In today's investment podcast Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective.

View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-ep3.pdf

On the agenda:

•Now vs History

•Commodity prices

•Inventory Cycle

•Scenarios

•Investment positioning

This week we complete our final show on our contrarian view, that both the rebound in asset and material prices and the enormity of financial support pumped into economies is now going to spill into the potential for higher levels of inflation.

If you have only just tuned in, feel free to check out our previous two shows on the topic, where we covered issues that caused inflation in the 1970s and how the rules have changed since then. We looked at technology being inherently deflationary. Net result: a financial system overengineered to prevent inflation.

Now, it is time to put all these drivers into practical portfolio action. Today we are going to run through a number of scenarios and the strategies we are employing to both protect portfolios whilst taking advantage of the opportunities found in this contrarian view.

To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast

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Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.

The information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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