Nucleus Investment Insights
392 episodes - English - Latest episode: 10 days ago - ★★★★★ - 1 ratingNucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind
Nucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends, company activities and the potential impacts each has on your portfolio.
In addition to our weekly video podcasts, Nucleus Wealth offers investment articles and performance reports.
For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.
Visit: https://nucleuswealth.com/podcasts/
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Episodes
Rapid Insights Ep. 10: Are we heading for Tech Boom 2.0?
June 30, 2024 07:00 - 7 minutes - 7.27 MBIn this rapid insight, Nucleus Wealth's Chief Investment Officer, Damien Klassen, examines the current state of the tech industry, comparing it to the original tech boom. Watch this episode as it explores factors driving the potential resurgence, evaluates market conditions, and considers whether we're on the brink of another significant technological expansion. Read the Blog Post here Watch the episode here To listen in podcast form click here G...
Ep. 336: China Stimulus: Oasis or Mirage? | Nucleus Investment Insights
June 20, 2024 10:27 - 38 minutes - 36 MBChina recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would inve...
Ep. 335: Tech Boom 2.0? | Nucleus Investment Insights
June 13, 2024 12:42 - 40 minutes - 37.7 MBJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in AI and the similarities in macro events to the tech boom in 1999. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would ...
Rapid Insights Ep. 9: The One NVIDIA Question That Matters
June 12, 2024 05:29 - 8 minutes - 8.01 MBIn this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier analysis of NVIDIA's stock, exploring what led to their initial misjudgment. They delve into the factors driving NVIDIA's recent performance and share key insights and lessons learned from the reevaluation. Read the Blog Post here Watch the episode here To listen in podcast form click here Get an obligation-free portfolio recommendati...
Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA
June 06, 2024 07:00 - 9 minutes - 8.53 MBIn this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier analysis of NVIDIA's stock, exploring what led to their initial misjudgment. They delve into the factors driving NVIDIA's recent performance and share key insights and lessons learned from the reevaluation. Read the Blog Post here Watch the episode here To listen in podcast form click here Get an obligation-free portfolio recommendation...
Ep. 334 Oil On Troubled Waters | Nucleus Investment Insights
June 06, 2024 04:00 - 26 minutes - 24.5 MBJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith look at the oil market, which has seen prices drop sharply. OPEC resolve appears to be crumbling, demand is still weak, Chinese EV prices are tumbling and US production strong. Interruptions to Russian oil production are still a wild card which could spur the price higher, but there is not much good news around. View the presentation slides...
333 Metals Mania | Nucleus Investment Insights
May 30, 2024 04:18 - 43 minutes - 40.4 MBJoin us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals. We have lots of questions about the sustainability of the current metals rally. But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation? View the presentation slides ...
Ep. 333 Metals Mania | Nucleus Investment Insights
May 30, 2024 04:18 - 43 minutes - 40.4 MBJoin us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals. We have lots of questions about the sustainability of the current metals rally. But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation? View the presentation slides ...
Ep. 332 Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts | Nucleus Investment Insights
May 23, 2024 04:54 - 38 minutes - 35.9 MBThis week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself. Then, one for the parents or grandparents: How do you set up share accounts for kids, what are the pitfalls, and what should you look out for. View the presentation slides...
Ep. 331 The Inflation Rollercoaster: Is There Another Drop? | Nucleus Investment Insights
May 16, 2024 06:33 - 45 minutes - 42.5 MBUS inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to lower inflation. Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, discuss these important topics. ...
Ep. 330 Powering Progress: Navigating the Semiconductor Sector's Transformation | Nucleus Investment Insights
May 09, 2024 04:06 - 44 minutes - 41.2 MBJoin us for a comprehensive exploration of the semiconductor sector in our upcoming podcast. In this episode, we'll cover a wide range of topics, including the impact of AI on semiconductor technology, China's influence on low-end chips, insights from the latest reporting season, the intersection of semiconductors with electric vehicles and solar energy, and the critical issue of power usage in the industry. Plus, how much of your portfolio should be in this sector? ...
Ep. 329 Will The RBA Panic and Hike Interest Rates? | Nucleus Investment Insights
May 02, 2024 05:46 - 1 hour - 56.3 MBJoin us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discuss the following: • Why is Aussie inflation sticky? • Will the RBA pivot back to hikes? • Investment implications View the presentation slides To listen in podcast form click here Get an obligation-free portfolio...
HD Remastered Replay: The World of Ethical Investing | Nucleus Investment Insights
April 25, 2024 03:30 - 42 minutes - 39.7 MBThis is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished version of the original recording but will not lessen the value of our Investment Insights. In this investment podcast, Nucleus Wealth team discussed the many grey areas of ethical investing and how you...
