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!
On the agenda:
- US inflation strong
- Chinese inflation weak, except for US
- Commodities battleground/energy crisis
- Monetary and fiscal policy
- Australian inflation
- Investment implications
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
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
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Damien Klassen is Head of Investment at Nucleus Wealth.
Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firm, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus Wealth, selecting stocks suggested by analysts and implementing the asset allocation. Damien started Nucleus Wealth after 20+ years in financial markets. He wanted to come up with an investment solution for ordinary investors that delivers the same types of personalised investment portfolios high net worth investors use.
