October Podcasts: Green metals panic, China property crash, killing inflation and the great energy heist
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Crash of the Century: The End of Chinese Property
Markets have greeted the appointment of Xi for another 5 years (and probably for life), with dismay. Chinese housing data continues to look dire in the latest release post Xi’s appointment, and messaging from the CCP's recent conference shows no signs of reversing or clamping down on too much property debt. All this means there’s no respite in view for the Chinese property market.
In this episode, the Nucleus Wealth team discussed whether this is the proverbial crash of the century.
Agenda: Crash of the Century: Chinese Property
- Highway to hell
- Economic fallout
- Markets fallout
- Political fallout
Watch the episode here.
The Great Copper Panic
Will the switch to renewables be torpedoed by a lack of materials?
Are we going to run out of copper?
In this episode, the team looked at the major 'green metals' and how the transition to renewables will interact with the predicted supply.
Agenda:
- Green Metals: do we have enough?
- Political Risks
- Myth busting
- The great copper panic
- Investment implications
Watch the episode here.
The One Thing That Could Kill Inflation
The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada are at odds with many other countries around the world. At the upper end, US wages are showing signs of moderating. Where to from here? Will US wages stay high or fall back inline with the rest of the world? Will Australian wages catch up or will rising interest rates cool wages down before they have the chance?
In this episode, the Nucleus Wealth team discussed and looked around the world at wage growth.
Agenda: The One Thing That Could Kill Inflation
- Wage growth hot zones
- Wage growth mild zones
- Wage growth cold zones
- Services to Manufacturing and Back
- Locked up employees?
Watch the episode here.
The Great Energy Heist
In this episode, the Nucleus Wealth team discussed the ongoing energy crisis in Australia. Every time you think things can't get any worse, they do. This time the resources minister Madeline King has signed a nothing deal with the energy companies, that allows them to continue to rob the Australian people.
Agenda: The Great Energy Heist
- A potted history of Australian energy cartels
- Ukraine War and prices
- The new ADGSM and Labor revolt
- The kidnapping of Madeleine King
- What are the answers?
- Investment implications
- Meet the manager's overview
Watch the episode here.
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
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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 Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
Expertise
Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
Expertise
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