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
6.39 Tightening The Screws On Aussie Households With Martin North | Nucleus Investment Insights
September 14, 2023 06:34 - 1 hour - 65 MBJoin us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and dive into the latest data from his household stress survey. The key things I want to find out: The overall household variation. We know that the average household is hurting a little, but it isn't dire. I want to find out more about the ends of the spectrum, the rich households and more importantly the poor ones Are ...
6.38 Income Extravaganza | Nucleus Investment Insights
September 07, 2023 06:38 - 1 hour - 60.8 MBJoin us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, dive into the world of income and yields. With interest rates 4-5% higher around the world, what are your options and what can you expect to get on the various types of income investments. Agenda: Sources of yield Asset by asset run through Overview View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommen...
6.37 Is The Chinese Snowball Getting Bigger? | Nucleus Investment Insights
August 31, 2023 06:18 - 1 hour - 66.2 MBThis week we delve into the world's largest asset class. Alarming economic data has sparked investor jitters, but imbalances have existed for a decade or more. Over the past 15 years, China's construction frenzy has reached historic proportions. The trigger point is elusive, akin to predicting an avalanche. Conditions are ripe for a seismic shift, this week we ask the big question: Why now? Part of the answer lies in the developers. But the big names of Country Garden and Evergrande aren't...
6.36 Will US Commercial Property Be The Epicenter Of The Next Property Crash? | Nucleus Investment Insights
August 24, 2023 04:40 - 57 minutes - 53.2 MBJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Julian Campbell-Wood of Global REITS - Resolution Capital run through the following topics: Office: The dangers of contagion in US commercial property and what the future of work holds. Retail: Macro data (weak) vs micro data (OK). Industrial: The Yellow insolvency and what it means for the sector. Will companies continue to keep inventories higher (“just in...
27 Super Strategies for a Stellar FY24 | Nucleus Wealth Empower
August 22, 2023 05:37 - 35 minutes - 33 MBJoin us as Nucleus Wealth Chief Operating Officer, Shelley George, and Senior Financial Adviser, Samuel Kerr, dissect the changes to superannuation in FY24 and how you can leverage them to enhance your personal financial landscape. From potential advantages to important considerations that could impact you, this episode has got you covered. Empowering you to develop money and investing as tools for living your fullest life. Links mentioned in the episode: FY24 Things you need to know art...
6.35 Jonathan Rochford: When A Distressed Debt Manager Meets An Economic Bust | Nucleus Investment Insights
August 18, 2023 03:05 - 1 hour - 69.7 MBAre we heading into a classic central bank-created bust, following a boom fuelled by low interest rates? So far this has been primarily about asset prices. Is it really a recession if unemployment remains low? Minsky’s hedge, speculative and Ponzi categories are playing out as businesses/investments that can’t generate enough to cover their interest payments are heading to bankruptcy. The most obvious victims are cryptocurrencies, venture capital and loss-making businesses. Main areas of...
6.34 Is The Iron Ore Trapdoor Opening? | Nucleus Investment Insights
August 10, 2023 05:31 - 1 hour - 70.2 MBThis week we look at how to profit from a falling iron ore price. The market has been obsessed with the prospect of Chinese stimulus. Finally, belatedly, the realisation is emerging that the stimulus is not coming. Further, it looks as though the entire development sector is now effectively publicly owned. Utilities, designed to finish the prepaid housing, offered enough debt roll-overs to do so. Join us in this week’s podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chi...
6.33 PPI Crash: Unveiling Inflation's Future or Corporate Gouging? | Nucleus Investment Insights
August 03, 2023 04:04 - 32 minutes - 29.8 MBGlobally producer price indexes have turned down quite decisively. China is trying to deal with deflation. There are two main explanations, with diametrically diverging investment outcomes. Under the first scenario, producer price inflation is a leading indicator for consumer price inflation. Falls in the producer price indexes will inevitably flow through to inflation indexes. Sell stocks, buy bonds. Under the second scenario, the gap is an indicator that companies continue to be able to ...
26 GDP Unmasked: The Startling Truth Behind Your Daily Struggles | Nucleus Wealth Empower
August 02, 2023 04:46 - 44 minutes - 41.1 MBIn this episode, we confront the prevailing fixation on GDP as a sole indicator of prosperity. The recent government announcement of a supplementary statistic to incorporate additional measurements of wellbeing gave hope for a more comprehensive approach, but upon closer examination, it falls short of expectations. Join us as Nucleus Wealth Chief Operating Officer, Shelley George and Chief Economist, Leith Van Onselen, discuss the implications and limitations of the old and new approaches E...
