In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025.

In this week's Special Christmas edition of the podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents.

A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia.

In November, global markets boomed on the back of the Trump election, continuing into December with a Santa rally for the ages. The key question: how much higher can markets go?

Treasurer Jim Chalmers says the federal government undertook a “very robust and very consultative” process to select the members of the Reserve Bank of Australia’s (RBA) two new boards, which will come into effect on 1 March 2025.

Last week, ABC’s Ian Verrender published an article on the “productivity conundrum” preventing the Reserve Bank of Australia (RBA) from cutting interest rates.

Financial markets have fully priced in dual interest rate cuts at the Reserve Bank of Australia’s (RBA) board meetings in April and May after the central bank adopted a more dovish tone in Tuesday’s monetary policy statement.

Inflation is not out of control in the US. However, the last three months have shown signs of life in almost every inflation category.

Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch.

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics.