Oxbow Advisors Managing Partner Ted Oakley joined Bloomberg Business News to talk about his outlook on oil, commodities, stock market valuations, and where investors should be positioned right now.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" or his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

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Oxbow Advisors Managing Partner Ted Oakley reviews his thoughts on the economy, bonds, stocks, and global uncertainty.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" or his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

Full Youtube Disclaimer : https://bit.ly/Oxbow-2025-Youtube
Social Media Disclaimer : https://bit.ly/3LJ8IRs

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Oxbow Chief Investment Officer Chance Finucane discusses ­­­­the end to the stock market uptrend of the past year, buying the dip in precious metals royalty stocks, and how the volatile oil price impacts current portfolio decisions.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" & his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

Full Youtube Disclaimer : https://bit.ly/Oxbow-2025-Youtube
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Larry McDonald gives his views on interest rates, private credit, stock market, commodities, and metals.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" & his 2025 book "Second Generation Wealth"

Larry McDonald's Book "Listen When Markets Speak Opportunities Link : https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

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Oxbow Chief Investment Officer Chance Finucane discusses AI winners, AI losers, and the Old Economy sectors that have been the best performers year-to-date.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" & his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

Full Youtube Disclaimer : https://bit.ly/Oxbow-2025-Youtube
Social Media Disclaimer : https://bit.ly/3LJ8IRs

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Ted Oakley and Dr. Lacy Hunt discuss the U.S. economy, inflation and AI spending.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" & his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

Full Youtube Disclaimer : https://bit.ly/Oxbow-2025-Youtube
Social Media Disclaimer : https://bit.ly/3LJ8IRs

0:00 Intro
0:40 Reasons For Lower Inflation
4:00 More Restrictive Monetary Policy
5:54 The Federal Reserve
10:15 Effects of Tariffs
14:00 Unemployment
21:00 Gross Domestic Income vs Spending
24:40 Government Budget Deficit
27:50 Domestic Manufacturing
29:50 Artificial Intelligence
37:00 Interest Rate Outlook
40:00 Inflation Outlook
41:40 Outro

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Oxbow Chief Investment Officer Chance Finucane discusses the expensive free cash flow multiple of the S&P 500, the weakening U.S. Dollar, and the euphoric trading activity in silver.

Visit https://oxbowadvisors.com/books-2025-march/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" & his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

Full Youtube Disclaimer : https://bit.ly/Oxbow-2025-Youtube
Social Media Disclaimer : https://bit.ly/3LJ8IRs

0:00 - Intro
0:17 - Stocks Expensive vs Free Cash Flow
0:41 - Biggest Stocks Are The Most Expensive
1:28 - Earnings Growth Is Broadening
1:57 - Small Cap Growth Looks Unsustainable
2:22 - U.S. Dollar Weakness Could Continue
3:11 - Silver At New Record Highs
3:38 - Warning Signs For Silver Correction
4:07 - Outro

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Ted Oakley interviews Julien Garran discussing his views on artificial intelligence, data centers, and large hyperscalers.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" & his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

Full Youtube Disclaimer : https://bit.ly/Oxbow-2025-Youtube
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Oxbow Advisors Managing Partner Ted Oakley shares his latest thoughts on the current condition of the gold and silver markets and provides his insight into where prices may be headed next.

Visit https://oxbowadvisors.com/books-2026/ for a complimentary copy of Ted Oakley's book "Stay Rich with a Balanced Portfolio" or his 2025 book "Second Generation Wealth"

Oxbow Advisors YouTube channel does not generate revenue from our videos through views or ads. Any advertisements appearing on our videos are automatically placed by YouTube’s ad system. Our primary goal is to provide viewers with information we consider valuable.

Full Youtube Disclaimer : https://bit.ly/Oxbow-2025-Youtube
Social Media Disclaimer : https://bit.ly/3LJ8IRs

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