and Gains explains how investing is not linear and that successful investing sometimes goes against conventional wisdom. The “Oxbow Principles” and the firm's proprietary investment strategies are founded on the unique perspective he has gained during his decades-long tenure advising high-net-worth investors. He is the author of eight books including $20 Million and Broke, Crazy Time: Surviving the First 12 Months After Selling Your Company, and The Psychology of Staying Rich. https://oxbowadvisors.com/Dr. Sayantani DasGuptaBOOK: Debating Darcyhttps://shop.scholastic.com/parent-ecommerce/books/debating-darcy-9781338797695.htmlEVENT: May 24, 2022 7:00pm Eastern: Chelsea Clinton event with Politics and Prose bookstore (Washington D.C.) https://www.politics-prose.com/event/book/pp-live-sayantani-dasgupta-debating-darcy-chelsea-clintonDr. Sayantani Dasgupta is the New York Times bestselling author of the critically acclaimed, Bengali folktale and string theory-inspired Kiranmala and the Kingdom Beyond books, the first of which, The Serpent's Secret, was a Booklist Best Middle Grade Novel of the 21st Century and an E. B. White Read Aloud Honor Book. Sayantani is a pediatrician by training, but now teaches at Columbia University. http://sayantanidasgupta.com/Trish Kitchellymca.org/hkdhttps://www.ymca.org/what-we-do/healthy-living/family-time/healthy-kids-dayTrish Kitchell works as a Vice President, Youth Development at YMCA of Greater Cincinnati founded in 1853. She joins the program to discuss how the YMCA of Greater Cincinnati brought a strong summer remote learning experience to their community achieving scholar gains in Math and ELA by partnering with BellXcel. Their webinar Playlist to Adapt Your Afterschool and Summer Programming covers the essential ingredients for remote learning. https://myy.org/

The US sent a message to Central Banks all over the world

The Jay Martin Show

Play Episode Listen Later Apr 20, 2022 21:28

Ted Oakley, Managing Partner at Oxbow Advisors, sits down with Jay Martin today to talk portfolios. Ted is a financial advisor and he is on The Jay Martin Show today to let listeners know where he is housing his cash in such a volatile market. This is a conversation on how to stay defensive while also building your wealth between two great investor entrepreneurs.

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Markets And Investing Amid War In Ukraine

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Play Episode Listen Later Mar 3, 2022 23:09

Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses commodities and Bitcoin amid the Ukraine-Russia war. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses how investing and the economy has changed since the Ukraine-Russia war started. Anna Han, Vice President, Equity Strategist at Wells Fargo, discusses the economy and investment outlook amid volatility due to inflation and the war in Ukraine. Barry Ritholtz, founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of “Masters in Business,” discusses how geopolitical conflicts impact markets. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

204 Ted Oakley - In War, Gold Will Help You, Not Any of the 9000 Crypto Coins Out There

Silver Bullion TV (SBTV)

Play Episode Listen Later Mar 2, 2022 29:24

SBTV spoke with Ted Oakley, Managing Partner and Founder of Oxbow Advisors, about what is real wealth in times of war and great uncertainty. Ted sees gold as the only real help in war, not any of the 9000 crypto coins out there.

Cash Flow Is King In A Market Correction - Ted Oakley In Conversation with Daniel Lacalle

The Daniel Lacalle Podcast

Play Episode Listen Later Jan 14, 2022 39:50

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPOAdvisors, has over thirty-five years of experience in the investment industry. Topics discussed in this conversation include weaknesses in the global economy, inflation, the importance of cash flow, gold, growth stocks, and currency debasement.

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50% stock market crash 'wouldn't surprise me'; This is the biggest risk today - Ted Oakley

Kitco NEWS Interviews

Play Episode Listen Later Nov 30, 2021 29:13

The biggest risk facing investors right now is the unsustainable stock market valuations that will eventually mean revert, said Ted Oakley, founder and partner of Oxbow Advisors.

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Ted Oakley: Coming Inflation Will Be Well Above Targets

