Todd Berkley
Special guest
Todd Berkley has been a guest on 22 episodes.
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Episode 77: Small-Cap Rotations, Structural Inflation, and the SpaceX Frontier - 06/13/2026
June 13th, 2026 | 52 mins 50 secs
ai productivity, market rotation, modern monetary theory, real estate market, russell 2000, spacex ipo, structural inflation, value investing
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 75: Market Metrics, Economic Bafflement, and the Power of Free Enterprise - 05/30/2026
May 30th, 2026 | 52 mins 50 secs
bond yield inversion, capitalism vs socialism, defensive investing, economic metrics, federal spending gap, free market capitalism, inflation and stagflation, k-shaped economy, market trends, wealth creation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 73: Navigating Rising Rates, Global Debt, and the Inflation "Trap" - 05/16/2026
May 16th, 2026 | 52 mins 50 secs
deficit spending, global debt, interest rates, low beta stocks, market volatility, secular bull market, structural inflation, treasury yields, uncommon cents investing, value investing
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 69: Navigating Market Volatility and the Power of Long-Term Investing - 04/18/2026
April 18th, 2026 | 52 mins 50 secs
bid-ask spreads, data-driven investment strategy, economic headwinds, independent financial research, inflation targets, jim rogers, long-term investing, market volatility, price-earnings multiple expansion, small-cap stocks, trade execution strategies, uncommon sense approach
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 66: Navigating Market Corrections, the Fed Trap, and the Case for Value Investing - 03/28/2026
March 28th, 2026 | 52 mins 50 secs
10-year bond yields, bear market, data-driven decisions, federal reserve interest rates, gold and silver bullion, inflation and debt, market correction, market volatility, purchasing power preservation, the fed trap, uncommon cents investing, value investing strategy
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 63: Navigating Market Volatility and the Value vs. Growth Divide - 03/07/2026
March 7th, 2026 | 50 mins 48 secs
and asset allocation, disciplined investing, growth stocks, inflation and oil prices, jdv indicator, long-term investment strategy, market pullback, market volatility, price-to-earnings (pe) ratio, psychology of money, risk aversion, trailing pe vs. forward pe, uncommon cents investing, value investing, vix index
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 60: Navigating Market Rotation, Global Taxes, and After-Hours Trading - 02/14/2026
February 14th, 2026 | 52 mins 50 secs
after-hours trading, ai spending impact, bid-ask spread, bond maturity shortening, china and japan t-bond sales, consumption tax, electronic communication networks (ecn), inflation, interest rate outlook, janesville investment advisor, limit orders, long-term value strategy, magnificent 7, market correction, market orders, market rotation, nasdaq history, new york stock exchange history, pre-market trading, retirement planning, russell 2000, s&p 500, small-cap value stocks, us treasury bonds, value added tax (vat), wisconsin income tax history
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 57: Navigating Market Rotations, Global Debt, and the Case for Gold - 01/24/2026
January 24th, 2026 | 52 mins 50 secs
berkshire hathaway cash reserves, cape index, contrarian selling, dalbar research, federal reserve policy, global carry trade, global debt-to-gdp, gold bullion, gold mining stocks, greenspan put, individual investor underperformance, investment discipline, japan bond market disruption, market cycle reset, market rotation, momentum stocks, petro dollar, portfolio risk management, preserving purchasing power, price-to-earnings multiples, quantitative easing, reserve currency status, russell 2000 surge, s&p 500 performance, shiller index, sideways markets, small cap and value stocks, tier one assets, unsustainable deficit debt, us treasury bills, weaponization of the dollar
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 54: 2026 Market Forecast: "Guesses," Gold, and the Investment Committee’s Outlook - 01/03/2026
January 3rd, 2026 | 52 mins 50 secs
10-year treasury bond yields, 2025 financial year in review, 2026 market forecast, ai buildout impact, bearish 50% s&p 500 decline, business cycle distortions., dollar devaluation, emerging markets, energy sector valuations, federal reserve policy, fiat currency risks, financial repression, gold price predictions, government deficits, inflation hedges, interest rate outlook, investment committee outlook, investment math vs narrative, market volatility, non-us international investing, purchasing power of the dollar, resource stocks, russell 2000 small cap stocks, s&p 500 total return performance, silver performance, value vs growth stock spreads
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 51: Market Rotation, Fed Hype, and the Case for Long-Term Value Investing - 12/13/2025
December 13th, 2025 | 52 mins 50 secs
