Podcast appearances and mentions of ted oakley

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic while market multiples remain elevated. He shares his approach to maintaining significant liquidity (currently 55%) while selectively investing in value opportunities like consumer staples. Ted also explains his gold strategy, with bullion as a permanent currency hedge and miners as tradable assets. The conversation concludes with insights from his new book "Second Generation Wealth," where he emphasizes the importance of letting children experience financial independence and adversity before introducing them to family wealth.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.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Introduction and welcome0:32 Big picture macro view - deterioration and complacency 2:05 Explaining market complacency despite bearish sentiment 3:21 Liquidity and portfolio positioning 4:45 Appropriate liquidity levels by age group 7:42 Boomers' over-allocation to stocks 8:47 Value Line Investment Survey as a market indicator 10:52 Scaling into investments during market downturns 11:55 Fully invested vs. current 55% liquid strategy 14:09 Market risks: shrinking corporate margins and multiples 16:05 Market decline without recession possibility 17:05 Recent market movement - another chance for liquidity 18:35 Q1 GDP insights and market end-of-month action 19:48 Preparing for potential market scenarios 21:26 Retail buyers and leverage in current market recovery 22:35 Current investment opportunities - consumer staples and value24:48 Gold strategy - bullion as currency hedge vs. miners as trades27:45 Gold's purchasing power preservation over time 30:10 Treasury strategy - staying under two years to maintain control31:36 US fiscal situation and future outlook 33:58 Second Generation Wealth - inheritance and teaching kids about money 36:17 Helping children develop self-esteem and independence 39:16 The importance of adversity and work ethic for children 41:37 Setting an example - treating everyone equally 44:13 Parting thoughts

The latest bond movements can be attributed to foreign markets, according to Ted Oakley. He points to tariff fears as the culprit, saying international investors are pulling out of the U.S. He turns to stocks he considers recession-proof in the event of further economic downturn. On financial literacy, Ted believes parents needs to teach their kids "to experience scarcity" in money.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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.

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

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------------

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

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

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. 

Ted Oakley of Oxbox Advisors returns to discuss the latest developments in the global financial markets. We discuss the impact of the recent FED rate cut on gold, the US Dollar, inflation, US real estate market and more! You need to be prepared for what is to come next. #gold #FED #money ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

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

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

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

Ted Oakley is a seasoned investment expert with over 40 years of experience helping high-net-worth individuals preserve their wealth. In this episode, we delve into the complexities of today's economic landscape, focusing on inflation, deflation, and the volatility in various markets. This conversation is packed with valuable advice for investors and business owners looking to navigate uncertain times and protect their financial future. Check out the show notes for more information! If you like this episode, here are more episodes we think you'll enjoy: David McAlvany - Building Wealth and Legacy in Inflationary Times - Ep# 489 Alastair Macdonald - Circumventing Economic Crises and the Pursuit of Wisdom - Ep# 493 Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep# 475 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. 

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

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 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

Well, the first-ever Thoughtful Money conference was held online this past weekend and I'm delighted to say the event was a real success. That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 9 hour day. Lacy Hunt delivered the keynote, followed by Stephanie Pomboy, Michael Pento, Ted Oakley, Michael Lebowitz, Danielle DiMartino Booth, Tom McClellan, Brent Johnson, Melody Wright, Rick Rule, Matt Piepenburg and Mark Moss. For those of you who didn't attend, I thought you'd enjoy hearing some of the conference highlights. BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conference #recession #hardlanding #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Solicitor. We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.

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

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

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

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.

  The one thing we all have in common is that we have to manage money throughout our lifetimes.  And yet there is so little financial literacy taught in our schools.  There are certain sound principles that you will read and hear time and again.  In his new book, J. Ted Oakley, the founder of … Read More Read More

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.

