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

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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