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Podcast: Nucleus Investment Insights
Episode: 4.08 Inflation: Mirage or Oasis? | Nucleus Investment Insights
Description: Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures
View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/inflation-oasis-or-mirage.pdf
On the agenda:
Inflation factors: commodity prices, supply disruptions, structural & cyclical factors
Deflation factors: wages. China & expectations
How to invest in inflation
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