The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China.
There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP. While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, ...
After a bout of volatility, stock markets have settled. In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, took a quick look at whether the issues are over or there is more to come. Click here to subscribe to our YouTube ...
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, delved into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates. View the presentation slides ...
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 ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals. We have lots of questions about the sustainability of the current metals ...
This week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself. Then, one for ...
US inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to ...
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delves into a comprehensive exploration of the semiconductor sector. Covering the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the ...
In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discussed the following: Why is Aussie inflation sticky? Will the RBA pivot back to hikes? Investment implications View the presentation slides Click here to subscribe to our ...
