Ox Road Capital

05/28/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

Seeds of Opportunity: The Case for Agriculture Investments

This video discusses:
- Agriculture emerging as a new opportunity within commodities
- Supply constraints supporting prices and the investment thesis
- Commodity markets rebound after a decade of underperformance
- Growing demand tailwinds from global economic development
- Agriculture sector starting to gain investor attention

Watch the full video below from Michael Lee, CEPA® and if you have any questions about the stock market or your investments, please contact us today:

Stay Connected with Ox Road CapitalThanks for watching! If you fo...

04/29/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

American Industrial Renaissance or Political Rhetoric?

This video discusses:
- Manufacturing jobs are down but investment is exploding. Why is that?
- Supply chain shocks and policy shifts.
- For investors, this “renaissance” could matter but only if you get it right.

Watch the full video below from Michael Lee, CEPA® below and If you have any questions about the stock market or your investments, please contact us today.

American Industrial Renaissance or Political Rhetoric?

04/07/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

Lessons From Past Conflicts for Today’s Stock Market

- Markets often recover faster than headlines suggest
- Fundamentals still drive long‑term outcomes
- Patience matters during geopolitical uncertainty

Watch this week’s recap from Michael Lee, CEPA®, as he shares key insights and market perspective.

If you have any questions about the stock market or your investments, please contact us today: https://lnkd.in/eZDvmFC2

04/01/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

Earnings Likely to Grow Double Digits Again; Will Markets Care?

- Private credit is feeling the strain

- AI is a growing disruptor

- Dispersion is increasing

Watch this week's recap from Michael Lee, CEPA® as he breaks down these topics and more.

If you have any questions about the stock market or your investments, please contact us today: https://www.oxroadcapital.com/contact-us

03/18/2026

03/17/2026

Welcome to Ox Road Capital.

We are settling in nicely to our new home and have a few renovations underway to make it even better. Take a quick look inside and stay tuned as we continue to bring this vision to life.

We hope to see you in office soon!

03/12/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

Markets are being tested as the Iran conflict disrupts global energy flows, but broader market participation and long‑term fundamentals remain resilient. Here is what you need to know!

Click below to watch this week's full recap.

Markets are being tested as the Iran conflict disrupts global energy flows, but broader market participation and long‑term fundamentals remain resilient. Her...

03/05/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

Watch this week's recap from Michael Lee, CEPA® breaking down the latest market news regarding the ongoing conflict in the Middle East.

Watch the full video below and contact us today if you have any questions.

Stay Connected with Ox Road CapitalThanks for watching! If you found this video helpful, be sure to like, subscribe, and turn on notifications so you never m...

02/18/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

From Bubble Fears to Disruption Risk: The New AI Market Narrative

Watch this week's recap from Michael Lee, CEPA®. Today's AI narrative isn’t about speculative bubbles anymore; it’s about how AI driven disruption may reshape markets.

To read this full article visit our website: https://www.oxroadcapital.com/weekly-market-commentary

01/15/2026

Jack Shubert brings a strong foundation in finance and a passion for delivering exceptional client service to his role as Client Service Associate at Ox Road Capital. Drawing on his experience in client services at UBS and as a wealth management intern at Beacon Pointe Advisors, Jack prides himself on providing a high level of care and attention to every client interaction.

His approach is rooted in:
✅ Client-first service and relationship building
✅ Financial knowledge and leadership experience
✅ Commitment to mentorship and community involvement

Before graduating from The Citadel in 2022 with a bachelor’s degree in Finance, Jack served as Vice President of Training and sector head for Financial Services and Real Estate, managing the Student Managed Investment Fund. He was also involved in Baptist Campus Ministries and held leadership roles as a Company Commander and Executive Officer.

As an active member of The Citadel Alumni Association, Jack continues to serve his alma mater. He and his wife, Lora, attend Newspring Church in Greenville, SC. In his free time, Jack enjoys fishing, working out, and spending time with loved ones—including his dog, Ozzy.

Based in Greenville, SC — serving clients nationwide

Learn more about Jack and the team: https://www.oxroadcapital.com/about-us