5.26 A Return to the Gold Standard? | Nucleus Investment Insights

Making waves in economic circles earlier this year, Zoltan Pozsar mounted a case for commodities to take over the function of reserve currencies, and an end to Bretton Woods II. The Financial Times profiled him in "Meet Zoltan, the sellside Jules Verne", highlighting #zoltan has become a trending topic after each post.
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith will look in depth at his case for why commodities are going to take over from the US dollar, where his arguments hold water and where they don't.
View the presentation slides here:
https://nucleuswealth.com/wp-content/uploads/2022/06/Are-commodities-the-new-reserve-currency.pdf
Agenda: Are commodities the new reserve currency?
Zoltan the Magnificent on Bretton Woods III
The rise of Chussia
Captured commodities
Creation of a Eurorenminbi market and commodity-backed CNY as undollar reserve
Flaws in the thesis
Investment implications  
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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 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
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