NVIDIA took a tumble this week as DeepSeek fears overran the market.
There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series ...
There has been a lot of inflation in food at the supermarket, but very little for the farmers. Most agricultural prices have actually been decreasing over the last 18 months. Is this greedflation at play? In this week’s podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Senior ...
Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks. In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into each of the 'magnificent seven' stocks. View the ...
There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed. For the stocks involved, the effects can be dramatic. With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are ...
If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen. In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year’s darlings who have seen shipping rates ...
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and delve into the latest data from his household stress survey. The key things we want to find out: The overall household variation. ...
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into the world of income and yields. With interest rates 4-5% higher around the world, what are your options and what can you expect to get on the various types of ...
This week we delve into the world's largest asset class. Alarming economic data has sparked investor jitters, but imbalances have existed for a decade or more. Over the past 15 years, China's construction frenzy has reached historic proportions. The trigger point is elusive, akin to predicting an ...
In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Julian Campbell-Wood of Global REITS - Resolution Capital run through the following topics: Office: The dangers of contagion in US commercial property and what the future of ...
Are we heading into a classic central bank-created bust, following a boom fuelled by low interest rates? So far this has been primarily about asset prices. Is it really a recession if unemployment remains low? Minsky’s hedge, speculative and Ponzi categories are playing out as ...