Inflation and Recession Squeeze to Initiate Market Turmoil with Ted Oakley

Interview recorded - 17th of August, 2023

On 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 - Introduction
1:19 - What is Ted seeing in the economy?
4:14 - A lot has changed over the past 2 years
5:44 - 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_Advisors
LinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/
YouTube -  @OxbowAdvisors  

WTFinance - 

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