Navigating Inflation, Resource Stocks, and NUA – 10/03/2026
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John Berkley discusses economic principles, portfolio strategies, and tax planning. He frames inflation as an unlegislated tax caused by currency expansion that erodes real investment returns. To counter structural inflation, Berkley emphasizes disciplined asset allocation over market timing, incorporating slight tweaks toward resource stocks like oil, timber, and gold mining. He explains that money market vehicles serve as temporary liquid parking spots rather than long term growth engines. Additionally, Berkley covers risk management across stocks and high yield bonds, noting that high yield bonds are best positioned inside IRAs due to tax considerations. Finally, he outlines Net Unrealized Appreciation strategies for company stock in 401k plans, allowing retirees to pay ordinary income tax only on original cost basis while benefiting from capital gains rates on appreciation.
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