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Ted Oakley is back he is the founder of Oxbow advisors and will be picking his brain on exactly how to invest not just what to invest but how to invest Ted welcome back to the show you man Dave we plan to be here glad to host you as always weve picked our brain plenty of times over the course of the last year so thank you very much for your contributions to Kitco uh todays discussion I want to shift gears a little bit uh obviously well get your macro Outlook but equally importantly we want to ask you like my opening suggests exactly how you pick your Investments and your lead up to the the Investments that you would uh recommend to your clients and perhaps share with their audience so before we do that lets give a macro overview for the audience uh big picture macro overview over the last year and a half uh last year in two months really weve seen the stock markets correct the s p by almost 20 in 2022 now more recently weve seen a rebound in almost all asset classes including go