6.32 Market Earnings At A Critical Point... Will Earnings Forecasts Hold Up? | Nucleus Investment Insights
July 27, 2023 05:54 - 41 minutes - 38.3 MBOver the past few months the market has had a bifurcated view. Q2 earnings are expected to be bad, down almost 10%. But, by Q4, analysts have almost 10% earnings growth factored in. So, we are approaching a critical juncture. Q4 starts in a little over 2 months time. If those forecasts are as optimistic as they seem, this reporting season should see some reasonably large downgrades. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financ...
6.31 Professor Steve Keen: Has Bank Lending Shuddered To A Halt? + Carbon Tracking | Nucleus Investment Insights
July 20, 2023 05:49 - 1 hour - 59.2 MBSteve Keen made a name for himself challenging conventional economic wisdom. In particular, Steve has a focus on how money creation works in the real world, which is very different from how it worked in conventional economic models. For this reason, given the recent banking issues in the US and the dramatic slowdown in credit creation that we are seeing around the world, we thought we should check in to see what Steve is seeing. Secondly, Steve is just about to release a new carbon report...
6.30 Michael West: On The Hunt For Abuse Of Power | Nucleus Investment Insights
July 13, 2023 06:23 - 1 hour - 73.6 MBThe Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large donors to both sides of politics and seem to get an easy run when it comes to tax and regulation. Michael West runs a website that focuses on independent journalism. Part of what he does is hold companies accountable over unpaid tax, poor corporate practices and government/regulatory concerns. There is a good argument, that in Australia over the last 20 years, some of the best investments ...
25 The Ulysses Contract: How To Never Worry About The Share Market Again - By Michael Kemp | Nucleus Wealth Empower
July 11, 2023 00:00 - 1 hour - 63.9 MBIn his book, The Ulysses Contract, Michael Kemp explores some of the innate behaviors, biases and challenges humans face as investors. And what you can do about them. He sits down to explore these and other things with Nucleus Wealth Chief Operating Officer, Shelley George, in this episode of Nucleus Wealth Empower. Empowering you to develop money and investing as tools for living your fullest life. To listen in podcast form click here Get an obligation-free portfolio recommendation to se...
6.29 Aussie Dollar: Where To Now? | Nucleus Investment Insights
July 06, 2023 04:44 - 53 minutes - 49.7 MBIt has been a volatile 6 months in macroeconomic outlooks. A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dig into this topic. Agenda: Why the AUD is going to 40 cents Fed still hiking, RBA all but do...
6.28 War And Wealth: Investing post Wagner’s Russian coup | Nucleus Investment Insights
June 29, 2023 06:46 - 1 hour - 72.4 MBExtraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments. In particular, we look at the investment landscape for defense contractors, which ones benefit, which ones are less well positioned and where defense budgets are being spent in the aftermath of the Ukraine war. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Dam...
6.27 Has The RBA Gone Too Far? | Nucleus Investment Insights
June 22, 2023 23:43 - 1 hour - 59.2 MBFor the last few months, we have been talking about how the soft data (i.e. surveys and forward looking) has been looking recessionary but the hard data has been surprisingly firm. That has started to change, and in the hard data we are seeing sweeping signs of a slowdown. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Chief Operating Officer Shelley George, as we dig into the most recent data, what it is...
6.26 Grant Williams: The Big Macro Divides & Dedollarisation | Nucleus Investment Insights
June 15, 2023 05:41 - 51 minutes - 47.2 MBGrant Williams is a titan of the financial podcasting world, interviewing the biggest names in the industry and examining the core macro arguments dominating discussions. We take the opportunity this week to quiz Grant and see where he sits on some of the biggest macro themes. Agenda: Is there a recession or soft landing? Bonds say recession by the 4th quarter, equities say earnings growth will be back to 10% by Q4. Can both be right? If recession, can inflation stay high or will it at ...
6.25 RBA To Government: I'm Going To Crash This Thing! | Nucleus Investment Insights
June 08, 2023 05:43 - 47 minutes - 43.9 MBWe have seen a raft of comments and discussions from the governor of the reserve bank of Australia. The message has been disjointed. What has come through, whether he realises it or not, is the fundamental disconnect between government policy and central bank policy. On one hand, Australia is being flooded with record levels of new immigrants, putting upward pressure on rents and services. Supply in that area is not elastic. New houses and infrastructure take years to build. If we are relyi...
