Our Biggest Holding is an Energy Company, Plus Top Stocks in the Portfolio: Ted Oakley

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Managing Partner of Oxbow Advisors Ted Oakley gives some insight into where his fund is deploying capital in an unstable market environment. Ted discusses energy, real estate, fixed income, and his views on where the economy is headed in 2023.

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00:00 Introduction
00:42 Decline in Company Earnings
02:43 Investor Sentiment
04:27 Recession Won't Be Quick
05:40 China Reopening
06:51 Peter Zeihan on China & Russia
08:10 Russia & Energy
09:14 Fed Won't Pivot
11:18 Fed Policy Lag
12:56 Oxbow's Investing Strategy
16:36 Oxbow Top Holdings

#energy #oilandgas #stocks