Navigating Rising Rates, Global Debt, and the Inflation “Trap” – 05/16/2026
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John Berkley and the investment committee discuss navigating “uncharted waters” amid rising interest rates and global deficit spending. The episode highlights a significant jump in the 10-year treasury yield and introduces new Fed Chairman Kevin Walsh, a hawk focused on shrinking the balance sheet. The team explores how massive government spending and an expanding money supply make inflation a deliberate policy rather than an accident.
Contrasting secular bull markets with cyclical corrections, the hosts emphasize the importance of staying invested while managing volatility. They advocate for a value-driven strategy using low-beta stocks to mitigate risk and avoid emotional decision-making. Ultimately, the discussion stresses financial education and a “stay the course” mentality. By focusing on long-term assets and realistic income expectations, investors can protect their wealth against the “indirect taxation” of inflation while benefiting from local, personal financial guidance.
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