6.24 Are NVidia And AI Stocks In A Boom Or A Bubble? | Nucleus Investment Insights
June 01, 2023 07:36 - 59 minutes - 55 MBNVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades. Data centre revenue, which is the largest part of NVidia's revenues, is expected to double over the next 90 days. But revenues have been volatile. For example, NVidia's gaming revenues halved last year, probably due to Etherium (a crypto-currency) moving to proof of stake. On one hand, NVidia is not cheap relative to the market, trading on 45 times next year's earnings. On the other ha...
6.23 Is A Recession Inevitable? With Peter Boockvar, C.I.O. of Bleakley Financial Group | Nucleus Investment Insights
May 28, 2023 02:00 - 42 minutes - 39.4 MBJoin Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr for an insightful podcast episode as we delve into macroeconomic themes and strategies with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group. From recessions and US interest rates to company profits and credit crunches, we navigate through the key factors shaping the financial landscape. Gain valuable insights into the current state of the economy and the potential impa...
6.22 The Transparency Warrior VS Vested Interests W/ Ex-Senator Rex Patrick | Nucleus Investment Insights
May 25, 2023 06:27 - 1 hour - 73 MBFrom an investment perspective, betting on vested interests to win the issue of the day has been an easy bet for the last few decades. While Nucleus admits this is no way to run a country, it is hard to invest for a different outcome when vested interests keep winning at the expense of the broader population. Our guest today has been in the thick of the battle in parliament and continues the battle in his post-senate career. Former Senator Rex Patrick was known as the Transparency Warrior...
24 Rentageddon: Is Gen Z careening towards another crisis? | Nucleus Wealth Empower
May 22, 2023 01:45 - 1 hour - 58.4 MBHave you or someone you know experienced the mayhem in the rental market lately? Rents are up nationally 10.1% in the last 12 months according to SQM. Underlying that is up to 50% increases as existing tenants' leases expire, bidding wars for new properties, and inspection queues sometimes winding around the block. Where is this coming from? And what does it mean looking forward? Nucleus Wealth's Chief Operating Officer, Shelley George, and Chief Economist, Leith Van Onselen, take a look. ...
6.21 Is The Commodity Goose Cooked? | Nucleus Investment Insights
May 18, 2023 06:33 - 54 minutes - 50.4 MBIn November, China issued a sweeping directive to rescue its property sector. At face value, it was a major recalibration of its property crackdown. There are two ways to read the string of announcements: China is starting down the “whatever it takes” path. The current policies may not be enough, but they are a sign that China will keep adding more stimulus until the problem is fixed. The plan does not change the fundamental demand for new construction. For the most part, you can categori...
6.20 Inflation: Why Are Food Input Prices Falling But Grocery Prices Rising? | Nucleus Investment Insights
May 11, 2023 05:20 - 37 minutes - 34.9 MBVegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one of the few food ingredients that is up (and Ukraine/Russia are not even major producers), but meat is down. At the same time, international shipping rates have plummeted. The Baltic Dry Index is about 75% lower than its peak in 2022. So, why are grocery prices still rising? In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr dis...
6.19 The End of Cycle Shock is Here! | Nucleus Investment Insights
May 04, 2023 05:33 - 54 minutes - 50.2 MBThe Q1 earnings season is more than halfway through, and the results are not great. At the headline, a number of the big tech names look better than expected, overshadowing the rest of the market. But once you dig into the earnings for smaller companies, the results are more concerning. The big question is whether this is the start of the major earnings downturn that we have previously discussed or simply a dip? Join us in this week’s podcast where Nucleus Wealth's Chief Investment Officer,...
6.18 After A COVID Hiatus, Are Companies Finally Going Bankrupt? | Nucleus Investment Insights
April 27, 2023 05:26 - 34 minutes - 32.2 MBDuring COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. And it worked! Bankruptcies plunged in developed countries all over the world. But now, the rules are back to normal. Bankruptcies are starting to rise once more. Is this a sign that the business cycle is back? Will there be a "catch-up"? Will rising interest rates swamp all other factors? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, an...
6.17 What Happens When A Nascent Housing Boom Meets A Mortgage Cliff | Nucleus Investment Insights
April 20, 2023 08:34 - 1 hour - 56 MBThere are early signs that the property market has bottomed, and a number of analysts are calling for prices to start rising as the RBA cuts rates. We compare this to upcoming the mortgage cliff. What happens when an irresistible force meets an immovable object? In this week's webinar, join us as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr and Chief Economist Leith Van Onselen discuss Leith's recent post "Here comes the house price boom...
6.16 Is The Credit Crunch Tsunami About To Strike? | Nucleus Investment Insight
April 13, 2023 09:18 - 47 minutes - 44.1 MBOver the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now that data is flowing through, the signs are ominous. Bank lending and credit availability have pulled back sharply. In this week’s webinar, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dive into the factors driving the credit crunch and what you, as an investor, should be doing about i...
