Soar Financially

Gold & Silver Crash Why This Is A Buying Opportunity | Ted Oakley

Mar 23, 2026
Ted Oakley, managing partner at Oxbow Advisors and commodities investor, breaks down the gold and silver selloff and why he is buying miners again. He discusses rising oil and inflation fears, why the Fed is trapped, and where energy, miners, and cyclical plays look attractive. Short, tactical portfolio moves and treasury laddering also come up.
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ADVICE

Avoid Trading The Fed's Words

  • Don't base investment decisions on Fed rhetoric because they are often late and politically influenced.
  • Oakley recommends fading Fed pronouncements rather than trading them, saying investors who rely on the Fed rarely make money.
INSIGHT

Inflation Likely To Stay Above 3% If Oil Persists

  • Oakley expects inflation to trend higher than the last 15 years, likely moving above 3% for months if oil stays elevated.
  • He hedges the path on duration but stresses oil's persistence will determine whether inflation rises to 3.5–4%.
ADVICE

Keep Liquidity And Pick Individual Stocks

  • Prepare for volatility by owning single stocks and keeping liquidity rather than being fully passive in ETFs.
  • Oakley warns passive holders lack flexibility to rotate sectors and recommends a bottom-up, single-name approach in volatile years.
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