About this episode

Ted Oakley discusses the current market conditions and his investment strategies focusing on hard commodities and undervalued assets.

Interview recorded - 29th of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley. Ted is the founder and managing partner of Oxbow Advisors, with more than four decades advising high net worth clients across multiple cycles. His highest conviction call for 2026 is not tech and it is not even gold. It is hard commodities and the old economy assets the market has spent the past decade ignoring. During our conversation we spoke about the market, historical comparison to other bubbles, how energy is vastly undervalued, AI capex & valuations, government bonds, precious metals and more. I hope you enjoy!0:00 - Introduction1:26 - Overview of markets and economy2:40 - Historical comparison5:50 - Energy companies undervalued9:07 - Commodities12:26 - AI Capex & valuation17:37 - Government bonds19:59 - Precious metals23:46 - Market correction24:51 - One message to takeawayTed Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a…

People in this episode

Host: Anthony Fatseas

Guest: Ted Oakley

Topics covered

• market valuation
• hard commodities
• energy undervaluation
• AI capex
• government bonds
• precious metals

Keywords

• overvalued market
• investing
• commodities
• energy
• AI
• government bonds
• precious metals

Mentioned in this episode

Organizations: Oxbow Advisors

Books & works: WTFinance

More episodes of WTFinance

• Iran's Grand Strategy - How They Forced US Recalculation with Vali Nasr · May 26, 2026 · 37 min
• Stock Market Bubble Peaking? Michael Oliver Breaks Down the Structural Collapse · May 22, 2026 · 39 min
• The Final Melt-Up of a 43 Year Bull Market Continues with David Hunt · May 19, 2026 · 47 min
• Alasdair Macleod: Dollar Collapse Accelerating, Here's What Happens Next · May 15, 2026 · 44 min
• Trillions Extracted from US | Follow the Money with Simon Dixon · May 13, 2026 · 39 min

Explore listener stats, chart rankings, contacts and more on the WTFinance podcast page.