MB Fund Podcast: Do they eat tacos in Iran?

March 12, 2026

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damian Klassen, takes a closer look at the so-called TACO trade – and whether the controversy Iran can set the stage for dramatic change. We explore what’s driving recent market moves, how geopolitics is reshaping sentiment, and whether investors should brace for more volatility or position for unexpected returns.

Download the presentation slides here!

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Damian Klaasen is Chief Investment Officer at the Macro Business Fund, which is run by Nucleus Wealth.

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The information in this blog contains general information and may not take into account your personal goals, financial situation or needs. Past performance is not indicative of future performance. Damien Klassen is an authorized representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a corporate authorized representative of Nucleus Advice Pty Ltd.