The six horsemen of global recession | Nucleus Investment Insights

Stock markets have rallied hard off their Ukraine war lows – is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss whether a global recession is coming and whether this market rally is a dead cat bounce or not.
Agenda: The six shocks of global recession
  • Global tightening, fiscal and monetary
  • European economy, the war and energy
  • Chinese economy, the property bust and COVID
  • US economy and the Fed
  • Spanish Flu analogy
  • Implications for markets

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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.