Navigating Rising Rates, Global Debt, and the Inflation "Trap" - 05/16/2026

John Berkley and the investment committee navigate the "uncharted waters" of rising interest rates and structural inflation. They analyze the surge in treasury yields and the consequences of global deficit spending, framing inflation as a deliberate government policy. The team differentiates between secular and cyclical markets, advocating for a conservative, value-driven strategy using low-beta stocks to manage volatility. Emphasizing the necessity of financial education, this episode provides "uncommon cents" insights into protecting wealth amidst market uncertainty. The discussion highlights why staying the course and understanding money supply are vital for long-term investors in today's complex economic environment.