The Julia La Roche Show · Thursday, July 16, 2026
Despite the current speculative environment, Ted Oakley has identified opportunities in the energy sector and among gold miners. He contrasts these areas with the highly valued semiconductor stocks, suggesting that a focus on fundamentals can still yield attractive investments.
“And there's things out there like that, by the way. But, uh, but it's not in the semiconductors and the things that have been really hot right now.”
“Yeah, you're finding value, especially in the energy space and the gold miners. I really enjoyed having Ted back on the show.”