Global War Economy; Market Needs 20% Drop | Chance Finucane

Chance Finucane, Chief Investment Officer of Oxbow Advisors, discusses portfolio positioning amid geopolitical tensions and the firm's outlook on gold, inflation, and market valuations in an environment of potential decade-long consolidation. Watch David’s previous interview with Chance:https://www.youtube.com/watch?v=ShMNf82ESpM*This video was recorded on June 13, 2025.Subscribe 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:23 - Reaction to Israel-Iran conflict3:09 - Trend analysis4:55 - Trade war6:07 - Gold8:21 - Stock sectors9:53 - Inflation11:12 - Cash positions and buying opportunities12:52 - Pullbacks and new buying13:33 - Bond yields15:35 - Outlook and tech valuations19:45 - 2025 consolidation?21:34 - Risks and opportunities for investors22:49 - Portfolio adjustments?24:22 - Investment advice for young investors#stocks #economy #investing