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Ted Oakley

Managing Partner and Founder of Oxbow Advisors, offering investment advice to high-net-worth clients for over four decades. Author of several books on finance and generational wealth.

Top 5 podcasts with Ted Oakley

Ranked by the Snipd community
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9 snips
Jan 21, 2025 • 52min

#227 Ted Oakley: Almost Everybody is Complacent Right Now

Ted Oakley, Managing Partner of Oxbow Advisors and a seasoned investment expert, offers profound insights on the current economic landscape. He discusses the challenges posed by high government debt and rising interest rates, stressing the dangers of investor complacency. Oakley highlights shifts from legacy stocks to more stable dividend-paying investments amidst market volatility. He also shares strategies for affluent parents to teach their children financial responsibility and previews his upcoming book on generational wealth.
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5 snips
Aug 15, 2024 • 47min

#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You'

Ted Oakley, a seasoned investment advisor and founder of Oxbow Advisors, shares his insights on navigating today's challenging market. He critiques the Federal Reserve's straying focus from core economic responsibilities, warns about rising inequality affecting the middle class, and discusses the implications of potential rate cuts on businesses. Oakley emphasizes the importance of liquidity, balanced portfolios, and canny investments during downturns, urging listeners to adopt defensive strategies and reflect on wealth management practices for future generations.
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Nov 26, 2023 • 1h 5min

Ted Oakley: "Worst Part" For Stocks Lies Ahead In 1st Half Of 2024

Ted Oakley, financial advisor with over 40 years experience, predicts the worst part of the bear market will occur in 1st half of 2024. They discuss the impact of stimulus and low interest rates, private debt market troubles, Warren Buffett's investment strategy, potential mega trends for the 2030s, outlook on stocks and concerns about debt, portfolio positioning and investment strategy, and the relationship between wealth and happiness.
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Sep 22, 2024 • 57min

Markets Are Too Complacent - Prepare For Pain | Ted Oakley

Ted Oakley, a seasoned financial advisor with over 40 years of experience, shares insights on the current market paradoxes affecting investors. He discusses the alarming signals of a weakening consumer amidst soaring market highs and the Fed's unexpected interest rate cuts. Ted emphasizes the risks of complacency, advocates for a diversified investment strategy, including gold, and warns of potential market corrections. He also explores long-term retirement strategies and the importance of community involvement in wealth.
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Dec 19, 2024 • 1h 9min

Yes, We're In A Bubble & Bubbles End Badly | Ted Oakley

Ted Oakley, managing partner and founder of Oxbow Advisors, brings over 40 years of wealth management expertise to the conversation. He delves into the dangers of market exuberance and the potential risks lurking beneath rising stock prices. Oakley emphasizes the importance of fundamental analysis and outlines strategies for cautious investing in a volatile environment. He also discusses global economic disparities, the implications of interest rates, and the challenges of a K-shaped recovery post-COVID, urging a disciplined approach to portfolio management.