MB Fund Podcast: How to position your portfolio for the great Inflation head fake

In today’s investment podcast MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective.
On the agenda:
  • Now vs History
  • Commodity prices
  • Inventory Cycle
  • Scenarios
  • Investment positioning
View the presentation slides

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