In this episode, you'll get: Mark is our wonderful hot seat participant. He has many questions, but one thing on his mind is figuring out how can help his adult child get into a home, and simultaneously have a great investment for his retirement account. We also discuss the powerful concept of arbitrage. 00:43 - Tips for asking questions and participating. 01:34 - Accessing Property Paper Live episodes, resources and links. 02:45 - How did guest Mark Pfeiffer and Dawn first meet? 05:03 - Mark and Dawn discuss Bitcoin and Cryptocurrency. 06:51 - Unplugging from Washington and Wall Street. 10:50 - Resource Share - Thoughtful Money: Adam Taggart (interview w/ Ted Oakley) 11:24 - Identifying Smart Money and how you can take a reasonable position. 13:27 - Digital Cryptocurrency Wallets and more! 14:03 - More Cryptocurrency Wallet recommendations. 15:55 - Mark Pfeiffer shares his ideas as a newbie to notes–thinking outside the box while staying out of trouble! 19:04 - More on unplugging from Washington and Wall Street–staying in creation mode! 21:24 - How can Mark use private money for his first note scenario? 26.33 - How to create better spreads and profits through the power of arbitrage? 32:54 - Dawn shares how she would supercharge different note scenarios. 39:30 - How to create Infinity Return as a note investor? 46:27 - Why Dawn loves the Dance Between Property and Paper!!! 52:16 - Why type of returns/rates do seasoned note investors look for? 54:10 - Seasoned Note Investor, Chuck Trice, shares how he would structure Mark's first note scenario for maximum profits. 

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

We keep hearing that we've been through the worst already with the recession, but is that true? If you've listened to past episodes, you know the news and government reporting for the economy is always behind and we have to take what we hear with a grain of salt.  With this in mind, I invited financial expert, Ted Oakley, on the podcast to talk about his thoughts on interest rates rising, unemployment, the state of the economy, and where he thinks we are headed as a country.  This episode is a must-listen, Ted's insights are unlike any you've heard in the mainstream media recently. Listen now! Have a question for me? Click here: https://bit.ly/3MUl8WP Ted's website - https://oxbowadvisors.com/j-ted-oakley-cfa-cfp-managing-partner/

We keep hearing that we've been through the worst already with the recession, but is that true? If you've listened to past episodes, you know the news and government reporting for the economy is always behind and we have to take what we hear with a grain of salt.  With this in mind, I invited financial expert, Ted Oakley, on the podcast to talk about his thoughts on interest rates rising, unemployment, the state of the economy, and where he thinks we are headed as a country.  This episode is a must-listen, Ted's insights are unlike any you've heard in the mainstream media recently. Listen now! Have a question for me? Click here: https://bit.ly/3MUl8WP Ted's website - https://oxbowadvisors.com/j-ted-oakley-cfa-cfp-managing-partner/

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.

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 

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!

Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients.  You can learn a lot from someone who's been through so many decades of investing. In our conversation, we cover: -Ted's remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing -Top mistakes that he sees investors making  -How people's past experiences with investing can cause them to make poor decisions, and what to do about it -Also, the importance of diversification and limiting exposure to any one specific investment -Ted's market outlook Learn more about Ted: https://oxbowadvisors.com/ Ted's Twitter: https://twitter.com/Oxbow_Advisors Check out Ted on YouTube: https://www.youtube.com/@OxbowAdvisors Wall Street Vision Podcast: www.wallstreetvision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

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.

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

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

High net worth wealth advisor Ted Oakley returns for Part 2 of our interview with him. He explains why a market correction is highly likely as valuations just don't support today's elevated prices. ************************************************* 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 #marketcrash #bearmarket #investing ************************************************* 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.

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 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

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

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

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

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.

Managing Partner of Oxbow Advisors Ted Oakley gives some insight into where his fund is deploying capital in an unstable market environment. Ted discusses energy, real estate, fixed income, and his views on where the economy is headed in 2023. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club

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.

High net worth financial advisor Ted Oakley returns for Part 2 of our interview with him. ************************************************* 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.

This week, Liz sits down with Managing Partner and Founder of Oxbow Advisors Ted Oakley to discuss how he managed to overcome poverty and become a monetary mogul. Ted explains how the idea of Oxbow came to be when he realized there was a large gap in wealth management across the country. He shares how his personal goal is to grow his clients' wealth and aims to advise those who are unsure of how to handle large amounts of money.  Follow Liz on Twitter: @LizClaman Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

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.

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

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.

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

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

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.

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.

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

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/

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.

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.

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.

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. 

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.

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.

NTD Business News- 10/27/2021 1. Durable Goods Orders Drop In September 2. U.S. Trade Deficit Widens In September 3. Manchin Weighs In On New 'Billionaires Tax' 4. Elon Musk Rips Dems' Billionaire Tax Plan 5. Ted Oakley On Proposed 'Billionaires Tax'

NTD Business News- 10/27/20211. Durable Goods Orders Drop In September2. U.S. Trade Deficit Widens In September3. Manchin Weighs In On New 'Billionaires Tax'4. Elon Musk Rips Dems' Billionaire Tax Plan5. Ted Oakley On Proposed 'Billionaires Tax'

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.

