Ted Oakley: A Bad Market Correction = Tremendous Opportunity For Smart Investors
Don't fear the bust...
There's a lot of debate right now whether the US is indeed at risk of entering a recession this year.
And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes increasingly bipolar.
Who is more likely to be proven right this year: the optimists or the pessimists?
For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors.
Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the road ahead.
Ted is keeping a fair amount of dry powder, as his long career has shown him that the best opportunities for gains come when you have cash to deploy smartly after a material market correction.
For the details on Ted’s current positioning, click here or on the video below:
GOT GOLD?: Read our free Guide To Buying and Storing Gold & Silver:
I’m so grateful to everyone who has kindly supported me by becoming a premium subscriber to this Substack. It’s making an important difference in helping me fund the substantial operating costs of running Thoughtful Money.
Premium supporters receive my “Adam’s Notes” summaries to the interviews I do, the wildly-popular MacroPass™ rotation of reports from esteemed experts, VIP discounts, plus periodic advance-viewing/exclusive content. My Adam’s Notes for this discussion with Ted are available to them below.
If you, too, would like to become a premium subscriber to this Substack (it’s only $0.52/day), then sign up now below:
Adam’s Notes: Ted Oakley (recorded 3.25.25)
EXECUTIVE SUMMARY:
Ted Oakley warns of a significant economic slowdown, pointing to declining housing starts, consumer spending, and luxury goods sales as critical evidence. He suggests that small businesses, uncertain about the future, are cutting back on investments and hiring, which further dampens economic activity in a self-reinforcing cycle. Ted believes these trends signal deeper structural problems that could linger without intervention.
Ted endorses the Trump administration’s proposed spending cuts to address unsustainable debt, though he warns of short-term economic challenges as a result. He highlights that industries like airlines and small contractors, which depend on government funding, could face disruptions, potentially triggering job losses and stock market declines. Reflecting on the Reagan era, he notes that today’s widespread stock ownership might magnify the fallout from such cuts.
Ted attributes recent market swings to retail speculation and overvalued stocks, particularly the "Magnificent Seven," forecasting ongoing volatility with potential 20% swings up and down. He views this instability as a consequence of excessive speculation and advises investors to
