MB Fund Podcast: Do they eat TACOs in Iran?

Thursday 12 March 2026

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at the so-called TACO trade — and whether the conflict in Iran could set the stage for a surprise turnaround. We explore what’s driving recent market moves, how geopolitics is reshaping sentiment, and whether investors should be bracing for more volatility or positioning for an unexpected rebound.

Download presentation slides here!

Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.

follow-e1544067513287-Mar-27-2025-02-34-51-2712-PM

Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.

Follow @DamienKlassen on X(Twitter) or Linked In

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. Damien Klassen 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.