., 1929 crash, ai spending, capital expenditures (capex), central bank, disciplined investing, dow, economic data, fed interest rates, federal reserve, gold, inflation, jdb indicator, liquidity, long-term investing, mag 7, margin debt, market analysis, market hype, nasdaq, precious metals, purchasing power, russell 2000, s&p 500, stock rotation, valuation, value investing
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 48: Liquidity, Debt, and Private Credit: Navigating Hidden Dangers in Volatile Markets - 11/22/2025
November 22nd, 2025 | 52 mins 50 secs
10-year yield, 1929 market crash, 2008 financial crisis, 401k investments, advanced declines, budget surplus, bulls and bears, buying the dip, capitalism, credit and debt, federal reserve policy, financial education, government investment, growth vs. value, hidden danger, historical parallels, intel equity stake, investment volatility, jdb indicator, lack of transparency, liquidity risk, long position, market indexes, mixed signals, nasdaq, national debt, pe multiples, private credit, private equity, public markets, regulation, retirement planning, s&p 500, sarbanes-oxley, short sale, stock market bubble, strategic businesses
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 43: Market Highs and Massive Cash Positions: Learning from Jim Rogers and Warren Buffett - 10/18/2025
October 18th, 2025 | 52 mins 50 secs
100% cash position, 100% recession predictor, 12 to 18 months lag, all-time highs, benjamin graham, buffett indicator, buy low sell high, corporate bonds, debt, deployment of capital, elevated valuations, extraordinarily expensive stock market, federal reserve, fiat currency, greenspan put, high cash percentage, inverted yield curve, jesse livermore, jim rogers, leverage, margin debt, monetary policy, patience, pe multiple, preservation, q3 earnings, recession timing, risk management, s&p 500, schiller, sitting tight, treasuries, value investing, vix volatility, volatility, warren buffett
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 39: The Investment Committee on Market Paradoxes, Structural Inflation, and Risk Reduction Strategy - 09/20/2025
September 20th, 2025 | 52 mins 50 secs
10-year yield, 2-year yield, advanced declines, asset allocation, brics, central bank independence, diversification, dow, dual mandate, federal funds rate, federal reserve, fiat currency, financial chaos, fiscal deficit, gold, growth stocks, hard assets, inflation risk, inflation tax, interest rate cuts, john maynard keynes, magnificent 7, market breadth, milton friedman, monetary policy, narrowing markets, nasdaq, p/e multiple, portfolio tweak, precious metals, purchasing power, quantitative easing, ray dalio, reserve currency, risk reduction, russell 2000, s&p 500, structural inflation, unsustainable debt, v-shape recovery, value investing, warren buffett
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 34: Ray Dalio on the Global Debt Crisis and Interest Rate Outlook - 08/16/2025
August 16th, 2025 | 52 mins 50 secs
artificial intelligence, bond market, bull market, chatgpt, debt warning, deficit, discipline, economic predictions, empire cycles, federal reserve, financial advice, financial planning, financial system, fomo, geopolitics, global debt crisis, hedge funds, historical cycles, inflation, interest rates, investment strategy, long rates, market cycles, meltup, mentorship, monetary policy, mortgage rates, nasdaq, ray dalio, reserve currency, risk management, russell 2000, s&p 500, short rates, stock market, the changing world order, us dollar, wealth accumulation, wealth preservation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 30: Navigating Value, Small Caps, and Market Mechanics - 07/19/2025
July 19th, 2025 | 52 mins 50 secs
asset allocation, bid and ask price, company management, cpi, diversification, federal reserve, financial advisor, growth stocks, initial public offering, investment research, ipo, limit orders, market dynamics, market makers, market mechanics, market orders, market volatility, p/e ratio, pce, peter lynch, portfolio management, price-earnings multiple, retirement accounts, sarbanes-oxley, small caps, small company stocks, stock market bargain, taxable accounts, thinly traded issues, unemployment rate, value investing, value stocks, wall street journal article, yield curve
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 26: Market Valuations, Financial Repression, and the Psychology of Investing - 06/21/2025
June 21st, 2025 | 52 mins 50 secs
artificial intelligence (ai) impact, asset classes, central bank policy, contrarian views, deflation, discipline in investing, economic theories, estate planning, fiduciary standard, financial decisions, financial literacy, financial repression, government debt, income inequality, individual stocks, investment strategy, jeremy siegel, lacy hunt, long-term investing, market timing, market update, money questions, portfolio management, price-earnings multiples, psychology of investing, ray dalio, real estate investing, s&p 500 performance, stock market valuation, structural inflation, value investing, wealth accumulation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.