Nucleus Wealth

Stagflation! | Nucleus Investment Insights

Written by Damien Klassen | October 14, 2021
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
 

 

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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.