23 Active VS Passive Investing Paradoxes | Nucleus Wealth Empower
April 08, 2023 23:00 - 43 minutes - 40.4 MBCan Doing Less Help You Achieve More? Or Will Following The Herd Lead You Astray? In this episode of Nucleus Wealth Empower, Shelley George, Nucleus Wealth’s Chief Operating Officer and Damien Klassen, Chief Investment Officer, addressed this incongruous issue. Empowering you to develop money and investing as tools for living your fullest life. Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial go...
6.15 Disruption! Which Sectors Are Most At Risk From AI Advances | Nucleus Investment Insights
April 06, 2023 04:50 - 1 hour - 64.4 MBEvery day there are new applications for AI, and a Cambrian explosion of ideas are steaming through work places right now. In this week's webinar, we analyse the sectors that have the most to gain, and more importantly, the most to lose from the rise of Artificial Intelligence. View the presentation slides Agenda: What is AI What have been the breakthroughs Exponential? Industries most at risk Countries most affected Key Investment Question: Who benefits most Investment outlook T...
6.14 Why India Is Not The Next China | Nucleus Investment Insights
March 30, 2023 05:04 - 52 minutes - 49 MBThis week we will discuss a number of the myths around the rise of India. Most importantly there is a common misconception that as China goes into decline, India will rise to take its place and Australian exports will continue to grow. We do not believe this is broadly the case (although there are some sectors where India-Australia trade will grow) and we look in detail at the reasons why. So join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief...
6.13 It's Hard To Kill A Banking Crisis | Nucleus Investment Insights
March 23, 2023 05:08 - 59 minutes - 55.1 MBIt feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. We are back with banks again this week. We won't give too much because things are moving fast, so just click the button below to watch the full episode. Watch this week’s podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, have a loo...
6.12 A Sectoral Guide To Surviving The Business Cycle | Nucleus Investment Insights
March 16, 2023 03:57 - 55 minutes - 51.8 MBThere is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks - all have benefits at different points in the cycle. Join us on this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr look at different arguments and how stocks have performed in the past. View the presentation slides Agenda: Quant Recap What is ...
6.11 Special Episode - Is A Banking Crisis Underway? Part 2 | Nucleus Investment Insights
March 14, 2023 04:15 - 42 minutes - 39.8 MBAs these things often do, the Silicon Valley Bank situation escalated quickly. Is this a sign that the Federal Reserve has raised rates until they broke something? Join us for this special episode as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Operating Officer, Shelley George, lift the lid on what's happening in the US banking system right now. To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you ...
6.10 Is A Banking Crisis Underway? | Nucleus Investment Insights
March 10, 2023 05:06 - 1 hour - 56.7 MBLast night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose). This could be the precursor to a deeper banking crisis. We run through the issues and the effect on your portfolios. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith ...
6.09 The Smashed Aussie Economy | Nucleus Investment Insights
March 02, 2023 04:37 - 54 minutes - 50.8 MBGiven the inflation and GDP numbers yesterday, we thought it worth an emergency look at the emerging crisis in the Australian economy. Join us in this week’s podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, have a look at this breaking update. View the presentation slides Agenda: GDP fading fast Consumer income and wealth squeeze China won’t save us Fiscal and monetary impulses nega...
22 Shining a Light on Your Future: The Critical Importance of Transparency in Your Superannuation | Nucleus Wealth Empower
February 28, 2023 03:00 - 44 minutes - 40.9 MBJoin Nucleus Wealth's Shelley George, Chief Operating Officer, and Damien Klassen, Chief Investment Officer, to find out why transparency is important in your investments. Empowering you to develop money and investing as tools for living your fullest life. Twitter Instagram Facebook LinkedIn 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 ...
6.08 No European Energy Crisis, No Problem? Not So Fast, Says the Economy | Nucleus Investment Insights
February 23, 2023 05:27 - 41 minutes - 38.2 MBThe energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis and European stocks rallied significantly higher. But the absence of a crisis is not the same as a recovery. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr look at European stocks to see if they have risen too far too fast. View the presentation slides Age...
6.07 Lithium: Exploring Investment Opportunities In The Cambrian Explosion | Nucleus Investment Insights
February 16, 2023 08:34 - 1 hour - 69.7 MBJoin us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and guest Kirk McDonald of New Energy Nexus dive into the lithium value chain. View the presentation slides Agenda: Discussion about the value chain, what it looks like, what are some of the key numbers and opportunities What are the main hurdles for Australia, what is New Energy Nexus doing to help overcome War stories from companies that you are helpi...
