Oxbow Chief Investment Officer Chance Finucane discusses sticky inflation, weakening trends for the consumer and employment, and how to construct portfolios when stock and bond prices are moving in tandem.

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0:00 - Intro
0:17 - Sticky Inflation
0:40 - Interest Rate Cuts
1:06 - Consumer Credit
1:28 - Excess Savings
1:57 - Employment Trends
2:37 - Corporate Bond Spreads
3:09 - Stock Market Narrowing
3:43 - Market Cycles
4:28 - Rethinking 60/40
5:46 - Outro

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