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.

 

Tim Fuller

Comments

  1. I don t know about supply chain but my income protection premium just increased yesterday by 50%, I am glad there is no inflation

  2. That one unfortunately has more to do with the recent changes to insurance in super (much smaller premium pool) and the fact that IP policies have always been massive loss making products for insurers. APRA put it’s foot down in late 2019 and basically forced through a bunch of changes to ensure future sustainability of the products (all insurers wanted that as none of them wanted to risk being a first mover).

    Net result is, far less generous policy terms and big premium increases.

    • Vic DynoMEMBER

      Me being a cynic, surely it’s to do with Aussies having bigger HL’s and having to have IP insurance. So a captive revenue stream for insurers for the next 30 years…If you don’t have Debt, you don’t need IP insurance.

      Although, your explanation does sound more likely.