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 right – and why retail investors are “whistling past the graveyard.” Oakley, who manages multi-billion-dollar portfolios for high-net-worth families, is holding over 50% cash. In this exclusive interview, he reveals why corporate margins and P/E multiples are likely to fall in tandem, what sectors he’s buying (and dumping), and why most investors are dangerously mispositioned for what’s coming. Oakley also explains his tactical plays in gold and miners, how to reposition for safety without panic selling, and why retirees are at massive risk in today’s market.

Ted’s new book: Second Generation Wealth: What Do You Want for Your Kids?

00:00 Introduction
00:36 Market Predictions
02:29 Economic Indicators and Retail Investor Behavior
07:03 Investment Strategies and Stock Picks
14:02 Gold and Currency Insights
22:40 Wealth Management and Generational Advice
29:47 Lightning Round and Final Thoughts
31:11 Conclusion

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. He’s the author of Second Generation Wealth: What Do You Want for Your Kids?

  economy, gold, investing, market crash, stocks, Ted Oakley