More for Your Money - Episodes Tagged with “Kit Carson”

Episode 17: Understanding Market Breadth, P/E Calculations, and Valuation Indicators - 04/19/2025

Uncommon Cents Investing — Sat, 19 Apr 2025 12:00:00 -0400

In this episode, Todd Berkley joins John in a discussion of the current state of the market, noting that the S&P 500 was down for the week despite more stocks going up than down. The conversation delved into the complexities of price-earnings multiples, highlighting the differences between simple and aggregate calculations, as well as market-cap weighted versus equal-weighted P/E ratios. Todd explained the Buffett indicator, which compares total market cap to GDP, and the Schiller P/E, a 10-year inflation-adjusted ratio, both suggesting the market is expensive. They also touched upon the influence of events like the Sarbanes-Oxley Act on the market and discussed the insights of successful investors like Felix Zulauf, who had made accurate market predictions, and the perspective of Jeremy Siegel on potentially permanently higher P/E multiples due to increased money supply

Special Guest: Todd Berkley.

Episode 11: John Templeton’s 16 Rules for Investing - 3/8/25

Uncommon Cents Investing — Sat, 08 Mar 2025 09:00:00 -0500

John shares historical market context, including how small-cap stocks have been more volatile than large-caps and why that matters for long-term investors. They touch on recent performance across the major indexes, the shifting balance between growth and value stocks, and how market psychology plays a role in investor behavior.

The heart of the episode is Templeton’s 16 Rules, which include actionable wisdom like buying low, avoiding panic, doing your homework, and staying flexible. John provides commentary on each rule, drawing parallels to current market conditions and his own decades of experience. The episode also highlights Templeton’s philanthropic legacy and his belief in the power of spiritual wealth alongside financial wealth.

Listener questions spark helpful discussions about AI-driven trading, Walgreens going private, and the effects of tariffs on investing.

This episode is a deep dive into long-term investing fundamentals, ideal for listeners looking to sharpen their thinking and stay grounded in an ever-changing market.

Episode 4: The Debt, Inflation, and Your Future: How to Stay Grounded in a Shaky Economy - 1/18/25

Uncommon Cents Investing — Sat, 18 Jan 2025 16:00:00 -0500

What does $36.2 trillion in federal debt mean for the average American? More than you might think.

In this timely episode, John Berkley shares:

How inflation has evolved since the gold standard days
Why today’s 123% debt-to-GDP ratio is historically alarming
The concept of “monetizing the debt” and its impact on your purchasing power
What past inflationary periods (like WWII and the 1970s) can teach us
The risk of structural inflation—and how it may quietly erode savings over time
Why interest rates might go higher than Wall Street thinks
What you can do: living within your means, saving smart, and investing intentionally
This is Economics 101—with a healthy dose of real-world application.

🔑 Key Quotes
“If the government spends more, you spend less. And if you don’t feel it through taxes, you’ll feel it through inflation.” – John Berkley
“We’ve monetized debt before—and it came with pain. The question is: can we do it again without major consequences?”
“We can’t fix the debt, but we can make better decisions—living within our means, saving, investing, and staying informed.”