MB Fund Podcast: Is The Iron Ore Trapdoor Opening?

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This week we look at how to profit from a falling iron ore price.

The market has been obsessed with the prospect of Chinese stimulus. Finally, belatedly, the realisation is emerging that the stimulus is not coming.

Further, it looks as though the entire development sector is now effectively publicly owned. Utilities, designed to finish the prepaid housing, offered enough debt roll-overs to do so.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr examined strategies that investors can use in current markets to benefit from this trade.

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Agenda:
  • Depression economics grip China
  • Iron ore market balance
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  • Market implications
  • View the presentation slides

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

    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.