The Stock Market is Really Expensive with Ted Oakley

WTFinance

Original Interview - 20th of February, 2024
On this episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley for a third time. Ted is the Founder and current Managing Director of @OxbowAdvisors .
During our conversation we spoke about Ted's thoughts on the market, why we could have reached a market top, what mistakes the FED have made, the divergence between main & wall street and more. I hope you enjoy!
0:00 - Introduction
0:47 - What is Ted seeing in the markets?
1:48 - Negative news currently coming out?
2:33 - Did the FED make a mistake in October?
3:54 - What do market tops look like?
5:34 - Hard to imagine more fiscal support
6:17 - How should FED act?
7:22 - Where does Ted see markets in 3-6 months?
9:27 - Was 2022 a bear market?
12:44 - Was the last year a bull market?
12:54 - Main street struggling while Wall Street thriving
14:27 - How has consumer kept head above the water?
16:27 - Largest drivers continuing to grow, is this time different?
19:07 - What would Ted see to change perspective on bull market?
21:25 - What would Ted own?
22:34 - Concern of oil saturation?
24:03 - Where will economy be in 2025?
26:01 - Does Ted take into account the election?
28:27 - 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 -
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas