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 ...
In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the oil market, which has seen prices drop sharply. OPEC resolve appears to be crumbling, demand is still weak, Chinese EV prices are tumbling and US production ...
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 ...
Hold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden ...
Heads up, everyone! Due to the holiday, our live podcast will be postponed. Don’t worry, though! We’ve got you covered with a special replay of one of our favourite episodes. Stay tuned and enjoy the throwback! Get ready to supercharge your investment knowledge! Dive into ‘Megatrends 2024’ where ...
Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot? In this week’s podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith gave insight on ...
While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week. The data from China continues to be poor, and the government interventions are minimal. Brokers have been calling the bottom for years now, and one day, they will be right. The ...
With the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options? In this week’s podcast, Nucleus Wealth’s Chief Investment ...
Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations, earnings growth to see where the investment opportunities lie. In this week’s podcast, Nucleus Wealth's Chief Investment Officer Damien ...
