Thoughtful Money with Adam Taggart · Thursday, September 24, 2026
Ted Oakley suggests that the current moment is highly speculative, particularly concerning the AI sector. He recommends that investors consider taking some profits from their AI holdings and reallocating them to other areas. Oakley's firm, Oxbow Advisors, maintains significant liquidity to capitalize on value opportunities.
“And I think, you know, you have to remember, this is a highly speculative moment. And I would, you know, I would urge caution in that sector, I'm not saying to stay away from it entirely, but I think it's a great opportunity to take some profits and move into other areas.”
“Well, that's why we've, you know, that's why we've always maintained a lot of cash. We've always had a lot of liquidity in the portfolio, and we continue to do that.”
“And so we're not, we're not scared of the market. We're not afraid of it. We just want to be in places where we can find value. And, you know, as I said, there's not a lot of it out there right now, but there are places, and we're always looking for them.”