Ted Oakley: "Worst Part" For Stocks Lies Ahead In 1st Half Of 2024
The last 25% of a bear market "gets everyone", he warns
Here at the end of 2023, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago.
Is that confidence justified?
Or will 2024 deliver a rude awakening?
To find out, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors.
Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year.
Ted is worried that the "worst part" of the bear market that started in 2022 still lies ahead, likely in the first two quarters of 2024.
To listen to this discussion with Ted, just click here or on the image below:
I’m so grateful to everyone who has made their way to Thoughtful Money already, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.
Premium supporters will receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.
My Adam’s Notes for this discussion with Ted are available to them below.
If you, too, would like to become a premium subscriber to this Substack (it’s only $8/mo), click on this button:
Keep reading with a 7-day free trial
Subscribe to Adam Taggart's Thoughtful Money® to keep reading this post and get 7 days of free access to the full post archives.