As we thought it might, mid-last year, the commodity supercycle has gone as fast as it came. But with iron ore prices half where they were a year ago, where to from here?
Listen in as the team delved into this topic. With Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr.
Agenda: A 20 year commodity bear market?
- Did Zoltan the Magnificent call a 20 year top?
- China turning Japanese
- Other factors for demand and supply
- Specific commodities: iron ore, copper, lithium, oil
- Investment implications
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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.