Posts about supply chain

Are Supply Chains Breaking Again? If you read the headlines today, you might think we are on the verge of another massive supply chain crisis. Freight costs are ticking upward, the Strait of Hormuz is a geopolitical flashpoint, and inflation expectations remain stubbornly embedded. It is easy to ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines which global supply chains are now closest to breaking as geopolitical tensions flare and critical trade routes come under pressure. We dig into where stress is building fastest, which sectors face the ...

Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs. In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at what it means for these two countries from a macroeconomic ...

Will the switch to renewables be torpedoed by a lack of materials? Are we going to run out of copper? In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at some of the major commodity materials, which ones are ...