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Podcast: The Julia La Roche Show
Episode: #227 Ted Oakley: Almost Everybody is Complacent Right Now
Description: Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 226 to share his perspective on the biggest challenges facing investors in 2025. Oakley discusses the potential collision between high government debt levels and rising interest rates. He expresses concerns about the new administration's economic plans sparking inflation, and the difficulties in refinancing government debt given budget shortfalls. Oakley also shares his market outlook, highlighting risks around investor complacency, the popularity of passive investing, and the importance of maintaining liquidity. He provides insights from his decades of investing experience, including how he navigated previous turbulent markets...