Stocks Are Overvalued, Beware of Correction with Chance Finucane

Interview recorded - 1st of August, 2023

On this week of the WTFinance podcast I have the pleasure of speaking with Chance Finucane - Chief Investment Office of Oxbow Advisors. 

During our conversation we spoke about Chance's thoughts on the market, why they went risk on at the end of 2022, which companies are overvalued and more!

0:00 - Introduction
0:57 - What is Chance’s thoughts on the market?
2:55 - Why risk on at the end of 2022?
3:27 - Rotating into other sectors?
5:50 - What does an undervalued company look like?
7:45 - Ominous trend of mean reversion?
9:18 - What is the economic data currently saying?
12:15 - What is Chase’ base case?
13:53 - Which specific industries are undervalued?
15:55 - What is your strategy to calculating fair value?
17:55 - How long holding stocks for?
19:45 - What other assets is Chance watching?
22:05 - One message to takeaway from our conversation?

Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago. He is a graduate of Indiana University with a B.S. in Accounting and Finance and an M.B.A. in Accounting. Chance is a member of the firm’s investment committee.

Chance Finucane - 

Twitter - https://twitter.com/chancefinucane?lang=en
Website - https://oxbowadvisors.com/
Twitter - https://www.linkedin.com/in/chance-finucane-a2b82b128/

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
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iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
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Thumbnail image from - https://www.adviserinvestments.com/bi-weekly-newsletter/are-stocks-overvalued/