The Mechanics of Individual Stocks, Market Cycles, and the Long-Term Investor – 02/28/2026
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In this episode, John Berkley explains his firm’s commitment to independent, fiduciary wealth management. He emphasizes their hands-on approach, utilizing in-house research to construct personalized portfolios of 50 to 60 individual stocks. This strategy focuses on tax efficiency and long-term growth by avoiding high-turnover model portfolios.
The episode features ten investment lessons from economist Jim Grant, highlighting that markets are cyclical and driven by human nature. John Berkley also discusses Jeremy Siegel’s Stocks for the Long Run, noting that equities have historically delivered a stable 6.7% real return over 200 years despite short-term volatility. Finally, he encourages young investors to leverage the “time value of money” and compounding, suggesting that life should focus on continuous growth and happiness rather than just a retirement date.
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