In today’s investment webinar, MB Fund’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.
The inventory rebuild/supply chain “pig in the python”. The price signals of today are creating the excess capacity of tomorrow.
Topics covered:
- Purchasing Managers’ Index: booming
- A typical inventory cycle
- Today’s inventory / sales
- Retail sales
- Capacity expansion?
Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.
Take us on your daily commute! Podcasts are available on iTunes and all major Android Podcast Platforms for Nucleus Investment Insights.
Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.
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