Ted Oakley - Oxbow Advisors - Interview Series 2024 - Larry McDonald

Ted Oakley - Oxbow Advisors - Interview Series 2024 - Larry McDonald - August 6, 2024

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Oxbow Advisors

Күн бұрын

Пікірлер: 43

@Kiev-Kyiv-Kyyeev Ай бұрын

Great conversation. Smart and useful as usual. I really appreciate.

@JONINOTORUS Ай бұрын

Superb conversation as always. Thank you, Ted.

@jerrysteffy7900 Ай бұрын

Ted Oakley has interpreted the current state correctly for well over a year. His prudent and thoughtful approach provides constant valuable advice that Is always useful . I have learned many valuable lessons listening to him.

@mjbucar Ай бұрын

Thank you Ted.

@awesomeBLT Ай бұрын

Great interview with Larry, Ted. I just ordered Larry’s book as Im fascinated to see the graphs talked about in your interview. thanks again and PLEASE bring Larry back often.

@zipper1209 Ай бұрын

Me too.

@stephenbush7200 Ай бұрын

In the midst of this whole wacky world when I need a shot of some good financial common sense, I just tune in Ted. Fantastic guest in Mr. McDonald! I'm going to get his book. Scariest part of what was talked about for me was when the government finally admits that inflation is higher than they can pay in interest, and hyper-inflation gets out of control.

@dw566 Ай бұрын

I look forward to each new video. It stuns me to see how generous you are with the valuable knowledge you and your guests offer up for free. I can only surmise that you do this not for gain, but out of a genuine desire to help others make wise investment choices and build a more financially secure future. Thank you.

@johnbirman5840 Ай бұрын

Successful Rich people don’t “keep it all for themselves”. They tend to want the pie to get larger. They benefit. And so do others. That’s why I like Trump.

@richardwhite1120 Ай бұрын

Excellent stuff as always Ted. Thought provoking and conveyed in a clear and jargon free manner. A great interview. Best wishes from England.

@bibibachmd9995 Ай бұрын

Thanks Ted. Great interview. Right about private equity. It can be very hard to get the money out. Avoid PE like the plague IMO.

@animo-y-adelante Ай бұрын

Superb interview!

@judithh.lawson4773 Ай бұрын

Great interview, thank you!

@jmcmob608 Ай бұрын

Thank you very much...

@eh7599 Ай бұрын

Great interview.

@jonEmontana Ай бұрын

Thank you Larry and Ted! Great content

@jays9870 Ай бұрын

Anotehr terrific guest; thank you

@johnbirman5840 Ай бұрын

Unless one is picking actual Stocks, and unless one is 100% (or so) in the S&P/Nasdaq it has a bearing, but so much. A typical Mutual Fund like: Vanguard Wellington- a 60/40 portfolioi is still down since end of 2021 till today (about 9%) A Vanguard Total Stock Market fund is up about 8%. Meanwhile Cash (various instruments) are up about 10+% Gold is up about 17% And even if you were S&P you’re up about 15% It’s “picking up Dimes in front of the steamroller” All that Risk for not enough Return to warrant the risk! Cash is King for now, and every King needs a Gold Crown.

@duanejackson6718 Ай бұрын

The Bitcoin to gold ratio, is rather ingenious. This is the first I've heard of it. I can see how that would work.

@stevevanzandt1655 Ай бұрын

Very worthwhile. Thanks much.

@revpgesqredux Ай бұрын

Livestock on the hoof doesn't need refrigeration

@goshort798 Ай бұрын

Fannie Mae and Freddie Mac created. the housing bubble that peaked in the summer of 2007 and blew up in September 2008. These two GSE's blew up the subprime lending market which led to the housing bubble.

@Lieutenant_Dan Ай бұрын

What's the saying? Those who say money can't buy happiness haven't given enough away.

@25Soupy Ай бұрын

Funny, yesterday the carry trade was the beginning of the end and today everyone's buying the dip. I like Ted and his team at Oxbow a lot and other money managers but 90% plus of us don't have $1 million dollars minimum to have them manage our money. 90% plus of us don't have the time or knowledge to be a stock picker and as Jack Bogle says, "Not investing is the worst thing you can do." ETF's are better than not investing at all by far.

@Dave-cf4xq Ай бұрын

Why won't Oxbow lower their minimum so us smaller investors can be part of what they do? I doubt that their high net worth investors even listen to these videos.

@jazzbeau507 Ай бұрын

@@Dave-cf4xq Some of them probably watch them.

@lacitysun Ай бұрын

@@Dave-cf4xq 2 mil isn't a lot of money if you think about it

@johnbirman5840 Ай бұрын

It may be the risk in smaller investors being too jittery. And also perhaps the same reason Big Auto doesn’t wanna make trucks under 30k. It’s the profit/work per customer. Better to sell sell 10 at a $1000 than sell 90 at a $100.

@markz.5891 Ай бұрын

Ted's company takes 4 million minimum but thats way on the high end. I know they do a great job but they're mainly into wealth preservation.Many others are less than 100k. Michael Pento is one I have looked. I subscribe to Capitalist Insider w Chris Macintosh. Basically they do commodity based trade recommendations.About a thousand a year and worth that.They also will manage your money over 250k.

@martintheguitarist Ай бұрын

Don't listen to anyone telling you to buy crypto. They are telling you to gamble not to invest or trade.

@detectiveofmoneypolitics Ай бұрын

Detective of money politics following this content cheers VK3GFS and 73s Frank

@filipweber9698 Ай бұрын

Superb as always. But please, value miners using 'gold price - overall mining costs'. Not just the gold price. Gold went up but costs are also up and it doesn't look as rosy for miners as we all think.

@geoffgjof Ай бұрын

Yes, but the costs started to be factored in last year. This quarter is the first quarter for higher spot prices. Also, when fuel prices collapse with the recession, that will bring down costs more. And then when rates get cut, we should see more buying from the widening spreads between real rates and inflation.

@filipweber9698 Ай бұрын

@@geoffgjof that would be a triple goldilocks for gold. Companies must seek solutions to balance their spending. I feel like some got a bit too carried away with the price rises. Hopefully it will play out for them before locations like certain mid and west African countries might prove no longer sensible. Fingers crossed as I'm deeply in miners as well!

@geoffgjof Ай бұрын

@@filipweber9698 Oh definitely. You still have to be strategic with the companies you pick unless you're doing ETFs. Also, the bullish stuff might not all happen at the same time, and not right away. But within the next 1-5 years we should see them have some success.

@Richard-y5u Ай бұрын

Cheap index trackers are great and much better than trying to stock pick with stock and sector specific risk, I like Ted but his clients got wiped out on his long bond investments so he didn’t see that coming when a lot did.

@ronaldmcdonald3965 Ай бұрын

I've been saying natural gas is necessary to *support* solar and wind. Then everybody gt mad

@billwalton4571 Ай бұрын

I work job which is very degrading to my potential. Im in Australia, they have abhorred Christians for decades and they cancel us from careers an promotions.