Is The Mining Supercycle Gone Already? | Nucleus Investment Insights

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

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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.

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