Episode 93

Navigating Inflation, Resource Stocks, and NUA - 10/03/2026

October 3rd, 2026

52 mins 50 secs

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inflation resource stocks net unrealized appreciation 401k tax strategies asset allocation high yield bonds money market accounts fiat currency consumer price index wealth preservation

About this Episode

John Berkley discusses inflation as an unlegislated tax driven by currency expansion. He explains its impact on asset returns, advocates for resource stocks, and distinguishes personal trading from managing client portfolios. Berkley also covers money market accounts as short-term liquid parking vehicles, high-yield bonds in IRAs, and Net Unrealized Appreciation strategies for company stock in 401k plans before signing off.