Ep. 328 War, Oil and Inflation | Nucleus Investment Insights
April 19, 2024 06:26 - 21 minutes - 19.8 MBJoin us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dissects the war, its effect on the oil price, and the oil price's effect on inflation View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Lea...
Rapid Insights Ep.7: The Hidden Costs of High Dividend Yields
April 19, 2024 03:09 - 5 minutes - 5.46 MBIn this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen discuss how the Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk. Read the Blog Post here Watch the episode here To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find ...
REPLAY Revolutionary Investment Opportunities | Nucleus Investment Insights
April 11, 2024 03:21 - 45 minutes - 42 MBHold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden opportunity to elevate your investment game! Get ready to dive into the future of investing with us this week! Join us in this podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head...
Ep. 327 Housing Rent Heatwave: How It Is Affecting Macro Investment Trends | Nucleus Investment Insights
April 04, 2024 03:07 - 29 minutes - 27.3 MBSoaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs. Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen discusses what it means for these two countries from a macroeconomic perspective vs countries that do not have the same issues. View the presentation slides To listen in podcast form click ...
REPLAY Megatrends 2024 | Nucleus Investment Insights
March 29, 2024 04:15 - 49 minutes - 46.1 MBHeads up, everyone! Due to the holiday, our live podcast will be postponed. Don’t worry, though! We’ve got you covered with a special replay of one of our favourite episodes. Stay tuned and enjoy the throwback! Get ready to supercharge your investment knowledge! Dive into ‘Megatrends 2024’ where the Nucleus Wealth Team looked at the pulse-pounding world of 7 pivotal long-term investment trends! Don’t miss out on this game-changing replay that’s set to ignite your financial foresight! Agend...
Ep. 326 Boom Or Bust: Copper And Lithium In The Green Tech Era | Nucleus Investment Insights
March 22, 2024 03:44 - 32 minutes - 30.5 MBBoth copper and lithium prices have seen some wild rides in recent months (and years). There is a genuine growth case for both metals from green energy, but that doesn't mean buy at any price. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at these metals, the hype, the fundamentals, and how to think about commodity investing to avoid being caught buying at the wrong part of the cycle. View the presentation slides...
Ep. 325 Sell Australia, Buy The World | Nucleus Investment Insights
March 14, 2024 04:18 - 54 minutes - 50.9 MBWith many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle. View the presentation slides To listen in podcast form click here...
Ep. 324 Australia Is An A Per-Capital Recession. Does It Matter? | Nucleus Investment Insights
March 07, 2024 04:01 - 37 minutes - 34.6 MBJoin us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen welcomes economist Leith Van Onselen, for a detailed dig into Australian GDP, what it is saying about economic conditions and what to expect for 2024. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see ho...
Ep. 323 What Would A Non-Trump President Mean For Investors? | Nucleus Investment Insights
February 29, 2024 04:04 - 30 minutes - 28.1 MBLast week we looked at the macroeconomic and investment impacts of a second Trump presidency. This week we look at the other alternatives: Another Biden win A different republican nominee (presumably because Trump was found guilty in a criminal trial) A different democrat nominee (presumably because Biden opted to step down) Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the potential outc...
Ep. 322 What Will Trump 2.0 Mean For Investors? | Nucleus Investment Insights
February 22, 2024 04:08 - 1 hour - 71.5 MBWhile there are still a range of court cases outstanding, Trump is leading most polls for the next president. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets. Agenda: Betting Odds Legal cases Election Issues: Abortion rights vs Border security. Age conc...
Ep. 321 Income Investors Beware! | Nucleus Investment Insights
February 15, 2024 03:24 - 45 minutes - 42.1 MBInterest rates are higher than they have been for years and income investors are reveling in the higher yields. But, inflation is crashing around globally and interest rates are likely to follow. How do you protect your portfolios from falling interest rates? Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen give insight on how to protect your portfolios from falling interest rates. View the presentation slides To ...
Ep. 320 Earnings Season Unveiled: A Tale of Triumphs Amidst Turmoil | Nucleus Investment Insights
February 08, 2024 03:12 - 41 minutes - 38.3 MBThe reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significantly. If you take the broader stock market increase to indicate approval, it looks a little strange. Earnings forecast growth for 2024 has almost halved while stocks have rallied. Join us in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen dig into the reporting season so far, looking at winners, losers and trends. Agenda: Quick overview of Q1...
Ep. 319 Is Inflation Crashing? | Nucleus Investment Insights
February 01, 2024 02:13 - 48 minutes - 44.9 MBInflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot? Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith give insight on 2024's most important question. Agenda: Global soft landing, Australian hard Global inflation for goods, services and energy Australian inflation for goods, services and energy Inflati...
Ep. 318 China: In The Bear's Embrace | Nucleus Investment Insights
January 26, 2024 01:02 - 50 minutes - 47 MBWhile China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week. The data from China continues to be poor, and the government interventions are minimal. Brokers have been calling the bottom for years now, and one day, they will be right. The question we look at is whether the bottom is close, or if there is more economic paid to come. Find out in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and ...
Ep. 317 Explosive Growth In The Uranium Price: Is Nuclear Back? | Nucleus Investment Insights
January 19, 2024 03:16 - 1 hour - 63.2 MBWith the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options? In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, delves into this topic. Agenda What is going on with the uranium price The case for/against Nuclear Uranium mining cost structure Demand/Supply Investment implications ...
Ep. 316 State Of The Stock Market | Nucleus Investment Insights
January 11, 2024 04:12 - 45 minutes - 41.8 MBWhere the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations and earnings growth to see where the investment opportunities lie. Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, dives into this topic. Agenda: Valuations Earnings growth What worked in 2023 Forward Economic Indicators Investment Outlook View the presentation slides...
Ep. 315 Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights
January 05, 2024 08:42 - 28 minutes - 26.1 MBThis week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs. Are we heading for another supply chain crisis? Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen delves into this topic. View the presentation slides To listen in podcast form click here Get an obligation-free po...
Ep. 314 Megatrends 2024 | Nucleus Investment Insights
December 28, 2023 04:24 - 49 minutes - 46.1 MBIn this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, discussed where we are up to with the 7 key long-term Investment trends that we have been covering for many years. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts...
Ep. 313 Will 2024 Crash Australia's Housing Market? | Nucleus Investment Insights
December 21, 2023 04:24 - 57 minutes - 53.2 MBIn this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, delve into the Australian property market. Will interest rates fall, and prices will continue to rise? Is this huge immigration policy going to push prices higher, or will prices stagnate under the weight of higher interest rates? Join us today to find out the factors at play and the likely outcomes. View the presentation slides To listen in podcast form click ...
Ep. 312 Alboflation: Energy Edition | Nucleus Investment Insights
December 15, 2023 04:36 - 39 minutes - 36.9 MBAustralian energy prices present a paradox. Australia is one of the largest coal exporters on the planet. Australia is a top 3 LNG exporter. Australia has some of the best solar resources in the world. So why are energy prices high here while tumbling elsewhere. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, and Head of Advice Samuel Kerr dive into this topic. Agenda: Oil & Geopolitical issues Prices crash Cost push inflation reverses? Sup...
Ep. 311 Revolutionary Investment Opportunities | Nucleus Investment Insights
December 07, 2023 02:51 - 45 minutes - 42.2 MBGet ready to dive into the future of investing with us this week! Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr explore the most exciting investment themes set to redefine the next few years. We're talking about groundbreaking trends that every savvy investor needs to watch: • Electrification • Obesity Drugs • Onshoring & Robotics • AI • Cloud Computing • Energy Don't miss out! Tune in, and let's unlock the poten...
Ep. 310 Is It The End For Value Investing? | Nucleus Investment Insights
November 30, 2023 04:43 - 50 minutes - 46.5 MBThe last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged, and many investors are expecting Value to protect them – but Value has failed to do so in recent years. Will this time be any different? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr take a hard look at the problems with Value investing and what investors should e...
Ep. 309 Why Is Excess mortality Still High, What Does It Mean For Insurers? | Nucleus Investment Insights
November 24, 2023 02:54 - 38 minutes - 35.5 MBYears after covid has finished, and excess mortality is still way higher than usual in countries all around the world. Suicides, cancer, COVID, heart disease are all running above average. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen, and Head of Advice Samuel Kerr dive into what that means for life insurers and broader investments. View the presentation slides To listen in podcast form click ...
Rapid Insights Ep.6: 3Q Earnings. Recovery Gets Pushed Another Quarter Out
November 19, 2023 10:00 - 5 minutes - 5 MBIn this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed “The Magnificent 7”. These stocks have not only defied the broader market sentiment but have also showcased rem...
Ep. 308 An Investor's Guide to 3rd Quarter Earnings | Nucleus Investment Insights
November 16, 2023 04:16 - 35 minutes - 32.7 MBJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr dive into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed "The Magnificent 7." These stocks have not only defied the broader market sentiment but have also showcased remark...
Rapid Insights Ep.5: The Weight Is Over: Obesity Drugs Have Arrived
November 12, 2023 12:00 - 7 minutes - 6.94 MBIn this rapid insight episode, we look at the rise of weight-loss drugs. Don’t sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound economic impact on the estimated 3% of global GDP that obesity costs. Leading this transformation are companies like Novo Nordisk and Eli Lilly, which we look at in more detail in the podcast. Beyond healthcare, the influence of these drugs coul...
Ep.307 A Reluctant Embrace: The Australia-China Uneasy Partnership | Nucleus Investment Insights
November 09, 2023 03:30 - 53 minutes - 49.6 MBJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr revisit the tense relations with our largest trading partner. Prime Minister Albanese is in China this week. The Australia-China trade relationship has been fraught with tension, stemming from a complex interplay of geopolitical rivalry, human rights concerns, and security issues. Australia's push for an inquiry into the origins of COVID-19 and its outspoken criticism of...
Ep.306 The Weight Is Over: Capitalising on the Booming Weight Loss Drug Industry | Nucleus Investment Insights
November 02, 2023 03:39 - 54 minutes - 50.4 MBJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr dive deep into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics. We provide an in-depth analysis of the top players in the industry, including established pharmaceutical giants and innovative startups that are shaking up the scene. Efficacy and safety of popular weight l...
Rapid Insights Ep.4: Will Oil Fuel the Flames of Inflation?
November 01, 2023 04:01 - 8 minutes - 8.32 MBIn this rapid insight episode, we explore the impacts of surging oil prices on inflation, amidst the backdrop of the Middle East conflict and its complex geopolitical dynamics. The conflict, acting as a proxy war involving various global powers, has led to a rise in oil prices. From here, it can go two ways: a cost-push inflation spiral or demand destruction due to squeezed household budgets. We analyze the situation from three main perspectives: geopolitics, cost-push inflation, and demand...
Ep.305 Rental Crisis: Effect On The Australian Economy | Nucleus Investment Insights
October 26, 2023 04:30 - 53 minutes - 49.9 MBJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen, and Head of Advice, Samuel Kerr look at the extreme levels of housing and rental affordability. The question for all investors is when and how these levels will affect the rest of the Australian economy. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for ...
Ep. 304 Will Oil Fuel the Flames of Inflation? | Nucleus Investment Insights
October 19, 2023 03:59 - 47 minutes - 43.9 MBThere has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series that they look at. But then, the path can head in two very different directions. Another round of oil-fueled inflation could mean that workers demand higher wages, and the cost-push inflation spiral...
6.43 AgrInvest: Sowing The Seeds For Future Profits | Nucleus Investment Insights
October 12, 2023 06:27 - 35 minutes - 32.4 MBThere has been a lot of inflation in food at the supermarket, but very little for the farmers. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr dive into this topic. Agenda: Food inflation Investment landscape Margin growth Stocks Investment outlook View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you ...
6.42 US Tech: The Magnificent Seven | Nucleus Investment Insights
October 05, 2023 04:55 - 43 minutes - 40.4 MBAlmost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr dive into this topic. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find...
Rapid Insights Ep.3: Hacked! Cybersecurity Stocks Fight Back
October 04, 2023 10:00 - 6 minutes - 5.7 MBIn this podcast episode, with help from Patrick Gray of Risky Business, we delve into the rising concerns surrounding cyberattacks on high-profile companies, including Medibank, Optus, Latitude, and Canva. These incidents occurred before hackers gained access to advanced AI tools and cryptocurrencies, making detection more challenging. While share prices tend to recover after cyberattacks, sometimes the impact can be enduring. The democratization of security risks means that every company i...
6.41 Hacked! An Investment Look at IT Security with Patrick Gray | Nucleus Investment Insights
September 28, 2023 05:12 - 1 hour - 58.3 MBThere has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed. For the stocks involved, the effects can be dramatic. With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are only going to get better. Where are the vulnerabilities, and what does the future look like? Which sectors are the most at risk, and what can investors do to protect their own accounts? Join us ...
6.40 Unlocking Hidden Opportunities: Thriving in Recession-Tested Sectors | Nucleus Investment Insights
September 21, 2023 05:06 - 49 minutes - 46.2 MBIf you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year's darlings who have seen shipping rates crater - the logistics companies. After riding on the highs in 2021 and 2022, shipping rates crashed 80%. Market participants talk about a trucking recession in rates. Yellow, a major...
28 The Shocking Truth About Retirement: How Planning Today Will Improve Your Tomorrow
September 19, 2023 06:22 - 35 minutes - 32.4 MBJoin us for a thoughtful conversation on retirement planning that could transform your quality of life. In this episode, Nucleus Wealth Chief Operating Officer Shelley George sits down with guest Natallia Smith, the director and principal financial adviser at Tru Wealth Advice, to discuss expert insights on how to approach this critical topic and navigate life's choices, particularly for successful single women who have never married, are widowed, or divorced. Links mentioned in the episod...