Video Description

Start earning interest in gold: https://Monetary-Metals.com/Lin Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, argues the Federal Reserve made a mistake cutting interest rates while inflation remains high, warns that current markets resemble the 1999 bubble with dangerous overvaluation in tech stocks, and recommends investors focus on undervalued dividend-paying companies while maintaining defensive cash positions. Watch Ted's last interview with David here: https://www.youtube.com/watch?v=Bs6QxRKyLVM *This video was recorded on September 18, 2025. Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ X (@Oxbow_Advisors): https://x.com/Oxbow_Advisors YouTube: https://www.youtube.com/oxbowadvisors Ted's books: https://oxbowadvisors.com/books-2025-march/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro. 1:00 - Labor market analysis 3:19 - Housing market weakness 6:44 - Jerome Powell and the Federal Reserve 12:01 - Fed funds rate 13:51 - Fed independence and Goldman’s gold prediction 16:35 - Inflation and how to stimulate job market growth 19:47 - Tariff price hikes and consumer spending tipping point 22:03 - Primary theme for investors 24:58 - 1999 redux and inflection points 27:22 - Investment advice for cash-heavy portfolios 28:50 - What is “safety” in the current environment? 30:24 - Digital assets and undervalued sectors 32:56 - Overvalued assets and advice #investing #economy #federalreserve