What if your wealth isn’t as accessible as you think?

Ted Oakley is Founder & CIO of Oxbow Advisors with 50+ years in markets. He breaks down market volatility, liquidity risk, and why the ability to get to cash quickly may matter more than returns in the years ahead.

We cover inflation strategies, sequence risk, the growing gap between paper gains and real financial control, and why selling your business isn’t always the clear win it seems.

EPISODE LINKS:

Ted's Oxbow Advisors site: https://oxbowadvisors.com

Ted's LinkedIn: https://www.linkedin.com/in/ted-oakley-08444a32

Get My New Book: https://exitoptional.com

Time Codes:

00:00 – Intro
01:04 – Why Experience in the Market Matters
04:25 – The Debt Problem No One Is Talking About
06:20 – Why the Next Decade Will Be More Volatile
08:12 – Rethinking Real Estate & Leverage
10:24 – The Hidden Truth About Private Equity Exits
11:48 – What Happens After You Sell Your Business
12:08 – Are We Heading Into a “Lost Decade”?
13:34 – Financial Repression Explained
15:27 – Why Hard Assets Matter More Than Ever
16:53 – Who Will Buy U.S. Debt?
19:28 – Can Governments Change the Rules on You?
21:01 – Why Younger Generations Are Shifting Mindsets
22:31 – Will AI Actually Replace Jobs?
25:03 – Why Tech & AI Stocks Could Reset
26:50 – The Danger of Sequence Risk
27:42 – The “Greed Factor” in Retirement
30:03 – What “Optionality” Really Means
31:33 – Why Liquidity Is Your Ultimate Safety Net