6.06 Who is more believable: Central Banks or Interest Rate Markets? | Nucleus Investment Insights
February 09, 2023 04:00 - 41 minutes - 38.4 MBFor some months now, there’s been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in. But now it seems even more extreme. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rate markets are forecasting a pivot to rate cuts later in 2023. They both can’t be right, and this week we looked at the arguments. In this investment podcast, Nucleus Wealth’s Chief Investment O...
6.05 Sorting The Weird Renewable Energy Tech From The Wonderful | Nucleus Investment Insights
February 02, 2023 02:45 - 1 hour - 77.6 MBThis week we have Rosie Barnes from the YouTube channel @EngineeringwithRosie. She is a wind engineer and spends her podcasts explaining and analysing renewable energy technologies. View the presentation slides We have Rosie on to look at: What are the most interesting technologies right now, which look like being able to continue to get incremental cost reductions? Which are the "home run" technologies that we should be watching in case there is a significant breakthrough? Rosie's thou...
6.04 Reporting Season Indications and Valuation Roundup | Nucleus Investment Insights
January 27, 2023 06:24 - 34 minutes - 32 MBJoin us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr look at the early results from reporting season and how expectations are changing. We also scoot around the world looking at sector and country valuations. Where looks cheap, and which countries have run too hard? View the presentation slides Agenda: Global Earnings overview Australia vs World Sectors Stocks Implications for markets To listen in ...
6.03 Fundamental Bears vs Technical Bulls | Nucleus Investment Insights
January 19, 2023 04:00 - 39 minutes - 36.3 MBThere are a host of economists expecting a recession. There are a bucketload of financial strategists expecting a market downturn. So, why are the technical analysts bullish? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we weigh in on this. View the presentation slides Agenda: Fundamental Bears vs Technical Bulls 3 effects Economy Valuations Earnings Price Movement Investment Outlook To l...
6.02 What's Instore For 2023? | Nucleus Investment Insights
January 12, 2023 05:04 - 1 hour - 66.4 MBThe turn of the year is when strategists and forecasters from around the globe look to their crystal balls and prognosticate on the likely events for 2023. This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes. View the presentation slides Agenda: Economic Geopolitical Investment Investment implications To listen in podcast form click here Get an obligation-free portfolio re...
6.01 Megatrends 2023 | Nucleus Investment Insights
January 05, 2023 02:35 - 1 hour - 57.2 MBJoin us in this week's investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss 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 Agenda: Inequality Demographics Female participation Rising debt Falling taxes Rising trade Energy costs To listen in podcast form click here Get an obligation-free portfolio recommendation to see ho...
5.52 The World of Ethical Investing | Nucleus Investment Insights
December 29, 2022 02:26 - 42 minutes - 39.6 MBJoin us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss the many grey areas of ethical investing and how you can do it on your terms. View the presentation slides Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the options What are the pitfalls To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you L...
5.51 The Property Recession of 2023 with Leith van Onselen | Nucleus Investment Insights
December 22, 2022 14:27 - 55 minutes - 51.2 MBIn this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discuss 2023's "odds-on recession". View the presentation slides Agenda: Sharpest interest rate hikes in history House prices continue to fall Fixed-rate mortgages reverting to high variable rates Household consumption falling Record immigration to subdue wage growth To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we ...
Rapid Insights Ep.2: 2022 Australian Property Market Update
December 20, 2022 00:00 - 14 minutes - 13.3 MBAustralian property market prices are falling, and rents are rising rapidly. Interest rates are rising even faster at the headline. Where is this heading and what will be its effect for the incoming year? In this Rapid Insights episode, Nucleus Wealth video, we examine these questions. https://nucleuswealth.com/articles/australian-property-market-update/ To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn...
5.50 Property with Martin North: The Rate Cut That Nobody Noticed | Nucleus Investment Insights
December 15, 2022 05:28 - 1 hour - 64.1 MBIn this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, with guest, Martin North, Principal of Digital Finance Analytics, discussed property rate cut that nobody noticed. View the presentation slides Agenda: Increasing or decreasing? Proportion of GDP - level more important or change? Mortgage stress Investment implications To listen in podcast form click here Get an obligation-free portfolio recommendation to see...
5.49 The 2023 Recession The World Has To Have | Nucleus Investment Insights
December 08, 2022 04:27 - 1 hour - 67.8 MBJoin us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr as they wrap up the year and discuss what lies ahead for 2023. View the presentation slides Agenda: End-of-year reflection on themes and events of 2022, plus what to look out for in 2023 Inflation Company earnings Valuation Central banks and when they will pivot Recessionary signs To listen i...