The Julia La Roche Show, Released on 6/16/26 In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, warns the market is exhibiting all the markings of late stage using a Warren Buffett 1999 quote: “when you get to the point where every single thing that people […]
Kitco News, Released on 5/19/26 The 30-year U.S. Treasury yield is testing 5.18%, fundamentally shifting the math for equities, credit, and the traditional 60/40 portfolio. While Wall Street continues to buy the AI tech dream, Oxbow Advisors Founder and Managing Partner Ted Oakley warns of a severe disconnect between the stock market and the real […]
ITM Trading, Released on 5/11/26 “The last part of a bear market is when it gets really nasty—that’s when you can lose two-thirds of your value.” Ted Oakley warns that many retirees are overexposed to stocks, risking up to 65% of their life savings if a major downturn hits after years without a true bear […]
David Lin – YouTube, Released on 4/15/26 (Recorded on 4/14/26) Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses the recent market rebound, the state of speculation among younger investors, risks building in private credit and long-duration bonds, and how his firm is positioning across energy, metals, and treasuries amid the Iran conflict. […]
Adam Taggart | Thoughtful Money, Released on 3/26/26 The extreme valuations, heightened uncertainty and potential threats in today’s financial markets lead high-net worth advisor Ted Oakley to encourage investors to raise cash at this time. “If you don’t have at least 20-25% in cash or T-bills, I think you’re taking a bigger risk”, he warns. […]
Kitco News, Released on 2/5/26 Ted Oakley, Founder and Managing Partner at Oxbow Advisors, returns to Kitco News to discuss what he calls the market’s “sobering up” phase. With jobless claims hitting winter highs and major tech stocks surrendering value, Oakley argues that we are witnessing a fundamental “changing of the guard.” He explains why […]
Oxbow Advisors, Released on 12/19/25 (Recorded on 12/18/25) 0:00 – Intro 0:42 – The Slowing Economy 1:53 – Weaker Labor Market 3:35 – Interest Rate Outlook 5:15 – Home Sales Slowing 7:31 – Federal Reserve “Dual Mandate” 9:30 – Wealth Inequality 11:30 – New Fed Chairman 13:15 – Fed Rate Cuts 14:14 – What Should […]
Triangle Investor, Released on 12/9/25 (Recorded on 12/8/25) Veteran wealth manager Ted Oakley (Oxbow Advisors) delivers a no-holds-barred outlook: the 16-year stock market bull run is in its final stage, with the S&P 500 likely peaking at 7,000–7,500 before a generational bear market hits in the next 2–3 years as baby boomers begin selling. With […]
