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
