Program and guest
A Kitco News interview hosted by Jeremy Szafron, with Oxbow Advisors founder Ted Oakley as the guest. English original title: Ted Oakley: This Cycle Is Ending, I’m 50% in Cash and Treasuries.
Key takeaways
- Sold most gold-mining stocks three weeks ago 0:27
- At the start of the program, he points out that the signals he sees appeared only twice, in 1929 and 1999 0:34
- In the 7–9 months before 2027, the economy weakens first, with rate cuts beginning midyear 4:02
- The other 480 stocks have fallen 18%–20% from their highs; there are more new lows than new highs 7:20
- He is a seller of Google and Microsoft 35:50
Background and notes
The program description says that Oakley currently has about half his funds allocated to cash and Treasuries. Subtitle coverage note: the video has 1478 timestamped subtitle segments, covering the full video from 0:00 to 55:53. The views and timestamps in this article are based on the original subtitles; each timestamp marks the start of the corresponding spoken segment.