Episode 62

The Mechanics of Individual Stocks, Market Cycles, and the Long-Term Investor - 02/28/2026

February 28th, 2026

52 mins 50 secs

Link with Timestamp

Download MP3 (48.4 MB)

Your Host
Tags
social security income planning. compounding for young investors time value of money retirement planning wisconsin diversification strategy jeremy siegel stocks for the long run jim grant investment lessons market cycles long-term investment strategy tax-efficient investing in-house portfolio management fiduciary financial advisor individual stock selection uncommon cents investing john berkley

About this Episode

Join John Berkley as he explains the mechanics of individual stock selection and personalized portfolio management. This episode explores ten vital lessons from economist Jim Grant, highlighting the cyclical nature of markets and human behavior. John discusses Jeremy Siegel’s research on long-term stock returns and emphasizes the "time value of money" for young investors. Learn how an independent, fiduciary approach focusing on tax efficiency and diversification helps navigate market noise to build lasting wealth.