Mass Bankruptcy of Public Companies Ahead? with Ted Oakley

Feb 17, 2023

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Interview recorded - 16/02/2023

On 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 - Introduction
0:10 - 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 back
2:10 - 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 coverage
9:55 - Speaking to individuals with skin in the game
10:45 - 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 happens
22:15 - 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_Advisors
LinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/
YouTube - @OxbowAdvisors

WTFinance -

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