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Podcast: Nucleus Investment Insights
Episode: 4.22 2021 Inflation: a contrarian view part 2 - Supply chains & inventory cycle | Nucleus Investment Insights
Description: In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation.
You can view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-and-supply-chains.pdf
The inventory rebuild/supply chain "pig in the python". The price signals of today are creating the excess capacity of tomorrow.
To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
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