Ted Oakley: ‘Smart Money’ Is Selling, A Minimum 15% Selloff is Coming скачать в хорошем качестве

Ted Oakley: ‘Smart Money’ Is Selling, A Minimum 15% Selloff is Coming

While the stock market hits all-time highs, veteran investor Ted Oakley, Founder and Managing Partner of Oxbow Advisors, warns that the real economy is deteriorating and a "sobering up sell off" of at least 15% is coming. He tells Kitco News Anchor Jeremy Szafron that "smart money" managers are quietly raising cash as they see a disconnect between Wall Street's euphoria and Main Street's pain. Oakley, who is holding 45% cash, reveals his number one most undervalued sector, which he believes is poised for a massive run with oil potentially hitting $150. He also makes a powerful valuation case for gold miners, arguing they could "double or triple from here" based on cash flow metrics that echo 2011 levels. In this interview, Oakley explains why he believes the Fed will be forced to raise rates again by next year and warns that Wall Street's profit estimates for 2026 are impossible to hit. He also shares timeless wisdom from his book, "Second Generation Wealth," on how to manage risk, preserve capital, and raise financially responsible children. Follow Jeremy Szafron on X: @JeremySzafron (  / jeremyszafron  ) Follow Kitco News on X: @KitcoNewsNOW (  / kitconewsnow  ) Follow Ted Oakley on X: @Oxbow_Advisors (  / oxbow_advisors  ) 0:00 - Intro 1:27 - The Trader vs. The Consumer: Who's Right? 2:55 - Do Fundamentals Matter Anymore? 4:50 - "Smart Money" Is Raising Cash 8:36 - Why Ted Oakley Holds 45% Cash 12:10 - #1 Most Undervalued Sector: Energy 13:15 - The Case for $150 Oil 15:45 - How to Analyze a Company Like Ted Oakley 18:10 - "Mundane" Stocks He's Buying Now 22:05 - Gold's All-Time High & The "New World Order" 24:30 - Gold Miners Could "Double or Triple From Here" 28:45 - Silver's 14-Year Breakout 30:50 - Advice For Young Investors: Get Out of Debt 32:45 - A Warning for Retirees at a Market Top 34:00 - How to Teach Your Kids About Money 38:40 - Lightning Round: S&P, Fed, Gold, & Silver Forecasts 42:55 - Biggest Risk & Surprise for 2026 #TedOakley #MarketCrash #Gold #Silver #Investing #Economy #Inflation __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram:   / kitconews   Facebook:   / kitconews   LinkedIn:   / kitconews   Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.