Learn more about Brixton Metals (TSXV: BBB | OTCQB: BBBXF) here: https://brixtonmetals.com/Chance Finucane, Chief Investment Officer of Oxbow Advisors, explains how Oxbow Advisors is navigating expensive AI stocks, renewed opportunities in energy and precious metals, geopolitical uncertainty, inflation, interest rates, and changing market leadership.Watch Chance's last interview: https://youtu.be/bIvSMirawyg*This video was recorded on July 16, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ X (@chancefinucane): https://x.com/ChanceFinucaneX (@Oxbow_Advisors): https://x.com/oxbow_advisorsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.00:00 — Intro.00:34 — Portfolio Rotation Into Energy and Precious Metals02:18 — Buying the Dip in Gold and Silver05:04 — AI Stocks and 40% Downside Risk09:04 — How the Iran War Changed the Portfolio14:34 — Oil Prices and the Energy Investment Thesis18:14 — Fed Policy, Inflation and Consumer Weakness21:03 — Extreme AI Valuations and the Coming Unwind25:39 — Market Rotation, Bonds and the Next Decline#stocks #economy #investing