This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs.
Are we heading for another supply chain crisis?
Join us in this investment podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen delves into this topic.
Agenda:
- Inflation risks rising?
- Red Sea shipping
- Panama drought
- Capacity
- Goods demand
- System flexibility
- Greedflation
- Inventory cycle
- Geopolitics
Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.
Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.
Follow @DamienKlassen on Twitter or Linked In
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.