Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights

This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs.Are we heading for another supply chain crisis?

 

Join us in this investment podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen delves into this topic.

 

Agenda:

  • Inflation risks rising?
  • Red Sea shipping
  • Panama drought
  • Capacity
  • Goods demand
  • System flexibility
  • Greedflation
  • Inventory cycle
  • Geopolitics
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