In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith discussed whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming.
Agenda: Is the great China reckoning upon us?
- China’s property crash
- Can China beat OMICRON?
- Monetary and fiscal policy pushing on a string
- The impossible trinity
- The next shoe to drop
- Yuan, yuan, yuan!
- Implications for markets
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
---------------------------------------
Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
Tags:
china, economic slowdown, Personal finance, Nucleus Investment Insights, US fed, Stocks, cape, china propety, shiller pe, Price earnings, supply chains, investment podcast, RBA, Recession, finance podcast, Webinars, Federal Reserve, Damien Klassen, Shares, property, Nucleus Wealth, earnings, inflation, Investing, investment, stock market valuation
Post by Samuel Kerr
May 19, 2022
May 19, 2022
Samuel has a Master of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.