MB Fund Podcast: Metals Mania

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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals.

We have lots of questions about the sustainability of the current metals rally.

But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation?

View the presentation slides

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Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.

Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.

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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.

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