2025 has seen a huge rise in long term bond yields, causing ructions in the stock market.
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked at a range of different predictions for 2025 and assessed their likelihood and effect.
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.
Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch.
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.
The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future ...
In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in AI and the similarities in macro events to the tech boom in 1999. Agenda: Technological Macroeconomic similarities Societal change View the presentation slides Click here ...
