Earlier this week I published is a growth shock coming? which was included in today's daily Livewire email. This podcast we recorded last week is a continuation on that post, with indepth analysis of the themes discussed for those wanting further detail

Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare!

LISTEN IN PODCAST FORM HERE

Links to various podcast platforms are featured at the bottom right of the player if you wish to listen on your preferred one. View the presentation slides

• 00:00 Introduction and agenda 
• 02:30 China's growth scare 
• 21:19 the US fiscal cliff 
• 25:55 Offsets 
• 37:17 Impact on assets 
• 46:45 How we're adjusting our portfolios 
• 51:03 How much will Biden try to prop up stock markets? 
• 54:45 Chinese equity markets