Metals and Miners, Released on 11/11/25 In this eye-opening episode of Metals and Miners, host Gary Bohm sits down with Ted Oakley, Founder & Managing Partner of Oxbow Advisors, to dissect the fragile state of global markets. With over decades of experience managing high-net-worth portfolios through every market cycle, Ted pulls no punches: Unrealistic dreams […]
David Lin – YouTube, Released on 9/19/25 (Recorded on 9/18/25) Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, argues the Federal Reserve made a mistake cutting interest rates while inflation remains high, warns that current markets resemble the 1999 bubble with dangerous overvaluation in tech stocks, and recommends investors focus on undervalued dividend-paying […]
Kitco News, Released on 9/12/25 While the stock market hits all-time highs, veteran investor Ted Oakley, Founder and Managing Partner of Oxbow Advisors, warns that the real economy is deteriorating and a “sobering up sell off” of at least 15% is coming. He tells Kitco News Anchor Jeremy Szafron that “smart money” managers are quietly […]
The Julia La Roche Show, Released on 9/6/25 In this episode, Ted Oakley, managing partner of Oxbow Advisors with 48+ years of market experience, warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He expects coming Fed rate cuts to be an Arthur Burns-style policy mistake, creating a window […]
Oxbow Advisors, Released on 7/2/25 0:00 – Intro 0:30 – Themes 1:14 – May Statistics 1:36 – Unemployment 1:48 – Consumer Expectations 2:08 – Homes For Sale 2:33 – Housing Prices vs Inflation 2:56 – Stagflation 3:20 – National Debt History 3:58 – Debt Growth 4:18 – Interest Expense 4:39 – Deficit Growth 4:58 – […]
Oxbow Advisors, Released on 6/9/25 (Recorded on 6/6/25) David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he […]
The David Lin Report, Released on 5/19/25 Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses the recent US debt downgrade, current market valuations, and principles from his book “Second Generational Wealth” on responsibly transferring assets to future generations. 0:00 – Intro 0:49 – US debt downgrade 5:02 – Market evaluation 12:25 – […]
Kitco News, Released on 5/6/25 Billionaire hedge fund legend Paul Tudor Jones just warned that U.S. stocks are heading for new lows – even if Trump rolls China tariffs back to 50%. Ted Oakley, Founder & Managing Partner at Oxbow Advisors, joins Kitco News Anchor Jeremy Szafron to break down why this warning may be […]
