Try InVideo for free at https://invideo.io/i/DavidLin, use code DAVIDLIN50 to get 2x the video generation credits in your first month Ted Oakley, Founder of Oxbow Advisors, discusses the major market shifts investors can expect in Q4, 2024, factoring in a Presidential Election, two wars that the U.S. is involved in, a Fed easing cycle, and what Oakley describes as an "extremely overvalued" stock market. *This video was recorded on October 18, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ Twitter (@Oxbow_Advisors): https://twitter.com/Oxbow_Advisors YouTube: https://www.youtube.com/@OxbowAdvisors FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - Record Stock Market Exposure 01:20 - Retail Sales & Inflation Concerns 03:40 - Rising Consumer Debt 05:01 - High Credit Card Rates 06:17 - Fed's Rate Mistakes 09:58 - Inflation Risk & Fed Cuts 12:05 - U.S. Debt Projections 14:05 - Boomers’ Market Exposure 16:38 - Global Conflicts & Market Shifts 18:19 - Real Assets vs. Financial Assets 25:11 - Fixed Income & Bonds Outlook 28:18 - Oil Investment Outlook 32:15 - Election Impact on Markets 36:06 - Market Complacency & Risk #stocks #economy #investing
