Another great thinker. Lucky guy getting Ted Oakley as a mentor!

Great as always! Congratulations

Superb analysis -- data-focused and informed about historical patterns.

Economic investigator Frank G Melbourne Australia is following this very informative content cheers Frank 😊

Thank you very much...

Thank you!

Totally agree about the capitulation point at the end.

Great interview !

Every Oxbow representative speaks fluent Ted Oakley…

I think Powell should raise rates again. Don't play with inflation, rather knock it out! Additional we need deflation to bring prices on houses, autos, and other things bought on time to come down to prices where people can afford them at 5% to 7% rates. That is important because 5-6% interest rates are normal. Rates too low creates problems, as it has, and rates too high creates problems, like it did back in the early 80s. When the economy is managed properly and running efficiently 6% interest rates are normal. Rates should always be above the real inflation rate and NEVER below 5% except to temporarily counter a normal down cycle in the economy, or worse as is this case, GROSS mismanagement for many years. Right now we need deflation to bring prices down, and we need inflation to be as low as possible. Also retired people need good interest rates to earn income above inflation on their savings without being forced to put their savings at much higher risk in stocks.

This means that we should invest in energy and oil prior to the bust We know an increase in oil price precedes the recession.

He has no economic views thus he could over diversify his portfolio with cash .No zero sum game .Not sure the strategy adds value our portfolio.Sounds some luck of experience of different cycles .

Oxbow was saying the same nonsense in the beginning of 2023 right before Nasdaq skyrocketed by 50%.