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Podcast: The Julia La Roche Show
Episode: #253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It'
Description: Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic while market multiples remain elevated. He shares his approach to maintaining significant liquidity (currently 55%) while selectively investing in value opportunities like consumer staples. Ted also explains his gold strategy, with...