Nucleus Wealth Insights

It has been a volatile 6 months in macroeconomic outlooks. A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dig into this topic. Agenda: Why the AUD is going to 40 cents Fed still hiking, RBA all but done China bust structural End of cycle shock Next cycle: Australia poorly positioned no AI 2. no reshoring 3. China commodities super-deflation, limited ESG commodity exposure 4. Another lost decade on poor policy making View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more?  Click here to Subsc