MB Fund Podcast: Stagflation!

In today’s investment webinar Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discuss Stagflation!
On the agenda:
  • US inflation strong
  • Chinese inflation weak, except for US
  • Commodities battleground/energy crisis
  • Monetary and fiscal policy
  • Australian inflation
  • Investment implications

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.


Take us on your daily commute! Podcasts are available on iTunes and all major Android Podcast Platforms for Nucleus Investment Insights.

Timestamps:

  • 00:00 Introduction & agenda
  • 01:48 What is stagflation?
  • 03:14 US Inflation
  • 10:17 Commodity prices
  • 13:02 Biden’s infrastructure plan
  • 21:45 Can MMT & Stagflation co-exist?
  • 23:19 Chinese inflation weak
  • 29:15 Commodity and energy prices
  • 53:05 Australia
  • 55:18 Broad investment implications
  • 1:01:02 Dominic Perrottet wants to resume mass migration
  • 1:08:30 Gold
  • 1:10:13 Iron ore

 

 

 


Damien Klassen is Head of Investments at the MacroBusiness Fund, which is powered by Nucleus Wealth.

 

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. Nucleus Wealth Management is a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.

 

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Comments

  1. Even StevenMEMBER

    Damien, I’m so time poor I don’t usually listen to the MB podcasts (I might over weekend) but damn if I’m not impressed for you doing them.

    At some point I’m probably going to go into MB investments. Delay is because I love investing myself (and have the skill set to do it). I enjoy your work.

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