The End Is Near: Don’t Ignore Bad News | Ted Oakley
Ted Oakley, Managing Partner at Oxbow Advisors, joins us to discuss market euphoria, the Fed’s missteps, cracks in private credit, and why inflation may soon roar back. We also touch on gold’s record rally, the “1999” parallels, and how investors should position for what’s coming next.
#stockmarketcrash #gold #federalreserve
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👨💼 Guest: Ted Oakley
🏢 Company: Oxbow Advisors
🌎 https://oxbowadvisors.com/
𝕏 @Oxbow_Advisors
📺 @OxbowAdvisors
📅 Recording date: October 8thh 2025
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00:00 – The Everything Rally: Stocks, Gold, Bitcoin
01:10 – “Party Like It’s 1999” Parallels
04:00 – Market Euphoria & Overbuilding AI
06:00 – Private Credit Cracks & Auto Bankruptcies
09:30 – U.S. Government Shutdown: Non-Event?
12:00 – The Fed’s Political Trap
14:30 – Inflation: The Stealth Tax on the Middle Class
17:00 – Bonds, Yields, and Portfolio Positioning
20:00 – 60/40 is Dead: The New Allocation Era
24:00 – The Emotional Trap of Long-Term Thinking
25:00 – Gold’s Next Leg Up: Mania or Macro Hedge?
28:00 – Why Gold and the Dollar Are Rising Together
29:30 – Mining Stocks, Margins & Institutional Flows
31:00 – Final Thoughts
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