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Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights

Posted on by Damien Klassen
05
Jan
This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs.Are we heading for another supply chain crisis?

 

Join us in this investment podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen delves into this topic.

 

Agenda:

  • Inflation risks rising?
  • Red Sea shipping
  • Panama drought
  • Capacity
  • Goods demand
  • System flexibility
  • Greedflation
  • Inventory cycle
  • Geopolitics
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    Damien Klassen

    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 firms, 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, selecting stocks suggested by analysts and implementing the asset allocation.

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