web01.fireside.fm Wed, 06 May 2026 08:59:44 -0500 Fireside (https://fireside.fm) More for Your Money - Episodes Tagged with “Valuation” https://moreforyourmoney.fireside.fm/tags/valuation Sat, 13 Dec 2025 14:00:00 -0500 More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O af episodic An Uncommon 'Cents' approach to investing Uncommon Cents Investing More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O no More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Uncommon Cents Investing sheena@uncommoncentsinvesting.com Episode 51: Market Rotation, Fed Hype, and the Case for Long-Term Value Investing - 12/13/2025 https://moreforyourmoney.fireside.fm/51 077fbd47-0dfb-4736-a423-6d5f7464aef0 Sat, 13 Dec 2025 14:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>This episode features the Investment Committee discussing the mixed market data and the potential rotation from growth stocks (like the MAG 7) to value stocks and the broader market (Russell 2000). The hosts explore current market valuations, noting the stock market is expensive with double-digit returns baked into current prices. A major theme is the hosts' commitment to long-term value investing, emphasizing the discipline to focus on data and math over the distracting "soap opera" narrative surrounding the Federal Reserve, despite recent dovish statements and changes in the federal funds rate. They also examine gold as a way to preserve long-term purchasing power in an inflationary environment, arguing it reflects the dollar's decline rather than just market movement. The conversation concludes by referencing the emotional lessons and high margin debt levels noted in the historical book 1929. Special Guests: Greg Snyder and Todd Berkley.</p> Market rotation, value investing, growth stocks, MAG 7, Federal Reserve, Fed hype, long-term investing, JDB indicator, Russell 2000, S&P 500, NASDAQ, Dow, stock market valuation, expensive market, long-term returns, discipline, data vs. narrative, monetary policy, interest rates, bond yields, inflation, liquidity, gold, purchasing power, dollar decline, precious metals, 1929 crash, margin debt, market volatility, Ed Yardini, financial news, out-of-favor stocks, small cap stocks, AI spending, capital expenditures. This episode features the Investment Committee discussing the mixed market data and the potential rotation from growth stocks (like the MAG 7) to value stocks and the broader market (Russell 2000). The hosts explore current market valuations, noting the stock market is expensive with double-digit returns baked into current prices. A major theme is the hosts' commitment to long-term value investing, emphasizing the discipline to focus on data and math over the distracting "soap opera" narrative surrounding the Federal Reserve, despite recent dovish statements and changes in the federal funds rate. They also examine gold as a way to preserve long-term purchasing power in an inflationary environment, arguing it reflects the dollar's decline rather than just market movement. The conversation concludes by referencing the emotional lessons and high margin debt levels noted in the historical book 1929.

Special Guests: Greg Snyder and Todd Berkley.

]]> This episode features the Investment Committee discussing the mixed market data and the potential rotation from growth stocks (like the MAG 7) to value stocks and the broader market (Russell 2000). The hosts explore current market valuations, noting the stock market is expensive with double-digit returns baked into current prices. A major theme is the hosts' commitment to long-term value investing, emphasizing the discipline to focus on data and math over the distracting "soap opera" narrative surrounding the Federal Reserve, despite recent dovish statements and changes in the federal funds rate. They also examine gold as a way to preserve long-term purchasing power in an inflationary environment, arguing it reflects the dollar's decline rather than just market movement. The conversation concludes by referencing the emotional lessons and high margin debt levels noted in the historical book 1929.

Special Guests: Greg Snyder and Todd Berkley.

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