MB Fund Podcast: It’s Bond, Contrarian Bond

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds.

Topics on the agenda today:

  • Movements in bond yields
  • Global tightening, fiscal and monetary
  • European economy, war and energy shock
  • Chinese economy, property bust and COVID shock
  • US economy, inflation and interest rate shock
  • Spanish Flu analogy
  • Implications for markets

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.


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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.