Is The Mining Supercycle Gone Already? | Nucleus Investment Insights
by
Samuel Kerr
July 21, 2022
As we thought it might, mid-last year, the commodity supercycle has gone as fast as it came. But with iron ore prices half where they were a year ago, where to from here?
Listen in as the team delved into this topic. With Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr.
Agenda: A 20 year commodity bear market?
- Did Zoltan the Magnificent call a 20 year top?
- China turning Japanese
- Other factors for demand and supply
- Specific commodities: iron ore, copper, lithium, oil
- Investment implications
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
---------------------------------------
Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
