Ted Oakley - Oxbow Advisors - Interview Series 2024 - Julian Brigden

Ted Oakley - Oxbow Advisors - Interview Series 2024 - Julian Brigden - April 16, 2024

Рет қаралды 18,160

Күн бұрын

Ted Oakley interviews Julian Brigden who addresses economic, stock market, and extreme political instability.
Visit www.oxbowadvisors.com/2023-books for a complimentary copy of Ted Oakley's new book "Stay Rich with a Balanced Portfolio" Link: oxbowadvisors.com/balanced-po...
To speak to a portfolio manager at Oxbow Advisors click this link: bit.ly/3Tg0YIS
Social Media & KZfaq Disclosure: bit.ly/3LJ8IRs
0:00 - Intro
1:10 - Soft Landing & “Goldilocks”
6:25 - Inflation & The Federal Reserve
13:55 - Bond Market Outlook
18:10 - Bond Performance
21:15 - Asset Bubbles
24:10 - Stock Market Cycles
27:30 - Consumer Confidence
29:05 - Areas Of Opportunity
36:13 - What To Do Now
40:30 - Outro

Пікірлер: 48

@mrsterling5306 Ай бұрын

Ted, please bring Julian back regularly for updates if he’s able.

@davidkilpatrick5170 Ай бұрын

Thanks Ted and the guys at Oxbow. Top quality.

@mradeelmirza Ай бұрын

Julian is always on the money.

@anuskasunka8365 Ай бұрын

Excellent interview. Thank you!!

@BlueWaterSTAX Ай бұрын

Thanks guys. Great information

@TheNewCarryTrade Ай бұрын

Awesome interview Ted and Julian...

@stephenburnage7687 Ай бұрын

I like Ted as an interviewer. Asks the right question at the right time and has the intellectual horsepower to actually follow every nuance of his guests.

@eh7599 Ай бұрын

Another great one

@emmanuelananda6551 Ай бұрын

Amazing content. Thank you both.

@Weetorp Ай бұрын

BRILLIANT!

@stephenbush7200 Ай бұрын

Thank you!

@leighgoodwin1726 Ай бұрын

Another highly intelligent and insightful guest. Brilliant interview. Thank you.

@mwilliamson4198 Ай бұрын

He's a regular guest on the Real Vision platform. Always good value from so many of their guests, and a great diversity of opinion/perspective with zero arguing/bitching

@jivepatrol6833 Ай бұрын

Great interview and insights! Many thanks to both!

@luckymotions2229 Ай бұрын

Julian Brigden is GREAT

@justinwiedeman5017 Ай бұрын

Enjoyed the discussion. Gold over Silver is the only difference. Central Banks will continue to be Buyers. I follow the money! Cheers!

@johnbirman5840 Ай бұрын

Couldn’t agree more re: “stay the course - don’t pull out! It’ll come back. You’ve been making 11% per year the last 2 years” So said my financial advisor (salesman) end of 2021. I pulled out. That account (which I kept on Yahoo finance portfolio tracker) is STILL down over 8% since I cashed out. Meanwhile, Cash type investments - T-bills/ I Bonds/ Money Market have returned over 10%. 18% difference in 2.25 years w/ no market risk!

@jmcmob608 Ай бұрын

Thank you very much...

@vincentmurphy9252 Ай бұрын

Love the podcast A1 thanks for doing them

@mrsterling5306 Ай бұрын

We want to retire to Europe, And it never occurred to me to make investments and get property over there early!!! Thank You for that knowledge!!!

@emphyrio Ай бұрын

Please note: you still have to file yr stocks etc as yr US tax and probably pay taxes in europe as well - even you will not taxed twice in the end due to double taxes. Furthermore, some european countries (banks) are difficult opening account. So all in all, it is possible but for sure be prepared for a bunch of (tax) paperwork.

@detectiveofmoneypolitics Ай бұрын

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

@jonEmontana Ай бұрын

Appreciate the great interview Ted. Also fan of Julian. Thanks for coming Julian.

@alexisboucher523 Ай бұрын

That is true in 2009 we paid $400 for a 32-inch TV. But we are talking about junk. The price of junk has come down but not the price of needed Goods.

@mwilliamson4198 Ай бұрын

It's a good point. It's inflation-distraction consumerism

@RJ-rp5ot Ай бұрын

Would you buy a bridge from Preacher Ted?

@johnbirman5840 Ай бұрын

Re: Gold as an alternative to fixed income. Since buying 2008, it have averaged around 9% return (simple interest) per year. What Bond has performed as well? And not been taxed every year as well? On the other hand, am I buying gold now? No. It’s getting close to my sell number. There will if Stocks tank a reciprocal pull back (maybe) then Everything besides Bonds will on sale.

@mwilliamson4198 Ай бұрын

Gold has been down 99% compared to bitcoin from 2010 to 2023

@KK-pm7ud Ай бұрын

15:00 Which stock price is he talking about?

@duezeri1968 Ай бұрын

en.wikipedia.org/wiki/Rheinmetall

@duezeri1968 Ай бұрын

Rheinmetall

@KK-pm7ud Ай бұрын

@@duezeri1968 thank you

@dave8212 Ай бұрын

👍🏻💛

@noSirIDontLikeIt Ай бұрын

The oak!

@vincentmurphy9252 Ай бұрын

He’s right on silver gold grab a little

@ShaneCameron9 Күн бұрын

You'd be shocked how many retirees are 70/30 stock bond

@TexasRiverRat31254 Ай бұрын

Thank you, Ted! I appreciate you sharing the knowledge and advice of yourself and the knowledgeable quests. I've been un subbing from others that stick an advertisement in the content to force me to watch it, but you were respectful enough to wait until the end. I'm still subscribed and will stay that way.

@vincentmurphy9252 Ай бұрын

I’m a reg guy but have been in market since a kid 78 Got my first Wall Street job 85 Well when the fed andceveryine said 7 cuts I said zero maybe one rise- the cut would be election only and 1 or 2 problem I think is they stopped too soon on the up increase- they needed 6.25-6.5 not stop 5.35 Ok I am no economist but I run 3 businesses I invest and spend on food olive in most worlds Regular guy calls it way more then all these talking heads Plus 1 problem is how they cut rates not inflate housing?????

@user-eb3pi4tv9k Ай бұрын

This guy blew up his hedge fund in about 2002 on a yen trade that went awol.

@mrchad97z49 Ай бұрын

I have bets on the Iphone 164...

@JamesG1126 Ай бұрын

Ted has the nerve to criticize money managers while he missed one of the biggest bull market runs in history.

@JamesG1126 Ай бұрын

Ted has been wrong on the markets for a long time. He forgot the old adage. Don't try to time the market. It's blown up in his face.

@Hotel_Chuck Ай бұрын

Wrong? What calls has he had other than be conservative. Be caught a huge run in gold and miners. He’s called the continued decline of the long bond. I wouldn’t say he’s been wrong at sll

@crouchhill Ай бұрын

Could you please give me the name of your firm, so I may invest money with you 😂

@KK-pm7ud Ай бұрын

He hasn't been wrong. It's just that how you look at things and manage your money is different than what he has to do for his clients. Ted is the first person to say that nobody can predict the future. His job is to make sure his clients have a reasonable return while not losing their capital.

@morrisfamily7707 Ай бұрын

Apple have brought a ton of buybacks to see them in the institutional portfolio for years to come. Maybe Everyone has to adopt A.I in the future space......just saying....?