In "tightening cycles", central banks usually raise rates until something breaks. The question is, which imbalance will it be this time? In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discussed a range of different imbalances.
Agenda: Where is the next Lehman moment?
- US imbalances
- European imbalances
- Chinese imbalances
- Emerging market imbalances
- Australian imbalances
- Market implications
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.