Preserve Wealth in Economic Downturns

Ted Oakley is a seasoned investment expert with over 40 years of experience helping high-net-worth individuals preserve their wealth. In this episode, we delve into the complexities of today’s economic landscape, focusing on inflation, deflation, and the volatility in various markets. This conversation is packed with valuable advice for investors and business owners looking to navigate uncertain times and protect their financial future.

Listen in as Ted shares his insights on managing wealth through economic downturns, the importance of liquidity and balanced portfolios. He also discusses the need for base capital to ensure security and investment capital to seize opportunities during market lows. You’ll discover the value of tangible assets like real estate and the pitfalls of over-leveraging in speculative investments.

Minute Markers:

02:43 – Discussion on current economic trends.
11:36 – Ted’s thoughts on accounting practices, nonbanks or shadow banking, and their effect on the economy as a whole.
16:53 – Insights into disinflation and deflation as products of a slowing economy.
19:10 – The importance of base capital and investment capital.
19:31 – The value of liquidity in taking advantage of market downturns.
20:46 – Market volatility and why defense-first strategy in investments matters.
24:35 – The two things people miss in business
25:26 – Future marketplace and investment opportunities.
28:17 –Why you should focus on essential businesses and hard assets in maintaining financial stability.

If you like this episode, here are more episodes we think you’ll enjoy:

David McAlvany – Building Wealth and Legacy in Inflationary Times – Ep# 489
Alastair Macdonald – Circumventing Economic Crises and the Pursuit of Wisdom – Ep# 493
Anna Kelley – Building Wealth and Teaching Financial Wisdom to the Next Generation – Ep# 475

Featured on the Show:

Ted Oakley: LinkedIn
Stay Rich with a Balanced Portfolio: The Price You Pay for Peace of Mind by Ted Oakley
Oxbow Advisors
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#investmentstrategy #wealthmanagement #inflation #disinflation #deflation #tedoakley

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Power Concepts:

“I always tell people, ‘Own the assets where you own them direct. And don’t get caught up in third or fourth party because it’s not going to be good for you.’” – Ted Oakley

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“The most money I’ve personally ever made are always during the worst times.” – Ted Oakley