Chance Finucane

Exploring the potential economic slowdown amid fiscal stimulus changes, Oxbow Advisors analyzes market outlook for the year. Focus on global liquidity situation as a game changer for economic slowdown and market correction. Insights on AI trends, interest rates, market valuation, semiconductor industry, and importance of maintaining relationships for long-term fulfillment.

In this insightful discussion, Chance Finucane, Chief Investment Officer of Oxbow Advisors, provides a cautionary take on the current stock market exuberance. He explores the risks tied to high valuations and contrasts stock returns with bond yields. The conversation touches on the importance of diversification, especially with rising interest in safer investments amid economic uncertainties. Finucane also emphasizes a balanced approach to investing and stresses the need for reevaluating positions in light of potential market corrections.

Chance Finucane, Chief Investment Officer of Oxbow Advisors, dives into navigating portfolio positioning amid global tensions. He discusses the impact of the Israel-Iran conflict on market dynamics and emphasizes the importance of flexibility in investment strategies. With inflation on the rise, he highlights gold's role and potential cash positions as buying opportunities. Finucane speculates on market trends for 2025, pinpointing risks and solid investment sectors while addressing the pressing need for strategies that adapt to economic shifts.

Chance Finucane, Chief Investment Officer at Oxbow Advisors, discusses alarming stock market valuations that suggest prices won't meet profit growth expectations. He explores the need for cautious investment strategies, emphasizing the shift toward safer asset classes. The conversation also covers the implications of a weakening dollar on commodities like gold and energy, while advocating for a more diversified portfolio beyond the traditional 60-40 model. Finucane offers practical tips for navigating financial volatility and maximizing long-term investment resilience.

In this podcast, Chance Finucane, Oxbow's Chief Investment Officer, discusses the potential for a recession in Q4 and 6% unemployment next year. The podcast covers topics such as the delay in the arrival of a recession, signs of struggling consumers, analysis of corporate debt's impact on small businesses and public markets, a cautionary outlook on small caps and stocks, investment opportunities in short-term treasury instruments, and a discussion on investment strategy and resources for learning.