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Ted Oakley, founder and managing partner of Oxbow Advisors, joins Jack Farley to argue that asset prices remain well above their fair value, and that the drawdowns investors have seen in 2022 are likely not over. Oakley shares his outlook on inflation, the business cycle, and the Federal Reserve, and he outlines where he is finding value and safety for his investors in this turbulent macro environment.
Filmed on September 6, 2022.
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(00:00) Introduction
(01:38) Why Stocks Remain Overvalued
(11:04) Why A Deep Recession Is Imminent
(16:02) Energy
(20:52) Fixed Income
(28:14) Longer-Term Outlook on Inflation and Interest Rates
(32:32) Is The Fed Still Behind The Curve?
(41:44) Contrarian View
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.