MB Fund Podcast: Beware the inflation snap-back: the supply chain pig in the python

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation.

The inventory rebuild/supply chain “pig in the python”. The price signals of today are creating the excess capacity of tomorrow.

Topics covered:

  • Purchasing Managers’ Index: booming
  • A typical inventory cycle
  • Today’s inventory / sales
  • Retail sales
  • Capacity expansion?
View the presentation slides

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Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.