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

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

As the situation continues to deteriorate in Afghanistan, leaders of the G7 nations have convened virtually to discuss developments. Boom Bust's Ben Swann joins the program to discuss the talks and how the Central Asian nation is faring after the US withdrawal. Then we turn to the virtual Jackson Hole summit, where the Federal Reserve will discuss its future path as the US enters an ‘uneven economy'. We'll analyze the annual discussion with Michele Schneider of Market Gauge and Ted Oakley of Oxbow Advisors. And now that the FDA has cleared the Pfizer-BioNTech Covid-19 vaccine, could the decision pave the way for mandates? Mollye Barrows of America's Lawyer outlines the legality of mandates and highlights precedents from the past.

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm's proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.Topics discussed in this conversation include the current state of the U.S. economy, the general macroeconomic environment, the Federal Reserve, inflation, equity valuations, and the American Jobs Plan. 

Dr. Randall Bell, widely considered the world's top authority in the field of post-traumatic thriving, to help your audience understand that there is light after hardship — an important message considering current traumatic events. Ted Oakley is the founder of Oxbow Advisors.With more than forty years of experience in advising high net worth clients in the investment industry, www.Oxbowadvisors.com

Dr. Randall Bell, widely considered the world's top authority in the field of post-traumatic thriving, to help your audience understand that there is light after hardship — an important message considering current traumatic events. Ted Oakley is the founder of Oxbow Advisors.With more than forty years of experience in advising high net worth clients in the investment industry, www.Oxbowadvisors.com

Tom welcomes Ted Oakley, Managing Director and Founder of Oxbow Advisors, to the show. Ted explains his upbringing and why that led him to form two of Texas's largest foster child foundations. As a child, he had to work starting from six years old. Fortunately, he was able to get very educated and eventually ended up in New York City. Ted discusses how the upcoming job numbers may improve over the past months performance but notes that it's hard to measure real employment numbers accurately. The jobs and family act need to be passed so that society at large obtain some return on that money. We need to stop paying people to stay home. Based on discussion with those on the front lines of the housing market, he feels that we are past the point of peak mortgage growth. Ted outlines three possible scenarios for inflation and discusses which seem the most likely. He also explains how the PPI acts as a measure of wholesale prices and why it tends to be more accurate than the CPI. Good companies will already pay their employees well to prevent turnover and maintain a good product. Companies that don't take this approach will experience pain as wages spike. Oxbows equity strategy is to find companies that have 15% growth potential over the next five years. Few companies can sustain that growth rate. In addition, they try to find companies that are also at a discount along with a low debt burden. You want gains to be built on gains, and selling stocks means paying taxes, so it's good when you can hold equities for an extended period. He explains the role of gold in their conservative and high-income portfolios at reducing risk. He likes many miners because their balance sheets and cash flow have improved massively. You want companies with cash on hand and those well-positioned to take advantage of metal prices as they move higher. They like the royalty side of the market and combine those with a few good resource equities. Time Stamp References:0:00 - Introduction0:34 - Background3:09 - Oxbow Principals4:37 - Jobless Claims7:37 - Mortgages9:25 - CPI & Manufacturing12:43 - Shrinkflation14:22 - Inflation Outcomes17:22 - Paul Volcker & Today19:04 - Producer Price Index21:49 - Wages & Profits24:26 - Factors - Equity Mkts.29:55 - Taking Profits32:01 - Gold's Role35:06 - Miners & Valuations40:35 - Gold Vs. Currencies42:51 - Silver Thoughts44:09 - Other Commodities45:47 - S&P vs. Commodities48:03 - Futures & Hedging49:10 - Business Warning51:29 - Wrap Up Talking Points From This Episode His background and philanthropic activities.Why unemployment figures should improve.Three scenarios for inflation.Equity strategies and gold as insurance. 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.

The end of this current bull market cycle will be marked by “significant damage,” said Ted Oakley, founder and partner of Oxbow Advisors, who have currently allocated 35% of their investments into cash.Oakley told David Lin that one of main factors behind the stock market rally in the last 10 years has been quantitative easing from the Federal Reserve, so any tightening from the central bank will likely trigger a market correction.