Nucleus Wealth Insights

In today's investment podcast Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-ep3.pdf On the agenda: •Now vs History •Commodity prices •Inventory Cycle •Scenarios •Investment positioning This week we complete our final show on our contrarian view, that both the rebound in asset and material prices and the enormity of financial support pumped into economies is now going to spill into the potential for higher levels of inflation. If you have only just tuned in, feel free to check out our previous two shows on the topic, where we covered issues that caused inflation in the 1970s and how the rules have changed since then. We looked at technology being inherently deflationary. Net result: a f