Start earning interest in gold: https://Monetary-Metals.com/LinTed 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/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ X (@Oxbow_Advisors): https://x.com/Oxbow_AdvisorsYouTube: https://www.youtube.com/oxbowadvisorsTed's books: https://oxbowadvisors.com/books-2025-march/ FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*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 analysis3:19 - Housing market weakness6:44 - Jerome Powell and the Federal Reserve12:01 - Fed funds rate13:51 - Fed independence and Goldman’s gold prediction16:35 - Inflation and how to stimulate job market growth19:47 - Tariff price hikes and consumer spending tipping point22:03 - Primary theme for investors24:58 - 1999 redux and inflection points27:22 - Investment advice for cash-heavy portfolios28:50 - What is “safety” in the current environment?30:24 - Digital assets and undervalued sectors32:56 - Overvalued assets and advice#investing #economy #federalreserve
