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MB Fund Podcast: The six horsemen of global recession

Samuel Kerr
Thursday, 31 March 2022
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Stock markets have rallied hard off their Ukraine war lows – is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss whether a global recession is coming and whether this market rally is a dead cat bounce or not.

Agenda: The six shocks of global recession

  • Global tightening, fiscal and monetary
  • European economy, the war and energy
  • Chinese economy, the property bust and COVID
  • US economy and the Fed
  • Spanish Flu analogy
  • Implications for markets
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Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.

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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.

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