Palisade Radio

Play Episode Listen Later Nov 23, 2021 29:46

Tom welcomes Ted Oakley, Managing Director and Founder of Oxbow Advisors, back to the show. Ted discusses the rampant speculative activity in the stock markets. Many investors are buying anything and are hoping that it will all work out. However, Ted says "It isn't different this time." China has cut-off their potash and phosphate sales which will keep the pressure on fertilizer prices. There portfolio includes agricultural products along with other commodities that will do well in an inflationary environment. In the early 80s you couldn't buy a house because rates were too high and down payments were large. Today, prices for homes are overpriced and eventually this should revert. Ted give us his thoughts on Fed Chair Powells renomination and where their policy may head from here. Inflation is likely to persist at a higher than normal rate for some time. Inflation in basic necessities like food, energy, and housing will persist. Indexes have become a growing fad and owning these mean you hold a basket of companies. Many of these companies are not profitable. When the bear market comes these indexes will perform badly. Market correction effects will spill over into real estate and the economy. When people feel poorer they aren't as likely to buy a new home. Many retirees are holding too many stocks when they should be holding more cash. He discusses what they consider to be reasonable passive investments. Gold plays an important role in some of their strategies and he believes gold will make new highs in 2022. Today's politicans have no idea what a trillion dollar represents. Negative real rates are probably going to stay which will be good for gold. Ted is not against green energy but governments seem overly ambitious in their targets. Lastly Ted outlines what they look for in companies. They want those with good growth potential over longer timeframes. They aim for returns of at least three points over inflation. Time Stamp References:0:00 - Introduction0:30 - Russell Earnings Chart1:30 - China and the U.S.3:30 - Housing & CPI4:45 - GDP & Debt5:30 - Bonds6:45 - Powell & Taper8:45 - Inflation Hedges11:05 - Persistent Inflation13:10 - Assets or ETFs/Indexes14:50 - Markets & Real Estate15:39 - Equities & Boomers18:07 - Passive Money19:15 - Miners & Physical Gold21:15 - Cash Flow Strategies23:30 - Oil & Green Energy24:50 - Evaluating Companies27:40 - Concluding Thoughts30:00 - Wrap Up Talking Points From This Episode Valuations in equities reaching bubble levels.China's policy and potential impacts on the United States.Real estate valuations and eventual reversion to the mean.Importance of holding gold and resources in a negative real rate environment. Guest LinksTwitter: https://twitter.com/Oxbow_AdvisorsWebsite: https://oxbowadvisors.comYouTube: https://www.youtube.com/user/OxbowAdvisors J. Ted Oakley, CFA, CFP, is Managing Director and Founder of Oxbow Advisors. Ted 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.

HYCM's Coghlan: Inflation could keep rising because it's a supply-chain issue

Money Life with Chuck Jaffe

Play Episode Listen Later Oct 13, 2021 60:29

Giles Coghlan, chief currency analyst at HYCM, says that bond rates have been moving higher because investors expect central banks to raise interest rates as a response to inflation. He worries, however, that the central banks are ill-equipped to combat inflation caused by supply-chain problems rather than inflation as an offshoot of a normal economic cycle. That could create stagflation, a situation when inflation is high while growth is low, which would be bad for the global economy. Also on the show, Noland Langford, chief executive officer at Left Brain Investment Research talks about energy as an income play and identifies a stock, bond, preferred stock and ETF worthy of consideration, Chance Finucane of Oxbow Advisors discusses stocks in the Market Call, and Chuck pays tribute to his friend -- and our guest at the end of every quarter -- Michael Falk.

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A Look At Markets, ESG Investing, And The Economy

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Play Episode Listen Later Oct 11, 2021 27:19

Kate El-Hillow, Global Chief Investment Officer for Russell Investments, talks ESG investing and markets. Markus Schomer, Chief Economist at Pinebridge Investments, talks markets and the economy. Ted Oakley, Managing Partner of Oxbow Advisors, talks markets and gives his investment outlook. James Rasteh, CIO and Founding Partner of Coast Capital, talks markets and commodities. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Economy and Markets To Suffer From More Government Bungling | Ted Oakley On Debt Ceiling, Taper, Taxes

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Play Episode Listen Later Sep 29, 2021 45:34

What's the government's solution to an economy drowning in too much debt? More debt, of course! Well, they say there's no bad situation that the government can't make even worse.That seems to be the case right now. The government's extreme intervention has resulted in an economic and financial system now dependent upon ever more stimulus. But suddenly, there are a number of government initiatives -- the Federal Reserve taper, the fiscal stimulus package, a new tax bill, the debt ceiling showdown, and China's economic and regulatory tightening that's leading to crises like Evergrande -- that look like they will reduce the flow of stimulus going forward and create a drag on global growth. To predict what the impact will be on both the economy at large as well as the financial markets, we turn to Ted Oakley, founder and Managing Partner of investment advisory firm Oxbow Advisors. See the YouTube Video for the charts and graphics: https://youtu.be/UJEpp7-2mO4

Economy and Markets To Suffer From More Government Bungling | Ted Oakley On Debt Ceiling, Taper, Taxes

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Play Episode Listen Later Sep 29, 2021 45:34

What's the government's solution to an economy drowning in too much debt? More debt, of course! Well, they say there's no bad situation that the government can't make even worse.That seems to be the case right now. The government's extreme intervention has resulted in an economic and financial system now dependent upon ever more stimulus. But suddenly, there are a number of government initiatives -- the Federal Reserve taper, the fiscal stimulus package, a new tax bill, the debt ceiling showdown, and China's economic and regulatory tightening that's leading to crises like Evergrande -- that look like they will reduce the flow of stimulus going forward and create a drag on global growth. To predict what the impact will be on both the economy at large as well as the financial markets, we turn to Ted Oakley, founder and Managing Partner of investment advisory firm Oxbow Advisors. See the YouTube Video for the charts and graphics: https://youtu.be/UJEpp7-2mO4

A Check On Commodities, Markets, The Economy