Episode 90

Rising Rates, Inflation, and Global Dollar Shifts - 09/12/2026

September 12th, 2026

52 mins 50 secs

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market volatility value vs growth debt monetization bond vigilantes sticky inflation 10-year treasury yields dow-gold ratio us dollar value financial repression economic trends

About this Episode

John Berkley and his brother Todd discuss volatile market shifts, sticky inflation, and rising interest rates. They break down performance trends in value versus growth stocks, examine how debt monetization impacts economic stability, and explore changing global perceptions of the US dollar. Additionally, they analyze key valuation metrics like the Dow-Gold ratio to help investors navigate market uncertainties.