Nucleus Investment Insights

4.41 Stagflation! | Nucleus Investment Insights


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In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discuss Stagflation!
View the slides: https://nucleuswealth.com/wp-content/uploads/2021/10/Stagflation.pdf
On the agenda:
•US inflation strong
•Chinese inflation weak, except for US
•Commodities battleground/energy crisis
•Monetary and fiscal policy
•Australian inflation
•Investment implications
Timestamps:
00:00 Introduction & agenda
01:48 What is stagflation?
03:14 US Inflation
10:17 Commodity prices
13:02 Biden's infrastructure plan
21:45 Can MMT & Stagflation co-exist?
23:19 Chinese inflation weak
29:15 Commodity and energy prices
53:05 Australia
55:18 Broad investment implications
1:01:02 Dominic Perrottet wants to resume mass migration
1:08:30 Gold
1:10:13 Iron ore
To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Find us on social media:
https://www.facebook.com/NucleusWealth/​
https://twitter.com/NucleusWealth​
https://linkedin.com/company/nucleusw...​
Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.
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 is 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
#stagflation #inflation
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