Posts about how to invest

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 ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores why corporate earnings have remained surprisingly resilient — from pricing power and higher-margin business models to cost discipline and selective AI-driven productivity — and tests how long those supports ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether the gold boom is starting to lose its shine — exploring what’s behind the recent cracks in the rally, and whether investors should be taking profits or buying the dip. Download the Presentation ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why Australia’s stock market looks expensive compared to global peers — and whether the nation’s limited exposure to high-growth tech and AI could see it left behind once again. Download the presentation ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks today’s stretched market valuations—why they’re really concentrated in just a handful of the largest stocks, why small and mid-sized companies may actually be trading below average, and how investors should ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect. Click here to subscribe to our YouTube channel to be notified ...

In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen dug into the overinvestment in Electric Vehicles in China, and what it means for the rest of the investment market.

In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world's richest man and profits are looking like 10xing.

In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at deepening problems in long bond yields and what they mean for valuations in the stock market.