In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith looked in-depth at his case for why commodities are going to take over from the US dollar, where his arguments hold water and where they don’t.
- Zoltan the Magnificent on Bretton Woods III
- The rise of Chussia
- Captured commodities
- Creation of a Eurorenminbi market and commodity-backed CNY as undollar reserve
- Flaws in the thesis
- Investment implications
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.