Episode 66
Navigating Market Corrections, the Fed Trap, and the Case for Value Investing - 03/28/2026
March 28th, 2026
52 mins 50 secs
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About this Episode
John Berkley and the investment committee dive into current market volatility, analyzing whether we are facing a correction or a bear market. They explore the "Fed Trap," where massive debt forces a difficult choice between recession and inflation. The team shares their "Uncommon Cents" strategy, explaining why value investors view market pullbacks as opportunities to buy quality assets at a discount. Additionally, they discuss the role of gold and silver in preserving purchasing power and emphasize the importance of data-driven decisions over emotional reactions to ensure long-term financial success.