MB Fund Podcast: The end of the inventory super-cycle?

In today’s investment podcast, MB Fund’s Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if the Inventory Super-cycle is finally ending

Topics on the agenda today:

  • PMIs
  • A typical inventory cycle
  • Today’s inventory / sales
  • Retail sales
  • Capacity expansion?

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.



Samuel Kerr is a Senior Financial Adviser 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. Samuel Kerr 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.