Posts about RBA

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.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the crushing weight of Australia’s housing market — why affordability is being flattened under rising prices, what’s driving the squeeze, and what comes next for buyers, renters, and investors. Click here to ...

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.

In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns.

In this week podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it's tumble down the productivity tables.

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, looked at a number of concerns that investors have about market concentration. The two big ones: (1) With almost 40% of the US market in the hands of just 10 stocks (2) at the same time the amount of money in passive ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen explored where income investors should look as Australian interest rates appear set to fall.

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.