Posts about Donald Trump

The issue with stock markets is not that they are broadly overvalued. The overvaluation is mainly concentrated in the largest AI stocks that also have the best growth. The problem is that if you want to diversify, the rest of your choices are often reasonably priced but have a much poorer growth ...

Tariffs, in an ever-evolving form, are front page of every business paper at the moment. Are they going to give cover for companies to push through another round of price increases?

It would be hard to do a podcast on anything other than tariffs... In this week Nucleus Wealth's Chief Investment Officer, Damien Klassen discussed the what, how, who and why.

With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia.

After the US election, what should you be doing? In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, discuss this topic.

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen look at the Trump trade - what are markets doing as betting odds improve.

After surviving an assassination attempt, Trump is leading most polls for the next president. In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the legal issues and the potential outcomes, the likelihood of a ...

While there are still a range of court cases outstanding, Trump is leading most polls for the next president. In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the legal issues and the potential outcomes, the ...