Stagflation Dead Ahead! | Chance Finucane, @OxbowAdvisors

Iran conflict and Strait of Hormuz disruptions are triggering an oil price shock, creating a stagflationary environment of rising inflation and slowing economic growth.

Oxbow Advisors is utilizing a diversified 30/30/10 allocation framework, maintaining high cash positions and broad commodity exposure while fully exiting silver positions.

Current market rally is dangerously narrow, driven by Magnificent 7 and semiconductors, with record margin debt levels signaling significant froth and valuation risks.