In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen checked in on house price affordability for Australians after the recent interest rate cuts.
This is the abridged version of last week's podcast, delving into the landscape of 3rd quarter earnings:
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst ...
In this rapid insight episode, we look at the rise of weight-loss drugs. Don't sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound economic impact on the estimated 3% of global ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, revisited the tense relations with our largest trading partner. Prime Minister Albanese is in China this week. The Australia-China trade relationship has been fraught with tension, ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr, delve into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics. We provide an in-depth ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen and Head of Advice Samuel Kerr look at the extreme levels of housing and rental unaffordability and the impacts on the economy, people and the environment. View the presentation ...
In this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discussed 2023's "odds-on recession". Agenda: Russia-Ukraine war & the energy shock Sharpest interest rate hikes in history House prices continuing to fall Fixed-rate ...
In this investment podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, with guest, Martin North, Principal of Digital Finance Analytics, discussed property rate cut that nobody noticed. Agenda: Increasing or decreasing? Proportion of GDP - ...
In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Nucleus Wealth’s Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr discussed what Paul Keating called Australia’s 1990/1 recession, “the recession” we had to have. Today the Nucleus ...
In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr reviewed and discussed the recent earnings season and what likely lies ahead. Agenda: Earnings tailwinds becoming headwinds Global Earnings overview Australia vs World ...
