More ‘zombie companies’ today than in 2000, how to pick the live ones – Ted Oakley
Ted Oakley, Managing Partner and Founder of Oxbow Advisors, discusses the latest stock market rally since the start of the year, as well as his investment philosophy and books with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Ted Oakley […]
Housing ‘super bubble’ is popping, here’s how to survive the ‘true recession’ in 2023 – Ted Oakley
Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses the FOMC’s upcoming meeting, labor markets, how to select good companies to invest in, a potential housing market downturn, and the upcoming recession in 2023. He spoke with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco […]
Stocks can still fall another 30%; Recession to last until 2023 – Ted Oakley
Ted Oakley, Founder and Managing Partner at Oxbow Advisors, said that despite their rally, stocks are not that great of an investment right now. He also discussed the bond market, real estate, and housing affordability with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on […]
When will stocks 'capitulate'? 'Classic bear market' is still here – Ted Oakley
Ted Oakley, founder of Oxbow Advisors, discusses with David Lin, anchor for Kitco News, the likelihood of another recession by 2023, and how stock markets would respond. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) 0:00 – Can the economy handle more rate hikes? 5:46 – Yield curve and […]
Market crash isn't over, crypto bloodbath will spill over to stocks – Ted Oakley
Ted Oakley, founder of Oxbow Advisors, discusses the current market sell-off with David Lin, anchor for Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) 0:00 – 50% market correction? 2:30 – Fed monetary policy 6:00 – Biggest market risks 10:10 – Private equity 11:30 – Stock fundamentals […]
Interest rates, markets are at ‘breaking point’, buying the dip this year ‘won’t work’ – Ted Oakley
Mortgages are now at the highest level since January, 2020. Ted Oakley, founder of Oxbow Advisors discusses with David Lin, anchor for Kitco News, the “breaking point” for rates at which consumer spending would start to suffer. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) 0:00 – Stock market […]
50% stock market crash 'wouldn't surprise me'; This is the biggest risk today – Ted Oakley
The biggest risk facing investors right now is the unsustainable stock market valuations that will eventually mean revert, said Ted Oakley, founder and partner of Oxbow Advisors. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) 0:00 – Market risk 9:25 – Monetary policy 10:36 – Credit risk 11:36 – […]
Inflation returns to 13-year high, stocks overdue for ‘fairly significant drawdown’ – Ted Oakley
Headline CPI inflation is now back at 5.4%, up from 5.3% in August, according to data released Wednesday. Ted Oakley, founder and partner of Oxbow Advisors, told David Lin, anchor for Kitco News, that a diversity of hard assets is required to properly hedge against higher consumer prices. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) […]