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 – Treasuries
18:22 – Tech and energy
23:18 – Precious metals
27:43 – Defensive positioning
32:19 – Second Generational Wealth book

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?

  bonds, economy, gold, investing, precious metals, Ted Oakley