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Podcast: Nucleus Investment Insights
Episode: 6.29 Aussie Dollar: Where To Now? | Nucleus Investment Insights
Description: 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's bust structural
End of cycle shock
Next cycle: Australia poorly positioned
No AI
No reshoring
...