MB Fund Podcast: The Effects On Earnings Of Trump’s Policy Chaos

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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen looked at earnings forecasts and which sectors are starting to see the effects of the chaos around policy making and tariffs.

Agenda:

  • Tariffs
  • Forward Indicators vs Coincident vs Actual
  • Confidence etc.
  • Earnings

View the presentation slides

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.