Stocks Are "As Expensive As I've Ever Seen Them" | Ted Oakley

Video Description

REGISTER FOR TED'S FREE SUCCESSION WEBINAR at https://www.thoughtfulmoney.com/succession Short of a dramatic surprise in the next few weeks, the markets should end 2025 with another big double-digit positive return, for the third year in a row. A string of three-peats like this is quite rare in markets. Which raises the question: Can the momentum last in 2026? Or will the market's returns start to mean revert. To discuss, we have the good fortune of welcoming back to the program high net worth financial advisor Ted Oakley, Managing Partner and Founder of Oxbow Advisors. Ted thinks stocks are as expensive as he's ever seen them in his long career. And while he admits no one knows when the market top will be in, he's pretty confident we're in the 8th or 9th inning of the bull market at this stage. #bearmarket #marketcorrection #oilandgas 0:00 - Upcoming Succession Webinar Introduction 4:27 - Ted's Economic and Market Outlook for 2026 5:54 - Eighth or Ninth Inning of the Cycle 6:29 - Potential for a Blowoff Top 7:19 - Generational Top in 2026 or 2027 8:53 - Expectations for a True Bear Market 9:58 - High Valuations and Investor Complacency 11:23 - Baby Boomers' Impact on Markets 12:32 - Selling Pressure from Health Costs 14:05 - Passive Capital Flows Reversal Risks 16:21 - Rally in Silver and Bitcoin 17:07 - Precious Metals Outlook and Fed Cuts 19:55 - Allocations and Trimming Miners 20:45 - 30-30-30-10 Allocation Strategy 22:46 - Risks of Long-Term Bonds 24:51 - Expecting Fed Rate Cut 26:03 - Fed Independence and Political Influence 27:04 - Intervention Hangover and Wealth Effect 30:03 - Skepticism on Administration's Plans 32:33 - Buffett-Style Company Investing 33:41 - Energy Sector as Top Investment Opportunity 37:12 - Midstream and Gas Companies 45:30 - Other Investment Opportunities and Specific Stocks 47:10 - Oxbow's Portfolio Types 51:42 - Risks for Older Investors' Stock Exposure 53:50 - Opportunities in Market Corrections for Prudent Investors 54:34 - Scaling In and Out Strategies 56:03 - Benefits of Professional Financial Advisors 57:38 - Importance of Succession Planning 58:34 - Uncertainties and Health Issues in Succession 1:00:31 - Ego, Mortality, and DIY Investor Challenges 1:02:22 - Webinar Signup and Replay Details 1:02:58 - Final Radar: High Complacency Levels 1:03:52 - Call to Action: Like, Subscribe, and Contact Info 1:04:53 - Oxbow Account Minimums and Closing _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.