Is Another Massive Market Crash Coming? Ted Oakley Reveals Critical 90-Day Warning

Billionaire hedge fund titan Paul Tudor Jones just sounded the alarm: U.S. stocks could plunge to new lows—even if Trump slashes China tariffs to 50%. In this hard-hitting Kitco News interview, Ted Oakley, Founder & Managing Partner at Oxbow Advisors, joins Jeremy Szafron to explain why the warning may be dead on—and why everyday investors are blindly “whistling past the graveyard.”

Oakley, who manages billions for ultra-high-net-worth clients, reveals why he’s holding over 50% cash and what that says about the true state of the markets. He breaks down the coming collapse in corporate margins and P/E multiples, which sectors he's buying and dumping, and why the average retirement portfolio is dangerously exposed.

From his tactical allocation in gold and miners to his step-by-step approach for protecting capital without panic selling, Oakley delivers a sobering and actionable market outlook that retail investors can't afford to ignore.

Key topics:
-Paul Tudor Jones warning: Why Oakley agrees and sees more downside
-U.S. trade deficit hits record $140B: signal of economic slowdown?
-What deteriorated most under the surface—and why investors are blind to it
-The retail/complacency trap: "The Fed won’t save them this time"
-Oakley’s stock picks (must-watch)
-Gold outlook: Bullion vs miners, and the rising case for de-dollarization
-Why Oakley sees “no help from the Fed” with inflation now locked in
-Retiree risk: 85-90% of liquid wealth in stocks—what to do instead
-Second Generation Wealth: why you shouldn’t tell your kids they’re rich

Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)
Follow Ted Oakley on X: @Oxbow_Advisors (https://twitter.com/Oxbow_Advisors)

00:00 Introduction
00:36 Market Predictions
02:29 Economic Indicators and Retail Investor Behavior
07:03 Investment Strategies and Stock Picks
14:02 Gold and Currency Insights
22:40 Wealth Management and Generational Advice
29:47 Lightning Round and Final Thoughts
31:11 Conclusion

Markets #TedOakley #KitcoNews #Gold #Recession #PaulTudorJones #Inflation #S&P500 #StockMarketCrash #Investing #Fed #InterestRates #USDebt #TradeDeficit #CashStrategy #Miners #Dollar #JeremySzafron #OxbowAdvisors #SafeHaven #SecondGenerationWealth #MacroOutlook
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