In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation.
The inventory rebuild/supply chain “pig in the python”. The price signals of today are creating the excess capacity of tomorrow.
Topics covered:
- Purchasing Managers’ Index: booming
- A typical inventory cycle
- Today’s inventory / sales
- Retail sales
- Capacity expansion?
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
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Tim Fuller is Head of Advice at Nucleus Wealth.
