About this episode

Ted Oakley discusses the importance of owning hard assets and the current investment landscape, emphasizing long-term strategies and caution in tech investments.

Stijn Schmitz welcomes Ted Oakley to the show. Ted Oakley is Founder and Managing Partner | Oxbow Advisors. The discussion explores investment strategy, focusing on long-term holdings, hard assets, and contrarian opportunities. Oakley emphasizes the importance of a longer investment horizon, typically holding stocks for three to ten years, while acknowledging that most traders focus on short-term moves, often using leverage and options—which he views as risky. He notes that his firm recently bought back gold, silver, and mining stocks after significant corrections, considering them cheap on a cash flow basis, and continues to hold energy positions. Oakley expresses caution regarding certain AI-driven tech companies, citing concerns about debt levels, earnings quality, and the sustainability of current growth. He sees parallels to the late 1990s and the potential for revaluation if commercial viability falters. He advocates maintaining liquidity to seize opportunities during market dislocations, often holding substantial short-term treasuries alongside gold as a currency hedge against dollar depreciation and long-term inflationary pressures from rising government debt and…

People in this episode

Host: Stijn Schmitz

Guest: Ted Oakley

Topics covered

• investment strategy
• hard assets
• oil and gas
• long-term holdings
• market dislocations
• gold
• energy positions

Keywords

• investment strategy
• hard assets
• gold
• oil and gas
• market dislocations
• energy positions
• AI-driven tech
• de-dollarization
• inflation

Mentioned in this episode

Organizations: Oxbow Advisors

More episodes of Palisades Gold Radio

• Marc Faber: Imminent Financial Collapse, Money Printing & Gold · September 8, 2026 · 50 min
• Don Durrett: Gold Miners ‘The Most Asymmetric Upside’ & The Point of No Return for Gold · September 5, 2026 · 53 min
• Mario Innecco: Imminent Financial Repression, Decade-Long Bear-Market for Bonds & Gold · August 31, 2026 · 53 min
• Willem Middelkoop: The Next Financial Crisis, ‘Perfect Storm’ For Commodities & Mining Discoveries · August 27, 2026 · 49 min
• Matthew Piepenburg: ‘Screaming Indicators’ For Gold’s Rise & Generational Wealth Creation · August 26, 2026 · 1h 11m
• Michael Oliver: ‘Nuclear Event’ Hitting US Markets & Silver ‘Most Explosive’ Upside · August 22, 2026 · 49 min

Explore listener stats, chart rankings, contacts and more on the Palisades Gold Radio podcast page.