Ted Oakley: Mass Bankruptcy of Public Companies Ahead?
WTFinance, Released on 2/17/23 (Recorded on 2/16/23)
0:00 - Introduction0:10 - Current thoughts on what will happen in markets this year?0:55 - Are we not going to see a soft landing?1:40 - Speculation is back2:10 - Why haven't we reached the bottom yet?3:55 - Will we see disinflation over the coming year?6:10 - What should investors be paying attention to?7:40 - Shift from growth to value overperformance?8:50 - The issue with regular investment coverage9:55 - Speaking to individuals with skin in the game10:45 - Why aren't there many opportunities around?12:00 - Mass bankruptcy coming?13:40 - The issue with refinancing debt?15:30 - Any assets to preserve wealth during this period?17:25 - What level will markets get to?20:00 - Will precious metals and other commodities benefit?21:30 - Being positioned no matter what happens22:15 - What are individuals missing out on?23:30 - Any industry that is underperforming?24:45 - One message to take away from our conversation?
Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The "Oxbow Principles" and the firm's proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.
Ted Oakley: Mass Bankruptcy of Public Companies Ahead? added by Herman James on 02/16/2023View all posts by Herman James ?+'