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 analogy
Implications for markets
View the presentation slides here:
https://nucleuswealth.com/wp-content/uploads/2022/03/The-six-horseman-of-global-recession.pdf
To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Find us on social media:
https://www.facebook.com/NucleusWealth/
https://twitter.com/NucleusWealth
https://linkedin.com/company/nucleusw...
Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/
The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796