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Webinars

Is AI A Bust After All? | Nucleus Investment Insights

Posted on by Damien Klassen
26
Jul
There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about how AI is a bust. The combination is worth reviewing – is this an opportunity to reload on technology stocks, or is it a pin in the bubble?

 

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, discussed this issue.

 

Agenda:

  • Fundamentals
  • Valuation
  • Macroeconomic
  • Investment outlook
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    Damien Klassen

    Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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