If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen.
In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year’s darlings who have seen shipping rates crater – the logistics companies.
After riding on the highs in 2021 and 2022, shipping rates crashed 80%.
Market participants talk about a trucking recession in rates. Yellow, a major US trucking company, went bust. Is it time to re-look at the sector?
Agenda:
Market size and segments
Overall issues
Shipping
Trucking
Air
Storage
Technology
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