How to position your portfolio for the Inflation head fake | Nucleus Investment Insights

In today’s investment podcast Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective.
 
On the agenda:
  • Now vs History
  • Commodity prices
  • Inventory Cycle
  • Scenarios
  • Investment positioning

View the presentation slides

 

More webinars


Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.

 

Subscribe on itunes

Subscribe on Spotify

Subscribe on Google Podcasts

 

—————————————

Tim Fuller is Head of Advice at Nucleus Wealth.