In today’s investment podcast Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective.

On the agenda:

Now vs History
Commodity prices
Inventory Cycle
Scenarios
Investment positioning

This week we complete our final show on our contrarian view, that both the rebound in asset and material prices and the enormity of financial support pumped into economies is now going to spill into the potential for higher levels of inflation.

If you have only just tuned in, feel free to check out our previous two shows on the topic, where we covered issues that caused inflation in the 1970s and how the rules have changed since then. We looked at technology being inherently deflationary. Net result: a financial system overengineered to prevent inflation.

Now, it is time to put all these drivers into practical portfolio action. Today we are going to run through a number of scenarios and the strategies we are employing to both protect portfolios whilst taking advantage of the opportunities found in this contrarian view.

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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

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 and Tim Fuller are 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

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Inflation is a hot topic in the financial world right now, with many investors worried about the impact of rising prices on their portfolios. However, according to the team at Nucleus Investment Insights, it might be wise to consider the possibility of a “head fake” when it comes to inflation.

A head fake refers to a false signal or misleading trend that can throw investors off course. In the case of inflation, the team at Nucleus Investment Insights believes that the current spike in prices may not be sustainable in the long term. This could mean that investors who position their portfolios based on the assumption of sustained high inflation could be in for a rude awakening.

So how should investors position their portfolios in light of the potential for a head fake in inflation? The team at Nucleus Investment Insights has a few key recommendations.

First, they suggest being cautious about making big bets on assets that are traditionally seen as hedges against inflation, such as gold or commodities. While these assets can be useful in times of high inflation, they may not perform as expected if inflation turns out to be transitory.

Instead, the team recommends focusing on assets that have more stable and predictable returns, such as high-quality stocks and bonds. These assets may not offer the same potential for outsized gains as inflation hedges, but they can provide a solid foundation for a well-diversified portfolio.

Second, the team advises investors to pay attention to the broader economic picture when making investment decisions. Inflation is just one factor that can impact the markets, and it’s important to consider other factors such as economic growth, interest rates, and corporate earnings.

Finally, the team stresses the importance of staying flexible and being prepared to adjust your portfolio as the market environment evolves. If inflation does turn out to be more persistent than expected, it may be necessary to reassess your investment strategy and make changes to protect your portfolio against potential losses.

In conclusion, while it’s important to be aware of the potential for inflation, it’s also important not to overreact to short-term trends. By staying focused on the long-term fundamentals of the market and maintaining a diversified portfolio, investors can position themselves to weather any potential head fakes in inflation and achieve their investment goals.