In this episode of Lead-Lag Live, I sit down with Ted Oakley, Founder of Oxbow Advisors, to break down why inflation remains sticky, why investors should be skeptical of Federal Reserve guidance, and where real value may be emerging beneath the surface of today’s market.
With more than four decades of experience advising high-net-worth investors, Ted explains why mega-cap stocks now represent concentration risk, why energy is one of the cheapest areas in the market, and how separating base capital from investment capital helps investors survive volatile cycles.
In this episode:
– Why Ted says the Fed is consistently late and unreliable
– What the latest CPI and PPI data reveal about persistent inflation
– Why mega-cap stocks may carry more risk than reward
– How energy offers income and value in an uncertain macro backdrop
– Why separating base capital from risk capital matters in downturns
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#Inflation #FederalReserve #EnergyStocks #MarketRisk #IncomeInvesting #StockMarket #Macro #PortfolioStrategy #Investing
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