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

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...
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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

[@mrsterling5306]

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

[@anuskasunka8365]

Excellent interview. Thank you!!

[@stephenburnage7687]

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.

[@davidkilpatrick5170]

Thanks Ted and the guys at Oxbow. Top quality.

[@BlueWaterSTAX]

Thanks guys. Great information

[@TheNewCarryTrade]

Awesome interview Ted and Julian...

[@mradeelmirza]

Julian is always on the money.

[@Weetorp]

BRILLIANT!

[@emmanuelananda6551]

Amazing content. Thank you both.

[@eh7599]

Another great one

[@johnbirman5840]

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!

[@stephenbush7200]

Thank you!

[@leighgoodwin1726]

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

[@mwilliamson4198]

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

[@justinwiedeman5017]

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

[@luckymotions2229]

Julian Brigden is GREAT

[@jivepatrol6833]

Great interview and insights! Many thanks to both!

[@jmcmob608]

Thank you very much...

[@mrsterling5306]

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]

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.

[@vincentmurphy9252]

Love the podcast A1 thanks for doing them

[@jonEmontana]

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

[@alexisboucher523]

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]

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

[@detectiveofmoneypolitics]

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

[@johnbirman5840]

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]

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

[@RJ-rp5ot]

Would you buy a bridge from Preacher Ted?

[@vincentmurphy9252]

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?????

[@dave8212]

👍🏻💛

[@KK-pm7ud]

15:00 Which stock price is he talking about?

[@duezeri1968]

en.wikipedia.org/wiki/Rheinmetall

[@duezeri1968]

Rheinmetall

[@KK-pm7ud]

@@duezeri1968 thank you

[@vincentmurphy9252]

He’s right on silver gold grab a little

[@ShaneCameron9]

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

[@noSirIDontLikeIt]

The oak!

[@user-eb3pi4tv9k]

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

[@TexasRiverRat31254]

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.

[@mrchad97z49]

I have bets on the Iphone 164...

[@JamesG1126]

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

[@JamesG1126]

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]

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]

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

[@KK-pm7ud]

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]

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....?

[@BUY_YOUTUB_VIEWS_841]

Your channel is a treasure trove of positivity. Thanks for making the internet a better place!

[@ajkofqq]

I believe Bogleheads Three-Fund Portfolio is the best in the world in the long run!