More For Your Money Radio Show

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This episode is a broadcast of the radio show “More for Your Money” hosted by John Berkley, joined remotely by Greg and Todd from the investment committee. The discussion begins with a market report showing a significant “up week” for major indices like the S&P 500, Dow, NASDAQ, and Russell 2000, noting that stocks are getting more expensive as measured by PE ratios. A central theme is the debate between whether the recent market movement represents a V-shaped recovery, a bear trap, or the beginning of a secular bear market, drawing on historical context and indicators like the Buffett indicator and Schiller 10-year PE. The participants stress the critical role of managing investor emotion during volatile and uncertain times. They detail Uncommon Sense Investing LLC’s investment strategy, which is based on value investing, focusing on identifying sectors and asset classes that are considered cheap, such as non-US markets and small companies. The strategy involves remaining generally fully invested while strategically deploying capital into these value areas, and managing client portfolios for short-term needs like withdrawals or required minimum distributions to mitigate market risk. A listener calls in to express concern that the market turnaround might look “too good” and emphasizes the importance of working with a financial planner for diversification and emotional guidance. The episode concludes by inviting listeners to contact Uncommon Cents Investing for further consultation.