Thoughtful Money with Adam Taggart · Thursday, September 24, 2026
Ted Oakley highlights that energy stocks have been the top performing sector of the year, despite receiving little attention. He suggests investors are overlooking significant opportunities in energy by focusing solely on AI-related companies. Oakley's firm, Oxbow Advisors, has a substantial allocation to energy.
“The energy stocks are what have been the big winners. Uh, and so, you know, we did invest a lot in energy. Uh, because of that.”
“I mean, people probably don't realize it, but energy has been really the number one performing this year. However, you never hear about it and nobody's in it.”
“Uh, and so, you know, they want to talk about Nvidia all the time. But they really leave money on the table when it comes to energy.”