Q2 Warning: V-Shaped Rally Is False Hope, Tech Repeats 2000 Bubble | Ted Oakley

Get your FREE Precious Metals Playbook and add gold to your retirement account tax and penalty free today: https://prioritygold.com/david or text DAVID to 24999Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses the recent market rebound, the state of speculation among younger investors, risks building in private credit and long-duration bonds, and how his firm is positioning across energy, metals, and treasuries amid the Iran conflict. Watch Ted's last interview: https://youtu.be/V9SPQvhZ0kM*This video was recorded on April 14, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:50 - V-shaped recovery and past war parallels 4:12 - Oil and energy outlook8:43 - Oxbow’s April letter and the younger generation12:46 - Tech rally comparison to 1990s17:05 - Private credit risks20:12 - Treasuries, inflation, and why long bonds look broken23:40 - Positioning through conflict21:02 - What Ted is watching and buying now#investing #economy #stocks