Adam Taggart | Thoughtful Money, Released on 3/27/25

There’s a lot of debate right now whether the US is indeed at risk of entering a recession this year. And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes increasingly bipolar. Who is more likely to be proven right this year: the optimists or the pessimists? For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We’ll find out how he’s currently positioning his clients assets for the road ahead. Ted is keeping a fair amount of dry powder, as his long career has shown him that the best opportunities for gains come when you have cash to deploy smartly after a material market correction.

0:00 – Introduction and Market Cycles
1:40 – Current Economic Assessment
5:00 – Impact of Government Spending Cuts
9:05 – Oxbow Advisors’ Outlook and Strategy
15:46 – Explaining Market Volatility
23:42 – Investment Approach and Opportunities
30:22 – Gold and Commodities Positioning
37:36 – Portfolio Management in Volatile Times
45:15 – Wealth-Building Wisdom
50:33 – Raising Kids with Wealth (Second Generation Wealth)
1:00:06 – Conclusion and Final Advice

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm’s proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.

Adam Taggart is the Founder of Thoughtful Money. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

  bear market, investing, market correction, market crash, stocks, Ted Oakley