Portfolio construction in volatile year

Ted Oakley breaks down the gold and silver selloff, rising inflation fears, oil’s impact on markets, and why he is starting to buy gold miners again. He also explains why the Fed is trapped, why passive investing may fail in this environment, and where he still sees opportunity.#stockmarketcrash #gold #federalreserve ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Ted Oakley🏢 Company: Oxbow Advisors🌎 https://oxbowadvisors.com/𝕏 @Oxbow_Advisors📺 @OxbowAdvisors 📅 Recording date: March 19th 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎---------------------00:00 Gold and silver crash after Fed decision00:29 Ted Oakley joins the show01:14 What is the market reacting to02:30 Oil prices and inflation fears03:44 Why the Fed is trapped05:28 Inflation outlook from here06:35 Is the market still mispricing inflation risk08:34 Earnings and the impact of oil shock10:22 Where Ted sees opportunity now11:51 Why energy remains a major allocation15:07 Why he is buying gold and silver miners again19:04 How Ted manages Treasuries and bonds22:11 Inflation, debt, and the long bond risk23:41 Could the Fed step in again24:40 Portfolio construction in a volatile year28:04 Would Ted ever go 100 percent cash31:28 Know what you own32:05 Where to follow Ted Oakley------------**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#Gold #Inflation #Markets #Stocks #Bitcoin #Silver #Bonds #Fed #Investing #Recession #Economy #OxbowAdvisors #TedOakley #SoarFinancially #InterestRates #Commodities #Macro #WallStreet #Finance #goldmarketanalysis