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.

0:00 – Intro.
0:50 – V-shaped recovery and past war parallels
4:12 – Oil and energy outlook
8:43 – Oxbow’s April letter and the younger generation
12:46 – Tech rally comparison to 1990s
17:05 – Private credit risks
20:12 – Treasuries, inflation, and why long bonds look broken
23:40 – Positioning through conflict
21:02 – What Ted is watching and buying now

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, investing, stocks, Ted Oakley