The Illusion of GDP Growth: What’s Really Behind the Numbers? – Ted Oakley
Jeremy Szafron, Anchor at Kitco News, interviews Ted Oakley, Managing Partner and Founder of Oxbow Advisors. In this discussion, Oakley shares his insights on the current economic landscape, highlighting the real impact of inflation on GDP growth, the divergence in economic conditions within the U.S., and the potential risks of the debt market. He also delves into investment strategies amidst market volatility, the implications of potential rate cuts, and the sustainability of current economic policies. Oakley provides a nuanced view of the global economic outlook, emphasizing the importance of strategic investment in today’s unpredictable market.
00:00 – Introduction
01:47 – Ted Oakley on GDP Forecasts
03:10 – Inflation’s Impact on GDP Growth
04:37 – Divergence in U.S. Economic Conditions
06:09 – Potential Rate Cuts and Investor Strategies
07:33 – Market Volatility and Historical Trends
08:53 – Consumer Spending vs. Inflation
10:57 – Year-End Investment Strategies
12:54 – High-Yield Investments and Risk Management
17:59 – Energy Sector Investments and Long-Term Outlook
Credit to : Kitco NEWS