Rising Rates, Inflation, and Global Dollar Shifts – 09/12/2026
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John Berkley is joined by his brother Todd Berkley and board operator Carson to analyze shifting market conditions. John reviews recent market indicators, highlighting how value stocks are significantly outperforming growth stocks year to date, alongside rising prices in gold, crude oil, and 10-year Treasury yields.
The conversation explores economic theory, comparing current conditions to Keynesian economics, debt monetization, and historical financial repression. Todd shares personal travel experiences from Germany and Thailand, illustrating how global acceptance of the US dollar is shifting. The brothers also examine rising interest rates driven by bond vigilantes and discuss valuation tools like the Dow-Gold ratio and the Buffett indicator to help listeners evaluate current market risks.
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