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.

NVIDIA took a tumble this week as DeepSeek fears overran the market.

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics.

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic.

In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI and weight loss drugs.

Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts. As the bellwether stock for the AI sector, it will be difficult to have an AI boom if NVIDIA is not taking part. In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen digs into ...

There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about how AI is a bust. The combination is worth reviewing - is this an opportunity to reload on technology stocks, or is it a pin in the bubble? In this week’s podcast Nucleus Wealth’s Chief ...

This week we also scoot around the world at sector and country valuations. Where looks cheap, and which countries have run too hard? Agenda: Global Earnings overview Australia vs World Sectors Stocks Implications for markets View the presentation slides Click here to subscribe to our YouTube ...

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discussed the following: Why is Aussie inflation sticky? Will the RBA pivot back to hikes? Investment implications View the presentation slides Click here to subscribe to our ...