Posts about Damien Klassen

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at Australia’s worsening housing affordability — unpacking why conditions have tightened even further, what’s driving the latest squeeze on buyers and renters, and what it all means for investors ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks how AI is rapidly devouring the software sector — examining why AI leaders are absorbing ever-larger slices of market cap, what’s driving the widening performance gap, and what this power shift means for ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down silver’s dramatic surge and sudden slide — exploring what drove the volatility, whether another wave of momentum is building, and what the risk-reward now looks like for investors watching the metal’s ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by David Llewelyn-Smith of MacroBusiness to examine the latest slide in the U.S. dollar — unpacking whether this is just a short-term pullback or an early sign the broader USD tide is turning, and what a ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the global market selloff triggered by a sharp jump in Japanese bond yields — exploring what drove the move, why it rattled equities and currencies worldwide, and what it all means for investors ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, digs deeper into what Donald Trump’s renewed attacks on the Federal Reserve could mean for inflation, interest-rate credibility, and long-term bonds — especially as markets grapple with talk of firing Jerome Powell, ...

In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North of DFA Live in a special collaboration to unpack the fast-moving geopolitical shifts in Venezuela, Ukraine, and Taiwan — examining how rising assertiveness from powerful leaders is challenging ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how the rapid rollout of AI could drive power prices higher — why the sheer volume of energy isn’t the issue, but the speed of demand growth is, and what this looming pressure means for investors across the ...

In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North from DFA to unpack eight critical megatrends set to shape markets and investment returns in the years ahead — and why their combined impact could be powerful, complex, and often pulling in very ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, digs into the great valuation debate — exploring how stretched markets truly are, what’s driving the disconnect between price and fundamentals, and where investors should be most cautious as the cycle matures. ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the latest crypto price crash — assessing where digital assets now fit within an investment portfolio, what’s really driving the volatility, and whether Larry Fink’s push for a tokenisation boom offers any ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith Van Onselen to break down the Pacific’s growing inflation divide — why the U.S. Federal Reserve is edging toward cuts while the Reserve Bank of Australia is holding firm, what’s really driving the ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at whether NVIDIA’s upcoming results could rattle confidence in the AI boom — unpacking what investors should watch for as the market’s largest stock reports, and how the outcome might reshape expectations for ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the latest forecasts for fossil fuel use from the International Energy Agency — why oil demand is set to keep growing under current policies, what that means for coal, oil, and gas investments, and how ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the political storm hitting the healthcare sector — how comments and policy risks from Trump and RFK Jr. are weighing on valuations, whether today’s beaten-down prices could present a long-term buying ...