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Podcast: Nucleus Investment Insights
Episode: 5.12 The six horsemen of global recession | Nucleus Investment Insights
Description: Stock markets have rallied hard off their Ukraine war lows - is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss whether a global recession is coming and whether this market rally is a dead cat bounce or not.
Agenda: The six shocks of global recession
Global tightening, fiscal and monetary
European economy, the war and energy
Chinese economy, the property bust and COVID
US economy and the Fed
Spanish Flu...