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Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses energy, interest rates, stock market valuations, commodities, precious metals, critical minerals, and how investors should think about risk and portfolio positioning in today’s market.
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*This video was recorded on August 11, 2026.
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DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.
The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.
This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.
No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.
0:00 - Intro.
7:54 - Stocks, Bond Yields & Valuation Risks
13:08 - Inflation & the Long End of the Yield Curve
17:04 - Bullish Sentiment, Dip Buying & Market Risk
21:00 - Earnings, Big Tech & Hyperscalers
23:10 - Data Centers, Critical Minerals & Uranium
30:02 - Precious Metals & When to Take Profits
38:06 - Best & Worst Assets to Own Now
#investing #economy #stocks 
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