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- 00:00 Introduction & agenda
- 01:48 What is stagflation?
- 03:14 US Inflation
- 10:17 Commodity prices
- 13:02 Biden’s infrastructure plan
- 21:45 Can MMT & Stagflation co-exist?
- 23:19 Chinese inflation weak
- 29:15 Commodity and energy prices
- 53:05 Australia
- 55:18 Broad investment implications
- 1:01:02 Dominic Perrottet wants to resume mass migration
- 1:08:30 Gold
- 1:10:13 Iron ore
Damien Klassen is Head of Investment at Nucleus Wealth.