In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals.
We have lots of questions about the sustainability of the current metals rally.
But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation?
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